Category "Email Guide"

Creating new customer contacts is CRM system’s most basic and an important step. CRM Malaysia allows you to store various details of your customers including name, address, contact numbers, email address, profile photo, language and so on. In a way, it also helps to increase the lead conversion rate.

In CRM Malaysia, customer contacts will be associated with other records and multiple activities e.g.:

• Cases
• Tasks and events
• Sales orders, invoices, quotations
• Email or SMS campaigns

Below is a demonstration on how to create and store a new contact.

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While using CRM Malaysia, it is common that you would like to send one or two attachments to your customers.

The attachment that we meant here is the link attachment, or a image attachment. We have provided this type of attachment for user’s convenience. Sent time for the email will be shorter compare to emails with attachments inside.

Besides that, there is a file size quota preventing users to upload a large file. Sending link or image attachment would not have space limitation imposed. You could send as many links or images (stored in the system) you would like without worrying the limits.

Thus, it’s our pleasures to have a demonstration for you on how to send attachment.

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We would like to demonstrate on the how to send email using keyword list. Let’s get started.

CRM Malaysia has included many great keywords to help personalise your emails campaigns. With the list of keywords, you can dynamically add information into your email such as your customer’s name, username, password, mobile number and so on .

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While using CRM Malaysia, it is common that you would like to send out company newsletters, festive greetings and so on to your customers. iCRM has provided some newsletter templates with multiple themes for your company perusal.

In this tutorial, we would like to teach you how to replace the images on the template to your desired images or logo.

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CRM Malaysia has a function for assigning your customer contacts to any mailing list. This function enables you to
create multiple groups for different notification or promotional purposes. It can also be used to group your contacts accordingly to avoid repetition of sending emails to the same person.

Thus, we would like to demonstrate to you on how to assign contact to mailing list in this tutorial.

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