What is the way to break free from "unusable SFA" in sales reports that are not being inputted?
A tool for automatic report generation that solves the problem of incomplete on-site reports.
The number of companies implementing SFA (Sales Force Automation) systems is increasing year by year. However, many companies that have implemented these systems face issues such as "data not being entered," "not being used," and "data not being utilized." A particularly common problem is that sales representatives do not input or are unable to input reports into the SFA. There are various reasons for this, but voices from the actual field include: "It's a hassle to input after returning to the office." "It's difficult to type on a smartphone." "I don't feel that the data I input is being utilized." As a result, SFA systems end up with "blank histories" or "records that should have been reported but are missing," leading to a lack of accumulated data necessary for management and preventing the SFA from realizing its true value. ◆ Voice-based Sales Reporting! "Smart Report" that can be used while on the move In response to this challenge, our "Smart Report" offers an effective solution. Smart Report is a cloud service that generates reporting data for SFA automatically using AI, based on voice sales reports.
basic information
◆Features Immediately after a sales visit, upload voice input or voice recording data via smartphone while on the move. The input is analyzed by AI and automatically converted into structured reporting data that can be pasted into the SFA. It generates reporting content from a third-party perspective that is "not reliant on subjectivity" and "understandable by anyone." ◆The first step in utilizing SFA is to establish a "recording mechanism." By introducing smart reports, the following system is created: - Sales personnel can easily report without returning to the office or needing a PC. - Reports are naturally transcribed into the SFA. - Data is structured, standardized, and accumulated. Managers can accurately grasp sales conditions from consistent reporting content, while sales representatives can significantly reduce the time and effort spent on reporting. This is a new form of sales reporting that balances both "quantity" and "quality." ◆To transform SFA into a "usable tool," it is essential to reassess reporting. Companies struggling with SFA utilization need to revisit the "reporting mechanism" that precedes it. By leveraging smart reports, they can break free from the state of "reports not being retained" and "SFA not being used," taking the first step towards evolving sales activities into a data-driven approach.
Price range
Delivery Time
Model number/Brand name
Smart Report Cloud
Applications/Examples of results
Ideal for such scenes: - After a sales visit, input voice data while walking, and AI generates a report. - Take a photo of handwritten notes taken during a business meeting, and AI generates a report. - Capture on-site photos at the visit location, and AI generates a report. - Upload audio recording data from the business meeting, and AI generates a report. Furthermore: - Automatically create minutes from the recording data! After a one-hour business meeting, the minutes are completed in just five minutes. By automating the creation of minutes, you can focus on sales activities! Prevent omissions of homework and next actions, and gain trust from customers!