iCRM Modules

• 4 modules :

• Customer Management

• Personnel Management

• Calendar Integration

• Document Category Management

Objective of iCRM

Treat Client Individually Identify Client Needs & Sales Possibility Retain Client Loyalty with constant

contact Prioritize Good Clients Increase Lifetime Value of Client How to Maximize company resources

more Productivity

Latest CRM Format

• Advantage

1) 4 simple module

2) Easy to practice

3) Calendar integration with windows, android & i devices

4) Invitation and event management

• Disadvantage

1) All modules need to be updated by respective personnel

2) No more inbox, sent, memo and messaging

Why inbox is disable?

Reasons

-1 way communication

-Bloated communication

-Slow response rate

- No tracking= no help

- Slow in reply (typing)

- Unable to send nor share pictures

• Alternative• 2 way or multiple • 1 communication

mode• Quick response rate• Route tracking• Audio communication• Able to send & share

pictures

Use CRM as …..

• Resources tool• Sales Management

tool• Marketing tool

Don’t use as

1) Communication Tool

2) Use real-time communication tool

3) Messaging services

What YOU should expect…

• Rational usage & expectation on CRM.

• CRM modus operandi is most effective as customer relationship management program and sharing data.

• Don’t rely all your important communication effort on CRM or you will be frustrated.

• Have fun.

What you MUST do? Pilot Stage

• Set up gmail account

• 8 person to agreed date & practice & meet weekly to update for 6 weeks

• Sales & Tech people :Collect latest customer name cards and service report

• Delegate Mike to input all inventory data

• Delegate Lovely to input all client data

• Decide on communication tools

What you must do – Roll out

• Decide who is involved & responsibility

• Agreed on communication system

• Task leader identification

• Briefing and explain the benefit to participants

• Reward points

Last stage - Staging

• Let see how is Stage 1 & 2 progress

CRM Modules

• QUESTIONS?

Feature 1 : Staff Management

• HR information

• Entry into modules

• Better managing

• In case of emergency

Feature 2 : Customer Management

• All client information data to be input• Accessible everywhere• Sales people are allowed to edit• Dispensers location • Customer service follow up• Installation & service form-service interval • Credit application & Receivables• Email marketing

Feature 3: Customer Service Action Form

• More efficient management of tech

• Augment by group apps

• Monitor & ensure client request follow up

• Can be view by respective sales & technician on follow up

• Better teamwork between sales & tech

• Enhance customer experiences

Feature 4 : Stock management

• Sales people can check stock balances without calling Ms Wong

• Mike or assistant will daily input stock including dispensers

• Less tedious month end inventory or year end

Feature 5: Calender

• Better management, less printing

• Easy to plan via smartphone

• Can view by everyone

• 30 days storage only, suggest cut-off time

• Cannot be edited

• Set up new gmail address

The End

• Questions?