1. 3. Give example
1.1. 3.1 Configuration on building customer personas based on the existing customer information
1.2. 3.2 Dashboard concept
2. 4. More Addvantages
2.1. 4.1 AI (Machine Learning)
2.2. 4.2 Digital Marketing
2.3. 4.3 Contact Center (same 2.2)
3. 1. Introduction about basic features/modules of CRM
3.1. 1.1 Administration (R: 2)
3.1.1. 1.1.1 Multiple User Roles hierarchy (R: 2.1)
3.1.2. 1.1.2 Features of Aministrator
3.1.2.1. 1.1.2.1 Add/update/delete User Roles (R:2.2;2.3)
3.1.2.2. 1.1.2.2 Access right Management (R:2.4)
3.1.2.3. 1.1.2.3 Access right on Data (R:2.5; 2.6)
3.1.2.4. 1.1.2.4 Account Protection (R: 2.7; 2.8)
3.1.3. 1.1.3 Audit trails (R: 2.9)
3.1.4. 1.1.4 Report (R: 2.11)
3.2. 1.2 Planning Management (R: 3.1)
3.2.1. 1.2.1 Business target registration (R: 3.1.1)
3.2.2. 1.2.2 Business plan management (R: 3.1.2)
3.2.3. 1.2.3 Business statistic and Forecasting (R: 3.1.3; 3.1.4)
3.2.4. 1.2.4 Overall Marketing (R: 3.1.5; 3.1.6)
3.3. 1.3 Campaign Management (R: 3.2)
3.3.1. 1.3.1 Planning (R: 3.2.1)
3.3.2. 1.3.2 Execution & Management (R: 3.2.2)
3.3.3. 1.3.3 Measuring (R: 3.2.3)
3.3.4. 1.3.4 Summary (R: 3.2.4)
3.4. 1.4 Lead Management (R: 3.3)
3.4.1. 1.4.1 Creation & Duplication checking (R: 3.3.1; 3.3.2)
3.4.2. 1.4.2 Allocation (R: 3.3.3)
3.4.3. 1.4.3 Interaction and Extension (R: 3.3.4; 3.3.5)
3.4.4. 1.4.4 Management (R: 3.3.6)
3.4.5. 1.4.5 Analysis (R: 3.3.7)
3.5. 1.5 Customer Management
3.5.1. 1.5.1 Service (R: 3.4)
3.5.1.1. 1.5.1.1 Ticket creation& processing (R: 3.4.1)
3.5.1.2. 1.5.1.2 Management (R: 3..4.2)
3.5.1.3. 1.5.1.3 Tracking, data tranfer & Comparing (R: 3.4.3; 3.4.4)
3.5.1.4. 1.5.1.4 Type/Category (R: 3.4.5)
3.5.2. 1.5.2 Experience (R: 3.5)
3.5.2.1. 1.5.2.1 Personal management (R: 3.5.1)
3.5.2.2. 1.5.2.2 Satisfaction (R: 3.5.2)
3.5.2.3. 1.5.2.3 Cross/Up selling and research report managing (R: 3.5.3)
3.5.2.4. 1.5.2.4 Event/Digital Marketing and Retain activities (R: 3.5.4)
3.5.3. 1.5.3 Inactive (R: 3.6)
3.5.3.1. 1.5.3.1 Chum tendency warning (R: 3.6.1)
3.5.3.2. 1.5.3.2 Interaction and Management (R: 3.6.2)
3.5.3.3. 1.5.3.3 Inactive customer allocation (R: 3.6.3)
3.5.4. 1.5.4 Gifting (R: 3.7)
3.5.4.1. 1.5.4.1 Gift & gratitude program planing (R: 3.7.1)
3.5.4.2. 1.5.4.2 Gift & gratitude program request creation (R: 3.7.2)
3.5.4.3. 1.5.4.3 Gift & gratitude program management (R: 3.7.3)
3.5.4.4. 1.5.4.4 Tracking (R: 3.7.4)
3.6. 1.6 Broker Management (R: 3.8)
3.6.1. 1.6.1 Targets/ KPIs setting and modifying (R: 3.8.1)
3.6.2. 1.6.2 Targets/ KPIs attainment progress tracking (R: 3.8.2)
3.6.3. 1.6.3 Performance report/ Assessment form creating and managing (R: 3.8.3)
3.7. 1.7 General (R: 3.9)
3.7.1. 1.7.1 KPI (R: 3.9.2)
3.7.2. 1.7.2 Report (R: 3.9.3)
3.7.3. 1.7.3 System configuration (R: 3.9.4)
3.7.4. 1.7.4 Email/ Notification/ Survey (R: 3.9.5)
3.7.5. 1.7.5 File management & template (R: 3.9.6)
3.7.6. 1.7.6 Calendar/ Reminder (R: 3.9.7)
3.7.7. 1.7.7 Data migration (R: 3.9.8)
3.7.8. 1.7.8 Security at application content (R: 3.9.9
3.8. 1.8 DashBoard
3.8.1. 1.8.1 General
3.8.1.1. 1.8.1.1 Customer profile
3.8.1.2. 1.8.1.2 Survey management
3.8.1.3. 1.8.1.3 Knowledgebase management
3.8.1.4. 1.8.1.4 Report management
3.8.2. 1.8.2 Campaign - Campaign management
3.8.3. 1.8.3 Lead - Lead management
3.8.4. 1.8.4 Customer activities
3.8.4.1. 1.8.4.1 Account opening management
3.8.4.2. 1.8.4.2 Customer transaction management
3.8.4.3. 1.8.4.3 Customer service management
3.8.4.4. 1.8.4.4 Customer experience management
3.8.4.5. 1.8.4.5 Customer gifting management
3.8.4.6. 1.8.4.6 Inactive customer management
3.8.5. 1.8.5 Broker - Broker management
3.8.6. 1.8.6 Planning - Planning management
3.8.7. 1.8.7 System update - System update ticket management
4. 2. Advanced featured/modules integration
4.1. 2.1 Email Marketing
4.2. 2.2 Contact Center
4.3. 2.3 Sourcing Leads from Digital Marketing
4.4. 2.4 Analytic (BI)
5. DEMO SCENARIO
5.1. 1. Administrator
5.1.1. 1.1 Create User Roles (Management, Operational Staff, Broker) (R: 2.2)
5.1.2. 1.2 Grant Access Right Management for each Roles (R: 2.4)
5.1.3. 1.3 Grant Data Aceess Right for each Roles (R: 2.5; 2.6)
5.1.4. 1.4 Show Roles Hierarchy (R: 2.1)
5.1.5. 1.5 Show monitor of each roles when login systems
5.1.6. 1.6 Show Account Protection and Credentials (R: 2.7; 2.8)
5.1.7. 1.7 Show Audit Trails (R: 2.9)
5.1.8. 1.8 Show Administrative Report (R: 2.11)
5.1.9. 1.9 Security at application content
5.2. 2. Planning Management
5.2.1. 2.1 Login by Management Role and create temp of Business plan and send notification to all Staff and Broker (R: 3.1.1)
5.2.2. 2.2 Login by other Role such as Staff or Broker and enter business target (R: 3.1.1)
5.2.3. 2.3 Show business plan Management after collect all infor (R: 3.1.2)
5.2.4. 2.4 Show Business Statistic (R: 3.1.3)
5.2.5. 2.5 Show Forecasting (R: 3.1.4)
5.2.6. 2.6 Create Marketing Plan and show perfomance tracking (R: 3.1.5; 3.1.6)
5.3. 3. Campaign Management
5.3.1. 3.1 Creater Campaign by Staff
5.3.2. 3.2 Adjust and Management Campaign by Management role (R: 3.2.1)
5.3.3. 3.3 Show Campaign Execution, management and measuring (R: 3.2.2; 3.2.3)
5.3.4. 3.4 Show campaign Summary (R: 3.2.4)
5.4. 4. Lead
5.4.1. Building Customer list by import from source off SSI such as xls, system...
5.4.2. Building Broker information
5.4.3. Building Product/services
5.4.4. 4.1 Create lead by Broker Roles (R: 3.3.1)
5.4.5. 4.2 Show check duplicate and Lead Allocation (R: 3.3.2; 3.3.3)
5.4.6. 4.3 Show Interaction and extenstion (R: 3.3.4; 3.3.5)
5.4.7. 4.4 Show how to manage lead & analysis (R: 3.3.6; 3.3.7)
5.5. 5. Customer
5.5.1. 5. Services
5.5.1.1. 5.1 Show customer create ticket and process resolves issues (R: 3.4.1; 3.4.2; 3.4.3)
5.5.1.2. 5.2 Show how to organise and category ticket (R: 3.4.4; 3.4.5)
5.5.2. 6. Management
5.5.2.1. 6.1 Customer Managment (R: 3.5.1; 3.5.2)
5.5.2.2. 6.2 Show Cross/up selling features (R: 3.5.3)
5.5.2.3. 6.3 Show how to Event/Digital Marketing (R: 3.5.4)
5.5.3. 7. Inactive Management
5.5.3.1. 7.1 Chum tendency warning (R: 3.6.1)
5.5.3.2. 7.2 interaction, Management and allocation (R: 3.6.2; 3.6.3)
5.5.4. 8. Gift
5.5.4.1. Planing (R: 3.7.1)
5.5.4.2. Request and managing (R: 3.7.2; 3.7.3)
5.5.4.3. Tracking (R: 3.7.4)
5.6. 6. Broker
5.6.1. KPI seting/target (R: 3.8.1)
5.6.2. Target/ KPI Tracking (R: 3.8.2)
5.6.3. Performance Report (R: 3.8.3)
5.7. 7. DashBoard
5.7.1. General
5.7.2. Campaign Management
5.7.3. Lead Management
5.7.4. Customer Activities
5.7.5. Broker Management
5.7.6. Planning Management
5.7.7. System update ticket management
5.8. 8. Geneal Features
5.8.1. Internationalization & Localization
5.8.2. Audit support
5.8.3. Abnormal connection management
5.8.4. File management & template
5.8.5. Calendar/ Reminder
5.8.6. Security at application content
5.9. 9. Intergrate
5.9.1. Contact Center
5.9.2. Sourcing Leads from Digital Marketing
5.9.3. Core System