crm for sales & marketing product demo & screenshots a g e | 2 address: no. 19-1, jalan...

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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 Sales & Marketing

Product Demo & Screenshots

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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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1 CRM: Master Data

1.1 User & Role Management

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1.2 Account & Branch 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 Opportunity Management

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2.4 Quote 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

- Account Demographic Report

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- 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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Opportunity Reports

- Opportunity Summary Report

- Opportunity Trend Report

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- Opportunity 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

crm for sales & marketing product demo & screenshots a g e | 2 address: no. 19-1, jalan...

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