■ CRM alone is not enough to complete the business.

CRM includes

• ▼Customer information
• ▼Business negotiation information
• ▼Activity History
• ▼Contract Information

A lot of data is accumulated, such as this.

However, in actual business operations, we don't only use CRM.

For example,

• ▼Email is Outlook
• ▼Files are in SharePoint
• ▼Spreadsheets are in Excel
• ▼Internal communication is done via Teams
• ▼Notifications to customers will be sent via LINE

We utilize a variety of systems, including those mentioned above.

That's why it's important,

**"Connecting various systems, with CRM at the center."**

■ When systems are fragmented, these are some of the problems that arise...

If each system is independent,

• ▼ Enter the same information multiple times
• ▼Data update failures occur
• ▼It takes time to find the necessary information.
• ▼Information cannot be shared between systems.

These kinds of problems can occur.

This will not improve work efficiency.

■ EMOROCO CRM Lite is "Connected CRM"

EMOROCO CRM Lite is not a standalone CRM,

A platform that can integrate with various systems.

It is designed as.

By making CRM the central hub for information, you can streamline your daily operations.

■ Integration with Microsoft 365

Through integration with Microsoft 365, which is used by many companies,

For example,

• ▼ Integration with Outlook email
• ▼ Integration with Outlook Calendar
• ▼ Integration with Teams meetings
• ▼File sharing with SharePoint

etc. is possible.

By integrating with Microsoft products you use regularly, it becomes easier to centralize and manage your information.

■ Seamless migration through Excel integration

"I'm currently managing it with Excel."

Many companies probably feel that way.

In EMOROCO CRM Lite,

• ▼Import from Excel
• ▼Export to Excel

Because it supports this,

You can migrate to a CRM while utilizing your existing data.

Furthermore, data can be exported as needed, allowing for flexible operation.

■ Share information more in real time with LINE notifications

When sharing information both inside and outside the company, speed is sometimes essential.

EMOROCO CRM Lite utilizes the LINE notification function,

For example,

• ▼Inquiry reception
• ▼ Approval Request
• ▼Project update
• ▼Task notifications

This can provide real-time notifications for things like this.

We can deliver necessary information to the right people in a timely manner.

■ API integration with external systems

In companies,

• ▼Accounting System
• ▼Sales Management System
• ▼Core system
• ▼EC site

We utilize a variety of business systems, including those mentioned above.

EMOROCO CRM Lite also supports integration with external systems using APIs.

We can enable information integration centered on CRM while utilizing existing systems.

■ From "CRM for data entry" to "CRM for integration"

The role of CRM is not limited to managing customer information.

Connecting information,

Deliver to those who need it,

To ensure smooth progress in business operations.

It is important that it functions as a "hub" for that purpose.

EMOROCO CRM Lite can be used as an information infrastructure to support your entire business operations.

■ Supports future expansion

As the company grows,

• ▼Introducing a new system
• ▼Use the new service
• ▼ Change the business workflow

There will be things.

Flexible integration features make it easier to adapt to new systems, resulting in a CRM that can be used for a long time.

■ Summary

CRM is not a system meant to be used in isolation.

By integrating with Microsoft 365, LINE, and external systems,

• ▼Reduce duplicate input
• ▼Streamlining information sharing
• ▼ Business process automation
• ▼Centralized data management

This can be achieved.

Because it's a "connected CRM," it leads to increased efficiency across the entire business.

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

In EMOROCO CRM Lite,

• ▼Microsoft 365 Integration
• ▼SharePoint integration
• ▼Excel Import/Export
• ▼LINE notifications
• ▼ External system integration via API

These are just some of the flexible integration features available to suit your company's business needs.

👉 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 system integration

At ARCUS Japan,

• ▼CRM implementation support
• ▼Microsoft 365 Integration
• ▼ External system integration
• ▼Business improvement/DX promotion

We provide consistent support up to that point.

If you're looking to implement a CRM system while leveraging your existing systems, 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,

"Strengthen our connection with our customers."

Customer portals are transforming information sharing and self-service.

I will introduce you.

EMOROCO CRM Lite provides a customer portal that can be used not only by businesses but also by their customers .

• ▼Inquiries
• ▼Announcement distribution
• ▼File sharing
• ▼Confirm and update customer information
• ▼Viewing contract information

It can be used as a new communication platform to connect companies and customers.

"CRM is not just an internal company system."

Next time, we'll take a closer look at our customer portal feature, which helps you deepen your relationships with your customers.