Date post: | 14-Jun-2015 |
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Technology |
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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 :
[email protected]• 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 : [email protected]• 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