Hello, this is Matsubara, CRM Evangelist.

We often hear from local councilors, election offices, and support groups that "supporter lists are scattered across paper and Excel spreadsheets," "activity histories aren't recorded, and information is tied to specific individuals," "volunteer activities aren't smooth," and "information is lost every time there's a handover."

This time, we will explain how EMOROCO CRM Lite can be used to address these kinds of on-site problems, along with actual screenshots.

First, let me clarify some important assumptions.
This article will discuss how organizations can appropriately manage their relationships with supporters, sponsors, and volunteers who have already expressed their support.
This does not cover uses such as "voter profiling," which involves inferring and analyzing the political tendencies of ordinary voters.
Furthermore, it is essential that the functions introduced in this article are operated within the scope of laws and regulations, including the Public Offices Election Act and the Political Funds Control Act. For specific legality assessments, please consult with the election commission or experts.

table of contents

1. The essence of the problem: Simply having a list of names does not create connections.
2. The philosophy behind EMOROCO CRM Lite: Development rather than management
3. Main functions: A/B/C rank management and visit/phone history
4. Actual screen: Card view to survey supporters
5. Actual screen: Use the map display to identify your destination.
6. Legally Important Considerations for the Visit Route Function
7. Regulations concerning message delivery functions and email
8. Five steps to cultivate relationships with supporters
9. Commitment to ease of use
10. What is being discussed as the effects of implementation?
11. Pricing and Trial
12. Special considerations for data privacy
13. Frequently Asked Questions (FAQ)
14. Summary

1. The essence of the problem: Simply having a list of names does not create connections.

The reason why supporters don't increase is often because "relationships" haven't been cultivated.
Simply possessing a list of names—a collection of isolated pieces of information—does not create connections with supporters.
We will record and reflect on the accumulation of contacts such as visits, phone calls, and event participation, and use that to inform our next actions.
—It is only after this whole process has taken place that a relationship can truly develop.

2. The philosophy behind EMOROCO CRM Lite: Development rather than management

Traditional CRM systems tend to become mere mechanisms for "managing" supporters.
EMOROCO CRM Lite aims to cultivate "connections" with supporters.

・Centralize data: Consolidate and manage supporter data in one place, eliminating the disparate state of using paper and Excel spreadsheets.
・Keep a thorough record.Record activity history such as visits, phone calls, and event participation to prevent reliance on specific individuals and ensure smooth handovers.
・Delivering the message accuratelySegment your supporters and contact each group appropriately.

3. Main functions: A/B/C rank management and visit/phone history

By classifying supporters into A, B, and C ranks based on their importance, you can easily see who should be prioritized.
This is a system for prioritizing existing supporters based on the depth of their involvement and frequency of their activities, and is not intended to classify or evaluate general voters.

The visit and phone call history allows you to easily register when, with whom, and about what you talked about, directly from your smartphone, and share that information with the entire team.
BeforeHow to eliminate reliance on individual sales personnelThe concept explained earlier applies perfectly to this situation.

4. Actual screen: Card view to survey supporters

EMOROCO CRM Lite has a "Card View" function that displays a list of registered individuals in a card format with their photos.
The next screen is a demo of the standard features (a list of contacts at client companies), but the same mechanism can be used to create a screen that displays a list of supporters and volunteers with their photos.

Displaying them in a list along with their photos makes it easier to intuitively understand "who is involved with which organization or region."

5. Actual screen: Use the map display to identify your destination.

There is also a "Map Display" function that shows the addresses of supporters and sponsors on a map.
The next screen is also a demo screen of the standard function (displaying a map of client companies), but the same mechanism can be used to visualize the distribution of supporters by area.

Seeing the distribution by area can be helpful when planning local activities and events.

6. Legally Important Considerations for the Visit Route Function

It includes route optimization and navigation functions that, in combination with map display, allow you to efficiently visit multiple destinations.
Now, I would like to point out a very important point.

This feature itself is merely a neutral logistical tool for streamlining the order of visits.
Whether a visit is legal or not depends on the nature of the visit, regardless of whether any tools are used. 
Article 138 of the Public Offices Election Act prohibits "door-to-door visits for election campaigning," regardless of whether it is during the election campaign period or not.
Even if the route is made more efficient, if the visits constitute door-to-door campaigning involving soliciting votes, they remain illegal.

On the other hand, visits made by local councilors as part of their daily support group and community activities (such as responding to petitions, taking orders, and making courtesy calls) are different in nature from door-to-door visits as part of an election campaign. This function can be used to improve the efficiency of travel for these activities.
Please be sure to consult with the election commission or an expert familiar with election-related practices to determine which category your activities fall under legally before using this information.

7. Regulations concerning message delivery functions and email

It also has a feature that allows you to segment your supporters and send them regular updates via LINE or email.
You can deliver event announcements and thank-you messages to a targeted audience.

There are also legal considerations regarding this matter.
Under the Public Offices Election Act, the entities that can send emails for election campaigns are limited to candidates, political parties, etc., and there are also regulations on who can send them and what can be displayed.
Since the rules that apply to regular activity reports and announcements from the support group and election campaign emails are different, we recommend checking in advance depending on the content and timing of the distribution.

8. Five steps to cultivate relationships with supporters

EMOROCO CRM Lite approaches relationships with supporters in the following five steps:

1. Supporter registrationEasily register names, contact information, and approval ratings from your smartphone. Supports migration from paper lists.
2. ContactRecord all contact history, including visits, phone calls, and social media, on the spot and share it with the entire team.
3. Follow: Conduct regular contact with each segment to continuously deepen relationships.
4. Event participation: Encourage participation in rallies and speeches, and manage attendance entirely through the app.
5. voting behaviorSend out reminders on election day to ensure your supporters get to the polls.

The key to moving beyond simply "having a list" is to continuously record and manage this entire process.

9. Commitment to ease of use

Many people involved in political activities are not tech-savvy, and many are elderly volunteers.
EMOROCO CRM Lite is designed with ease of use in mind, as follows:

• Registration is completed in just three taps: "Select → Enter → Save".
• Large button design, easy for elderly people to press.
- Intuitive registration fields tailored to political activities, such as "Met," "Support," and "Need to follow."

Too many features to use effectively, difficult to use on a smartphone as it's designed for PCs, input is cumbersome and I can't stick with it.
—These are measures to avoid common mistakes that occur with other tools.

10. What is being discussed as the effects of implementation?

In workplaces where its use has progressed, the following changes have been reported:

- Increased frequency of contact through visits, phone calls, and messages leads to strengthened relationships.
- The handover time when the person in charge changes is shortened, and a sense of security is created because a record is kept.
- Making activities visible improves volunteer motivation.
- Accumulated data allows for understanding activity trends by region and generation.

These are merely general effects described as examples of how the product can be used, and do not guarantee any specific results.
The actual effects will vary depending on how it is implemented and the circumstances of the activities.

11. Pricing and Trial

EMOROCO CRM Lite starts at ¥1,500 per month, with no initial setup fee.
There's a 30-day free trial, you can cancel anytime, and there are no strings attached.
Our simple pricing structure makes it easy for even those unfamiliar with IT to get started.

12. Special considerations for data privacy

Information about supporters and sponsors, which includes information related to their political beliefs, must be treated with particular care under the Personal Information Protection Act.

- Limit access permissions to the necessary personnel.
- Clearly explain the purpose of acquiring and using the information to the person providing support, and use the information only to the extent that consent is obtained.
• Establish clear organizational policies regarding data handling.

13. Frequently Asked Questions (FAQ)

Q. Can door-to-door visits during the election campaign period be conducted without any problems using the visit route function?
No.
Route optimization is merely a function to help improve the efficiency of travel; door-to-door visits as part of election campaigning that involve soliciting votes are prohibited under Article 138 of the Public Offices Election Act.
Please be sure to check with the election commission or experts regarding the nature of your visit.

Q. Can anyone freely send mass emails?
There are regulations regarding the sender and the information that can be displayed on emails used for election campaigns.
We recommend that you distinguish between regular announcements from your support group activities and election campaign emails, and check them in advance.

Q. Can the A/B/C ranking system be used to classify general voters?
Not recommended.
It is intended to be used for prioritizing existing supporters.

Q. Is migration from paper rosters supported?
Yes.
We can provide support by registering supporter information based on existing lists.

Q. Can it be operated using only a smartphone?
Yes.
All functions are designed to be controllable via smartphone.

14. Summary

The real reason why supporters aren't increasing is that information in the form of a list—a "point"—doesn't create the "line" of relationships.
EMOROCO CRM Lite supports a shift from a mindset of "managing" supporters to one of "nurturing" them, through three mechanisms: centralized data management, activity history recording, and precise message delivery.
However, political and election activities are subject to strict legal restrictions under the Public Offices Election Act and the Political Funds Control Act. Always keep in mind that CRM is merely a tool to assist in organizational management and does not replace legal compliance itself.
For specific operational details, please be sure to consult with experts or the election commission.

For any questions, please feel free to contact Arcus Japan Co., Ltd., CRM Business Division (crm_info@arcuss-japan.com).

EMOROCO CRM Lite costs ¥1,500 per user per month (minimum 3 users) and has no initial setup fee. You can start with a 30-day free trial ( https://www.emoroco.com/ ).

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.

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