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?