■ Customer information is a valuable asset for the company.

The information managed by companies includes:

• ▼Customer information
• ▼Contract Information
• ▼Quotation
• ▼Sales Information
• ▼Inquiry History

There is a lot of important data, such as the above.

This information is a valuable asset for a company and must be managed appropriately.

■ There are many risks associated with managing data in Excel.

Even today, many companies still manage their customer data using Excel.

However, managing with Excel presents the following challenges:

• ▼Sending files via email
• ▼Taking it with me on a USB memory stick
• ▼Anyone can edit it
• ▼The number of copies has increased, making it difficult to find the latest data.
• ▼ Accidentally deleting or overwriting

The more information there is, the more difficult it becomes to manage.

■ "Anyone can see it" is dangerous

For example, even if the sales department needs the information,

There is some information that does not need to be shown to the accounting department or other departments.

vice versa,

In some cases, it may be sufficient for only a limited number of designated personnel to be able to view contract amounts and profit margins.

In other words,

👉 It is important to properly manage "who can see what . "

■ What is CRM access control?

In CRM,

You can set permissions for each user, such as viewing, editing, and deleting.

For example,

• ▼Sales representatives can only view content from their assigned clients.
• ▼Department heads can view the entire department.
• ▼Administrators can view and manage all content.

This type of operation is possible.

This allows you to create an environment where only those who need it can access the information they need.

■ Flexible permission settings in EMOROCO CRM Lite

EMOROCO CRM Lite allows for flexible permission settings tailored to your company's operations.

For example,

• ▼ Permissions per entity
• ▼Access rights per record
• ▼Display control at the form level
• ▼ Item-level viewing and editing control

It supports detailed access control, among other things.

for that reason,

"We'll show it to sales staff, but not to accounting staff."

"Only administrators can check profit margins."

This type of operation can also be implemented.

■ Reducing the risk of information leakage

Access control is not just about protecting against external attacks.

actually,

• ▼Error in operation
• ▼Mistake in sending
• ▼Unnecessary browsing
• ▼ Mistakes in sharing information within the company

These measures are also important for addressing internal risks.

By setting appropriate permissions, the risk of information leaks due to human error can be reduced.

■ Safety and ease of use can be achieved together.

"Making security stricter makes it harder to use."

This is the image that people sometimes have of me.

However, what's really important is,

It's about ensuring that the right people can access the right information at the right time.

EMOROCO CRM Lite is designed to ensure security while providing user-friendly operation for on-site staff.

■ Can accommodate future organizational changes

As companies grow,

• ▼The number of departments will increase.
• ▼More bases
• ▼The person in charge will change

These kinds of changes will occur.

A CRM with flexible access control allows for smoother adaptation to organizational changes and easier continuity of operations.

■ Summary

CRM not only manages customer information,

It also plays a role in protecting important company information .

By implementing appropriate access control,

• ▼Reducing the risk of information leakage
• ▼Secure information sharing
• ▼ Access control by department
• ▼Flexible response to organizational changes

This can be achieved.

To choose a CRM that you can use with peace of mind, not only features but also security and access control are important factors.

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

In EMOROCO CRM Lite,

• ▼ Permission management per entity
• ▼ Record-level access control
• ▼ Display control for each form and item
• ▼ Flexible permission settings that can adapt to organizational changes

It includes security features tailored to the specific operations of each company.

👉 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.

■ For those considering CRM implementation and operation design

At ARCUS Japan,

• ▼CRM implementation support
• ▼Permission Design
• ▼Operational design that takes security into consideration
• ▼Review of existing CRM

We provide consistent support up to that point.

If you're looking to implement a CRM system that is safe and easy to integrate into your workplace, please feel free to contact us.

👉 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,

"You can do this much with no code! EMOROCO CRM Lite's customization features"

I will introduce you.

• ▼Add item
• ▼Form design
• ▼Create List/View
• ▼Business Rules
• ▼Business Process Flow
• ▼ Integration with workflows

This article will explain in detail the major appeal of EMOROCO CRM Lite, such as its ability to be "developed to suit your company's operations."