iCRM system allows your sales team to coordinate their schedule with customers. The system will always be updated in real time so your employees who are always on the go can keep themselves informed of their meeting schedules, deadlines or personal events through their smartphones (compatible with Android, iPhone, Windows 8 and Windows Mobile). CRM Malaysia helps you to do it all.
In this tutorial, we would like to show you how to display case and task in your calendar.
Sometimes, the task template that we have created, needs to be edited to accommodate the various tasks that we will be assigning to the case or due to additional tasks in the template. CRM Malaysia is able to edit the created task templates to suit your company’s needs.
Below is a simple guide to show you how to edit the task template.
Our online CRM system is capable of uploading your CSV file simultaneously which contains all of your clients details. Through this method, you can create a large group of contacts quickly compared to inserting it manually, one by one.
Below is a simple guide to show you how to upload file.
By using CRM Malaysia system, you can send your contact Vcard via bulk email or Bulk SMS. This function created by iCRM team allows you to keep in touch with customers, employees or team members with this SMS or bulk email service. You do not have to manually send out Vcards through your mobile every time meeting a customer.
Below is a guide on how to send contact Vcard.
Sometimes, you need to upload files which is related to your case for your customer’s reference. By using CRM system, you can upload your file when creating new case or editing an existing case. All will then be automatically stored in a folder associated with CRM case.
Below is a guide to show you how to upload files.
By using CRM Malaysia system, case files are automatically created by the system and uploaded into a folder. You can search for your case files in crm_case folder. Your case files will be contained in the folder.
A few steps will show you about how to show your case file.
You can set your task template when creating a new case. CRM Malaysia realise the importance of being able to select different templates for different task. You do not have to customise or add your details manually whenever a case email has to be sent.
The few steps below will show you how to set task template when creating a new case.
After you have created a case, you can send a case email to the customer when the customer requests. Sometimes customers will request a case email containing task information, so they can constantly keep track on their project and progress.
This tutorial will show you how to send case email.
CRM Malaysia has a functionality on creating task template for future use. The task templates allow you to select different templates when assigning different task to case activity. It is useful when you need to include different information or requiring different layout for different cases.
The tutorial below will show you how to create task template.
CRM Malaysia enables you to upload files to the iCRM system. Besides being able to see all the files that you have uploaded to the system, you can also see CRM’s HTML task files.
In this tutorial, we will demonstrate on how to show all the CRM task files that you have uploaded to the system.
CRM Malaysia is also created for your management team. In iCRM, your managers can assign cases or task to any of your sales team members in your company. Customers in your in your CRM system contact list can be assigned to your sales team to make sure all of your customers are attended to and avoid losing your contacts.
The tutorial below will show you how to assign the case to the person in charge.
CRM Malaysia allows you to upload company letterhead. This company letterhead could be useful when your invoices, quotations, cash sales and so on needs to be personalised to your company sending email to others. Company letterhead could be used when sending a task email.
We will demonstrate on how to upload company letterhead.
CRM Malaysia has provided a task alert function which enables your staff, especially your sales team to be reminded about their meetings with customers or any tasks to be done. When your company grows and starts to have more incoming customer, it could be difficult for your sales team to keep track of their meetings and task. So a great way would be setting a reminder for the task, so your sales force will receive an email or SMS reminding them about the task.
Here, we would like to demonstrate how to have a task alert reminder in your Home page.
At times, customer may require some case information from your company to followup or check on the project or task they have with you. Hence, CRM Malaysia has created a function that allows your employee or sales team to easily send case information through email. This way, your customers will receive complete information from your company without missing any details.
In this tutorial, we would like to do a demonstration on how to send a case information to contact person.
CRM Malaysia provides case alert to remind user about the case they inserted. You may include the case reminder as a dashboard “widget”, for example listing the case in the “home” page and set the reminder alert. This will keep your sales team in mind about their upcoming cases.
The tutorial below will show you how to use the case alert in our online CRM system.
The case summary is capable to record up to 20 latest cases and have been scheduled by the system to automatically send the email every night 10pm. The email can be sent to client or your management team as we have mentioned in the previous tutorial. Again, this is an additional solution by CRM Malaysia to help companies to keep track on their sales team and if they are following up with the customers frequently.
In this tutorial, we would like to teach you on how to send a case summary to client via email.
As a user of CRM Malaysia system, you can create case record. The case is specially used to record any information or tasks, related to potential customer or client and remind the management. You can assign and manage your client’s case efficiently by using our online CRM system. This way both your customers or clients will be able to keep track on the case progress.
The tutorial below will show you how to create a new case.
CRM Malaysia allows you to upload files either while creating new task or add a new file after the task is created. It is useful to have files attached to the task especially when pictures or PDF files are commonly involved.
We will demonstrate on how to upload a file from an existing task list.
CRM Malaysia enables you to send out your task list through email, another great export solution. Highly useful, if your customers wants to keep track of their project or job status. You can just select the task related to your customer and send out an email with the task progress information inside.
We will demonstrate on how to send a task email in this tutorial.
In CRM Malaysia, we allow you or your employees to upload files into the allocated space in the CRM system. After some time, there would be more files uploaded and soon everyone might not be able to keep track what files in the server. Therefore, we have integrated a search function to allow quick search on your files.
You can search your files by typing the file name or or the format of the file and your files will be listed accordingly.
The tutorial below will show you how to search your file easily.