Hello, this is Matsubara, CRM Evangelist.

"I started a free trial, but I don't know where to begin."

If you spend 30 days in this state, when the trial ends, you'll end up with the conclusion, "I tried it out, but I didn't really understand it."

The free trial is not a "30 days to experience," but a "30 days to make a decision."
An initial design is necessary to arrive at a clear answer within 30 days: "This is suitable for our company" or "This is not suitable for our company."

This article explains specific steps to make the most of your 30-day trial.

Three things to decide before starting a trial.

Before you actually start using EMOROCO CRM Lite, please decide on just three things. If you start without deciding on these, 30 days will end up being just a "vague tinkering" experience.

Decision ①: Designate one person to be in charge of the trial (a candidate for CRM Doctor).

When the whole team starts a trial, no one takes responsibility.
Please designate one person to oversee the trial.
This process involves the person setting an emotional temperature, testing the workflow, and ultimately gathering information to decide whether or not to implement it.

Deciding on step 1: Choose "one question" that you want to answer in the trial.

"I want to see the overall picture to see if it's a good fit for my home" is not enough information to make a decision.

This "single question" will serve as your compass for the 30-day trial.

Deciding step 3: First, decide on the "criteria for judgment."

Before starting the trial, decide what events would trigger your decision to "implement" the system after 30 days.

Week 1 (Days 1-7): Making the first "discovery"

Day 1: Importing the customer list and setting the sentiment temperature.

Duration: 2-3 hours

First, import your customer list as a CSV file. The data doesn't need to be perfect; it will work even with just the company name, contact person name, and contact details.

Once the import is complete, please set the sentiment temperature for all customers on the same day .

Each item takes 10-15 seconds. 100 items can be processed in under 30 minutes.

Once you've finished the setup, please check the dashboard immediately.

The report shows the percentage of people who are "cool" or below. In most companies, this number is higher than expected. The realization that "relationships were already strained, even if it wasn't visible" significantly increases motivation for trials.

Day 2-3: Add only 5 fields that are appropriate for your industry.

Once you've finished setting the emotional temperature, add fields that are tailored to your company's industry.

Start with five or fewer. The most important thing is not to be greedy.

Add five fields and populate the existing customer data.

Day 4-5: Set up only one workflow.

Once you've finished setting up the fields, configure just one workflow.

The key is to start with "just one." If you try to make multiple things from the beginning, they'll all end up being half-baked.

After configuration, please verify its operation with test data.
The moment a task arrives automatically, you have the experience of thinking, "Ah, so this is what it means to have a system in place."

Day 6-7: Week 1 Review

Please take just 15 minutes this weekend to reflect on your performance.

If you've checked all five items, you're on the right track.
If you have three or fewer tasks, finish the rest at the beginning of Week 2 before moving on.

Week 2 (Days 8-14): Start using it in actual work.

Days 8-10: Integrate CRM into daily operations.

The goal for Week 2 is to shift from "using CRM outside of work" to "using CRM within work."

Recommended daily usage (15 minutes):

Day 11-12: Try using GIS maps (for door-to-door sales)

Those involved in door-to-door sales or route sales should start using GIS maps.

Customer addresses are displayed as pins on a map, and priority is indicated by the color of their emotional temperature.
If you decide on "today's visit order" using a GIS map, you'll see the difference between that and "a visit order decided somewhat intuitively based on experience."

Day 13-14: Week 2 Review

The most important discovery in Week 2: If you can experience the cycle of "a task comes in from the workflow → you actually contact the customer → you get a positive response," you will truly understand the value of EMOROCO CRM Lite.

Week 3 (Days 15-21): Deepening the Design

Days 15-17: Reviewing the initial design with a "field-level perspective"

After using it for two weeks, you'll start to notice things like, "This field is difficult to input into," or "The timing of this workflow is a little too early."
This is important.

The strength of no-code is that "you can fix what you notice today, today."
Please change the settings the day you notice the problem.

Day 18-19: Design the dashboard to suit your industry.

In Week 3, we'll design a dashboard you want to see every morning.

Day 20-21: Week 3 Review

Week 4 (Days 22-30): Decide whether to implement it.

Days 22-25: Spread the word to the team

In Week 4, we will expand the trial from one person to a state where "the entire team is using it."

Three principles for communicating with your team:

Days 26-28: Answer the trial questions

Let's go back to the one question we decided on in Week 1: "The one question we want to answer in the trial."

Day 29-30: Gather the information needed to make a decision.

Please organize the materials collected over the past 30 days and make a decision on implementation.

If you answered "yes" to four or more of these questions, it's worth implementing.

Common stumbling blocks during trials and how to deal with them

Stumbling block ①: "I don't know what emotional temperature to aim for."

Initially, just go with your intuition. "They seem to have a good relationship" → Warm; "They've been in less contact lately" → Cool. The priority is to "set something for everyone" rather than focusing on accuracy.
The accuracy will improve with use.

Stumbling block #2: "I don't know what to write in the narrative."

One sentence is sufficient.
"Last month, the topic of a successor came up," "They've been talking a lot about cost reduction lately," "It seems the person in charge has changed"—I'm just writing down whatever caught my attention.

Stumbling block #3: "I created too much of a field."

When people realize they can make more, they often end up making 10 or 15 of them.
The input becomes slow and doesn't retain the data properly. Please narrow it down to 5 items.
A simple CRM with all records entered is 100 times more valuable than a complex CRM with only half the records entered.

Stumbling block #4: "Team members aren't entering the data."

Asking people to "please enter the information" is ineffective.
The only solution is to create a system where "you cannot explain the situation at the weekly meeting unless you input the information."
Please establish a rule to perform weekly progress checks using the CRM dashboard.

Summary—find the "answer" in 30 days

A free trial is not a "period for experiencing," but a "period for making a decision."

There is only one thing you need to do in 30 days.

"Were we able to proactively follow up with customers below the 'Cool' level through the workflow?"

If you can answer this one point, it will become clear whether or not you should implement EMOROCO CRM Lite.
Companies that have implemented it should do so.
Companies that failed should analyze why they failed.
In most cases, the problem is either that "the design was too complex" or that "the person in charge wasn't limited to just one person."

Start your 30-day free trial here
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/

Related article

• EMOROCO CRM Lite 50 Frequently Asked Questions - Answering all your questions before implementation
• EMOROCO CRM Lite Implementation: A Complete 30-Day Roadmap - Week-by-Week Design, Implementation, and SoI-PDCA Launch Procedures
• The decisive difference between companies that "failed" and "succeeded" in CRM implementation: Commonalities revealed from on-the-ground perspectives
• Reasons for Choosing EMOROCO CRM Lite: Real Voices from 10 Companies That Have Implemented It
• Calculating the ROI of EMOROCO CRM Lite by industry – A complete estimate of "how many times will a monthly investment of 1,500 yen become worthwhile?"