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Key points for establishing a system that effectively utilizes CRM/SFA.

In information input, it is important to identify a smooth "input flow" rather than focusing on the "number of input fields/information volume"!

To achieve a state of "being able to use it effectively," we will explain the "key points for assessing system adoption." The input fields for CRM/SFA can be appropriately configured to match the implementation environment, so the "number of input fields/information volume" is not important. What is important is that information input = activity reporting can be done intuitively and smoothly. We should assess whether the system allows for input without becoming cumbersome, with simple screen transitions and a mechanism that completes input on a single screen, even after meetings or during discussions. 【Key Points for Selecting a System for Adoption】 ■ Easy to use without stress due to smooth operation/input flow ■ Automatically generates reports/lists that are useful for sales activities ■ Compatible with mobile devices and tablets ■ Allows customization of input rules/functions within the system ■ Enables real-time information reflection and communication *For more details, please download the PDF or feel free to contact us.

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How to identify an easy-to-use CRM/SFA that you can absolutely master without hesitation.

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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.