■ Have you ever experienced a situation where "CRM doesn't fit our business needs..."?

Although we implemented CRM,

• ▽"There aren't enough items to manage."
• ▽"The screen is difficult to use."
• ▽"It doesn't fit with our company's workflow."
• ▽"We want to make it easier to input data."

Have you ever felt that way?

Many CRM systems are designed to be used within the scope of their standard features, and modifying them to suit specific business needs may require specialized knowledge or development.

As a result, the system often becomes one where employees adapt their work processes to the system, and in many cases, it fails to become established in the workplace.

■ EMOROCO CRM Lite is a "CRM that grows with you"

EMOROCO CRM Lite isn't a one-time installation that's the end of the story.

In line with the growth of the company and changes in operations,

A CRM that can be nurtured little by little

It is designed with this idea in mind.

Even when new tasks are added or operating procedures change, we can respond flexibly without requiring large-scale system modifications.

■ Because it's no-code, it can quickly adapt to changes on-site.

With EMOROCO CRM Lite, you can change many settings without doing any programming.

For example,

• ▽ Adding management items (fields)
• ▽Creating entities (data to be managed)
• ▽ Change the layout of the input form
• ▽Creating a list screen (view)
• ▽ Creating a dashboard

You can flexibly configure settings to suit your specific business needs.

A major feature is the ability to quickly incorporate feedback from the field, such as "We want to do it this way," into the system.

■ Freely design an easy-to-use input screen

Because CRM is a system used every day, ease of input is crucial.

In EMOROCO CRM Lite,

• ▽Place frequently used items at the top
• ▽ Display related information together
• ▽Hide unnecessary items

We can design forms to suit the needs of each user.

Creating user-friendly interfaces for on-site staff reduces the burden of data entry and contributes to the successful adoption of the CRM system.

■ Prevent input errors with business rules

Input errors and omissions can happen in any company.

EMOROCO CRM Lite allows you to use the business rules function.

• ▽Switching required fields based on conditions
• Show/hide items
• ▽Control based on input content

These can be configured without writing any code.

We support accurate data entry without relying on individual judgment.

■ Standardize business processes with Business Process Flow

There is a certain flow to sales activities and contract work.

EMOROCO CRM Lite utilizes Business Process Flow (BPF).

• ▽Prospective Customers
• ▽Business negotiation
• ▽ Estimate
• ▽Order
• ▽ Contract

This process can be clearly displayed on the screen.

Because it allows you to see at a glance "what to do next," it is useful for training new employees and ensuring consistent work quality.

■ Even more convenient when combined with workflows

By combining this with the workflow features we have introduced so far,

• ▽Automatic notification when status changes
• ▽Automatic sending of approval requests
• ▽Automatic task creation

This allows for a smooth transition from data entry to task execution.

By combining customization and automation, you can build a CRM system that is perfectly suited to your company's specific business needs.

■ It doesn't end with just "sales management"

EMOROCO CRM Lite is not only for sales management,

• ▽Contract management
• ▽Maintenance management
• ▽Inquiry Management
• ▽Recruitment management
• ▽Equipment management
• ▽Project Management

It can be used in a variety of tasks, such as those mentioned above.

It is possible to develop it into a business system tailored to your company's specific needs by adding necessary entities and items.

■ Summary

Business operations are constantly changing.

The ability of the CRM to grow along with these changes is key to its long-term usability.

With EMOROCO CRM Lite,

• ▽ Flexible customization without coding
• ▽ Screen design tailored to the specific site
• ▽ Input support based on business rules
• ▽Standardization of business processes using Business Process Flow
• ▽ Integration with workflows

By utilizing these tools, you can achieve **"CRM tailored to your business operations"**.

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

In EMOROCO CRM Lite,

• ▽ No-code customization
• ▽Entity Form Design
• ▽Business rules
• ▽Business Process Flow
• ▽Workflow
• ▽ Dashboard

You can use a variety of functions, such as those listed 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.

■ For those considering CRM implementation or customization

At ARCUS Japan,

In addition to implementing CRM,

• ▽Business analysis
• ▽System design
• ▽Customization support
• ▽Support for operational stabilization

We provide consistent support up to that point.

If you're looking to implement a CRM system that truly suits your company, please feel free to contact us.

👉 For consultations regarding CRM implementation and review, please contact us 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,

"CRM becomes more useful when it 'connects' people."

Integration with Microsoft 365, LINE, and external systems

I will introduce you.

EMOROCO CRM Lite is not a standalone CRM system.

• ▽ Integration with Microsoft 365
• ▽File management with SharePoint
• ▽Excel Import/Export
• ▽LINE notification
• ▽ API integration with external systems

By integrating with various services, such as those mentioned above, you can further improve operational efficiency.

From a "CRM for managing customer information" to a "platform that connects the entire business."

This section provides a detailed explanation of the integration features of EMOROCO CRM Lite.