CRM - Federation of Malaysian Manufacturers

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3Integration withAccounting SystemIntegration of Customer Management System (SQL format) withAccounting System (Tally System) – Data Exchange and Updatebetween systems4Integration withPublication System• Extract and Export the Listing of 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.6CRM SearchFunctionMember Company Details Search, Product Keyword Search,Transaction Search, and Payment Search within the CRM page.7Branch Access &Security Control• Branch Access/Connectivity• System Access Control• System Access Log8 Training and Manual• Staff Training• User manualTender Document for FMM CRM Project Page 9 of 15
FMM RequirementsFMM CRM Portal ScopeProposed FMM CRM Portal OverviewFMMCRM PortalMembershipManagementCRMModuleProjectTrainingFMM & FMMInstituteMembershipGS1 MalaysiaMembershipBranch AccessCRMSearchIntegrate withAccountingSystemHQ usersTrainingBranches usersTraining(at Head office)ReportingModulePublication ofCustomer Information- FMM Net update- PublicationBranch Access
Page 1: FEDERATION OF MALAYSIAN MANUFACTURE
Page 7 and 8: d. To undertake Technical Feasibili
Page 9: 12. GENERAL SPECIFICATIONS FOR FMM
Page 13 and 14: FMM Strategy Roadmap for CRMPublica
Page 15 and 16: A. Hardware1 ONE UNIT SERVER with t

CRM - Federation of Malaysian Manufacturers

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