シンキングリード List of News Articles

We have published an introductory interview with Estec Co., Ltd., which supports the resolution of technical challenges in a wide range of industries, focusing on issues such as automotive vibrations and noise. The company manages projects with a single Excel file for each project, handling 100 to 200 projects annually. This led to significant burdens in file searching, updating, and aggregating data through macros. Additionally, sales activities, estimates, and project information were managed separately, making it difficult to understand which sales activities led to which projects. To address this, they built F-RevoCRM tailored to their unique calculation methods and project management approaches, centralizing customer, sales, and project information. The month-end processing time was reduced from several hours to about 10 minutes. [Interview Highlights] - Revamped Excel management for each project, reducing month-end processing from several hours to about 10 minutes. - Centralized management from sales activities to post-order projects, streamlining situation understanding in weekly meetings. - Utilized accumulated data for resource management, project retrospectives, and AI applications. For the full interview, including the background of the implementation and selection points, please refer to the related link.

Is the use of AI contributing to the growth of your company? 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 "your company → challenges → AI," and explain the thinking that connects to sales, profits, and customer value, along with specific business examples. [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 and supporting / discovering) - Examples of use such as new customer acquisition, approaches to existing customers, preventing churn, and handovers - Practical examples of AI utilization using F-RevoCRM [Recommended for] - Those who do not feel the effects of AI in terms of sales and profits - Salespeople who feel they are not fully utilizing estimates, drawings, and meeting records - Those who want to pass on veteran know-how within the organization [Instructor] Jun Matsuda, CTO and Director of Thinking Lead Inc. With over 20 years of experience in CRM-related operations, engaged in the development of CRM/SFA and the application of generative AI in business. Planning new services for AI utilization centered around F-RevoCRM.

In the maintenance and after-sales service department, valuable information such as repair history, 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. In this seminar, we 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? ◆ - Unable to quickly find necessary repair history or customer information - Work and know-how are concentrated among veterans or specific personnel - Relying on human memory for contract renewals and inspection timings - Although a system has been implemented, it is not being utilized effectively ◆ 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

Kanpachi Sangyo Co., Ltd. handles everything from the design and construction of kitchen machinery to long-term maintenance. In the past, sales activities and customer interactions relied heavily on the individual experiences of veteran employees, leading to a situation where "no one knew what the person next to them was doing." With an increase in younger employees and a shift in the business model from "one-time sales" to "maintenance-focused," there was a need for a foundation that allowed both the sales and service departments to share customer information. The solution chosen was F-RevoCRM, which can flexibly reflect the company's unique sales processes. After implementation, both departments were able to share visit histories, repair histories, and maintenance contract statuses, establishing a system where even if the responsible person changed, they could smoothly continue the response based on past circumstances. Companies feeling the limitations of Excel management and individual reliance are encouraged to check the related links.

Breaking free from managing over 10,000 lines in Excel, optimizing customer management by leveraging the flexibility of OSS. We have published an interview article with companies that have implemented F-RevoCRM. This time, we introduce the long-term operational achievements of a company that has been in business for over half a century. ◆ For details of the interview, click here https://f-revocrm.jp/2026/01/interview_nichicom/ ◆ About the implementing company Nichicom Co., Ltd. is a long-established software vendor celebrating its 56th anniversary, specializing in the planning and development of systems for "healthcare," "welfare," and "nursing care." They were managing a vast amount of customer information in Excel for a photo sales and administrative support service for kindergartens and nurseries operated by their group company. However, they faced difficulties as the data exceeded 10,000 lines, causing the system to slow down and making management challenging. ◆ A must-see for companies facing these challenges - Feeling limited by customer management in Excel - Wanting to customize according to their own requirements - Looking to operate securely in an on-premises environment - Searching for a CRM that can be used stably in the long term