Hello, this is Matsubara, CRM Evangelist.

Last timeUp to this point, I have explained two invisible crises: the neglect of existing customer support and the neglect of security investments.
In this final installment of the series, we'll discuss the next step after deciding to implement a CRM—explaining, with specific reasons, why you should choose EMOROCO CRM Lite from among the many CRM options available.

table of contents

1. Why you shouldn't just stop at "implementing a CRM system"
2. Azure infrastructure provides world-class security.
3. The peace of mind that comes from being able to disable Excel exports based on permissions.
4. Theoretical backing for relationship assetization, a feature not found in other CRMs.
5. Low price x no-code development makes it easy to get started.
6. Another option: self-hosting
7. Can we implement a system that prioritizes existing customers?
8. Frequently Asked Questions (FAQ)
9. Summary: Looking back on the series

1. Why you shouldn't just stop at "implementing a CRM system"

Last timeAfter reading the above, I think many of you are considering implementing a CRM system.
However, there is one thing to be careful about here.
CRM products vary greatly in terms of features, price range, security measures, and underlying philosophy.
If you choose a CRM system with the mindset that "any CRM will do," your investment may end up failing to achieve its original purpose, such as managing existing customers or strengthening security.

2. World-class security based on the Azure platform

First, let me explain the key features of EMOROCO CRM Lite from a security perspective.

EMOROCO CRM Lite runs on Microsoft's Azure infrastructure.

Azure is one of the world's leading cloud infrastructure options, adopted by large corporations and government agencies worldwide.
BeforeSecurity Role and Form Permission Management GuideAs mentioned elsewhere, the infrastructure on which EMOROCO CRM Lite runs has obtained major security certifications such as SOC2.

For many small and medium-sized businesses, building their own servers and establishing a high level of security from scratch is simply not a realistic option.
Building your CRM on a globally trusted cloud platform means you can directly benefit from the security investments inherent in that platform itself.

3. The peace of mind that comes from being able to disable Excel exports based on permissions.

In the previous installments of this series, we have explained in detail the risks associated with managing customer information using Excel files.
Here's one important feature of EMOROCO CRM Lite.
In EMOROCO CRM Lite, the data export function to Excel can be disabled through permission settings.

What does this mean?
Even if you implement a CRM system, if the practice of "exporting customer information from the CRM to Excel and then taking that Excel file with you" remains, the Excel-specific risks that we've discussed so far will continue to persist.

By using security roles to restrict access to the export function itself according to the user's role, it becomes possible to implement a system where "users can freely perform their tasks within the CRM, but are restricted from taking data outside as external files."
This is an important mechanism to prevent the benefits of CRM implementation from being undermined by the risks of using Excel.

4. Theoretical backing for relationship assetization, a feature not found in other CRMs.

The CRM4.0 design philosophy of EMOROCO CRM Lite implements the concept of "cherishing existing customers," which we explained in previous articles, not just as a mere ideal, but as an actual function.

We capture relationships with existing customers in a multifaceted way using three axes: nurturing score (objective), emotional temperature (subjective), and NPS (customer's own evaluation).
- Churn prediction allows for early detection of signs of existing customer churn.
This logic for monetizing relationships has been filed as a business model patent.

While many CRMs are merely "records of sales activities," EMOROCO CRM Lite is based on the theory that relationships with existing customers themselves are assets.

5. Low price x no-code development makes it easy to get started.

Even if a solution has robust security and theoretical backing, if the barriers to implementation are high, it won't reach many small and medium-sized enterprises.
EMOROCO CRM Lite is offered at a price of 1,500 yen per user per month (minimum 3 users), with no initial setup fee.

Furthermore, because entities and fields can be freely designed without coding, even companies without specialized IT personnel can build a CRM system tailored to their own business operations.
A key feature of EMOROCO CRM Lite is its ability to combine sophisticated security and theoretical capabilities with ease of implementation.

6. Another option: self-hosting

While primarily offered on the Azure platform, EMOROCO CRM Lite also supports self-hosting.
If your company's security policy requires you not to store customer information on the cloud, you can choose to operate it in your own managed environment.
This flexibility is an important option for meeting security requirements that vary depending on the industry and company policies.

7. Can we implement a system that prioritizes existing customers?

What I wanted to convey through this series is the fact that many companies already understand the principles of "cherishing existing customers" and "paying attention to security."
The question is whether or not there is a system in place to actually implement that philosophy in daily operations.

EMOROCO CRM Lite transforms your philosophy into a system in the following ways:

- Continuously understand the status of existing customers using data across three axes, rather than relying on the employee's memory.
- Customer information will not be disseminated as Excel files, but will be consolidated in a controlled environment on the Azure platform.
- Limit the scope of damage in the event of a security incident through permission design.

8. Frequently Asked Questions (FAQ)

Q. What are the specific advantages of using the Azure platform?
You can benefit from globally trusted cloud infrastructure security investments and certifications (such as SOC2).
There is no need to build a security infrastructure from scratch in-house.

Q. Will disabling Excel export disrupt work?
Because settings can be configured for each role, flexible operation is possible, such as leaving export permissions for necessary personnel while restricting those roles where high-risk data leaks are anticipated.

Q. What makes this different from other low-cost CRMs?
We recommend comparing not only the price, but also the theoretical backing of relationship assetization, the security of the Azure infrastructure, and the option of self-hosting.
For further information, please read How to choose a customer management systemSee also

Q. Which should I choose, self-hosting or Azure?
You can choose based on your company's security policies and industry-specific regulatory requirements.
You can start by trying the Azure version with a free trial and then consider switching to self-hosting if needed.

9. Summary: Looking back on the series

In this three-part series, we have covered the following points:

• Part1The lesson learned is that companies that value their existing customers are more likely to overcome times of crisis.
• Part2Another invisible crisis: the neglect of security investments.
• Part3Specific reasons why you should choose EMOROCO CRM Lite among the many CRMs available:

Both customer service and security measures tend to be put on the back burner due to the same management tendency to "underestimate hidden costs."
EMOROCO CRM Lite offers world-class security built on the Azure platform, access control for Excel exports, and a theoretical foundation in relationship asset building, all in an easy-to-implement, low-cost, no-code format.
I hope you will take the first step now to prepare for these two crises.

EMOROCO CRM Lite costs ¥1,500 per user per month (minimum 3 users) and has no initial setup fee, with a 30-day free trial.https://www.emoroco.com/You can start from there.
IT implementation subsidy eligible tool number: DL07-0022934.

We also offer a monthly newsletter, "ARCUS NEWS," which provides updates on EMOROCO CRM Lite and other useful information for CRM operations.
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Additionally, we publish useful articles about CRM 4.0 on note ( https://note.com/arcuss_crm ), so please check them out as well.

Related article

• Security Role and Form Permission Management Guide
• Self-hosting and Azure Configuration Guide
• The Science of Relationship Assetization