■ Are your operations stalled because they're "awaiting approval"?

Every day, in companies,

• Approval of the quotation
• Approval of the contract
• Discount application
• - Application for approval
• ・Expense claim

Many approval processes are required, such as those mentioned above.

But,

• - It's unclear who will approve it.
• - Did not notice the approval request
• I don't know where it's currently stuck.
• - Approval failures occur.

Many companies face challenges like these.

■ Approval processes are essential for businesses.

For approval,

"Increase the number of checks"

It doesn't mean just that.

• Preventing mistakes
• • Follow company rules
• • Share information
• - Make appropriate decisions

Such,

It plays an important role in ensuring that a company operates soundly.

That is why

"A system that allows for accurate and smooth approval."

is required.

■ Approval function of EMOROCO CRM Lite

In EMOROCO CRM Lite,

For records that require approval,

You can set up an approval flow.

For example,

• ・Estimate
• • Contract
• ・ Application form
• ・Project

Such,

It is possible to approve various types of data.

■ Real-time access to approval status

After sending the approval request,

"Has it been approved?"

There is no need to confirm this.

In EMOROCO CRM Lite,

You can check the approval status in real time.

For example,

• - Awaiting approval
• ·approved
• - Send back
• Rejected

Such,

You can see the current situation at a glance.

This

This can reduce the number of confirmation emails and phone calls.

■ Even more convenient with workflow integration

The approval function is

It becomes even more effective when combined with a workflow.

For example,

"If the estimated price is 100 million yen or more"

• - Request approval from your supervisor
• - Contract creation after approval is complete
• - Notify the sales representative

Such,

You can automate a series of tasks.

The person in charge no longer needs to contact people manually.

The process after approval can proceed smoothly.

■ Establish a flexible approval flow

Approval rules vary from company to company.

For example,

• ・Approval from the department head only
• Department Head → General Manager → Executive
• - The approver will be changed depending on the amount.

Such,

There are various ways to implement it.

In EMOROCO CRM Lite,

You can build a flexible approval flow that conforms to your company's rules.

■ Also contributes to strengthening governance

The approval function is

It's not just about improving operational efficiency.

"Who approved what, and when?"

This allows you to keep a record of your history,

It is also useful for internal controls and audit compliance.

The larger the company,

The importance of properly managing approval history is increasing.

■ Balancing operational speed and quality

Speaking of approval,

"it takes time"

This is sometimes the image people have of us.

But,

By establishing an appropriate approval flow,

This reduces the number of overlooked checks and rework.

As a result, it leads to an improvement in the overall speed of operations.

■ Summary

The approval function is

This is an important mechanism for improving the quality of a company's operations.

In EMOROCO CRM Lite,

• - Building an approval flow
• Visualization of approval status
• • Integration with workflows
• - Management of approval history

Through such means,

We support business efficiency improvements and strengthened governance.

Instead of "work stopping for approval,"

"Approval allows work to proceed smoothly."

Such an operation can be implemented.

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

In EMOROCO CRM Lite,

• Approval function
• Workflow
• Business Process Flow
• Business rules
• ・通知機能

You can use a variety of functions tailored to your company's 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
• Approval flow design
• Business process improvement consulting
• - Support for operational stabilization

We provide consistent support up to that point.

If you're looking to streamline your approval process or systematize your internal rules, 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,

"Why choose EMOROCO CRM Lite?"

A thorough comparison of CRM systems from other companies.

There are many CRMs available, but the best one varies depending on the company.

next time,

• ・ No-code compatible
• ・ Flexible customization
• - Integration with Microsoft 365
• • Customer portal
• ・Emotional temperature management
• Scoring
• Business Process Flow

From these perspectives, we will clearly explain the unique strengths of EMOROCO CRM Lite.

"What kind of CRM is right for our company?"

Please take a look to help you make your decision.