■ "There are too many potential clients, and I don't know who to approach first."

In sales activities,

• Customers who have made inquiries
• Customers with whom we have had business dealings in the past
• Customers we follow regularly
• Customers we haven't been able to contact for a while

You have to manage many customers, such as [examples of customers].

However, it's not realistic to approach all customers in the same way within a limited timeframe.

That's why it's important,

**It's about identifying which customers should be prioritized right now.**

■ There are limits to sales that rely solely on experience and intuition.

If you are an experienced salesperson,

"This customer presents an opportunity."

You might be able to judge this based on experience.

But,

• The number of people in charge will increase.
• New employees join the company
• The number of bases is increasing.

In organizations like that,

The criteria for making a decision will differ depending on the person in charge.

In order to strengthen sales activities throughout the entire organization,

A system that allows anyone to determine priorities using the same criteria.

is required.

■ What is emotional temperature management?

In EMOROCO CRM Lite,

You can manage your relationship with customers as a **"emotional temperature"**.

For example,

• 🔥 A very good relationship
• 😊 Good
• 😐 Normal
• 😟 Relationship deteriorates
• ❄ No contact for a long period of time

And so on,

You can visually grasp your relationship with customers.

Just by looking at the list screen,

"Customers you should follow up with now"

Because you can judge it at a glance,

It helps in prioritizing sales activities.

■ Visualize sales activities with a scoring function

In EMOROCO CRM Lite,

You can set scores based on sales activities and customer behavior.

For example,

• We received an inquiry.
• We conducted a business negotiation.
• I submitted the quotation.
• The contract has been concluded.

Such,

Companies can set their own scoring rules.

By quantifying sales activities,

You will be able to make decisions based on data rather than intuition.

■ You can quickly find hot customers.

By combining emotional temperature and scoring,

For example,

• Customers with high interest and high scores
• Customers who have recently become more active
• Customers who are likely to lead to a contract

These can be easily extracted.

The sales representative said,

"Who should I call today?"

not,

"Who are the customers we should be approaching now?"

This allows you to clearly understand the situation.

■ Transforming sales activities into organizational assets

If sales activities depend solely on the experience of the individual in charge,

When the person in charge is transferred or leaves the company,

All the expertise we've built up so far will be lost.

By utilizing emotional temperature and scoring,

Sales activities are accumulated as data,

It can be transformed into an asset that can be utilized throughout the entire organization.

■ Recommended for these types of companies

The emotional temperature management and scoring function is

It is particularly effective in the following types of companies:

• I have many potential clients, and I'm struggling to prioritize them.
• I want to reduce the number of people I miss following.
• I want to manage sales activities using numerical data.
• We want to eliminate reliance on individual expertise.
• We want to improve the overall sales capabilities of our organization.

■ Summary

In order to achieve results in sales activities,

Instead of treating all customers the same way,

It is important to identify which customers require attention right now .

In EMOROCO CRM Lite,

• emotional temperature management
• Scoring function

By utilizing

Don't rely solely on the sales representative's experience.

We support data-driven sales activities.

CRM is not just about managing customer information.

It's also a system designed to support sales decisions and lead to results .

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

In EMOROCO CRM Lite,

• emotional temperature management
• Scoring function
• Visualization of sales activities
• Dashboard-based analysis
• Workflow integration

You can use various functions to support your sales activities, 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 sales DX

At ARCUS Japan,

• CRM implementation support
• Sales process improvement
• Optimizing customer management
• Promoting Sales DX

We provide consistent support up to that point.

If you're looking to make your sales activities more efficient or want to incorporate data into your sales efforts, 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,

"Towards a CRM that doesn't confuse salespeople."

Standardize business processes with Business Process Flow (BPF).

I will introduce you.

Different sales representatives have different approaches, handovers don't go smoothly, and training new employees takes a long time.

Business Process Flow (BPF) is the solution to these challenges.

We visualize the entire process from initial negotiation to quotation, order placement, and contract signing, creating a system where you can see at a glance "what to do next."

This article provides a detailed explanation of how to utilize BPF to support a CRM system that enables anyone to perform tasks with consistent quality .