This presentation talks about CRMIT 's successful migration from Oracle CRM On Demand #CRMOD to Fusion CRM. For More details, visit us at http://www.crmit.com/ or http://blog.crmit.com/

1. CRMIT’s CRM On Demand to FCRM Migration
Success Story
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information

2. Agenda
• CRM On Demand deployment overview
• Unmet CRM needs
• Fusion CRM – A better fitment for CRMIT
• Migration Approach, Plan & Current Status
• Integration / Custom Extensions to FCRM
• Future Roadmap for FCRM deployment
• Readiness Plan as an Implementation Partner
• Contact Information
• Our Offices
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information

3. CRM OnDemand Deployment Overview
• Deployed in 2010 for CRMIT’s “Sales Team” as a simple CRM
solution enabled with standard out of box CRM On Demand
features
• Major internal initiative undertaken in 2011, to convert CRM
OnDemand as a “Strategic Application” to gain new
customers, improve customer satisfaction and collaboration
among Sales, Marketing, PMO and finance teams of CRMIT
under the project initiative of “Sales++”
• CRM On Demand is customized on multiple aspects (data
structures, business processes, Standard extensions (ODM)
and custom extensions) as part of Sales++ initiative
• Sales++ deployed in mid 2011 to CRMIT’s sales, marketing,
PMO and finance teams distributed across the globe as one
single application facilitating centralized data capture and
collaboration
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information

4. Unmet CRM needs
• As CRMIT diversifies globally, there is a strong need for effective territory
definition for Sales team and use it as base for handling data security,
forecasting and performance management which is over and beyond the
current “Book of Business” feature offered by CRM On Demand
• CRM On Demand discrete workflow feature though simple and elegant is
not sufficient to deploy some of the complex internal processes that cuts
across multiple groups like sales, marketing, finance and PMO
• Need for a better user interface coupled with advanced built-in native
interfaces of CRM with MS office applications / other collaboration tools
• Need for a flexible framework (unlimited objects, fields etc) to build
custom extensions
• Need for a scalable application platform to meet the future needs of
CRMIT in the areas of HCM, ICM and OSN
• Flexible and unlimited webservice usage would help CRMIT to effectively
use its custom CRM plug-ins
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information

5. Fusion CRM – A better fitment for CRMIT
Territory • Powerful territory management tightly coupled with
• Security Model
• Real time Forecasting
Management • Embedded reports and dashboards with extensive pre-built metrics for performance
management
• Flexible Architecture facilitating
Flexible • Deeper process level customization with process manager
• Ability to build complex business rules / validations using Groovy support
• Customizable mobile CRM
Architecture • Unlimited custom objects / abundant custom fields
• Workflows supported by Groovy scripts
• Unrestricted Webservice usage
Scalable • Scalable Platform to meet CRMIT’s future needs on
• Human Capital Management platform for all its employees
Application • Incentive compensation management to implement flexible / complex compensation
payouts
Platform • Oracle Social Network for internal / external collaboration
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information

6. Migration Approach, Plan and Current Status
July /
May 2012 June 2012 Sep 2012
August 2012
•Instance provisioning
Processes Data Migration
•Company Setup (Currency, Language, •Customization using Webservices to
Territory Dimensions etc) build integrated Service Request
•Object Extensions (Custom objects) •Opportunity Management (Sales Coach, Management Module •Migrating of existing CRM OnDemand
Business Rules, Workflows) Production Data (Accounts, Contacts,
•Field Extensions •Integration with CRMIT’s internal
•Lead Management Opportunities and Leads)
•Setting up territory and Quota Project Management System (PMS)
•Campaign Management (Email) •Data Quality Testing
definition
•Inter department collaboration flows •Reports and Dashboard testing with
•Reports / Dashboard Creation production data
(Sales, Presales, Finance and PMO)
•User Migration and GoLive
Data Customization
Structures / Integration
Current Status : CRMIT goes live with Fusion CRM on
7th October 2012
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information

7. Integration / Customization extensions to FCRM
Customization - Lack of Service Request Management in current version of FCRM is not a serious show
stopper to CRMIT as we went ahead and built our own Integrated Service Request Management Module
for FCRM. Integrated Service Request Management Module for FCRM helps CRMIT to
• Extend Fusion CRM to handle Service Request Management with relevant reports and dashboards
• Provides a 24 x 7 knowledge portal accessible to CRMIT customers, to reduce service cost
• 24 x 7 web based Service request portal for CRMIT customers to raise and resolve product / service issues
with CRMIT support personal
• Built-In Social Media integration capabilities to enhance knowledge sharing and co-creation capabilities
• Future plans in place to add non expensive channels of communication like email, chat and CTI solution
Integration - FCRM is integrated with CRMIT’s Project Management System Whizible (PMS) supporting the below needs
• Facilitates conversion of won opportunities to a “Project” in PMS on click of a button in FCRM, reusing all information
gathered as part of sales cycle without any manual intervention
• Update back to FCRM on project progress / payment milestones for Sales team to get a 360 degree view of current project
status
• Update back to FCRM on periodic basis on project success metrics (Effort / Schedule / Cost / Quality)
• Posting back documented “Project Closure” results to FCRM for future reference
• Ensures tighter collaboration among Project team members, PMO, Finance and Sales team
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information

8. Future Roadmap for FCRM deployment
• Enabling Marketing module in Fusion CRM
• Deployment of Mobile CRM
• Integration with Financial Systems
• Deployment of Fusion Incentive Compensation Module (ICM)
• Deployment of Fusion Human Capital Management (HCM)
• Integrating with Oracle Social Network (OSN) to enable
tighter collaboration within CRMIT members across the globe
as well as with Partners and Customers
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information

9. Readiness Plan as an Implementation Partner
CRMIT is one of the first OPN partners to have now “Certified Fusion CRM Sales Implementation
Specialists”
Deliver Fusion CRM Implementation
Simple Implementation with out of box features for rapid value
realization
Complex implementation with involved integration / extensions to
large customers
Migration approach / tools / utilities to migrate existing CRMOD
Dec 2012
customers to Fusion CRM
Setup Fusion CRM Practice
Sales & Presales support to Oracle
POC Support to Oracle
Scaling internal team strength
Migrating CRM++ plug-ins to Fusion CRM
Build Internal Competencies
Sales & Presales Certifications
Implementation Certifications
May 2012
Hands-On competency with internal deployment
Training delivery on Fusion CRM for Oracle
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information

10. Contact Information
Phone: +1 972 215 0547
Website: www.crmit.com
Email: contact@crmit.com
Blog : http://blog.crmit.com/
Twitter : @crmitsolutions
Facebook : http://www.facebook.com/CRMITSolutions
LinkedIn : http://www.linkedin.com/company/crmit
Google+ : https://plus.google.com/105417478549877517638/posts
YouTube : http://www.youtube.com/crmitsolutions
Flickr : http://www.flickr.com/photos/crmit/
Pinterest : http://pinterest.com/crmitsolutions/
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information

11. Our Offices
USA Office Asia Office Australia Office
1525, McCarthy Blvd, 14, CRMIT Towers, Suite 24/103George Street,
Suite 1000,Milipitas, BTM Layout 1st Stage, Parramatta,
California 95035 100 Ft Ring Road, NSW-2150,
USA Bangalore 560068 Australia
India
Japan Office Europe Office
2-21-7-703 Kiba, Koto- Ku, Taiwan Office
9 Devonshire Square
Tokyo 135-0042, CRMIT Solutions
London,
Japan 10F, No. 514, Sec. 2, Chenggong
Road, Neihu 4YF Taipei,
UK EC2M District,
Taiwan 114
For more information, contact us at sales@crmit.com or visit our website at www.crmit.com
Copyright of CRMIT-© 2012. All rights reserved.
This document and translations of it may be copied and furnished to others, and derivative works that comment on or otherwise explain it or assist in its implementation may be prepared,
copied, published, and distributed, in whole or in part, without restriction of any kind, provided that the above copyright notice and this section are included on all such copies and
derivative works. However, this document itself may not be modified in any way, including by removing the copyright notice or references to CRMIT, without the permission of the
copyright owners. This document and the information contained herein is provided on an "AS IS" basis and CRMIT DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT
NOT LIMITED TO ANY WARRANTY THAT THE USE OF THE INFORMATION HEREIN WILL NOT INFRINGE ANY OWNERSHIP RIGHTS OR ANY IMPLIED WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
Copyright of CRMIT (C) 2012. All rights reserved. Confidential Information