In CRM Malaysia, you can add more modules to your iCRM system even after you have subscribed to the iCRM system. CRM Malaysia allows you to add-on various modules so you can make your business as versatile as possible to increase customer retention and accommodate existing customer’s needs.
Below is a short tutorial on how to subscribe additional modules and make payment through CRM Malaysia’s payment gateway.
In CRM Malaysia it is very convenient to insert all the customer’s contact information at one go without any data entry involved. iCRM system has the capability to do this function by uploading a CSV file with its data pre-arranged accordingly.
Below is a short tutorial on how to import customer via contact list.
CRM Malaysia allows you to add a new customer contact reference using iCRM API keys. However, you are required to create a HTML file and a PHP file before you are able to add any new customer contact references.
Below is a short tutorial on how to add customer new contact using CRM Malaysia’s API reference keys.
In case you run out of email credits after running an email campaign, you can reload the credits conveniently in your iCRM account. iCRM’s email credits offers pre-paid plans for all CRM Malaysia users regardless which module you are subscribed to.
Below is a short tutorial on how to reload email credits into your iCRM account.
After you have created a new account for your employee, you can always opt to inform your employee about his/her iCRM account through email instead of phone call or meeting face-to-face. This method can be very useful because your employee can have a copy of the iCRM account login info stored in the email mailbox for references. Also, this will increase the efficiency of your company and less time will be used to process your newly hired staffs.
Below is a short tutorial on how to send employee’s account information via email.
iCRM’s calendar is a great tool for calendar management. And now it made easier for third party viewers, especially your customers. With real-time updating from iCRM’s server, anyone can now constantly keep track of all your cases and tasks including viewing existing Activities, upcoming events, reminders / alerts and so on. CRM Malaysia went a step further by allowing you to integrate your calendar into your website.
Below is a short tutorial on how to integrate iCRM calendar into your web page.
Not all customers are a dependable source of company income proceeds. Top level management from all functional departments especially the team which implements the company’s work plans, must be committed and involved to ensure the online CRM system adaptation is a success.
CRM Malaysia recognises the importance of management team syncing with other employees. Therefore, we have an additional feature whereby your company’s CRM system account administrators are able to assign users to receive daily Service History Report through email.
Below is a short tutorial on how to send a summary report via email.
iCRM has provided a functionality that enables you to send SMS or email to filtered contact list. This filtering process makes the selection of the contact group easier as you do not need to select each of your contact person from the list, one by one. You are able to select the group you would like to send the SMS or email to, within a few seconds.
Below is a demonstration on how to filter the contacts from contact list and send SMS or email.
More companies now have switched from print to paperless in the last few years. Having that said, the transition is expected due to growing e-mail usage. Office space limitation makes filing impractical and electronic storage is the most effective method to overcome the issue. In addition to that, going paperless is cost-effective and involves simple operation. The most common document format used worldwide is PDF. In iCRM, we encourage you to print more documents in PDF format.
ally the team which implements the company’s work plans, must be committed and involved to ensure the online CRM system adaptation is a success.
In this tutorial, we will learn how to convert printable document to PDF using CutePDF.
There are many browsers widely use by people around the globe the most popular and commonly used browsers would be:
Just like other browsers, you can login to iCRM through Internet Explorer browser and print out your invoices, quotations or receipts. Internet Explorer’s print settings is set by default to include some information (document title, page count, etc) during print out. Most users would prefer a cleaner print out, so the details on the document will be clear to the reader.
In this simple tutorial, you will be guided on how to change the print settings in your Internet Explorer browser to exclude the additional information at header and footer.
Besides using Mozilla Firefox, you can logon to iCRM through Google Chrome browser and print out your invoices, quotations or receipts. Like other browsers, Google Chrome is set by default to include some information (document title, page count, etc) during print out. Some users may deem the invoice, quotations or receipts less presentable with the extra information.
With this short tutorial we will show you how to change the print settings in your Google Chrome browser, not to include the header and footer when printing.
CRM Malaysia is a very flexible online CRM system and you may add the login form into your WordPress website any time. Through web form integration, you can provide a way for login on your web page and it only involves a few steps.
Below is a guide to show you how to integrate the login form into your WordPress site.
As your business grows, your customer contact pool grows as well. Every day your sales team will have to spend part of their time inserting their potential customer’s contacts into the online crm system. Inserting contacts is a mandatory step before you are able to issue invoices, quotations or receipts. Also, it’s the first step in keeping in touch with your potential customers.
CRM Malaysia understands the problem exists in the area. Therefore, we integrated an AI function to help improve efficiency and saves time.
The tutorial below will show you how to create your new contacts quicker.
While using CRM Malaysia, it is common that you would want to print out copies of your invoices, quotations or receipts. Our Firefox browsers are set by default to print out some information (document title, page count, etc) together with the document itself. Thus, making our invoice, quotations or receipts less presentable.
In this tutorial we will show you how to change the print settings in your browser, not to include the header and footer when printing.
In CRM Malaysia, it is easy to upload files. Within a few clicks, you can upload customer photos, Microsoft Word files, quotations, invoices and so on for email purposes. In addition to that, you can also send the file’s link in iCRM to your customers, so they can download the file at a later date.
Each CRM Malaysia user has 1 GB of upload space, and the space allocated is shared amongst all the users in the company. For example, company A has created a CRM account with six employees. There is no upload limit for each person’s account and all employees can upload unlimited files as long as the combined usage is is within allocated space of 1GB.
The upload file function is also useful for your sales team because the function is made available at Service Record as well.
CRM Malaysia’s Service Record allows you to create multiple reminders. For example, you have a meeting with your company’s insurance agents to discuss client’s insurance claim but afraid that you might forget to bring along the essential documents. To avoid that, you can upload the files and send the link to your insurance agents prior to the meeting.
To learn how to upload files, please follow the steps below.
Sometimes your sales person or agents are in a rush and they urgently need to check if they had missed any unattended customers.
In this case, CRM Malaysia, a complete web-based, online CRM system comes in handy. All your employees who have an account with us, can have access to specific service records or track their complete customer service history for any customer
They can do so by searching their contacts based on Service Status or Service Record Description.
CRM Malaysia’s features customer service tools to deliver great customer service, reduce operating costs and improve customer retention.
Update: We have just updated our Service History Report. More comprehensive as it is able to search your emails and SMS records as well!
Having a Service History Report creates clear vision of customer service performance and track user specific information such as appointments dates as well as related activities.
CRM Malaysia foresee the potential of storing customer’s and prospect customer’s information centrally and shares the information to all departments and management team.
This will enable the company to have a complete view of their customer interaction with your sales person or agents. Reminder functions are added to allow them to follow up and send email notifications / SMS notifications about your company activities or product launch. Fully synchronising your sales team or agents with your customers using CRM Malaysia’s automated task notifications and tracking system.
Besides using Service History Reminder for business promotional use, you can also adapt it for general use in your company. Perhaps your company car’s road tax is about to expire but its still a few months away from the current date. You can set a reminder for that. Emails or SMS will be sent out to remind you about the important task upon the date you have set previously.
iCRM Malaysia is able to help your business maintain customer records and keep timely responses towards customer demands, enabling your business to retain happy clients and gain new ones.
Creating service records (CRM service history) allows you to bring your customers and prospects to the next step easily with no loss of information especially appointment description, appointment date, reminder date and service record status.
Delivering consistent and efficient service is very important to retain your customers as well as increasing customer loyalty. If you are able to meet your customer’s demands, profitability increases too.
To track and maintain customers, CRM Malaysia has added a new function, “Service History Status”. It allows your sales person or agents to mark their customer contacts with appropriate status for immediate action and avoid loosing your prospects.
CRM Malaysia does not only offer Email Marketing feature, we also include a powerful alternative Bulk SMS Marketing engine to fulfil your online marketing and sms marketing needs.
With 95 percent of text messages being read, SMS Marketing still represents the most cost-effective way to break through a group of competitors and lock your customer’s attention.
To understand more about iSMS Bulk SMS Malaysia, please visit http://www.isms.com.my.
CRM Malaysia’s email module provides comprehensive reports to keep track your email marketing campaigns. CRM Malaysia acknowledges the fact that your company may want to find out if the launched bulk email marketing campaigns is effective. The email progress report will help your marketing team to decide the next step to be taken and also your business’ direction.
The email status are reported based on the signal from the mail server.
Several statuses can be found on CRM Malaysia Email Reports:
You use CRM systems to manage your customer and prospects but what about your company’s bulk email marketing and bulk sms marketing campaigns?
CRM Malaysia synchs both online CRM system and email marketing to improve the way you manage your customers. This results a powerful and time saving solution for placing your email marketing campaigns with the exact needs of your customers and prospects producing greater efficiency as well as increasing ROI.
CRM Malaysia allows your employees, sales person or agents to continuously communicate with your customers. Your company’s contact list can be shared with appropriate team members, saving your employees the time of switching between applications. CRM Malaysia’s contact list is stored and organised for easy access, radically increase the efficiencies and ROI they get from both their email marketing and their CRM system.
CRM Malaysia maximises our opportunity for:
iCRM is not just limited to managing your clients and potential leads. A complete, full featured email marketing engine is integrated seamlessly into the online CRM system to fulfil all your business needs.
What is SMTP?
Simple Mail Transfer Protocol (SMTP) is an internet standard for email transmission across the internet.
Sometimes creating a public contact list is just not enough. iCRM’s main aim is to improve your business. Therefore, our online CRM system allows you to assign contacts to a specific employee or up to several employees for potential customer follow up. This will prevent you from loosing your potential leads due to miscommunication or human factor.
Like we have mentioned in “Create Group” tutorial, users can define contacts by any label such as types of hobbies, cars, etc for the group.
The contact group will be used to filter the contact list and allows you to filter the correct group of customers you want. Regardless the contact is listed under various contact groups, and not just a single group.
The ability of adding a contact in into multiple contact groups and then filtering them accordingly, allows business owners like you to target the correct group of customers when launching your email marketing or sms marketing campaign.
Contact List is where customers and non customers are listed. The list can be categorised by contact groups.
The group can be defined at Contact > Contact Group.
Once user creates the group, the user can then assign the contacts to a group or multiple groups.
User can define contacts by types of hobbies, car, etc for the group. The contact group will be used to filter the contact list and allows you to filter the correct group of customers you want. The filtered contacts can then be used to do email marketing and sms marketing.
You probably have hundreds of existing employees working for your company and as a business owner, you are planning to switch to iCRM to further improve your business. Rather than keying in your employee data individually, iCRM do allow CSV file upload. If you have an employee list at hand, the process would only take a few minutes to complete.
CSV file is a Comma Separated Values file where we can easily convert from an Excel file.
Please follow the file format to import the file. The import
function can be found from item list page. Click on “Import Item” at item list. Please
download the “Sample.csv” to be edited.
Like most online CRM systems, there will be a dashboard after a user logs into the system. And that dashboard is your CRM system homepage. But, good news is you can customise the crm dashboard according to your needs. A feature that is uncommon among other online CRM systems.
In iCRM, only small amount of information will appear on the dashboard as default and you may continue to add accordingly. This is definitely a plus point on increasing employee work efficiency.
Below are some of the items which you or your employees can include into your dashboard:
Besides managing clients, our online CRM system can also be used to manage your employees. You can create employee accounts for your car sales person or insurance agents.
Authorising your employees to login to the CRM system will enable them to track their potential customers and frequently review their service records. Thus increasing your company’s efficiency.
By default, registered user is the administrator. After login, the group permission name is shown on top of the screen.
Every user who is able to login to BMO, needs to be assigned to a group permission. From the group permission, administrator is able to define:
BMO is a cloud application design for small and medium enterprise. It is software that covers online inventory management system, online client relationship management system, online email marketing, online SMS marketing, online membership management and online accounting system.
Registration is free and has 30 days free trial. Users can make payment to continue using credit cards or bank in directly, any time during the trial period.
To register an account to start using iCRM, please visit registration page at https://www.icrm.com.my/loginregister/
The registration process is simple.
With BMO CRM module, user can either input a new customer detail manually, or choose to import customers detail into the system, via CSV file. Importing of customer details is suitable if user would like to import customer detail in bulk. Importing data saves time and increase productivity.
Email blasting is an electronic mailing system whereby information is sent by email to a large mailing list and is a common practice associated with marketers who intend on reaching large groups of people. It has been noted that the email blast feature is normally incorporated in most CRM software due to what it does into creating awareness and thus improving customer service in general. This means that without this function integrated into the CRM, the customer relationship management would be nothing more than a simple inventory management system.
This means that email blasting sends this software to another dimension in terms of performance. Generally, the emailing system is enhanced alongside the CRM, making similar tasks easier to comprehend. The reason why companies and businesses are welcoming this feature is that they prefer to have improved efficiency as well as increasing the capacity of resolving issues associated with lows in productivity.
CRM & SMS blasting integration can be classified as the process by which companies are integrating the SMS suite with the current customer management system and thus including it in their databases. The overall results have been presented as most convenient. The term sms blasting simply means being able to send bulk SMS in a minute thus reaching many customers at once. An SMS CRM integrated marketing suite can be used in many ways to enhance the performance of the business in the current business world. How can SMS blasting integration benefit any business? Well, let us look at the possible text messaging marketing ideas and how they are in use today.
Creating a contact list in your online CRM System is very useful when you need to have a better idea of your customer’s background, how their business relates to us and what are next steps we should take to secure the lead.
With the ability to sort and view interesting segments of your customers, you will be a step forward in improving your business flow.
Our iCRM contact list can be configured for each sales person or employee accordingly. The contact list will be shared across your iCRM account (as well as your employee’s) as well as multiple modules and documents including: