A case study of a credit union where reducing the burden on salespeople is an issue
Easier and faster recording of sales activities
Products and services introduced
Related keywords
Pre-implementation issues
Salespeople at Shinkin banks often have to make deposits and run miscellaneous tasks on behalf of others, and it is a tedious task for them to return to the branch after completing all their work and record the day's activities. Due to their busy schedules, there were many cases of omissions and missing information. Another issue was the increasing need to understand and manage all information in a rational manner in order to make sales activities function more effectively.
Effect after introduction
Activity records, which were previously written on paper, can now be simply entered on a tablet. The advantage of a tablet is that the necessary information for each item can be easily entered, preventing omissions and missing information. Another great advantage is that you can enter information even when you're out and about, so you can enter information immediately after negotiations or business meetings. The accuracy of the information is improved in real time, and it can now be shared and utilized by all salespeople.
