P a g e | 1
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
P a g e | 2
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
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
P a g e | 3
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
1 CRM: Master Data
1.1 User & Role Management
P a g e | 4
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
1.2 Outlet Management
P a g e | 5
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
1.3 Contact Management
P a g e | 6
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
1.4 Product Catalog Management
P a g e | 7
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
2 CRM: Sales & Marketing
2.1 Lead Management
P a g e | 8
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
2.2 Campaign Management
P a g e | 9
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
P a g e | 10
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
2.3 Sales Management
P a g e | 11
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
3 CRM: Collaborations
3.1 Scheduling a Meeting
3.2 Planning a Call
P a g e | 12
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
3.3 Creating a Task
3.4 Associating a Note / Attachment
P a g e | 13
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
3.5 Email Management
P a g e | 14
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
4 CRM: Administration
P a g e | 15
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
4.1 Audit Trail
4.2 Communication Management (Email & SMS Template)
P a g e | 16
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
4.3 Holidays Setting & Work Schedule
P a g e | 17
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
4.4 Workflow Management
P a g e | 18
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
4.5 Studio Tools – Pick list & Running Number
P a g e | 19
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
5 CRM: Reporting (Sample Reports)
Report Listing
Account Reports
- Account Summary Report
P a g e | 20
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
- Account Demographic Report
- Account Detail Report
P a g e | 21
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
Contact Reports
- Contact Summary Report
- Contact Detail Report
P a g e | 22
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
Product Reports
- Product Summary Report
- Product Trend Report
P a g e | 23
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
- Product Detail Report
Product Catalog Reports
- Product Catalog Summary Report
P a g e | 24
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
- Product Catalog Detail Report
Contract Reports
- Contract Summary Report
P a g e | 25
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
- Contract Detail Report
Lead Reports
- Lead Summary Report
P a g e | 26
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
- Lead Demographic Report
- Lead Detail Report
P a g e | 27
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
Sales Reports
- Sales Summary Report
- Sales Trend Report
P a g e | 28
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
- Sales Detail Report
Quote Reports
- Quote Summary Report
P a g e | 29
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
- Quote Detail Report
Activity Reports
- Activity Summary Report
P a g e | 30
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
- Call Detail Report
- Meeting Detail Report
P a g e | 31
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
- Task Detail Report
User Report
- User Detail Report
P a g e | 32
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
6 CRM: Advanced Analytics
Interactive Dashboard (Sample 1)
Interactive Dashboard (Sample 2)
P a g e | 33
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
Sample: Customer Spending Pattern
Sample: Top Customer (By Category)
P a g e | 34
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
Sample: Sales Distribution Map
Sample: Sales Distribution (By States)
P a g e | 35
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
Sample: Sales Forecast
Sample: Sales vs. Profit