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[Series Part 2] "Making Enterprise Functionality Simpler" — 5 Reasons Why EMOROCO CRM Lite Will Resonate with Large and Medium-Sized Enterprises

Hello, this is Matsubara, CRM Evangelist.

In the previous installment (Part 1) , we outlined three structural reasons why CRM fails to take root in large and medium-sized companies (separation of designers and users, inconsistencies in uniform design, and the heavy cost of changes) and four additional challenges.

So, how does EMOROCO CRM Lite solve these problems?

The official concept of EMOROCO CRM Lite is "Simplifying the design philosophy of enterprise CRM." And its official definition is "A CRM for small and medium-sized businesses with enterprise functionality"—the functionality philosophy of enterprise is at its core.

This design, which aims to "simplify enterprise functionality," provides five solutions to the challenges faced by large and medium-sized enterprises.


Reason ①: "No-code optimization for each business unit is possible"—eliminating the contradictions of uniform design.

The most distinctive feature of EMOROCO CRM Lite is its no-code design, which allows you to configure entities, fields, views, and workflows entirely through a GUI.

For use in large and medium-sized companies, this means that "each business unit can develop its own CRM system optimized for its specific needs."

[Specific examples of optimization by business unit]

Manufacturing and Route Sales Division:
Unique fields: "Ordering cycle," "Emotional temperature of the assigned buyer"
"Competitor contact status" and "Next proposed product candidates."
Proprietary workflow: "Alert task triggered when 1.5 times the order cycle has elapsed."
Unique Dashboard: Map Integration x Emotional Temperature Color-Coded Visit Map

Solution Sales Division:
Unique fields: "Deal probability (A-D)" and "Contact status with decision-makers"
"Competitive advantage," "Risk factors for losing the deal (checkbox)"
Proprietary workflow: "Escalation occurs if the decision-maker has not been contacted and more than 21 days have passed since the last contact."
Proprietary Dashboard: Pipeline Management x Monthly End-of-Month Forecast

After-sales service and OB customer business division:
Unique fields: "Completion date," "Warranty expiration date," "Recommended date for next inspection"
"Referring Customer" "Referral Intent Score"
Proprietary workflow: "Automatic generation of follow-up tasks 1, 3, and 5 years after completion."
Proprietary Dashboard: "Post-Completion Follow-up Contact Rate x Referral Chain Map"

The key is to achieve both "using the same platform company-wide while optimizing it for each business unit."

The company-wide common elements (basic customer records, contact persons, sentiment level, and contact date) are standardized, while the business unit-specific elements (business-specific fields, workflows, and dashboards) are autonomously customized by each business unit—this "balance of standardization and decentralization" is a value that could not be achieved with large-scale CRMs.


Reason ② "No upper limit on the number of users, and costs scale linearly" — Predictable costs even with company-wide deployment.

EMOROCO CRM Lite has no limit on the number of users and a transparent cost structure of 1,500 yen per user per month.

[Cost estimates for large and medium-sized companies]

50 users (Medium-sized companies/Specific business units):
Monthly: 75,000 yen Annually: 90 yen

200 users (large company, multiple business units):
Monthly: 300,000 yen Annually: 360 yen

500 users (large enterprise, company-wide deployment):
Monthly: 750,000 yen Annually: 900 yen

Comparison: Major enterprise CRM (approximately 15,000-30,000 yen/month per user)
With 200 users, the monthly revenue is 300 to 600 million yen, and the annual revenue is 3,600 to 7,200 million yen.

→ When comparing 200 users, the annual difference is between 3,200 million and 6,800 million yen.
This difference in cost is more than enough to cover implementation support, customization, and operation.

Of course, large companies will incur additional costs for optional features, customization, implementation support, and maintenance. However, the fact that the basic license cost can be predicted by "number of users × simple unit price" is of significant value in budget management for large corporations.


Reason #3: "Self-hosting support—meets data governance requirements."

The biggest obstacle preventing large and medium-sized companies from adopting SaaS-based CRM is "data governance requirements."

EMOROCO CRM Lite supports both SaaS cloud operation using Azure Container Apps and self-hosting on your own servers .

[Deployment Options]

Option 1: SaaS Cloud (Azure Container Apps)
Target: Business units and mid-sized companies with standard security requirements
Features: Can be started immediately if you have an internet connection.
No infrastructure management required; automatic updates.

Option ②: Self-hosted (own server/on-premises)
Target: Companies that cannot share data externally
Financial institutions, medical institutions, government agencies, and manufacturing companies handling a large amount of confidential information.
Features: Customer data is completely contained within the company's servers.
Compliant with existing security policies
Management and operation by the company's IT department.

→ Can be selected according to security policy requirements.
You don't have to give up on your CRM just because you can't put it in the cloud.

For large and medium-sized enterprises that have abandoned the adoption of SaaS-based CRMs because they "cannot store data on external servers," this self-hosting capability is a decisive factor in adding EMOROCO CRM Lite to their list of "acceptable CRM" options.


Reason ④: "Connecting with existing systems through loosely coupled collaboration" — Avoiding the creation of new silos.

One of the biggest challenges in digital transformation for large corporations is "system silos." Adding a CRM system will only create "another silo" if it's not integrated with ERP or core systems.

EMOROCO CRM Lite is designed to support loosely coupled integration with workflow tools and EAI/ESB tools.

[Examples of loosely coupled collaboration for large and medium-sized enterprises]

ERP → [Power Automate/ASTERIA WARP] → ​​EMOROCO CRM Lite
When an order is confirmed in the ERP system
→ The CRM project phase is automatically updated to "Order Received".
→ Automatically generate CRM follow-up tasks

Call center system → [EAI/ESB] → EMOROCO CRM Lite
When a customer makes an inquiry
→ Automatically registered in CRM contact records
→ Automatically generate notification tasks for the responsible person.

EMOROCO CRM Lite → [Power Automate] → Internal notifications (Teams/Slack)
When the emotional temperature changes to a cool one
→ Teams notification sent to both the person in charge and their supervisor.

Sales Management System → [Loosely Coordinated Integration] → EMOROCO CRM Lite
Reflecting monthly sales data in CRM's LTV calculation.

This loosely coupled design allows EMOROCO CRM Lite to act as a hub for the System of Insight (SoI), integrating data from Systems of Record (SoR) and Customer Engagement (SoE) to generate "customer insights."


Reason 5: "The CRM 4.0 philosophy is most necessary for transforming customer relationships in large corporations" - Inheritance of relationship assets

There's a paradox that the larger the company, the more customer relationships become personalized and superficial.

In large corporations where personnel changes occur every 3 to 5 years, customers repeatedly experience a "reset" in their relationship with the previous person in charge. Because each person in charge handles dozens or even hundreds of clients, it's impossible to manage each client's individual "story, emotions, and values" through memory alone.

The concepts advocated by CRM 4.0—"organizational accumulation of narratives, visualization of emotional temperature, and inheritance of relationship assets"—are precisely what large corporations need most.

[The Value of "Inheriting Relationship Assets" in Large Corporations]

When a change in personnel occurs (tens to hundreds of times per year):

If you don't have EMOROCO:
The new person in charge will rebuild relationships from scratch.
→ Competition will enter the 2-3 month "reset period".
→ Over the course of a year, hundreds of "resets" accumulate.
→ A chronic deterioration of customer relationships occurs throughout the entire organization.

If you have EMOROCO:
The new person in charge will review the CRM before making initial contact.
"I took over from the person in charge the other day."
I heard you were having trouble with the succession issue. How are things going now?
→ "Even if the person in charge changes at this company, they still remember me."
→ The reset period becomes almost zero.
→ Hundreds of "recurring" cases accumulate each year.

This difference in "succession costs" has a business impact that is many times greater for large corporations than for small and medium-sized enterprises.


Summary — How EMOROCO CRM Lite addresses the challenges of large and medium-sized enterprises

Challenges for large and medium-sized companies EMOROCO CRM Lite answer
Separation of designer and user The field team can create their own CRM without coding.
Contradictions of Uniform Design A company-wide common platform optimized for each business unit.
The weight of the change cost You can change what you want to change today, today, with no coding.
Risk of personnel change Inheriting relationship assets through the accumulation of narratives and emotional temperature.
Data governance Self-hosting support ensures full policy compliance.
Core system integration Functions as a hub for SoI in a loosely coupled architecture.

In the next installment, Part 3, we will provide a detailed explanation of "optimized design for each business unit." We will show practical design guidelines for no-code design, demonstrating how to balance company-wide standardization with business unit customization.
EMOROCO CRM Lite Product Page


Previous article: [Series Part 1: Why CRM hasn't taken hold in large and medium-sized companies]

Next time: [Series Part 3: Optimized Design for Each Business Unit—Achieving a CRM that "Doesn't Impose a Uniform Approach Across the Entire Company" with No-Code]

Related article: [EMOROCO CRM Lite: A complete guide to what you can do, starting from just 1,500 yen per month]

 

Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
book:Versatylist - How to become a "1 in 1" talent by age 35

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