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EMOROCO CRM Lite

A "two-axis matrix" of nurturing score and emotional temperature — grasp customer relationships at a glance using objective and subjective data.

Hello, this is Matsubara, CRM Evangelist.

"We have set emotional temperature levels, but I'm worried that they might be entered incorrectly based on the person in charge's assumptions."

"We don't know if the customers are genuinely interested, or if the person in charge is evaluating it based on wishful thinking."

This is a phrase I hear repeatedly from managers who operate CRM systems.

Emotional temperature is a powerful indicator.
However, because it is "subjective data," there is room for the optimistic bias of the person in charge to creep in.
If data is entered with the assumption that "this customer must be a hot target," the CRM data will no longer reflect reality.

EMOROCO CRM Lite solves this problem by designing a system that simultaneously visualizes objective data (nurturing score) and subjective data (emotional temperature) on two axes .

This article explains the "two-axis matrix" mechanism of EMOROCO CRM Lite and how it will change customer relationship management.


The limitations of a "subjective-based CRM"

Traditional CRM customer evaluations can be broadly divided into two patterns.

Pattern 1: Numerical scores only (objective but lacking context) This automatically scores website visits, email open rates, form submissions, etc. It is objective, but it does not reveal the emotional context of "how this customer is feeling at this moment."

Pattern ②: Subjective evaluation by the person in charge only (context exists, but verification is not possible) The person in charge's judgment that "this customer is hot" is valuable information, but there is no way to verify it. No one will notice if assumptions or excessive optimism are involved.

EMOROCO CRM Lite is designed to have both of these features simultaneously.


2-axis matrix structure

EMOROCO CRM Lite's customer ratings consist of two independent metrics.

Axis 1: Nurturing score (objective data)

This score is automatically calculated based on customer behavior data , such as the number of times a customer visits the customer portal, the time spent on the portal, and the contact rate in the CRM .

[Main components of the nurturing score]

- Number of accesses to the customer portal
 → "How often does this customer come to see information?"

• Time spent inside the portal
 → "Are you just glancing at it, or are you reading it carefully?"

Contact rate in CRM
 → "How often do you interact with the person in charge?"

A combined score is automatically calculated based on these factors.
Objective figures that cannot be intentionally manipulated by the person in charge.

Axis ②: Emotional Temperature (Subjective Data)

This is the level of relationship the person in charge enters after contacting the customer.

🔴 Hot: Deep relationship and proactive about the next steps.
🟠 Warm: A stable relationship continues.
🔵 Cool: Feeling a bit distant / Relationship has cooled down
🩵 Cold: Almost no contact / Relationship severed

What can we see when we superimpose two axes?

By looking at these two metrics simultaneously, we can uncover aspects of our customers that would not be apparent if viewed individually.

[Four quadrants of a two-axis matrix]

High ← Score → Low

Impression: ① A genuinely promising customer ② The person in charge's assumptions
Emotion score is high, and emotions are strong.
Warmth is accompanied by behavioral changes, but behavioral data is low.
Degrees ────────────────────────────────────────
Cool ③ Hidden interest customers ④ Really distant
The data is moving, but the score is low.
The person in charge is unaware; their emotional temperature is low.

Meaning and correspondence design for each of the four quadrants

Quadrant 1: High score × Hot/Warm emotional temperature (genuine promising customers)

This describes a situation where objective data and subjective evaluations are in agreement.
The representative's intuition that "this customer is genuinely interested" is supported by behavioral data such as portal access and contact rates.

Response policy:
Moving on to the next proactive step.
This is the best time to request referrals, close deals, and propose higher-tier plans.


Quadrant 2: Low score × Emotional temperature: Hot/Warm (Beware of the person in charge's assumptions)

The person in charge feels that it's a "hot" product, but they don't have actual customer behavior data to back it up.

This is the quadrant where the two-axis matrix is ​​most effective.

This is the situation that emerges:
The person in charge feels that it "feels good."
 Customers who do not have access to the portal
He said he would contact me next time.
 Customers whose subsequent contact rate has decreased
- The person in charge's optimistic bias caused the emotional temperature to
 It may be set high.

Response policy:
We will interview the person in charge to find out the basis for their assessment of emotional temperature.
Identify "why it's considered hot" and adjust the emotional temperature if necessary.
This creates an environment where managers can naturally ask questions.


Quadrant 3: High score × Cool/Cold emotional temperature (Hidden interest customers)

These are "hidden customers of interest" whose data is active but whose presence the person in charge is unaware of.

This is the situation that emerges:
The person in charge thinks it's "cold," but
 In fact, customers frequently visit the portal.
- A customer with whom I hadn't heard from in a long time
 They have secretly begun gathering information.
- My emotional temperature dropped after the person in charge changed.
 Customer access continues.

Response policy:
Now is the perfect opportunity to take the initiative and follow up.
This allows you to approach customers who are actually interested but haven't been approached yet, at the right time.


Quadrant ④: Low score × Cool/cold emotional temperature (truly distant)

A state where both objective and subjective evaluations are low. These are complete potential customers at risk of being lost or dormant customers.

Response policy:
Either design a follow-up strategy (starting with seasonal changes, new product announcements, birthday notifications, etc.) or decide to concentrate resources on other areas.


A design that "immediately detects lies"—a side effect that changes CRM input habits

In addition to its primary purpose of visualizing customer relationships, the two-axis matrix has the important secondary effect of changing the CRM input habits of the person in charge .

If you input an emotional temperature in a casual or optimistic way, the inconsistency with the nurturing score will immediately appear on the screen.

Example:
Enter "Emotional Temperature: Hot"
 → Nurturing score: Low

This contradiction is made visible on the matrix.
The manager said, "Why is it so hot?"
You can naturally ask, "Is your score low?"

Up until now, CRM systems only offered the option of asking users to "please enter the information."
EMOROCO CRM Lite's two-axis design creates a structure where "data is validated immediately after input."

The reason why staff members accurately and promptly input emotional temperature data is not because "the manager is watching," but because "inconsistencies will require explanations."
This design fosters intrinsic input habits rather than external pressure.


The key difference from traditional CRM

[Evaluation Design for Other CRMs]

Salesforce and HubSpot:
 Lead score (objective) only, or
 Accuracy (subjective) only
 → There is no mechanism to view the two images superimposed.

kintone・Notion:
 It can be created with custom fields.
 Visualize as a two-axis matrix.
 There is no standard design.

Pipedrive:
 Strong objective management of the progress of business negotiations
 There is no design for subjective data such as emotional temperature.

[EMOROCO CRM Lite Design]
 Nurturing score (objective) ×
 Emotional temperature (subjective)
 Visualization with two axes as a standard feature
 → You can distinguish between "preconception" and "the real thing."
   The only CRM design

Actual operation – Managers check it for 5 minutes every morning.

The actual implementation of a two-axis matrix is ​​not complex analysis. All you need to do is look at the dashboard for 5 minutes each morning.

[5-minute checkpoints every morning]

① Has the number of customers in quadrant ② increased?
 (Low score × Hot emotional temperature)
 → A sign that the person in charge is becoming increasingly prone to making assumptions.

② Are there any new customers in quadrant ③?
 (High score × Cool emotional temperature)
 → Are we overlooking potential customers with hidden interests?

③ Will there be any action this week from customers in quadrant ①?
 → Are you reaching out to genuinely promising customers?

This five-minute review transforms the vague "things are looking good" report from the weekly progress meeting into a concrete judgment such as "3 cases with high scores and hot indicators, and 2 cases requiring follow-up."


In summary, "having both subjective and objective perspectives" is what determines the quality of customer management.

Emotional temperature alone is not enough to verify the "person in charge's preconceptions."
Nurturing scores alone do not reveal the "emotional context of the customer."

By superimposing these two axes, we can finally see the true nature of our relationship with this customer in a three-dimensional way.

Based on over 20 years of experience implementing CRM systems, I am convinced of one thing.
The most difficult aspect of CRM is not "implementing features," but "maintaining data reliability."
The two-axis matrix is ​​EMOROCO CRM Lite's answer to this challenge.

Click here for a 30-day free trial of EMOROCO CRM Lite.
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/


Related article

Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
book:Versatylist - How to become a "1 in 1" talent by age 35

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