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Sales Support System - メーカー・企業28社の業務用製品ランキング | イプロスものづくり

更新日: 集計期間:Feb 18, 2026~Mar 17, 2026
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Sales Support Systemのメーカー・企業ランキング

更新日: 集計期間:Feb 18, 2026~Mar 17, 2026
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  1. ニューコム Saitama//software
  2. ソフトブレーン 東京本社 Tokyo//IT/Telecommunications
  3. アースリンク Tokyo//Information and Communications
  4. 4 ワイ・ビー・シー 横浜本社 Kanagawa//software
  5. 5 ヒューアップテクノロジー Tokyo//software

Sales Support Systemの製品ランキング

更新日: 集計期間:Feb 18, 2026~Mar 17, 2026
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  1. Sales support system 'dbSheet' <SFA integration> ニューコム
  2. MAP-STAR Sales Support System ワイ・ビー・シー 横浜本社
  3. Sales Support System "Grooforce" ヒューアップテクノロジー
  4. [Price List] e-Sales Manager Remix Service Edition ソフトブレーン 東京本社
  5. 4 ESM Service Introduction Materials ソフトブレーン 東京本社

Sales Support Systemの製品一覧

31~60 件を表示 / 全 64 件

表示件数

Case Study: Machine Tool Manufacturer | Optimization of Product Customization Proposals and Lead Management

The success rate of customization proposals has increased by 25%!

This is a case study of supporting the optimization of product customization proposals and the efficiency of the sales process at a construction machinery manufacturer. Challenges: Due to the need for customization for each customer, organizing inquiry details was complicated. The burden on sales representatives was significant, leading to delays in response speed. While there were inquiries from the website, it was difficult to convert them into business discussions due to unclear specific needs. Measures: LP creation: Published usage-specific and customization examples to clarify how to utilize the products. CMS implementation: Optimized the inquiry form to collect detailed information in advance. CRM utilization: Automatically classified inquiry data and assigned it to the most suitable sales representative. MA measures: Automated follow-up emails to potential customers to maintain interest. Results: The conversion rate to business discussions after inquiries increased by 2.2 times. The response time for sales was reduced by 30%. The success rate of customization proposals improved by 25%.

  • SFA/Sales Support System
  • Sales Support System

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Case Study: Chemical Manufacturer | Automation of Lead Response and Improvement of Deal Conversion Rate through AI

Lead response speed improved by 70%, preventing outflow to competitors.

A case study of a chemical manufacturer that improved its deal conversion rate through the automation of lead management using AI. Challenges: The number of BtoB inquiries was increasing, but the speed of sales responses was slow, leading to a high number of leads being lost to competitors. The diverse applications of the products made it difficult for sales to quickly identify the appropriate targets. It was challenging to respond immediately to all leads, resulting in missed opportunities for high-potential leads. Measures: Implementation of an AI lead management system: AI automatically replies immediately after inquiries and organizes lead information in real-time. Lead scoring: AI analyzes behavioral data to automatically extract cases that sales should prioritize. CRM integration: High-conversion leads are identified in real-time and notifications are sent to sales representatives. Results: Lead response speed improved by 70%, preventing loss to competitors. The deal conversion rate for inquiry leads increased by 45%. The efficiency of sales responses led to a 30% increase in the success rate of lead follow-ups.

  • SFA/Sales Support System
  • Sales Support System

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[dbSheetClient Implementation Case] Industrial Electrical Equipment Wholesaler

Introduced dbSheetClient Access version! Built a system that fully supports sales operations.

We would like to introduce a case where our "dbSheetClient" was implemented at a wholesale business for industrial electrical equipment. The company fully utilized its existing Ms-Access assets to build a sales support system that integrates with the SAP system. The system has been upgraded to operate across 10 locations in Japan. Data is managed in a robust database on the server, and with the server version of this tool, centralized management of resources has been achieved. [Reasons for Adoption] ■ Ability to manage data centrally: Data can be managed in a robust database on the server. ■ Each module (program) can be automatically distributed via the server. ■ As a system for building internal controls, operational management and maintenance can be centrally managed (in one location). *For more details, please refer to the related links or feel free to contact us.

  • Development support tools (ICE, emulators, debuggers, etc.)
  • Sales Support System

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Sales Weekly Report System 'Bee-Biz/Sales'

Sales schedule notifications and weekly reports via email! The power of the group leads to an increase in sales strength.

"Bee-Biz/Sales" is a sales weekly report system that dramatically improves a company's sales performance. Each function can be easily utilized from a smartphone, while detailed aspects are managed on a computer. It automatically notifies everyone of their sales schedules via email, and both individuals and managers can refer to and update frequency tables for requests and customer visit frequencies. 【Three Major Benefits of the Features】 ■ Automatic email notifications of everyone's sales schedules ■ Individuals and managers can refer to and update frequency tables for requests and customer visit frequencies ■ Managers can input comments in the weekly report *For more details, please refer to the PDF document or feel free to contact us.

  • Other operation management software
  • Sales Support System

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[Subsidy for IT Introduction Eligible] Sales Support System "Estimate Master Exterior Version"

Would you like to consider the introduction of a renovation estimation system developed with the concept of "estimates that can be contracted even though they are approximate," utilizing the IT introduction subsidy?

By utilizing the IT introduction subsidy, you can receive a maximum grant of 1.5 million yen. "Estimate Master - Exterior Version" is a system that allows anyone to make proposals and estimates without being restricted by location, using a tablet. It adopts an easy-to-use touch selection method that anyone can operate. By using a tablet, we have achieved a sense of speed that allows for on-the-spot proposals. Additionally, difficult-to-remember technical terms and the characteristics of paints are clearly explained through a comprehensive help function. This supports proposals that can be clearly communicated to customers and gain their understanding. 【Features】 ■ Utilizes tablets that can be used anywhere ■ Touch selection method that anyone can easily operate ■ Justifiable basis for customer satisfaction ■ Images and texts that assist in proposals *For more details, please refer to the PDF materials or feel free to contact us.

  • Integrated operation management
  • Sales Support System

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[Case Study on Business Improvement] Manufacturing Industry

A case study of building a sales support system (SFA) that can be continuously used to meet customer needs.

In the manufacturing industry, there was consideration for the introduction of a Sales Force Automation (SFA) system, but there was hesitation due to a mismatch in functionality and usability. Therefore, we built a Sales Force Automation (SFA) system that can be continuously used according to the customer's needs. By creating only the necessary functions while aligning with operations, we maximized cost-effectiveness and enabled centralized management by linking necessary data, including core systems. 【Support Examples】 ■ The system can be continuously used even after implementation, as it allows for appropriate changes to the system in line with operational changes, such as alterations to the sales flow. ■ By creating only the necessary functions while aligning with operations, we maximized cost-effectiveness. ■ We conducted design tailored to desired outcomes and potential future requirements. ■ By linking necessary data, including core systems, we enabled centralized management. *For more details, please refer to the PDF document or feel free to contact us.

  • Other information systems
  • Process Control System
  • Other production management systems
  • Sales Support System

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Sales support system

Business applications to achieve the efficiency of sales activities and strengthen sales!

Our company offers a sales support system as a business application to achieve the efficiency and enhancement of sales activities. By using the system, we aim to streamline sales activities such as managing visit schedules and creating and reporting sales activity reports. Additionally, you can quickly check the schedules of other users. Sales activities that have been scheduled and reported are displayed in different colors on the same calendar, allowing you to check activity reports directly from the calendar. Furthermore, it is also possible to view and share reports created by other users. *For more details, please download the PDF (company brochure) or feel free to contact us.

  • EAI/ETL/WEB application server
  • Sales Support System

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SFA『Knowledge Suite』

Work style reform × sales support tools! Utilizing time to expand opportunities with proactive telework.

"Knowledge Suite" is a beginner-friendly SFA recommended for companies implementing it for the first time. Due to its capacity-based pricing system, whether used by 10 people or 1,000, there are no additional costs even if the number of users increases. There is also no hassle of purchasing additional accounts. It includes features for sales support SFA, digital business card services, and bulk email sending to customers, along with robust groupware functionalities. 【Features】 ■ Multi-device support ■ Supports company growth in the cloud ■ Unlimited number of users ■ All-in-one solution ■ Beginner-friendly *For more details, please refer to the PDF document or feel free to contact us.

  • SFA/Sales Support System
  • Other information systems
  • Other embedded systems (software and hardware)
  • Sales Support System

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[Success Case in Equipment and Machinery Manufacturing] Improving Business Efficiency with IT Tools

Visualizing unified information! Introducing a case where activity transformation became possible after deepening customer understanding.

We would like to introduce a case study of the implementation of the 'e-Sales Manager Remix Service Edition' provided by Softbrain Corporation to a brewing plant manufacturer. The challenge was that customer information, which serves as the basis for the delivered equipment, was not centrally managed, making it time-consuming to verify information and understand past repairs and modifications to the equipment. After implementation, various information related to the delivered equipment is reflected, allowing for a shift in activities based on a deeper understanding of the customer. 【Visualizing Centralized Information】 ■ Single Input ■ Multi Output *For more details, please refer to the PDF document or feel free to contact us.

  • ソフトブレーン?.PNG
  • Server monitoring and network management tools
  • Sales Support System

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DX Without Fail: A Collection of DX Case Studies for Improving Operational Efficiency in Manufacturing

Accelerating the PDCA cycle! Introducing various CRM/SFA implementation examples.

This document introduces case studies of companies that have implemented the CRM/SFA 'e-Sales Manager' provided by Softbrain Corporation. It includes various case studies demonstrating how global sales and development activities have been streamlined, information centralized, and improvements in deal closure rates and customer satisfaction achieved. Leveraging the implementation results from various companies, regardless of their size or industry, we possess the know-how to cater to any business. We encourage you to read on. [Contents (Excerpt)] <Case Studies> ■ Sagami Chemical Metal Co., Ltd. ■ Medikit Co., Ltd. ■ Nippon Noyaku Co., Ltd. ■ Nippon Powder Pharmaceuticals Co., Ltd. *For more details, please refer to the PDF document or feel free to contact us.

  • Other network tools
  • Sales Support System

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Organizational Reform through DX: Key Points for Building an Organization

Improve the efficiency and accuracy of sales activities! Utilize technology such as CRM/SFA implementation and data analysis.

This document introduces techniques for utilizing CRM/SFA that can help strengthen organizational capabilities. It explains the key points required for sales organizations in an era of intensified competition, along with specific strategies to achieve them. Additionally, it includes a product introduction and implementation results of our CRM/SFA tool "e-Sales Manager," making it a useful reference when considering implementation. 【Contents (partial)】 ■ Preparations necessary for building a sales organization ■ Key points for creating an effective sales organization ■ The importance of training sales representatives to succeed in a competitive environment ■ Feature: Techniques for utilizing CRM/SFA that help strengthen organizational capabilities ■ How to choose DX solutions that become established in companies *For more details, please refer to the PDF document or feel free to contact us.

  • SFA/Sales Support System
  • Sales Support System

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What is SFA? Explaining the differences with CRM and MA, and key points for implementation.

Why is the introduction of SFA being promoted? This column explains the benefits of implementation and points to be careful about during the introduction.

Are you familiar with the tool called "SFA," which realizes the visualization of sales and contributes to improving sales productivity and business processes? In recent years, business support and customer management systems such as SFA and CRM have gained attention in Japan, and many companies have successfully implemented them, with numerous case studies available. In this article, we will explain why the introduction of SFA is being promoted, provide an overview and role of SFA, and discuss the benefits of implementation as well as points to be careful about during the introduction process. *For detailed content of the column, please refer to the related links. If you have any questions, feel free to contact us.*

  • SFA/Sales Support System
  • Sales Support System

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Reputation, Pricing, and 6 Benefits of Implementing Knowledge Suite

Streamlining sales operations! A column explaining the features, benefits, and case studies of Knowledge Suite.

Knowledge Suite is an all-in-one business tool that consolidates functions to support sales activities, including SFA, CRM, groupware, business card management, email distribution, and attendance management. By utilizing it effectively, the efficiency of sales operations can be improved, and an increase in overall organizational productivity can be expected. This article will explain the features and benefits of Knowledge Suite, as well as case studies of its implementation. *For detailed content of the column, please refer to the related links. For more information, feel free to contact us.*

  • SFA/Sales Support System
  • Sales Support System

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What is the purpose of implementing SFA (Sales Force Automation system/tool)?

Which tools are truly necessary for your company? Introducing 12 carefully selected tools that are perfect for your business.

There are many SFA (Sales Force Automation) systems and tools available, but on the other hand, many people may find it difficult to choose because there are too many options. Additionally, you might have questions such as, "What is the purpose of implementing it in the first place?" and "Will it really address the issues we face on-site?" In this article, we will compare and carefully select truly useful sales support tools from the numerous options available. *You can view the detailed content of the column through the related links. For more information, please feel free to contact us.*

  • SFA/Sales Support System
  • Sales Support System

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What is drill down? An explanation of the differences between drill up and drill through.

I will explain the features and importance, as well as how to utilize drill-downs in business.

Drill down refers to a method of analyzing by delving from an overview level to a detailed level, which allows for a more accurate understanding of the overall picture and makes it easier to identify issues. The drill down feature is generally included in BI tools, and by integrating with CRM/SFA, it enables the maximization of sales performance and optimization of resources. This article explains the characteristics and importance of drill down, as well as how to utilize it in business. *For detailed content of the column, please refer to the related links. For more information, feel free to contact us.*

  • SFA/Sales Support System
  • Sales Support System

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Sales Support System Future Farm 'MINORI'

Inheriting efficient agriculture for the next generation through data digitization and simulation!

We would like to introduce our sales support system, Future Farm 'MINORI'. Instead of increasing the workforce, we implement a system that everyone can easily use to enhance productivity. For high profitability and the swift development of successors, our product is the shortcut to implementation. Please feel free to contact us if you have any inquiries. 【Main Features】 ■ Crop Management ■ Daily Reports/Progress ■ Work Planning ■ Analysis/Results *For more details, please refer to the PDF materials or feel free to contact us.

  • Other production management systems
  • Sales Support System

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Case Study: Parts Manufacturer | Maximizing Sales Opportunities with AI Sales Agents

Appointment acquisition rate improved by 30%!

This is a case study in which an automotive parts manufacturer utilized an AI sales agent to maximize business opportunities and improve sales efficiency. Challenges: Although there were many inquiry leads, follow-ups were delayed due to a lack of sales resources. Sales teams were unable to prioritize leads effectively, resulting in missed opportunities with high closing probabilities. Preparation for proposals took too much time, preventing sales representatives from focusing on effective closing. Measures: Introduction of AI sales agent: The AI analyzes the behavior history and interests of leads to extract those with a high potential for business negotiations. Automation of follow-ups: The AI conducts appropriate follow-ups for each lead, improving the rate of guiding them to negotiations. Optimization of sales proposals: The AI learns closing patterns and recommends the most suitable proposal content for each customer to the sales team. Results: The negotiation conversion rate improved by 40%, leading to an increase in the number of contracts. The follow-up burden on sales was reduced by 50%, enabling a more strategic approach. The appointment acquisition rate increased by 30%, creating an environment where the team could focus on high-probability deals.

  • SFA/Sales Support System
  • Sales Support System

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Example: Food Processing Manufacturer | Strengthening Sales Skills through AI Coaching

By improving our sales talk, the contract rate increased by 30%!

This is a case study of a food processing manufacturer that implemented AI-driven sales coaching to improve sales skills and increase closing rates. Challenges: Many sales representatives had limited experience, leading to issues with closing deals. There was no standardization of sales skills, and sharing of successful patterns was lacking. There was a shortage of managerial guidance resources, making effective training difficult. Measures: Implementation of an AI coaching system: Analyzing sales meeting audio to learn excellent sales pitches. Automation of feedback: AI provides real-time suggestions for improving sales pitches. Creation of skill reports: Visualizing strengths and weaknesses for each sales representative to provide appropriate training. Results: Improvement in sales pitches led to a 30% increase in closing rates. The labor required for sales training was reduced by 50%, creating an environment where even newcomers could achieve results in a short period. Utilizing AI feedback improved the accuracy of the sales meeting process.

  • SFA/Sales Support System
  • Sales Support System

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[Sakura Implementation Case] Japan Computer Consultant Co., Ltd.

Successfully visualized the sales process in inside sales. The order conversion rate doubled with a high-accuracy lead approach.

To Japan Computer Consultant Co., Ltd., we would like to introduce a case study on the implementation of the services "Sakura outbound," "Sakura CTI," and "Inside Sales Outsourcing (Seat Contract)." At the company, it was necessary to break down the vast tasks that sales representatives were handling, clarify the roles of inside sales and field sales, and share know-how for high-quality sales activities. As a result of the implementation, we received feedback stating, "We are now able to conduct telemarketing operations linked to direct mail and respond to document requests, and with the use of Salesforce, we have established a flow that allows us to check the history of approaches to leads, conversations, and hearing content in real-time. As a result, we feel that we can now conduct timely approaches to high-quality leads." [Challenges and Background] - Sales representatives are responsible for all customer approaches and are busy with tasks outside their original areas of responsibility. - Individual work processes are not standardized, making it difficult to see response histories and results. *For more details, please refer to the related links or feel free to contact us.*

  • Other services
  • Sales Support System

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[How to Utilize YouSonar] Group Strategy Edition

Dramatically improve the efficiency of BtoB sales through new business development leveraging corporate group information.

How to Utilize the Customer Data Integration Solution "Yousonar" Introducing the "Group Strategy Edition." We want to efficiently target companies with a high likelihood of receiving orders. This addresses the challenge of "low order rates." With the implementation of this system, you can understand the transaction status with each group company and actively approach potential clients. 【Features】 ■ Understand transaction status with each group company and actively approach potential clients ■ Increase in sales opportunities through group strategy, leading to a rise in contracts in a short period ■ Comprehensive understanding of corporate groups, making it easy to execute group sales strategies *For more details, please download the PDF or feel free to contact us.

  • Database
  • Sales Support System

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[How to Utilize YouSonar] SFA/MA Activation Edition

Eliminate duplicate and erroneous data in sales support tools such as SFA and MA, and establish a strategic data utilization environment.

How to Utilize the Customer Data Integration Solution "YouSona" Introducing the "SFA/MA Activation Edition." The number of duplicate and erroneous data in SFA/MA is increasing daily, making maintenance cumbersome. We address the issue of "low data accuracy." By implementing this system, we will improve operational efficiency through the automation of SFA/MA data maintenance. 【Features】 ■ Improvement of operational efficiency through the automation of SFA/MA data maintenance ■ Execution of precise actions based on corporate information ■ Understanding target companies and markets to achieve strategic sales *For more details, please download the PDF or feel free to contact us.

  • Database
  • Sales Support System

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[Development Case] Sales Information Support System

Based on the accumulated sales information, we can provide services that better meet customer needs!

Our company is engaged in the development of a sales information support system. It is broadly composed of scheduling functions, daily report functions, estimation functions, alert functions, and analysis functions. Furthermore, by integrating each of these functions, we can apply unified business rules across the company, enabling detailed sales activities. 【Details of the Sales Information Support System】 ■ Provides services that better meet customer needs based on accumulated sales information ■ Easier management due to reduced time for understanding schedules and reporting daily reports ■ System expansion and modification can be carried out quickly and flexibly *For more details, please refer to the related links or feel free to contact us.

  • Other information systems
  • Sales Support System

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21. Full design of inquiry flow for the manufacturing industry

The reason for the lack of increase in inquiries is not the "page" but the "flow." We design the entire process from attracting customers to comparison, internal approval, and negotiations.

The real reason why inquiries in the manufacturing industry are not increasing is not due to a lack of technology or products, but rather because "the sales process is not being replicated online." Users flow in through multiple entry points such as searches, exhibitions, and referrals, and after comparing options, internal approvals, and avoiding responsibility (not wanting to fail), they finally reach the point of inquiry. However, many sites stop at product introductions, and users leave without the necessary information for decision-making (selection criteria, reassurance materials, approval materials, next actions). This service is a comprehensive design that, based on your sales process and the customer's decision-making process, creates a "blueprint for the sales process" that connects to inquiries and business negotiations by designing "what to show in what order, what to resolve, and how to guide to consultation." ▼For concerns like these: - There is traffic, but inquiries are not increasing. - Inquiries come in, but they do not lead to orders (low quality/conditions are not met). - Losing in comparisons/competing on price. - Stopping at approvals (insufficient justification for decision-makers). - Weak follow-up after exhibitions, resulting in missed opportunities. *Please share the current URL and products. We will identify the "structural causes" for the halt in inquiries and suggest the shortest improvement order.

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What is Dynamics 365? A summary of features, benefits, and more.

Equipped with various features! A column summarizing the list of functions, benefits of implementation, pricing table, and more.

As companies advance their digital transformation (DX), many may be considering Dynamics 365 as one of the solutions to streamline sales operations. With a variety of features, Dynamics 365 can not only enhance sales efficiency but also contribute to overall organizational efficiency. It is an ideal tool for companies that want to implement cross-departmental collaboration and improve operational efficiency across the entire organization. This article summarizes the features of Dynamics 365, its implementation benefits, and pricing information. It is designed to provide a comprehensive understanding of Dynamics 365, and we also offer an Excel sheet that allows for comparison of 13 CRM/SFA tools, including Dynamics 365. If you are looking for a tool to achieve cross-departmental collaboration within your organization, please make use of this article. *For detailed content of the column, you can view it through the related links. For more information, feel free to contact us.

  • SFA/Sales Support System
  • Sales Support System

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What is the cost range for SFA? Comparing the prices of major sales support systems.

The price range and available features can be classified to some extent! Introducing cost benchmarks and representative products.

Are you considering implementing SFA but wondering how much it will cost? Do you have concerns like 'I can't quite picture what I will get for the money I spend'? There are many products available for SFA, and the price range and the functions that can be used can be somewhat categorized. In this article, we will introduce the cost range of SFA, a brief overview of representative products, and their prices. *You can view the detailed content of the column through the related links. Please feel free to contact us for more information.

  • Technical and Reference Books
  • Sales Support System

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Success stories / Failure stories

Introducing sales strategies, examples of sales DX, and key points for successful sales support!

This column introduces "success stories/failure stories" of know-how that can help strengthen sales capabilities. In the case studies of sales strategies, we explain examples divided into B to C and manufacturer or B to B cases. We also include examples of domestic and international cases where sales have undergone digital transformation (DX). Additionally, we present case studies on the implementation of sales support systems and examples of companies that have successfully implemented CRM/SFA. *For detailed content of the column, you can view it through the related links. Please feel free to contact us for more information.

  • SFA/Sales Support System
  • Sales Support System

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Effects expected from eliminating the personalization of sales.

Improved productivity through data-driven sales management, gaining competitiveness that rivals cannot match!

By establishing a system for information input, management, and sharing, the issue of individual reliance will naturally be resolved, leading to improved productivity and competitiveness in the sales department and the entire company. Specifically, the progress of negotiations and the next action plans can be grasped in real-time, enabling appropriate instructions and follow-ups, as well as allowing the company to utilize knowledge, case studies, sales pitches, and other know-how as corporate assets. Additionally, it will prevent troubles associated with handovers and retirements, and streamline administrative tasks. Through data-driven sales management, productivity will improve, allowing the company to gain competitiveness that does not fall behind competitors. 【Expected Effects (Partial)】 ■ Understanding sales opportunities and reducing opportunity losses ■ Shortening order lead times ■ Smoothing project progress through information sharing ■ Enhancing the accuracy of sales forecasts and formulating appropriate sales strategies ■ Optimizing the sales process through analysis of order/loss trends *For more details, please download the PDF or feel free to contact us.

  • SFA/Sales Support System
  • Sales Support System

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[Sakura Case Study] C by E S Corporation

Utilizing Salesforce, we are launching "impactful" marketing aimed at existing customers and agents!

To CbyS Co., Ltd., which engages in import sales and consulting, we would like to introduce a case study of the implementation of our services: "Salesforce," "Salesforce Adoption Support," and "Inside Sales Consulting." The company faced challenges due to the background of a merger of four companies, resulting in a lack of unified sales management tools. Although they had been using an SFA tool since 2010, there was a strong sense of being forced to use it, leaving a negative impression. After implementing our services, we received feedback stating, "They are a good consulting partner who thinks together with us about the necessary methods to achieve what we want to do, and they are someone we can have discussions with. It can be said that we have an ideal relationship as business partners." [Objectives of Implementation] - Overcoming the sense of being forced and establishing self-management - Sharing and visualizing information on sales activities and project progress - Uncovering white spaces - Upselling and cross-selling to existing customers and agents *For more details, please refer to the related links or feel free to contact us.

  • Other services
  • Sales Support System

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"Sales schedule management / daily report management" Sales tool 'BizLib'

Manage complex internal and external schedules all with this one tool!

"BizLib" is a business cloud service that comprehensively supports your company's sales activities and management tasks. For example, do you have any of the following concerns? ■ Unable to manage sales schedules... ■ Missing the timing to follow up with potential customers... ■ Finding it difficult to write daily reports... ■ Internal meetings getting double-booked... etc. BizLib can solve the above issues with customizable features tailored to your needs, allowing for cost-effective implementation. We can also accommodate various requests, such as customization of server specifications and capacity. If you are struggling with sales schedule management or daily reporting, please feel free to consult with us. 【Features】 ■ Customer management ■ Daily report creation ■ Schedule management ■ GPS functionality ■ Reminders *For more details, please refer to the PDF materials or feel free to contact us.

  • 企業:SMB
  • 価格:Other
  • SFA/Sales Support System
  • Sales Support System

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[Customer Compass Implementation Case] Sales of products that require detailed explanations.

Separate inside sales (telemarketing) from field sales to increase visit rates and streamline visit scheduling!

At a certain life insurance agency, the customer system based on sales performance and daily reports was replaced with Salesforce, significantly improving usability, but sales only saw a slight increase. On the other hand, due to the rise of internet sales (such as comparison quote sites), the number of new prospective customers has only slightly increased in recent years, making it urgent to reactivate dormant customers. Therefore, we introduced our "Customer Compass." After the implementation, appointment setters without local knowledge were able to directly input the salespeople's schedules, leading to an increase in incidental visits to customers other than loyal ones. [After Implementation] - Appointment setters without local knowledge can now directly input the salespeople's schedules. - Incidental visits to customers other than loyal ones have increased. - By separating inside sales from field sales, we began to consider new customer acquisition strategies beyond word-of-mouth. *For more details, please refer to the PDF document or feel free to contact us.*

  • Other network tools
  • Sales Support System

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