シンキングリード Product Lineup

We will introduce a case study utilizing "F-RevoCRM," which can integrate multiple business data centered around customer information. You can check project details, estimates, inquiry history, and more on a single screen, enabling smooth information sharing and handovers across departments. We provide consistent support from designing customer-centric business processes to actual data migration and operational establishment, ensuring that the quality of customer interactions can be maintained steadily. [Usage Applications] ■ Centralized management and data sharing of customer information, projects, estimates, and inquiry history among sales, marketing, and support departments ■ Remote management of bio-toilets utilizing IoT *For more details, please refer to the related links or feel free to contact us.

• Production Management System
• SFA/Sales Support System

We will introduce a case where the initial development costs were reduced to about one-fifth compared to scratch development. Company C, which operates a web marketing business, was experiencing an increase in sales and purchases while continuing to use Excel for sales management as before. By adopting the open-source customer management system (CRM) "F-RevoCRM" and implementing only the minimum necessary customizations, they were able to build a sales management system that met all their desired requirements at a low cost and within a short period. [Challenges] ■ Sales management was conducted using Excel as before. *For more details, please refer to the related links or feel free to contact us.*

• Production Management System
• Sales Management
• SFA/Sales Support System

We would like to introduce a case where administrative work hours were reduced to about one-third. Traditionally, the burden of administrative tasks related to mailing invoices and class reports to parents, as well as classroom management and matching instructors with students, posed challenges. In this case, we implemented F-RevoCRM, which allows the system to adapt to the existing operations of the tutoring center without changing its management. By enabling online sharing of invoices and class reports on the customer portal, we streamlined operations and reduced costs associated with mailing expenses. [Results of Implementation] ■ Reduced administrative work hours to about one-third ■ Reduced mailing costs through online sharing of invoices and class reports *For more details, please refer to the related links or feel free to contact us.

• SFA/Sales Support System
• Database
• Document and Data Management

We would like to introduce a case study of the integrated customer management system "F-RevoCRM." We faced challenges in managing information centrally and improving the efficiency of customer-related operations, but with its implementation, we were able to streamline various tasks related to customers, including marketing, sales and negotiation management, quotation management, and support and inquiry management. *For more details, please refer to the related links or feel free to contact us.*

• SFA/Sales Support System
• Database

We would like to introduce a case study of the integrated customer management system "F-RevoCRM" that has been implemented. By centrally managing customer information, project information, and billing information, estimates and order amounts created during negotiations, as well as the billing addresses, are automatically transcribed, significantly reducing human errors such as amount discrepancies and transcription mistakes. Furthermore, the workflow feature provides automatic alert notifications for billing dates, preventing any omissions in business operations. 【Sales Management Features of F-RevoCRM】 ■ Consolidate the database of customers and customer representatives ■ Efficiently create estimates to be submitted to customers ■ Manage the progress and activities of negotiations by customer ■ Register estimates for customer-specific projects and easily issue order forms and invoices *For more details, please refer to the related links or feel free to contact us.

• SFA/Sales Support System
• Accounting and Finance
• Electronic documents

We would like to introduce a case study utilizing the open-source customer management system "F-RevoCRM." Managing and nurturing potential customers and conducting efficient sales activities were challenges. By implementing F-RevoCRM, we were able to centralize the information of potential customers, perform scoring based on their level of interest, and implement nurturing strategies at the appropriate timing. By integrating data such as names, company names, contact history, and interests, we enabled efficient sales activities and successfully deepened relationships through automated distribution of welcome emails and nurturing emails. [Implementation Results] ■ Centralized management of customer data ■ Scoring of potential customers and execution of email marketing ■ Improvement in negotiation and contract rates *For more details, please refer to the related links or feel free to contact us.

• Production Management System
• SFA/Sales Support System

We would like to introduce a case where the introduction of our "F-RevoCRM" resolved the personalization of sales activities. We began corporate sales for our banquet business, but since this was an area we had not previously engaged in, the sales activities became personalized. In this case, we consolidated various management information that was siloed within each department, achieving visibility in sales activities, eliminating personalization, and facilitating the sharing of customer information and collaboration between departments. [Challenges] ■ Sales activities became personalized because it was an area we had not previously engaged in. ■ Various management information was siloed within each department. *For more details, please refer to the related links or feel free to contact us.

• Production Management System
• SFA/Sales Support System

We would like to introduce a case study on the implementation of "F-RevoCRM Cloud" aimed at achieving customer satisfaction and employee satisfaction. Although we started using it, we were unsure about how to establish it within the company and how to integrate it into specific operations. In this case study, we utilized a customer management system that allows for centralized management of customer-related information, such as sales (projects), marketing, inquiries, and sales management, by linking customer information. We provided support through a collaborative customer service approach, assisting with everything from setup methods to operational rules. [Challenges] ■ Although we started using it, we are unsure how to establish it within the company and integrate it into specific operations. ■ We would like support for full-scale operation. *For more details, please refer to the related links or feel free to contact us.

• Production Management System
• SFA/Sales Support System

We will introduce a case study on visualizing the sales process using F-RevoCRM. To prevent the personalization of sales and to visualize the process, the use of digital tools is essential. By implementing F-RevoCRM, we have improved the quality of sales activities and can now centrally manage customer information, negotiation history, and response status in real-time. [Challenges] - Personalization of sales - Lack of information sharing within the team *For more details, please refer to the related links or feel free to contact us.

• Production Management System
• SFA/Sales Support System

Are you already using AI? Is its utilization contributing to your company's growth? ◆Apply here https://f-revocrm.doorkeeper.jp/events/199598 Simply using generative AI for meeting minutes and document creation only speeds up individual tasks and does not necessarily lead to orders or profits. In this seminar, we will organize which business operations should incorporate AI in the order of "Company → Issues → AI," and explain the thinking that connects to sales, profits, and customer value, with concrete business examples provided by our CTO, who has over 20 years of experience in CRM, AI development, and management! 【Seminar Content】 - What AI utilization means for an organization - Considering the effects of AI utilization from both PL and LTV perspectives - Three ways to use AI (substituting, teaching/supporting, discovering) - Examples of utilization such as new customer acquisition, approaches to existing customers, preventing churn, and handovers - Practical examples of AI utilization using F-RevoCRM 【Recommended for】 - Business owners and executives who do not feel the effects of AI on sales and profits - Sales and technical sales managers who are not fully utilizing estimates, drawings, and negotiation records - Those who want to pass on veteran know-how within the organization

• Business Skills Seminar
• Management Seminar
• Management Skills Seminar

A review of information management in the sales department, which tends to be postponed for larger tasks such as external visits and meetings with clients. We will introduce why information management is important in the sales department and what the management methods should be. In the sales department, where there are many opportunities to interact with clients, effective information management is essential, and there are numerous pieces of information that the sales department must manage. For example, client information is indispensable for advancing projects. Basic information such as office addresses, names of contacts, and departments is necessary at any stage of negotiations or projects. *For detailed content of the article, please refer to the related links. For more information, feel free to contact us.

• Other information systems
• SFA/Sales Support System

Agency management refers to the effective management and support of agents (partner companies) that a business contracts with to sell its products or services. There are various benefits, such as expanding sales channels, reducing costs, and achieving flexible sales strategies, which allow companies to efficiently expand their business and enhance their competitiveness. However, challenges such as difficulties in information sharing, variability in performance, and the complexity of data management can often make sales forecasting and budgeting difficult. In this article, we will introduce the challenges related to agency management and their solutions. We will also explain why CRM is suitable for addressing the challenges of agency management. *For more detailed information, please refer to the related links. Feel free to contact us for further inquiries.*

• Other information systems
• SFA/Sales Support System

In companies where multiple departments such as sales, marketing, and customer support interact with customers, challenges often arise in information sharing and continuous follow-up. To address these challenges, the concept of CRM (Customer Relationship Management) aims to maintain and strengthen relationships with customers. Additionally, CRM tools (CRM systems) are utilized as a means to implement CRM in business by managing customer information and interaction history linked to each customer. This article explains the meaning and role of CRM, its main functions, the differences from SFA and MA, points to consider when determining if it is necessary for your company, how to choose CRM products, and how to proceed with implementation. *For detailed content of the article, please refer to the related links. For more information, feel free to contact us.*

• Other information systems
• SFA/Sales Support System

We would like to introduce a case study of our collaboration with the comprehensive food manufacturer, Nippon Shokken Holdings Co., Ltd., in the joint development and implementation of the sales support app "ebiss." The company required a business reform towards a sales style that emphasizes "repeat rate" over "sales volume." After implementation, various effects were achieved, such as solving issues within the sales organization by using SFA as a common platform and improving operational efficiency through smartphone usage. 【Reasons for Selection】 ■ Improvement proposals suited to the new sales style ■ Scalability of the system and services ■ Quick response from the vendor to requests and inquiries *Details of the case study can be viewed through the related links. For more information, please feel free to contact us.

• SFA/Sales Support System

Introducing success stories of companies that have implemented F-RevoCRM. We will provide a detailed explanation of the implementation purposes and the effects of measures across various industries, including sales support, home healthcare, tutoring operations, corporate sales, building maintenance, inquiry management, nursing care product business, and repair request management. *For more detailed information, please refer to the related links. Feel free to contact us for more details.

• Other information systems

Our company has jointly developed a smartphone-compatible sales support app called "ebiss" based on the integrated customer management system "F-RevoCRM" in collaboration with Nippon Shokken Holdings Co., Ltd. The sales style that focused on "sales volume," which was a challenge, has shifted to a "quality" focused sales approach centered on "repeat (proposal) sales" to ensure that staple items for restaurants and other establishments are used for a long time. Currently, results show that the retention rate of newly adopted products and the amount of repeat purchases have improved. *For more detailed information, please refer to the related links. For further inquiries, feel free to contact us.

• Other information systems

When implementing a CRM, the first challenge you face is "who to show what information to," which pertains to user management. If you operate with ambiguous permission settings, risks such as information leaks, disruptions in internal controls, and dependency on specific personnel may arise, potentially rendering your CRM counterproductive. To prevent these risks, appropriate permission settings are essential. With F-RevoCRM, you can achieve both safety and convenience through role-based permission settings and hierarchical management, allowing the entire team to utilize the CRM with confidence. *For more details, you can view the related links. Please feel free to contact us for more information.*

• Other information systems

The "F-RevoCRM Industry-Specific Use Cases" series presents the call center edition this time. We will focus on the challenges of managing vast amounts of customer information, tracking call history, and reducing the burden on operators, particularly in outbound call operations. We will introduce examples of how F-RevoCRM has been utilized and explain specific methods for improving operations. *For detailed content of the article, you can view it through the related links. Please feel free to contact us for more information.

• Other information systems

F-RevoCRM is a CRM tool designed to maximize the characteristics of customer relationship management (CRM). It offers sufficient functionality as a CRM tool and, while being a packaged system, it also possesses the flexibility to fit various business operations. F-RevoCRM allows for seamless management across customer phases, from marketing to after-support, making it an ideal tool for reviewing customer response processes. *For more detailed information, please refer to the related links. Feel free to contact us for more details.*

• Other information systems

The number of companies introducing IT systems to solve the challenges they face is increasing year by year. However, simply implementing a system does not solve all problems. There are many cases where companies have invested significant costs into systems that are "not usable" or "not used." So, how can one implement a system without failure? In fact, it is crucial to adequately prepare before introducing a system. This article assumes the introduction of "F-RevoCRM" and will explain in detail the necessary steps for preparation. *For more details, you can view the related links. Please feel free to contact us for more information.*

• Other information systems

A PoC (Proof of Concept) is an initiative to test new technologies or systems on a small scale before implementation to verify their feasibility. It is used to assess in advance whether it will "truly be useful" and whether there will be "significant failures after implementation," making it an important step for many companies considering system adoption. This article will clearly explain the meaning and purpose of PoC, as well as its advantages and disadvantages, and the steps to proceed. *For more detailed information, please refer to the related links. Feel free to contact us for more details.*

• Other information systems

"Cross-selling" and "up-selling" are essential for corporate growth. As acquiring new customers incurs significant costs, these strategies are gaining attention as sales tactics for existing customers. In this article, we will explain the overview of each, the reasons for utilizing them, and effective strategies. *For detailed content of the article, please refer to the related links. Feel free to contact us for more information.*

• Other information systems

We would like to introduce a case where our "F-RevoCRM" was implemented at Ooya Shokai Co., Ltd., a retail business located in Yufu City, Oita Prefecture. The company was managing customer information using Excel for each representative, which made it difficult to maintain consistency in customer data and resulted in extremely inefficient sales aggregation and information sharing. After the implementation, they successfully centralized customer information management and moved away from Excel. The entire company can now grasp customer situations, enabling speedy responses and the possibility of proposing additional services. [Purpose of Implementation] ■ Transitioning from multiple Excel customer management systems ■ Visualization of detailed service information ■ Improvement of customer satisfaction *For more detailed information about the case, please refer to the related links. Feel free to contact us for more details.

• Other information systems

Call center operations are at the forefront of customer interaction, but challenges such as "variability in response quality," "operator burden," and "fragmentation of customer information" are likely to arise, which can lead to decreased operational efficiency and lower customer satisfaction. One way to address these challenges is by implementing a CRM (Customer Relationship Management) system for call centers. By effectively utilizing CRM, it is possible to achieve consistent customer interactions, reduce operational burdens, and improve customer satisfaction. This article will provide a detailed explanation of how to choose a CRM for call centers and introduce key points to consider during the comparison process. *For more detailed information, please refer to the related links. Feel free to contact us for further inquiries.*

• Other information systems

In sales activities, "which customer to approach, at what timing, and with what kind of proposal" is a crucial factor that influences the closing rate. However, in actual practice, many decisions rely on the experience and intuition of individual sales representatives, and there are often cases where appropriate approaches are not standardized. Many companies face challenges such as "only specific sales representatives are achieving high results" and "customer information is not shared between departments, leading to delayed proposals." In such situations, it becomes difficult for the organization as a whole to grow, which may lead to a decline in competitiveness. So, how can we optimize sales strategies and achieve reproducible results? The key lies in "decision-making through data utilization." *For more detailed information, please refer to the related links. Feel free to contact us for further inquiries.*

• Other information systems

There are many movements considering whether to continue with Excel management or to transition to a system, such as 'Our company is fine with Excel management' and 'Currently, Excel management is sufficient, but we are contemplating whether we should move to a system in the future.' While customer management has the potential to streamline overall operations with creativity, it also presents challenges due to its high degree of flexibility, leaving many unsure of how to manage it effectively. Moreover, the amount of information to be managed has been increasing year by year, and simply recording information makes it difficult to conduct sufficient analysis or planning. Therefore, this time, I would like to consider the advantages and disadvantages of Excel management and explore whether systematizing customer management is effective. *For detailed content of the article, please refer to the related links. For more information, feel free to contact us.

• Other information systems

Even if it seems that a company's operations are running smoothly, are you actually in a situation where "the business cannot function without certain employees"? For example, cases like "only person A can handle this task" or "the project cannot progress if person B is absent." Such situations are referred to as "person dependency" and can hinder the growth of a company. As person dependency increases, it becomes difficult to transfer tasks, and there is a risk of losing important knowledge and know-how due to employee turnover. Therefore, it is crucial to take measures at an early stage. This article will provide a detailed explanation of the basic concept of person dependency, its causes, issues, and solutions. We will also introduce practical countermeasures, including the use of CRM tools, so please read through to the end. *For more details, you can view the related links. If you have any questions, feel free to contact us.*

• Other information systems

The PDCA cycle is adopted by many companies as a fundamental approach to business improvement. However, in practice, there are not a few challenges such as "even if we make a plan, we can't continue the actions" and "even if we reflect, it doesn't lead to improvement." The background to this is that the systems supporting PDCA are not in place. This article introduces methods to establish PDCA using CRM. *For detailed content of the article, you can view it through the related links. Please feel free to contact us for more information.

• Other information systems

Are you facing challenges such as 'business operations not progressing smoothly,' 'a lot of unnecessary tasks, leading to a heavy burden on employees,' and 'inadequate information sharing resulting in increased mistakes'? For a company to grow, it is essential to optimize the flow of operations and manage them efficiently. However, relying on manual processes and individual experiences for management has its limits, which can lead to a decline in overall organizational performance. This is where 'business management systems' come into focus. In this article, we will explain the basics of business management and the benefits of implementing such systems in detail. Please use this as a reference. *You can view the detailed content of the article through the related links. For more information, feel free to contact us.

• SFA/Sales Support System

"What is the difference between CRM, SFA, and MA?" If you're a business person considering customer management and operational efficiency, this might be a question you've pondered at least once. These terms are quite similar, and many people express confusion about what each one is actually used for, even after reading explanatory articles. However, there is a clear division of roles among these three tools. Understanding their respective features and using them according to your objectives is key to dramatically enhancing operational efficiency. In this article, we will clearly explain the differences between CRM, SFA, and MA. *For more detailed content, please refer to the related links. Feel free to contact us for more information.*

• SFA/Sales Support System
• Other network tools
• Other information systems

"Inquiries are made by phone, repair requests by fax, and records are in Excel..." If this situation continues, delays in response and missed handovers, as well as the issue of "only the predecessor knows," are likely to occur. Do you have such challenges? □ Inquiries are scattered across phone, email, and fax □ It is difficult to grasp the progress of repairs, inspections, and maintenance □ Handover during changes in personnel takes time □ Contract information and past response history cannot be checked immediately If two or more apply, it may be time to reconsider your maintenance service operations. This is a practical guide for the manufacturing industry that includes case studies on digitizing repair requests that were previously dependent on fax.

• SFA/Sales Support System
• Integrated operation management
• Email/Fax transmission

"Inquiries are handled by phone, repair requests by fax, and records in Excel..." If this situation continues, delays in response, missed handovers, and "only the predecessor knows" scenarios are likely to occur. Do you have such challenges? □ Inquiries are scattered across phone, email, and fax □ It is difficult to grasp the progress of repairs, inspections, and maintenance □ Handover during changes in personnel takes time □ Contract information and past response history cannot be checked immediately If two or more apply, it might be time to reconsider your after-sales service operations. This is a practical guide for the manufacturing industry that includes case studies on digitizing repair requests that were previously reliant on fax.

• SFA/Sales Support System
• Integrated operation management
• Email/Fax transmission

【Apply here】 https://f-revocrm.doorkeeper.jp/events/199167 In the maintenance and after-sales service department, valuable information such as repair histories, customer issues, and contract and inspection timings is accumulated daily. On the other hand, the dispersion and personalization of information can lead to missed opportunities for customer support, contract renewals, and proposals. This seminar will explain the reality of opportunity loss that does not appear in the books and practical design concepts to transform the maintenance department into a "profit-generating department" in approximately 40 minutes. ◆ Do you have any of these concerns? ◆ - You can't find necessary repair histories or customer information quickly. - Work and know-how are concentrated on veterans or specific personnel. - You rely on people's memories for contract renewals and inspection timings. - Although a system has been implemented, it is not being utilized sufficiently. ◆ Seminar Content ◆ - Why does information in the maintenance department end up being "resolved and finished"? - The "silent churn" where customers leave without saying anything and the unseen opportunity loss. - Reasons why, even after implementing a system, information does not gather or is not utilized. - Ideas for utilizing maintenance information to connect to the next customer support or proposal opportunities.

• Management Skills Seminar
• Management Seminar
• SFA/Sales Support System

Customer orientation is a management philosophy that places "customer understanding" at the center of corporate activities and continuously provides value in line with customer needs. However, in reality, many companies face challenges such as customer information being dispersed across departments and individuals, leading to inconsistencies in responses and an inability to grasp customer needs. To realize customer orientation, a system that repeatedly understands, responds to, and improves based on customer data is necessary, rather than just a "philosophy." This article will clearly explain the essence of customer orientation and the role of CRM within it. *For detailed content of the article, please refer to the related links. For more information, feel free to download the PDF or contact us.*

• SFA/Sales Support System

"What should we tackle first to promote DX?" - Many companies are facing this question. Often overlooked behind flashy technologies, the management of customer information, a "humble yet important" area, may hold the key to successful DX. This article will discuss the role of CRM, which is gaining attention as a foundation for promoting DX. *For detailed content of the article, please refer to the related link. For more information, feel free to download the PDF or contact us.

• SFA/Sales Support System

Many companies start with the expectation that 'implementing a CRM will immediately improve operational efficiency.' However, the reality is that the challenges of CRM implementation are not so simple. Just introducing a system alone will not fully realize the benefits that should be gained. In this article, we will clearly introduce the necessary preparations for successfully implementing a CRM and five important points to keep in mind. *For detailed content of the article, you can view it through the related links. For more information, please download the PDF or feel free to contact us.

• SFA/Sales Support System

In BtoB sales, you must simultaneously manage many tasks every day, such as lead acquisition, customer management, checking project progress, creating estimates, recording activities, and submitting daily reports. When managing these tasks separately with Excel or paper, information can become dispersed, leading to missed follow-ups or unnecessary time spent on understanding the situation. Even if you have heard that "implementing a CRM can improve efficiency," many may find it difficult to specifically imagine how it would benefit their own sales operations. In this article, we will use the module structure of F-RevoCRM as an example to concretely introduce how it can be utilized in the sales field. Please try to relate it to your own sales activities and find points where you think, "This could be useful." *For detailed content of the article, you can view it through the related links. For more information, please download the PDF or feel free to contact us.

• SFA/Sales Support System

Are you considering the introduction of a CRM tool but unsure "which one to choose"? In this article, we will clearly explain four important points to check in advance to determine the most suitable CRM tool for your company. *You can view the detailed content of the article through the related link. For more information, please download the PDF or feel free to contact us.*

• SFA/Sales Support System

A CRM (Customer Relationship Management) system is an essential tool for companies to deepen their relationships with customers and operate their business effectively. However, there are various types of CRM systems, and the features offered by each product differ. So, what are the basic functions of CRM? In this article, we will categorize the functions of representative CRM systems and introduce how they can specifically benefit different types of businesses. *For detailed content of the article, you can view it through the related links. For more information, please download the PDF or feel free to contact us.*

• SFA/Sales Support System

A customer portal is a members-only site where customers and business partners can log in to make inquiries, check transaction history, and view various types of information. There has been an increasing number of cases where it is implemented to improve the efficiency of inquiry responses and standardize information sharing, and in recent years, it has become common to operate it in conjunction with CRM systems. This article will explain the basic structure of customer portals, their advantages and disadvantages, and the implementation methods in order. *For detailed content of the article, you can view it through the related links. For more information, please download the PDF or feel free to contact us.*

• SFA/Sales Support System

We would like to introduce a case where a bedding manufacturer implemented "F-RevoCRM." At the company, the method of submitting store daily reports was via fax, which placed a significant burden on aggregation, making it difficult to analyze the sales situation of the stores and utilize it for expanding sales channels and customer service training. After the system was implemented, the visibility of the store daily reports improved with a list display, making analysis easier, and the management team was able to understand the situation on the ground in real-time. [Challenges Before Implementation] ■ The method of submitting store daily reports was via fax, which placed a significant burden on aggregation. ■ It was difficult to grasp overall sales. ■ The sales situation of the stores was not being analyzed to utilize for expanding sales channels and customer service training. *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

The F-RevoCRM implementation consulting service aims to ensure that the introduction of CRM does not end up being merely a formality, but is actually utilized within the company and leads to business improvements. Implementing CRM is not complete by simply introducing a system. It requires planning and support focused on operations, such as organizing requirements, establishing it in the field, and aligning the understanding among stakeholders. *For more detailed information, you can view it through the related links. For more details, please download the PDF or feel free to contact us.*

• SFA/Sales Support System

As DX progresses, the number of companies and organizations, including municipalities, considering the implementation of CRM systems is on the rise year by year. However, due to the significant costs and time involved in implementation, there are cases where organizations hesitate to proceed because of concerns such as "Will we be able to use it effectively?" and "Does it fit our actual operations?" One method to address these pre-implementation anxieties and questions, and to advance the selection of a system that suits the business, is PoC (Proof of Concept). *For more detailed information, you can view the related links. For further details, please download the PDF or feel free to contact us.*

• SFA/Sales Support System

When visualizing business processes, issues that are usually hard to see, such as reliance on specific individuals, duplicate data entry, waiting for approvals, and information silos between departments, become apparent. To improve these issues, it is important to capture the entire business process, including not only internal operations but also interactions with customers. This article explains the basic steps to achieve business process visualization, as well as the characteristics and distinctions of representative methods. *For detailed content of the article, please refer to the related links. For more information, feel free to download the PDF or contact us.*

• SFA/Sales Support System

We would like to introduce a case where "F-RevoCRM" was implemented for a client of an outbound specialized call center agency. The company was managing customer lists for each product and service, but faced the challenge of not being able to link call histories, making it difficult to know who made calls and when. After the system implementation, they were able to display the number of calls and target figures in real-time, allowing for immediate understanding of each representative's progress. [Challenges Before Implementation] - Customer call lists were managed for each product and service, but there were overlaps in customers, complicating management. - They could not link call histories, making it impossible to know who made calls and when. - They were unable to automate call aggregation and performance by list, and were seeking an environment based on CTI integration. *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System