■ Is that visit really efficient?

In companies that conduct outside sales or route sales,

These kinds of problems are common.

• ▽The places to visit are scattered
• ▽Long travel time
• ▽We are unable to identify nearby customers.
• ▽The visit status for each person in charge is not visible.

as a result,

👉 Travel time is longer than business hours.

Such cases are not uncommon.

■ Why CRM needs a "map"

When you talk about CRM,

• ▼Customer management
• ▼Project management
• ▼Activity management

Many people might imagine this.

But,

Actual sales activities are

👉 "Where are the customers?"

That is also very important.

■ There are things you can't tell from the list.

For example, even if you look at the customer list,

This alone is not enough.

I can't intuitively tell where the nearest place is.

However, when displayed on a map,

👉 You can see the customer distribution at a glance.

It looks like

■ EMOROCO CRM Lite's map function

In EMOROCO CRM Lite,

Registered customer information can be displayed on a map.

For example ...

• ▽Client companies
• ▽Contact person at the client company
• ▽Facilities
• ▽Store
• ▽On-site

Such,

You can display data containing address information on a map.

■ Finding nearby customers

When visiting clients,

"Are there any other customers nearby?"

You can easily check this.

For example,

When visiting customers in Osaka City,

If existing or potential customers are displayed in the vicinity,

👉 Multiple visits in one outing

Will be possible.

■ Excellent compatibility with route sales

It is particularly effective in the following industries:

▶ Wholesale

Management of regularly visited locations

▶ Manufacturer

Visiting dealerships and agencies

▶ Maintenance and repair services

Regular inspection site management

▶ Construction industry

site management

▶ Welfare and nursing care industry

Facility Visit Management

By managing it with a map,

This can significantly improve sales efficiency.

■ Imbalances in sales activities are also visible.

The advantages of the map function are,

It's not just about the efficiency of visits.

For example,

By overlaying activity history onto the map,

• ▼ Areas I frequently visit
• ▼ Areas I haven't visited at all
• ▼ Areas where customers are concentrated

You can also find out things like that.

In other words,

👉 Can also be used in sales strategies

■ Expanding possibilities through the use of GIS

In EMOROCO CRM Lite,

Management using map information is also possible.

For example,

• ▽Area Analysis
• ▽Market area analysis
• ▽Customer distribution analysis

Such,

It can be used for purposes beyond simple address management.

■ CRM is not a "customer ledger"

Traditional CRM is

It was simply for managing customer information.

But now,

• ▼Information management
• ▼Activity management
• ▼Map Management
• ▼Analysis

It is required to that extent.

In EMOROCO CRM Lite,

Customer information can also be used as "geographic information."

■ Summary

By utilizing the map function,

• ▽Improved visit efficiency
• ▽ Reduce travel time
• ▽Visualization of customer distribution
• ▽Sales strategy planning

Will be possible.

The information stored in the CRM

Not just "seeing"

👉 "Information to take action"

It will be able to be used as such.

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

In EMOROCO CRM Lite,

• ▼Displaying customer locations on a map
• ▼Route sales support
• ▼GIS map function
• ▼Area Analysis

It includes features that support sales activities, such as those mentioned above.

👉 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 sales DX support

At ARCUS Japan,

• ▽CRM implementation support
• ▽Sales DX support
• ▽GIS utilization support
• ▽Centralized management of customer information

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,

👉 "Security and Access Control"

I will explain.

• ▼Why is managing things with Excel dangerous?
• ▼ Mechanisms to prevent information leaks
• ▼ Departmental access control
• ▼Secure customer information management

This article will cover essential security measures for companies implementing CRM systems.