■ CRM is no longer something that can be confined to "internal use only".

When you talk about CRM,

• ▼ Customer information management
• ▼Record of sales activities
• ▼Project progress management

Many people may have the impression that it is a system used only within a company.

However, in today's world where customer touchpoints are diversifying,

CRM that can be used not only by companies but also by customers.

This is what is being demanded.

That role is played by the "customer portal."

■ Interactions with customers continue to increase

Between a company and its customers,

• ▼ Inquiries
• ▼Request a quote
• ▼Contract-related confirmation
• ▼Transfer of materials
• ▼Support Request

Various interactions like these occur on a daily basis.

If these are handled solely by email or phone,

• ▼It takes time to find past conversations.
• ▼Attachment not found
• ▼When the person in charge changes, the handover becomes difficult.

These kinds of problems arise.

■ What is a customer portal?

A customer portal is,

This is a dedicated website that connects businesses with customers.

By logging in, customers can

You can check necessary information and contact companies at any time.

Companies can also manage information centrally by linking it with their CRM, enabling smoother responses.

■ EMOROCO CRM Lite Customer Portal

EMOROCO CRM Lite allows you to use a customer portal that is linked to the information registered in your CRM.

For example,

• ▼Announcement distribution
• ▼Inquiries
• ▼Check your response history
• ▼File Sharing
• ▼Confirm and update customer information

These can all be done through the portal.

A major advantage is that it allows for the centralization of communication between the company and its customers through a single point of contact.

■ Handling inquiries more efficiently

In handling inquiries,

• ▼It is unclear who handled the situation.
• ▼The same question keeps coming up
• ▼Emails get buried

Many companies face these kinds of problems.

If you accept inquiries through the customer portal,

Because the response history is accumulated in the CRM,

Even if the person in charge changes, we can still handle the situation by reviewing the history of the case.

■ Share announcements and documents together

Information about new services,

Operation manuals, contract-related documents, etc.

You can share it through the customer portal.

You no longer need to send it multiple times by email.

Customers can access the information they need, when they need it.

■ Customers can update their own information

In companies,

Changes to address or contact person information, etc.

In some cases, inquiries are accepted via email or phone.

By utilizing the customer portal,

Because customers can update their own information,

This can reduce the effort required for data entry and minimize transcription errors.

Another advantage is that it makes it easier to maintain up-to-date customer information.

■ This will also lead to improved customer satisfaction.

The customer portal is

It's not simply about making operations more efficient.

By providing an environment where necessary information can be accessed at any time,

This will also improve convenience for customers.

As a result,

• ▼Faster response to inquiries
• ▼Streamlining information sharing
• ▼ Strengthening trust

Will lead to.

■ Spreading the value of CRM outside the company

CRM is not just for internal use within a company.

By integrating with the customer portal,

As an information infrastructure connecting companies and customers,

This can further enhance the value of your CRM.

■ Summary

The customer portal is

This is a new communication system that connects businesses and customers.

• ▼Centralized management of inquiries
• ▼Streamlining information sharing
• ▼Information updates by the customer themselves
• ▼ Improving customer satisfaction

There are many other advantages as well.

Instead of using CRM only within the company,

Using CRM to build relationships with customers is a key point for future CRM utilization.

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

In EMOROCO CRM Lite,

• ▼Customer portal integrated with CRM
• ▼Inquiry Management
• ▼Announcement Distribution
• ▼File sharing
• ▼ Managing and updating customer information

You can use a variety of functions that connect businesses and customers, such as these.

👉 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 customer portal construction

At ARCUS Japan,

• ▼CRM implementation support
• ▼Customer portal construction
• ▼Proposals for business process improvement
• ▼Support for operational stabilization

We provide consistent support up to that point.

If you're looking to make your customer communication more efficient, 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,

"It's a waste to just accumulate data."

Towards CRM that supports business decision-making with reports and dashboards

I will introduce you.

EMOROCO CRM Lite allows you to easily visualize customer information and activity history that is accumulated daily using graphs and reports.

• ▼Sales Analysis
• ▼Sales activity analysis
• ▼Customer analysis
• ▼Visualization of KPIs
• ▼Real-time management via dashboard

We will introduce in detail how to use data not just to "view" it, but also to "inform business decisions."