Support service for creating systems for skill inheritance and self-driven operations in the financial industry.
Eliminate the personalization of sales skills. We will visualize the judgment criteria of veterans and establish a system to pass it on to the next generation.
In the financial industry, advanced proposal skills tailored to the needs of each individual customer and accurate judgment are required in the sales field. Particularly in sales skills role-playing, how to efficiently pass on the heuristics and judgment criteria held by veterans to younger employees is essential for strengthening the overall sales capabilities of the organization. However, there are not a few cases where guidance is left to the individual staff members, leading to challenges in skill retention. This service aims to convert the tacit knowledge of experienced professionals into explicit knowledge, supporting the improvement of organizational sales capabilities by enabling younger employees to make their own judgments and practice. 【Usage Scenarios】 - Extracting judgment criteria and customer interaction tips from veteran sales professionals - Standardizing evaluation criteria in sales role-playing - Establishing a system for confirming the learning progress of younger sales representatives and providing feedback - Building a continuous education system led by internal instructors 【Effects of Implementation】 - Eliminating the personalization of sales skills and leveling the proposal capabilities across the organization - Early acquisition of skills that enable younger sales representatives to make their own judgments and practice - Establishing a system where education continues within the company through the development of instructors
basic information
【Features】 - Extraction and formalization of veteran experience, intuition, and tips - Visualization and standardization of sales judgment criteria - Practical education that visualizes the learning status of younger employees - Establishment of a self-sustaining system through the development of internal instructors - Continuous updates and horizontal deployment of standard content 【Our Strengths】 Through the business ecosystem 'exbridge', we leverage a network of experts well-versed in management challenges. We provide a platform that supports sustainable growth in collaboration with the optimal solution partners tailored to your on-site issues.
Price information
Price Information We will provide a customized estimate based on the relevant technologies/skills, number of participants, scope of support, implementation period, etc. Price Range Negotiable Delivery Time Negotiable
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Model number/Brand name
JEMCO | Technical and Skill Inheritance and Autonomous Support
Applications/Examples of results
- We are promoting skill inheritance, but it is not being established among the younger generation. - We want to leave important skills before veteran employees retire. - We want to visualize tacit knowledge and decision-making criteria. - We have created manuals and videos, but they are not being utilized. - We want to make the status of skill acquisition visible. - We want the younger generation to be able to make decisions even in abnormal situations. - We want to cultivate internal instructors who can teach skills. - We want to prevent the new personalization of skills to a single successor. - We want to expand skill inheritance to other departments and locations. - We want to transform skill inheritance from a temporary activity into a continuous system. - We want to create a state where we can manage skill inheritance solely within our company.
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Optimal solutions for solving management challenges! A company that provides network business aimed at a business ecosystem. Together with the most suitable experts tailored to your management and on-site issues, we realize problem-solving. Developing a face-to-face platform business called 'exbridge' for the business ecosystem. We build a business network to support problem-solving in relation to the issues and management challenges faced by companies, in collaboration with specialized solution partners. We provide services through networks aimed at sustainable growth. Planning and managing seminars and events for building a business ecosystem.