TRAINING MANUALCRM (CUSTOMER RELATIONSHIP MANAGEMENT )

Overview of CRM

ADD NEW CLIENT/CONTACTCLIENT = COMPANY CONTACT = PERSON WORK IN THE COMPANY

Select contact Select contact book

EXERCISE

Instruction add new client• Type : Client • Name : Aiman Technologies

Sdn Bhd• Address : No.3355A,Jalan 18/32

Taman Sri Serdang,43300 Seri Kembangan,Selangor D.Ehsan

• Phone : 03-89424969• Mobile phone: -• Fax : 03-89483546 • Website :

www.aimantechnologies.com• Email :

info@aimantechnologies.com• Remark : -• Add to group : regular

customer

Instruction add new contact• Type : Contact• Name : Ainnur Marlyana Abd Majid• Client : Aiman Technologies Sdn Bhd• Title : Miss• Job Title : HR Executive• Phone : 03-89424969• Mobile phone : 019-8976578• Fax : 03-89483546• Website :

www.aimantechnologies.com• Email : info@aimantechnologies.com• Birthday : 16/07/1980• Anniversary : -• Remark : -• Add to group : Regular customer• Add

ADD NEW GROUP

• Select Contact• Select Contact book• Select Add group• Fill up data below

INSTRUCTION ADD NEW GROUP

Group name : Regular customer Group description : always buy Personal grouping? Select members : Aiman Technologies

BLAST EMAIL Select contact Select contact book Click contact Select send email Fill up data below

UPLOAD CONTACT FROM EXCEL

• Contact• Upload contact from excel• Choose File• Upload

ADD NEW ASSIGNMENT Select marketing Select new assignment Select type ( Backup. Letter/ Fax , Meetings, Others , Phone Call ,

Proposals , Quotation ) Fill up the below

EXERCISE

• Type : Meeting• Company name : Aiman Technologies sdn

Bhd• Contact name : Ainnur Marlyana Abd Majid• Project name : -• Action by : Aisya• Action to do : Meeting at The Mines• Description : Discuss about price• Due date : 31/07/2012

ADD NEW CATEGORY OF INVENTORY• Select category management• Select category• Select add new category• Fill up data below• Select add

EXERCISE ADD NEW CATEGORY

1. Category name : Cake Category description : Cake

2. Category name : Cookies Category description : Cookies

ADD NEW INVENTORY• Select inventory management• Select inventory• Select add new inventory• Fill up data below• Select add inventory

EXERCISE ADD NEW INVENTORY

1st eg

• Inventory Category : Cake• Inventory Code : c0001• Inventory Bar Code :

4200006200• Inventory Name : Blueberry

Cheese Cake• Inventory Desc : Blueberry

Cheese Cake• Price : 70• Discount ( % ) : -• Cost Price : -• Quantity : 50• Location : HQ• Available : Yes• Inventory Picture : -

2nd eg

• Inventory Category : Cake• Inventory Code : c0002• Inventory Bar Code :

4200006210• Inventory Name : Black

Forest Cake• Inventory Desc : Black

Forest Cake• Price : 70• Discount ( % ) : -• Cost Price : -• Quantity : 50• Location : HQ• Available : Yes• Inventory Picture : -

TRY IT OUT!!!

3rd eg• Inventory Category : Cookies• Inventory Code : b0001• Inventory Bar Code :

4200006300• Inventory Name : Oreo

Cookies• Inventory Desc : Oreo Cookies• Price : 30• Discount ( % ) : -• Cost Price : -• Quantity : 50• Location : HQ• Available : Yes• Inventory Picture : -

4th eg• Inventory Category : Cookies• Inventory Code : b0002• Inventory Bar Code : 4200006310• Inventory Name : Chocolate

Cookies• Inventory Desc : Chocolate

Cookies• Price : 30• Discount ( % ) : -• Cost Price : -• Quantity : 50• Location : HQ• Available : Yes• Inventory Picture : -

STOCK MANAGEMENT Select inventory management Select stock management Fill up data below Select register stock

INVOICING PROCESSES

• Involve 5 processes1.Quotation2.Order acceptance3.Delivery order4.Invoice5.Receipt• Green light = have been processed• Red light = unprocessed• Must click red light to proceed

GENERATE QUOTATION Select invoicing Select generate quote Select quotation type Select location Fill up data below Click generate quotation

EXAMPLE OF QUOTATION

GENERATE ORDER ACCEPTANCE Click red light of generate order acceptance Fill up the data Select generate order acceptance

EXAMPLE OF ORDER ACCEPTANCE

GENERATE DELIVERY ORDER

Click red light of generate delivery order Select delivered by Select generate delivery order

EXAMPLE OF DELIVERY ORDER

GENERATE INVOICE

Click red light of generate invoice Select generate invoice

EXAMPLE OF INVOICE

GENERATE RECEIPT Click red light of generate receipt Select payment method Select generate receipt

EXAMPLE OF RECEIPT

ADD NEW CAMPAIGN

Select campaign Select new campaign Fill up data below Select save and continue

EXERCISE

Campaign name : MTEM exhibition Description : Exhibition at Wangsa Maju Start date : 13/07/2012 End date : 15/07/2012 Under KPI : click Using phone : click Using mail : click