■ The reason CRM is no longer being used is "poor design."

One common mistake when implementing CRM is,

👉 "For now, I'll just create a customer management system."

This is the state.

In actual work,

• ·customer
• ・Project
• ·Inquiry
• Activity history
• ·Quotation
• ·contract

Various pieces of information are interconnected, as shown above.

However, if you start using it without organizing this,

• - Information becomes scattered
• - Enter the same information multiple times
• I can't find the information I want.

This will be the situation.

■ What exactly is an "entity"?

In CRM, an "entity" is:

👉 “A box for information you want to manage”

You read it right!

for example:

CRM manages these elements by linking them together.

■ Problems that often occur when managing with Excel

This often happens when managing things with Excel.

▶ Customer information is scattered across multiple files.

• Sales management sheet
• • List of inquiries
• • List of estimates
• • Support history

They're all separate files.

▶ Enter the same information multiple times

Company name and contact person's name,
Manual input every time.

▶ I'm not sure if the information is up-to-date.

• Who updated it?
• Which one is the latest?
• Where is the corrected version?

This tends to be the case.

■ CRM is about "connecting information"

CRM manages information not as isolated points, but as interconnected information.

For example,

When you open the customer...

• • List of projects
• Activity history
• • Inquiry history
• ・Quotation history

You can see everything.

In other words,

👉 "Customer information is gathered in one place."

This is the great value of CRM.

■ Entity Design for EMOROCO CRM Lite

In EMOROCO CRM Lite,

👉 You can flexibly design entities without coding.

For example ...

• - Added "Facility Information"
• - Added "Construction Management"
• - Added "Inspection History"
• - Added "Route Sales Clients"

Such,

We can provide management tailored to your specific industry.

■ The idea of ​​"adapting to the work"

In traditional CRM,

👉 "Match the provided items"

This happened quite often.

But in reality,

• The information needed varies depending on the industry.
• • The processes we want to manage are different.
• • On-site operations are also different.

Therefore, there are limitations to fixed-type systems.

In EMOROCO CRM Lite,

👉 "Designed to suit your business needs."

This is based on the premise that...

■ Reasons why it reduces the burden of input

By properly designing entities,

• - Reduces duplicate input
• - Information retrieval becomes faster
• - History review becomes easier.

This can significantly reduce the burden on on-site staff.

In other words,

👉 It will become a CRM that makes work easier, rather than just a CRM for data entry.

■ The key to successful CRM implementation is "initial design".

CRM is more effective after implementation than

👉 "Initial Design"

Is important.

• What will be managed?
• Who will use it?
• ・In what flow will it be used?

By organizing this,
This will be the first "used CRM."

■ Summary

Entity design in CRM is,

👉 "How to organize and connect information"

The point is to consider this.

そ し て,

• - Exceeding the limits of Excel
• - Centralized information management
• - Reduce the burden of input

This is a very important concept.

■ For those who want to learn more about EMOROCO CRM Lite

In EMOROCO CRM Lite,

• - Creating entities without coding
• ・Flexible design tailored to the industry
• - Centralized management of customer, project, and activity history

etc. is possible.

👉 Click here for details on EMOROCO CRM Lite
  EMOROCO CRM Lite — A no-code CRM powerful for on-site operations, starting from ¥1,500/month.

■ About CRM design and implementation support

At ARCUS Japan,

• - CRM design support
• - Migration from Excel management
• - Support for streamlining operations and establishing operational procedures

We provide consistent support up to that point.

👉 For consultations regarding CRM implementation and review, please click here.
Contact Us - Arcuss Japan Inc. - A leading CRM company and IT consulting firm

■ Next episode preview

next time,

👉 "Dashboard and Visualization Function"

I will explain.

• Visualization of sales status
• ・KPI management
• Real-time aggregation

This article clearly explains the importance of "visualizing" CRM data.