Hello, this is Matsubara, CRM Evangelist.

"We want to implement a CRM system, but we don't know where to start."

"We implemented a CRM system before, but it didn't stick. This time, we want to make it a success."

"We have no idea how to design a CRM system that suits our company."

Arcus Japan will systematically answer these questions in a six-part series.

This series is not a technical manual on "how to implement EMOROCO CRM Lite." Rather, it is a record of practical guidance, grounded in the philosophical reasons behind "why we do it in that order" and "why that design leads to successful adoption."

The overall structure of the series—6 phases

Summary of each session

Phase 1: Hearing and Current Situation Assessment

Initial consultation and current situation assessment to determine "why CRM should be implemented"

This is the most crucial phase in determining the success or failure of the implementation. We will explain how to design the initial consultation to clarify not "what features you want," but "whose problems, what problems, and what issues will be solved by implementing CRM?"

* → [Read Chapter 1]

Part 2: Design Phase

We design "what kind of CRM to build" together with the client.

The most important principle is "The client designs, not the consultant; the consultant helps to elicit that design." This presentation systematically explains the four design sessions: entities, fields, workflows, and dashboards.

* → [Read Chapter 2]

Part 3: Construction and Data Migration Phase

"Building a working CRM": Construction, data migration, and initial setup.

Once the design is complete, it's time for implementation. We'll explain the steps to build a fully functional EMOROCO CRM Lite system with a specific schedule from Day 1 to Day 7. We'll also discuss pitfalls in data migration and the difference between "technically complete" and "actual usability."

* → [Read Chapter 3]

4th Phase: Implementation Training and Retention Support Phase

"Creating a system that ensures continued use in the field": Implementation training and support for adoption.

"The system is complete, but nobody uses it"—this is the most common CRM failure pattern. This article explains how to prevent this by designing training programs and providing support based on behavioral psychology. We will also detail how to train CRM doctors (CRM consultants).

* → [Read Chapter 4]

Fifth installment: The full-scale operation phase of SoI-PDCA

"Making CRM function as a system of insights": Utilizing SoI-PDCA and dashboards

This section explains the "Full-scale operation of CRM 4.0 as a SoI (System of Insight)" phase, which begins 60 days after implementation and when sufficient data has been accumulated. It outlines the implementation of a weekly decision-making cycle and the discovery of winning patterns through lost deal analysis.

* → [Read Chapter 5]

Part 6 (Final Part): Evolution and Regular Check-up Phase

"Creating a system to continuously nurture CRM: Regular check-ups, improvements, and evolution"

"CRM implementation isn't a one-time thing." A living system will deteriorate without regular maintenance (periodic checkups). We will discuss the "three checkup cycles"—weekly, monthly, and quarterly—and the philosophy of a consultant's supportive approach that aims for the system to become "unnecessary."

* → [Read Chapter 6]

Things I want to convey through this series

There is one thing I would like to consistently convey throughout this series.

"Implementing CRM is not about setting up a tool, but about transforming the organization."

Configuring entities, adding fields, building workflows—these are technical tasks, but at their core, they are about designing a philosophy of "how the organization will engage with its customers."

From an organization that forces data entry to one that people want to enter data into. From a CRM that manages to a CRM that encourages collaborative thinking. From a CRM designed by consultants to a CRM that clients cultivate themselves.

I hope this series will serve as an opportunity for you to reconsider the implementation of EMOROCO CRM Lite not as a "one-off project," but as "building a system for the continuous evolution of your organization."

List of series (quick links)

Consultation regarding the implementation of EMOROCO CRM Lite

Arcus Japan, as an IT implementation support provider for EMOROCO CRM Lite, offers the six phases of implementation consulting explained in this series.

EMOROCO CRM Lite is registered as an eligible tool for the Digital AI Introduction Subsidy 2026 (formerly the IT Introduction Subsidy) (Tool number:DL07-0022934Please feel free to contact us regarding implementation support utilizing subsidies.
EMOROCO CRM Lite Product Page

Related article: [EMOROCO CRM Lite Implementation "First 30 Days" Complete Roadmap - Week-by-Week Design, Implementation, and SoI-PDCA Launch Procedures]

Related article: [What is a CRM Doctor (CRM Consultant)? – The role of a specialist in establishing CRM in the CRM 4.0 era]

Related article: [The decisive difference between companies that "failed" and "succeeded" in CRM implementation—common points revealed from the voices of those on the front lines]