12.07.2015 Views

CRM - Federation of Malaysian Manufacturers

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3Integration withAccounting SystemIntegration <strong>of</strong> Customer Management System (SQL format) withAccounting System (Tally System) – Data Exchange and Updatebetween systems4Integration withPublication System• Extract and Export the Listing <strong>of</strong> Customer Information intoprinter format• Publication Printing (FMM Directory)5 Reporting• Membership summary report• Payment & Accounting Receivable report• Members Transaction Report• Members Communication Report• Active Members Evaluation Audit• Security Access• System Log• List on staffs (by role) involve in communicate/servicingmembers.6<strong>CRM</strong> SearchFunctionMember Company Details Search, Product Keyword Search,Transaction Search, and Payment Search within the <strong>CRM</strong> page.7Branch Access &Security Control• Branch Access/Connectivity• System Access Control• System Access Log8 Training and Manual• Staff Training• User manualTender Document for FMM <strong>CRM</strong> Project Page 9 <strong>of</strong> 15

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