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This product is a web system for credit unions that allows for centralized management of information related to business clients. It establishes system integration with the business support system of Business Center Okayama Co., Ltd. Information about staff members for logging into the system and basic information about business evaluation clients can be automatically imported every day. Additionally, conversation records with business clients and proposals made to them, entered by the outreach staff, are notified and approved by branch managers and headquarters. It also features an "automatic stamping function" that automatically records information when senior executives view it. 【Features】 ■ Centralized management of information related to business clients ■ Automatic import of staff and business client information ■ Compatible with the Ministry of Economy, Trade and Industry's Locaben Excel ■ Sharing and approval of proposals and conversation records with business clients ■ Daily automatic import of staff information and basic information about business evaluation clients *For more details, please refer to the PDF document or feel free to contact us.
"PRO Navi" is a tool that consolidates the power of the company, enhancing "organizational sales strength" as a "sales team" rather than just "salespeople." "Organization" refers to the sales department, manufacturing department, accounting department... each department has its own professionals. By bringing together these professionals, a team is formed that utilizes each other's strengths to aim for successful business negotiations. That is organizational sales strength. By inputting your experiences and knowledge into the daily report of this tool, you can enhance your advantage through improved organizational sales strength. [Features] ■ Unique negotiation status management ■ Looking beyond just closing deals ■ Organizational strength is generated simply by registering daily reports ■ Leading knowledge and experience to organizational sales strength *For more details, please refer to the PDF document or feel free to contact us.
The "PRO Profile" is a customer system that allows for the sharing of requests and complaints from customers, as well as interactions with them, enabling speedy and accurate responses without keeping customers waiting. From the registered information, it automatically lists priority issues that need to be addressed. This system can significantly contribute to improving customer satisfaction. 【Features】 ■ Timely and detailed organizational responses are possible ■ Top-class customer management transforms customers into fans - Immediate response to customer calls - Centralized management through a database - Automatic notifications for customer guidance, etc. *For more details, please download the PDF or contact us.
