Category "General User Guide"

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.

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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.
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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.
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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.
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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.

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