■ "So, what's the situation now?"

A common issue in sales management is,

• ▷The status of the project is unknown.
• ▷ You can't see who is doing what.
• ▷Sales forecast is unpredictable

This is the state.

With Excel or verbal management,

👉 “The information is there, but it's invisible.”

It becomes easier to get into a state.

■ A key role of CRM is "visualization."

CRM is more than just a customer management tool.

True value is,

👉 "The ability to visualize information in real time"

It is in

For example,

• ▷Number of projects this month
• ▷ Business negotiation progress
• ▷Sales forecasts for each sales unit
• ▷ Number of inquiries
• ▷Reason for loss of order

You can check these things immediately.

■ What is a dashboard?

A dashboard is,

👉 “A screen where you can see all the necessary information on one screen”

You read it right!

For example, in the sales department...

• ▷Sales target achievement rate
• ▷Number of business negotiations
• ▷Number of projects by project phase
• ▷Number of activities this month
• ▷Performance by person in charge

You can display things like this.

In other words,

👉 You can instantly see "what's happening right now."

It looks like

■ Differences from Excel management

In Excel management,

• ▷Data aggregation is required
• ▷Graph updates are manual
• ▷Multiple files exist
• ▷The latest information is not reflected.

Problems like these are more likely to occur.

On the other hand, in CRM,

👉 Automatic aggregation simultaneously with data entry

Because

You can always check the latest information.

■ Breaking free from "sensory control"

In sales situations,

• ▷ "It'll probably be okay."
• ▷ "It looks like it's about to be decided."
• ▷ "It feels good intuitively."

This can sometimes result in that kind of management structure.

However, this is

• ▷Sales forecasts are inaccurate
• ▷ Problem detection is delayed
• ▷ Becoming dependent on individuals

This can cause problems.

By utilizing the CRM dashboard,

👉 A state where you can make decisions based on "numbers" rather than "feelings".

Can be made.

■ Visualization features of EMOROCO CRM Lite

In EMOROCO CRM Lite,

• ▷Graph display
• ▷KPI display
• ▷List View
• ▷ Show Dashboard

Through such means,

You can visualize sales performance in real time.

■ Customizable display options to suit your business needs

The features of EMOROCO CRM Lite are:

👉 The ability to freely design it to suit your business needs.

.

For example ...

Sales Department

• ▷Project progress
• ▷Sales forecast
• ▷ Number of actions

Support Department

• ▷ Number of inquiries
• ▷ Status of response
• ▷List of unsupported items

site management

• ▷Inspection status
• ▷Work progress
• ▷ Assignment of responsibilities

Such,

You can display the necessary information for each department.

■ Just "looking" is meaningless

Importantly,

👉 "Visualization that leads to the next action"

.

For example,

• ▷ Identify stalled projects
• ▷Prevent missing any followers
• ▷ Early detection of sales shortfalls

Such,

It is important to use this information as something that can lead to improvement.

■ It's meaningful because it's real time

In some cases, the end-of-month calculations may be too slow.

In CRM,

👉 Reflected the moment you enter the information.

Because

• ▷Check the latest status
• ▷ Instant judgment
• ▷ Prompt response

Will be possible.

■ CRM is not an "input tool"

When you talk about CRM,

"Inputting data is difficult."

This is the image that tends to be held.

But originally,

👉 “An information infrastructure that connects management and the front lines”

.

Dashboards and visualization features allow

This is when the true value of CRM is realized.

■ Summary

The dashboard and visualization features are:

👉 "A mechanism for accurately understanding the current situation"

.

• ▷Visualization of sales status
• ▷KPI management
• ▷Real-time tally
• ▷ Early detection of problems

By achieving these,

CRM is an "input system"
It will become the foundation for business decisions.

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

In EMOROCO CRM Lite,

• Real-time dashboard
• KPI visualization
• Flexible list and graph display
• Screen design tailored to your business needs

etc. is possible.

👉 Click here for details on EMOROCO CRM Lite
Home - EMOROCO CRM Lite

■ About CRM implementation and visualization support

At ARCUS Japan,

• CRM implementation support
• Dashboard design
• KPI Design
• Migration from Excel management

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,

👉 "Workflow Automation"

I will explain.

• ▷Preventing missed sales follow-ups
• ▷ Automating the approval process
• ▷ Notifications and Task Management

We will introduce methods for achieving "independent management" such as those mentioned above.