シンキングリード 東京本社、大分オフィス Official site

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[Interview Article Release] Transforming Personalized Sales and Maintenance Information into Organizational Assets

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シンキングリード 東京本社、大分オフィス

Kanpachi Sangyo Co., Ltd. handles everything from the design and construction of kitchen machinery to long-term maintenance. In the past, sales activities and customer interactions relied heavily on the individual experiences of veteran employees, leading to a situation where "no one knew what the person next to them was doing." With an increase in younger employees and a shift in the business model from "one-time sales" to "maintenance-focused," there was a need for a foundation that allowed both the sales and service departments to share customer information. The solution chosen was F-RevoCRM, which can flexibly reflect the company's unique sales processes. After implementation, both departments were able to share visit histories, repair histories, and maintenance contract statuses, establishing a system where even if the responsible person changed, they could smoothly continue the response based on past circumstances. Companies feeling the limitations of Excel management and individual reliance are encouraged to check the related links.

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Interview - Kanpachi Sangyo Co., Ltd.
This document discusses the background and utilization of F-RevoCRM implementation, the creation of an information infrastructure that enables collaboration between sales and maintenance across departments, and future prospects for linking accumulated customer contact data to sales activities and customer proposals.

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F-RevoCRM Industry-Specific Case Study Collection

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