■ I don't know what to do next...

In sales activities,

• ▼What happens after the business negotiation?
• ▼Have you submitted a quote?
• ▼Did you create a contract?
• ▼Have you already contacted them to let them know you've followed them?

There are many things that need to be checked for each case, such as the above.

Even tasks that an experienced sales representative can handle naturally can become a deadlock for newcomers or those who have just transferred to a new department, as they may not know "what to do next."

■ Reliance on individual expertise creates differences in work quality.

If sales activities depend on the experience and knowledge of each individual employee,

• ▼An error may occur
• ▼The way projects are handled differs from person to person.
• ▼Difficult to hand over
• ▼Education takes time

These kinds of problems arise.

In order for a company to achieve stable results,

"A system that allows anyone to carry out the work in the same way."

is required.

■ What is Business Process Flow (BPF)?

Business Process Flow (BPF) is

This function visualizes the workflow on screen and guides you through the next steps you need to take.

The sales representative said,

What stage are we currently at?

And you can see at a glance what you need to do next.

■ Visualizing the sales process

For example, in sales activities,

Potential customers

↓

Initial business meeting

↓

Proposal & Quotation

↓

Orders

↓

Agreement

And so on

The sales process for each company can be displayed on the screen.

The person in charge can proceed with their work smoothly while checking the current progress.

■ Preventing input errors and missed responses

In Business Process Flow,

You can clearly define the items and tasks required at each stage.

For example,

• ▼Register the date and time of the business meeting
• ▼Creating a quotation
• ▼Enter the planned contract date

Such,

It is possible to proceed to the next stage while entering the necessary information.

This

This prevents data entry errors and missed responses, improving the quality of work.

■ Also effective for training new employees

Even if the sales representative has just joined the company,

Having a Business Process Flow means that

"This is what you should do next."

This process is clearly visible on the screen.

Even if the instructor doesn't explain it in detail every time,

Because the system supports the work,

This will also lead to a reduction in education costs.

■ Customizable to suit your industry

Business Process Flow is

It's not just a sales function.

For example,

• ▼Responding to inquiries
• ▼Contract management
• ▼Maintenance Request
• ▼Recruitment
• ▼Project Management

Such,

It can be designed to suit various business workflows.

In EMOROCO CRM Lite,

Because you can create and edit Business Process Flows without coding,

We can flexibly adapt to changes in business operations.

■ Even more convenient when combined with workflows

Business Process Flow is

It can also be integrated with workflow functions.

For example,

Once you proceed to the "Submit Estimate" stage,

• ▼Notify your supervisor
• ▼Submit approval request
• ▼Automatically create the next follow-up task

It is also possible to automate such processes.

By combining workflows and automation,

This allows for more efficient operation.

■ Supporting operations with "systems"

Business Process Flow is

This is not a function for managing assigned personnel.

To ensure that everyone can proceed with their work without hesitation,

This is a system designed to improve the overall quality of work within the organization.

From "operations that depend on people",

Towards "system-based operation."

That is the great value of Business Process Flow.

■ Summary

By utilizing Business Process Flow,

• ▼Visualizing the workflow
• ▼Clarify what needs to be done next
• ▼Prevent missing data entry and missed responses
• ▼Standardizing work quality
• ▼Streamlining new employee training

This can be achieved.

EMOROCO CRM Lite is

"A CRM that allows anyone to perform tasks with the same quality."

We support businesses in improving their operations.

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

In EMOROCO CRM Lite,

• ▼Business Process Flow (BPF)
• ▼Workflow
• ▼ No-code customization
• ▼Business Rules
• ▼Dashboard

You can use various functions to standardize and streamline your operations, such as those mentioned 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 and business process improvement

At ARCUS Japan,

• ▼CRM implementation support
• ▼Business Flow Design
• ▼Business Process Flow Construction
• ▼Support for operational stabilization

We provide consistent support up to that point.

If you're looking to eliminate reliance on individual expertise or standardize your work processes, 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,

"Make the approval process smoother."

Strengthening governance with approval functions and workflows

Approval processes, such as estimates, contracts, and various applications, are essential for many companies.

EMOROCO CRM Lite allows you to visualize approval status and streamline operations by combining approval flows and workflows.

This article provides a detailed explanation of our approval function, which reduces missed approvals and delays in confirmation, supporting speedy and reliable business operations.