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P a g e | 1
Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Pioneering CRM Innovation -
CRM for Sales & Marketing
Product Demo & Screenshots
P a g e | 2
Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
Table of Content 1 CRM: Master Data ................................................................................................................................. 3
1.1 User & Role Management ............................................................................................................... 3
1.2 Account & Branch Management ...................................................................................................... 4
1.3 Contact Management ...................................................................................................................... 5
1.4 Product Catalog Management ......................................................................................................... 6
2 CRM: Sales & Marketing ........................................................................................................................ 7
2.1 Lead Management .......................................................................................................................... 7
2.2 Campaign Management .................................................................................................................. 8
2.3 Opportunity Management .............................................................................................................. 10
2.4 Quote Management ...................................................................................................................... 11
3 CRM: Collaborations ............................................................................................................................ 12
3.1 Scheduling a Meeting .................................................................................................................... 12
3.2 Planning a Call .............................................................................................................................. 12
3.3 Creating a Task ............................................................................................................................. 13
3.4 Associating a Note / Attachment ................................................................................................... 13
3.5 Email Management ....................................................................................................................... 14
4 CRM: Administration ............................................................................................................................ 15
4.1 Audit Trail ...................................................................................................................................... 16
4.2 Communication Management (Email & SMS Template) ................................................................ 16
4.3 Holidays Setting & Work Schedule ................................................................................................ 17
4.4 Workflow Management.................................................................................................................. 18
4.5 Studio Tools – Pick list & Running Number ................................................................................... 19
5 CRM: Reporting (Sample Reports) ....................................................................................................... 20
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
1 CRM: Master Data
1.1 User & Role Management
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
1.2 Account & Branch Management
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
1.3 Contact Management
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
1.4 Product Catalog Management
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
2 CRM: Sales & Marketing
2.1 Lead Management
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
2.2 Campaign Management
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
2.3 Opportunity Management
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
2.4 Quote Management
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
3 CRM: Collaborations
3.1 Scheduling a Meeting
3.2 Planning a Call
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
3.3 Creating a Task
3.4 Associating a Note / Attachment
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
3.5 Email Management
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
4 CRM: Administration
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
4.1 Audit Trail
4.2 Communication Management (Email & SMS Template)
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
4.3 Holidays Setting & Work Schedule
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
4.4 Workflow Management
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
4.5 Studio Tools – Pick list & Running Number
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
5 CRM: Reporting (Sample Reports)
Report Listing
Account Reports
- Account Summary Report
- Account Demographic Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Account Detail Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
Contact Reports
- Contact Summary Report
- Contact Detail Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
Product Reports
- Product Summary Report
- Product Trend Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Product Detail Report
Product Catalog Reports
- Product Catalog Summary Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Product Catalog Detail Report
Contract Reports
- Contract Summary Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Contract Detail Report
Lead Reports
- Lead Summary Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Lead Demographic Report
- Lead Detail Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
Opportunity Reports
- Opportunity Summary Report
- Opportunity Trend Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Opportunity Detail Report
Quote Reports
- Quote Summary Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Quote Detail Report
Activity Reports
- Activity Summary Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Call Detail Report
- Meeting Detail Report
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Address: No. 19-1, Jalan 1/116B, Kuchai Entrepreneurs’ Park, 58200, Kuala Lumpur, Malaysia.
Tel: +603 7989 0228 Fax: +603 7989 0202 Website: www.claritascrm.com
- Task Detail Report
User Report
- User Detail Report