crm for retail & distributions product demo & … a g e | 2 address: no. 19-1, jalan 1/116b,...

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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

- Pioneering CRM Innovation -

CRM for Retail & Distributions

Product Demo & Screenshots

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Table of Content 1 CRM: Master Data ................................................................................................................................. 3

1.1 User & Role Management ............................................................................................................... 3

1.2 Outlet 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 Sales Management ....................................................................................................................... 10

3 CRM: Collaborations ............................................................................................................................ 11

3.1 Scheduling a Meeting .................................................................................................................... 11

3.2 Planning a Call .............................................................................................................................. 11

3.3 Creating a Task ............................................................................................................................. 12

3.4 Associating a Note / Attachment ................................................................................................... 12

3.5 Email Management ....................................................................................................................... 13

4 CRM: Administration ............................................................................................................................ 14

4.1 Audit Trail ...................................................................................................................................... 15

4.2 Communication Management (Email & SMS Template) ................................................................ 15

4.3 Holidays Setting & Work Schedule ................................................................................................ 16

4.4 Workflow Management.................................................................................................................. 17

4.5 Studio Tools – Pick list & Running Number ................................................................................... 18

5 CRM: Reporting (Sample Reports) ....................................................................................................... 19

6 CRM: Advanced Analytics .................................................................................................................... 32

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1 CRM: Master Data

1.1 User & Role Management

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1.2 Outlet Management

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1.3 Contact Management

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1.4 Product Catalog Management

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2 CRM: Sales & Marketing

2.1 Lead Management

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2.2 Campaign Management

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2.3 Sales Management

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3 CRM: Collaborations

3.1 Scheduling a Meeting

3.2 Planning a Call

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3.3 Creating a Task

3.4 Associating a Note / Attachment

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3.5 Email Management

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4 CRM: Administration

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4.1 Audit Trail

4.2 Communication Management (Email & SMS Template)

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4.3 Holidays Setting & Work Schedule

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4.4 Workflow Management

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4.5 Studio Tools – Pick list & Running Number

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5 CRM: Reporting (Sample Reports)

Report Listing

Account Reports

- Account Summary Report

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- Account Demographic Report

- Account Detail Report

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Contact Reports

- Contact Summary Report

- Contact Detail Report

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Product Reports

- Product Summary Report

- Product Trend Report

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- Product Detail Report

Product Catalog Reports

- Product Catalog Summary Report

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- Product Catalog Detail Report

Contract Reports

- Contract Summary Report

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- Contract Detail Report

Lead Reports

- Lead Summary Report

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- Lead Demographic Report

- Lead Detail Report

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Sales Reports

- Sales Summary Report

- Sales Trend Report

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- Sales Detail Report

Quote Reports

- Quote Summary Report

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- Quote Detail Report

Activity Reports

- Activity Summary Report

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- Call Detail Report

- Meeting Detail Report

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- Task Detail Report

User Report

- User Detail Report

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6 CRM: Advanced Analytics

Interactive Dashboard (Sample 1)

Interactive Dashboard (Sample 2)

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Sample: Customer Spending Pattern

Sample: Top Customer (By Category)

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Sample: Sales Distribution Map

Sample: Sales Distribution (By States)

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Sample: Sales Forecast

Sample: Sales vs. Profit

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Sample: Sales Distribution (By Category, By Region)

Sample: Outlet Map

crm for retail & distributions product demo & … a g e | 2 address: no. 19-1, jalan 1/116b,...

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