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Three key points to keep in mind when implementing CRM/SFA.

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Three key points to keep in mind when implementing CRM/SFA.

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Establishing an appropriate operational system and a new business flow will be the key to success!

Here are three points to consider from the planning stage for the proper operation of CRM/SFA. For companies that have primarily relied on Excel for data entry, it is important to select tools that can be customized to have a "UI/UX like operating a spreadsheet tool" and can be tailored to fit the company's style, as this is crucial for the tool's adoption. Additionally, to enhance the productivity of the sales department, it is essential to create an environment where they can focus on sales activities (the core business). 【Three Points】 ■ Can it be customized to fit the company's style? - Can the UI (operating screen) be changed to match the company's style? - Is it possible to integrate with external services (such as email and databases)? - Is there potential for future functionality expansion (such as automation with AI)? ■ Can an environment be created where sales can concentrate on core business? ■ Support for adoption by dedicated advisors. *For more details, please download the PDF or feel free to contact us.

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Softbrain has been a domestic vendor providing CRM/SFA (Sales Support and Customer Management System) with its "e-Sales Manager" since 1999. It has a track record of implementation in over 5,500 companies across more than 185 industries. In recent times, as the decline in the working population is lamented, "improving business productivity" and the supporting "execution of DX (Digital Transformation)" have become essential. Softbrain supports true sales DX with digital solutions (CRM/SFA) and professional services (implementation support and utilization support). Effortless yet results-driven! A stress-free CRM/SFA [e-Sales Manager Remix]: https://www.e-sales.jp/ *Based on our achievements and the Japan Standard Industrial Classification.

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