■ Reasons why "I said I would do it, but I didn't" happens

This kind of thing happens often in the workplace.

• I forgot to follow up.
• The approval request had stalled.
• A failure to address the issue occurred.
• The handover didn't go well.

And in many cases,

👉 The problem is that it relies on "people's memories."

■ We are entering an era where business processes can be automated.

CRM is more than just an administrative tool.

in recent years,

👉 "A system to automate business processes"

It is increasingly being used for this purpose.

At the heart of it all is,

👉 Workflow Automation

.

■ What is a workflow?

A workflow is,

👉 "A mechanism that automatically executes a process under specific conditions."

You read it right!

For example ...

• Notification will be sent when the project is awarded.
• Contact the person in charge when registering your inquiry.
• If the amount exceeds a certain level, an approval request will be issued.
• Alerts for projects that haven't been updated in a week.

Such,

You can automate your daily tasks.

■ The limitations of "management that relies on people"

In Excel or verbal communication,

• Someone notices
• Someone will contact you
• Someone will check

This is often how things tend to go.

However, as long as people are involved,

• forget
• Exit
• 遅れる

This is unavoidable.

■ The true value of CRM automation

The value of workflow automation is,

👉 It's not just about "reducing mistakes."

What's really important is...

• Business processes can be standardized.
• This can prevent reliance on individual expertise.
• Anyone can perform the same operation.

It is that.

In other words,

👉 Break free from "personal dependence"

■ EMOROCO CRM Lite Workflow Function

In EMOROCO CRM Lite,

• Conditional branching
• Automatic notification
• Status Change
• Task creation
• Approval flow

These can be configured flexibly.

■ Common Usage Examples

▶ Preventing missed sales follow-ups

It detects projects that have not been updated for a certain period of time.

👉 Automatic notifications

▶ Automating the approval flow

If the estimated price is above a certain amount,

👉 Request approval from your supervisor

▶ Inquiry response management

When registering an inquiry,

👉 Automatic notification to the responsible team

▶ Task automatic generation

After receiving the order,

• Invoice creation
• Initial contact
• Preparation for implementation

Tasks such as these are automatically generated.

■ A "helpful CRM" rather than a "managed CRM"

One of the reasons CRM is disliked is,

👉 "Feeling like you're being watched"

.

However, originally, CRM is

👉 “Someone who helps with the work”

It should be.

Workflow automation allows

• Reduce the burden of memorization
• Reduce the amount of verification work.
• Prevent omissions and errors

With that

This can significantly reduce stress on the job site.

■ Even small-scale automation can have a big impact.

The term "automation" may sound like a large-scale undertaking,

In fact,

• Notice
• Remind
• Autofill

Even just doing that can have a significant effect.

Importantly,

👉 Reduce the amount of work that people don't need to do.

.

■ CRM is a “business improvement tool”

CRM is not just about customer management.

• Sales improvement
• Business improvement
• Information sharing
• Automation

Including that,

👉 “The foundation that supports the entire operation”

It will become like this.

■ Summary

Workflow automation is,

👉 "A system that runs operations without relying on human memory"

.

• Preventing missed follow-ups
• Approval Automation
• Notification management
• task management

Through

👉 This enables you to create a system where tasks are not dependent on specific individuals.

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

In EMOROCO CRM Lite,

• Conditional branching workflow
• Automatic notification
• Approval flow
• Task Automation

These can be flexibly configured without coding.

👉 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 implementation and business process automation support

At ARCUS Japan,

• CRM implementation support
• Workflow Design
• Business automation support
• Support for moving away from Excel-based operations

We provide consistent support up to that point.

👉 For consultations regarding CRM implementation and review, please click here.
CRM Doctor Free Diagnosis - Arcuss Japan Inc. | EMOROCO CRM Lite: CRM, Customer Management, and Sales DX for Small and Medium-Sized Businesses

■ Next episode preview

next time,

👉 "Route Sales & Map Function"

I will explain.

• Customer management using maps
• Optimizing Visit Routes
• Improving the efficiency of outside sales

Here are some of the features unique to EMOROCO CRM Lite.