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We would like to introduce a case study of Medikit Co., Ltd., which conducts daily sales activities with over 120 sales staff for more than 10,000 medical facilities, including hospitals and dialysis centers across the country, implementing the CRM/SFA 'e-Sales Manager.' The company faced a problem where sales information such as "who to meet" and "when to meet this person" was not being passed on during the handover of sales staff. After the introduction of our product, sales staff were able to plan their activities through self-management, and daily reports that were previously submitted on paper could now be checked by managers in real-time, allowing for improvement instructions to be issued. [Case Overview] ■Challenges - Difficulty in sharing and handing over information for over 10,000 clients ■Results - Since schedules of superiors, subordinates, and colleagues can also be understood, consultations on negotiation results can be conducted quickly, and priorities can be clarified for efficient actions even while out of the office. *For more details, please refer to the PDF document or feel free to contact us.

We would like to introduce a case study of the implementation of the CRM/SFA "e-Sales Manager" at Sagami Chemical Metals Co., Ltd. The company had been able to plan for achieving their goals, but the efforts of the sales team were not translating into sales, and they were unable to analyze the reasons for the lack of sales. After the introduction of our product, the "causes of poor sales" were visualized from the accumulated and shared project and customer information, as well as analysis data. This led to an increase in orders through the implementation of effective improvement measures, which in turn boosted the motivation of the sales representatives. [Case Overview] ■Challenges - Management and reporting using Excel resulted in about half a day's worth of document preparation before sales meetings, leading to meetings that did not contribute to productivity improvement or results reporting. ■Results - By centralizing and sharing project progress, customer information, and issues in real-time within the organization, other departments were also able to access information in real-time. - The elimination of document preparation before meetings resolved operational losses and improved productivity. *For more details, please refer to the PDF document or feel free to contact us.

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.

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.

This document introduces CRM/SFA utilization techniques that are helpful for achieving goals. It summarizes which is more suitable for business between "CRM/SFA" and "chat tools," and explains the differences in functionality and specific usage scenarios. Additionally, it includes an introduction to our CRM/SFA tool "e-Sales Manager" and its implementation results, making it a useful reference when considering implementation. 【Contents (partial)】 ■ What are CRM/SFA and chat tools? ■ Differentiation by function and purpose ■ Differentiation by usage scenario ■ Which is more suitable for improving sales, profits, and productivity? ■ Special feature: CRM/SFA utilization techniques helpful for achieving goals ■ Key points for selecting CRM/SFA that contributes to performance improvement *For more details, please refer to the PDF document or feel free to contact us.

This document introduces the current state of stalled DX (Digital Transformation) and its necessity. It explains the realities behind why DX is not progressing in Japanese companies and the reasons for incorporating DX into sales activities. 【Contents】 ◆ The realities and challenges of stalled DX (Survey on the progress of DX) ◆ The necessity and benefits of sales DX (Benefits of eliminating a person-dependent sales structure) ◆ Appropriate introduction of SFA/CRM (Selection of tools necessary for promoting DX) *Free gift: "Basic Knowledge" on the reasons for stalled DX! For more details, please download the PDF and take a look.

In this document, we introduce CRM/SFA utilization techniques that help achieve goals. We explain "IT tools that truly lead to results" and "how to differentiate their use," featuring practical examples of tool utilization. Additionally, we include a product introduction and implementation results of our CRM/SFA tool "e-Sales Manager," making it a useful resource for those considering implementation. 【Contents (partial)】 ■ What are CRM/SFA and groupware? ■ Differentiation by function and purpose ■ Differentiation by usage scenarios ■ Feature: CRM/SFA utilization techniques that help achieve goals ■ Key points for selecting CRM/SFA that becomes established in companies *For more details, please refer to the PDF document or feel free to contact us.

In this document, we provide a clear introduction to ChatGPT, categorized by its uses, scenarios, and benefits. We include the general perception of AI, practical considerations, and points to note when using it for sales, along with practical examples of sales applications. We also provide a detailed explanation of the customer management and sales support system "e-Sales Manager." We encourage you to read it. [Contents (partial)] ■ What is Softbrain? ■ What is ChatGPT? ■ Is ChatGPT useful in sales activities? ■ General perceptions of AI and practical considerations ■ Principles of using ChatGPT for sales *For more details, please download the PDF or feel free to contact us.

This document introduces a dedicated system for supporting salespeople and managing customers. It provides a detailed explanation of the criteria for selecting products, including features, usability, and support. It also includes product classification charts that are helpful for selection, making it an easy reference when considering implementation. [Contents] ■ What is CRM/SFA? ■ What to do before selecting a product ■ Explanation of product classifications ■ About our CRM/SFA e-Sales Manager *For more details, please refer to the PDF document or feel free to contact us.

This document provides information on how to manage relationships with customers and the appropriate use of CRM according to different scenarios. It explains the basics of CRM and specific ways to utilize it, along with case studies. It also discusses key points for selecting a CRM that contributes to performance improvement, including our "e-Sales Manager." [Contents (Excerpt)] ■ What is a CRM (Customer Relationship Management) tool? ■ The necessity and mechanism of CRM ■ Main functions of CRM and benefits of implementation ■ Effective use of CRM according to customer situations *Basic knowledge is available for free. For more details, please download the PDF and take a look. Feel free to contact us.

This document provides a basic explanation of SFA, a sales support system, along with specific utilization methods and case studies. It explains the necessity and mechanism of SFA, which is an essential tool for sales strategy, as well as its main features and implementation benefits. [Contents] ■ What is SFA (Sales Support System)? ■ The necessity and mechanism of SFA ■ Main features and implementation benefits of SFA ■ Techniques for utilizing SFA to streamline sales activities and case studies ■ Key points for selecting SFA that becomes established in companies Additionally, it includes many techniques and case studies such as "planning appropriate improvement measures through timely information sharing." We encourage you to read it. *Currently available for free. Please download the PDF to view it. Feel free to contact us for more details.

This document focuses on the Key Success Factors (KSF) necessary for achieving Key Goal Indicators (KGI) and Key Performance Indicators (KPI), providing explanations of their definitions, relationships, and appropriate setting methods, as well as how to utilize CRM/SFA tools to aid in setting these indicators. It explains successful cases of appropriate KSF settings and points for selecting CRM/SFA that contribute to performance improvement. Additionally, it includes features and implementation results of our product "e-Sales Manager Remix." [Contents] ■ Definitions and relationships of KGI/KPI and KSF ■ Setting KSF/KPI necessary for achieving KGI ■ Successful cases with appropriate KSF settings ■ [Special Feature] How to utilize CRM/SFA for managing important indicators ■ Points for selecting CRM/SFA that contribute to performance improvement *For more details, please refer to the PDF document or feel free to contact us.

The "e-Sales Manager Remix Service Edition" is a tool that allows for centralized management of information necessary for maintenance operations, such as customer information and equipment details. The system is easy to input, and data is automatically reflected across various functions, making it efficient. Information can be searched and reported immediately from a smartphone, enabling real-time information sharing and strengthening collaboration between service engineers and locations. 【We solve the following issues】 ■ Inability to thoroughly exchange or update delivered equipment, negatively impacting performance ■ Incomplete tasks while out in the field, requiring a return to the office ■ Uncertainty about whom to consult for maintenance records of delivered equipment * We are currently offering a free "Product Introduction Document" and a detailed "White Paper" with case studies. You can view them immediately from "PDF Download." * Demos are also available. Please feel free to contact us for more details.

Softbrain's "e-Sales Manager Remix Service Edition" is a tool that allows for centralized management of information necessary for maintenance operations, such as customer information and equipment details. It contributes to improving operational efficiency and maximizing revenue (LTV). 【We solve the following issues】 ■ Inability to thoroughly replace or update delivered equipment, negatively impacting performance ■ Incomplete tasks while out of the office, necessitating a return to the office ■ Uncertainty about whom to consult for maintenance records of delivered equipment Currently, we are offering a white paper that details case studies of equipment manufacturers facing the above challenges, along with the features and benefits of this tool. *You can view detailed information immediately by clicking the download button. Free demos are available. Please feel free to contact us if you are interested.

In the manufacturing industry, strengthening the collaboration between production and sales directly leads to improvements in quality, sales capabilities, and competitiveness. However, efforts such as thorough information sharing, enhancing the utilization of information, and understanding the status of responses are required, and these cannot be achieved overnight. This document explains how to promote the collection and utilization of customer needs through the introduction of CRM/SFA, taking these circumstances into account. It includes examples of utilizing CRM/SFA that lead to product development and improvement, key points for implementation and establishment, and images of business flow integration. [Contents] ■ Introduction ■ What changes with the introduction of CRM/SFA ■ Examples of utilizing CRM/SFA for product development and improvement ■ Key points for the introduction and establishment of CRM/SFA *For more details, please download the PDF or feel free to contact us.

We will introduce the changes that can be experienced by utilizing CRM/SFA functions in the "manufacturing and sales collaboration" of the manufacturing industry. With the input support function, information is accumulated without omissions, significantly reducing the "effort of inputting and sharing" that becomes a hurdle for information sharing. Furthermore, centralized management of customer information and response history enhances the utilization of information. Additionally, features that promote collaboration within the company are also included, making cross-departmental thinking and business collaboration smoother. 【Functions (partial)】 ■ Thorough information sharing - Automatically analyze and extract documents such as meeting minutes to input negotiation information - Recordings and audio of negotiations are transcribed, and information is input by item ■ Understanding of response status - Workflow function that clearly shows necessary items for requests and applications, as well as approvals and progress - Notifications/alerts to communicate work requests and incident information - Integration with external systems allows for operations tailored to the actual business conditions of each department *For more details, please download the PDF or feel free to contact us.

Here are examples of how CRM/SFA is utilized in the actual operations of the manufacturing industry (sales department). After a business meeting, voice recordings or minutes can be uploaded on the spot, improving situations where "we received requests for reviewing transaction conditions or product improvements, but could not consult the relevant departments in a timely and appropriate manner." Since not only requests but also reasons and backgrounds can be shared, the development and manufacturing departments find it easier to respond. Additionally, for challenges such as "we want to expand transactions but do not know what proposals to make," it becomes possible to grasp needs and opportunities for proposals by checking the negotiation and proposal history of similar companies. 【Other utilization examples】 ■ Standardization of sales target lists by location or department, prevention of overlaps ■ Evaluation of activity levels and processes for each representative based on visit frequency and hearing content ■ Use as handover materials due to transfers or retirements of sales representatives *For more details, please download the PDF or feel free to contact us.

Here are examples of how CRM/SFA is utilized in the actual operations of the manufacturing industry (development department). By understanding user needs, demands, and complaints from on-site information, it becomes possible to prioritize them, thereby improving situations where "the themes and priorities of research and development are not understood." Additionally, in response to the challenge of "not being able to grasp the trends of competitors and unable to determine the direction of research and development or improvements," it is possible to extract topics about competitors from sales meeting minutes, allowing for an understanding of their trends. This makes it easier to see paths for "defensive" strategies to prevent switching and "offensive" strategies to capture market share. [Usage Example] ■Challenges - Unable to understand the themes and priorities of research and development ■Function - Understand user needs, demands, and complaints from on-site information and prioritize them ■Effect - By planning around high-priority themes, accelerate product development and improvements *For more details, please download the PDF or feel free to contact us.

Here are examples of how CRM/SFA is utilized in the actual operations of the manufacturing industry (manufacturing sector). By utilizing CRM/SFA, it becomes easier to make adjustments according to the realities of the manufacturing site, such as manufacturing processes and production planning, thus addressing the challenge of not knowing whether the produced goods meet customer demands. Strengthening collaboration between sales and research & development departments can help mitigate the risk of producing incorrect products. [Other Utilization Examples] ■Challenges - Unable to establish production plans considering demand fluctuations. ■Effects - Plans can be made not only based on anticipated demand from sales but also incorporating concepts such as standardization and generalization from the research and development department. *For more details, please download the PDF or feel free to contact us.

To realize the utilization of information for product development and improvement with CRM/SFA, it is essential to grasp the key points necessary for its establishment. The most crucial point for establishment is the natural integration into existing operations. If it is implemented in accordance with existing business flows and input form formats, and if convenience is also enhanced, there will be no "reason not to use it." When considering the introduction of CRM/SFA, it becomes easier to integrate if you identify business flows, input forms, and input/confirmation items in parallel with comparisons and trials. [Challenges faced by companies where utilization is not progressing due to implementation] ■ The burden of input actually increases ■ Input screens and items change significantly, causing confusion during input ■ Functions and their usage methods are not well known *For more details, please download the PDF or feel free to contact us.

This document focuses on reducing operational costs for companies and provides a detailed explanation of how to choose a cost-effective and user-friendly CRM/SFA for businesses. Based on internet research, it includes findings on the "management challenges, sales challenges, and sales management methods" faced by various companies, as well as three key points to consider from the planning stage for the appropriate operation of CRM/SFA. Please feel free to download it and make use of it. 【Contents】 ■ Reasons for not achieving the expected benefits from CRM/SFA implementation ■ Key points to consider when selecting tools and budgeting ■ Three points to keep in mind when implementing tools ■ How to choose a "CRM/SFA that maximizes effectiveness" ■ The process of calculating cost-effectiveness (ROI) for CRM/SFA implementation ■ Key points for selecting a CRM/SFA that becomes established in the company *For more details, please download the PDF or feel free to contact us.

Despite spending a significant amount on the operational costs of CRM/SFA, sufficient implementation effects are not being achieved. This document explains the reasons and points to consider. While some CRM/SFA pricing is generally known, it is important to avoid selecting tools based solely on price. Instead, consideration should be given to the characteristics of your company's products and sales organization when evaluating appropriate CRM/SFA tools with suitable operational costs. To achieve the implementation effects of CRM/SFA at appropriate operational costs, it is crucial to choose tools that can be effectively utilized, taking cost-effectiveness into account. [Reasons for not achieving implementation effects] - Operational costs that do not match your company's products/sales organization - Tool selection based on "brand/recognition," "referrals," and "multifunctionality" *For more details, please download the PDF or feel free to contact us.

In our internet research, we investigated the "management challenges, sales challenges, and sales management methods" faced by various companies. Based on the results, we will introduce the key points for tool selection and the budget. In the selection of CRM/SFA, it was found that "price," "ease of use," and "support system" are emphasized. Additionally, it was revealed that there are clear differences in the monthly budget allocated for system usage based on "employee size" and "annual sales." 【Key Points for Selection When Implementing a System】 ■ Price ■ Ease of Use ■ Support System *For more details, please download the PDF or feel free to contact us.

Here are three points to consider from the planning stage for the proper operation of CRM/SFA. For companies that have primarily relied on Excel for data entry, it is important to select tools that can be customized to have a "UI/UX like operating a spreadsheet tool" and can be tailored to fit the company's style, as this is crucial for the tool's adoption. Additionally, to enhance the productivity of the sales department, it is essential to create an environment where they can focus on sales activities (the core business). 【Three Points】 ■ Can it be customized to fit the company's style? - Can the UI (operating screen) be changed to match the company's style? - Is it possible to integrate with external services (such as email and databases)? - Is there potential for future functionality expansion (such as automation with AI)? ■ Can an environment be created where sales can concentrate on core business? ■ Support for adoption by dedicated advisors. *For more details, please download the PDF or feel free to contact us.

The introduction of CRM/SFA is an effective means to improve the efficiency of sales activities and increase revenue. However, considering the initial costs and running costs, it is necessary to thoroughly examine whether the "cost-effectiveness" = ROI (Return on Investment) is high enough. Clearly outline the path to the ideal goals that your company wants to achieve with the tool implementation, and identify elements that have an increase or reduction effect in realizing the story. Quantify the identified elements that have an increase or reduction effect and calculate the cost-effectiveness. 【Process for calculating cost-effectiveness in CRM/SFA implementation】 ■ Clarify the story from challenges to goals ■ Identify increase/decrease elements in realizing the story ■ Quantify increase/decrease elements and calculate cost-effectiveness *For more details, please download the PDF or feel free to contact us.

We would like to introduce the key points for selecting a CRM/SFA that will be established within a company. Many companies struggle after implementation and fail to reach operational status, or even if they are operational, they do not use the tools effectively. It is important to choose tools that are user-friendly and have a high retention rate, as well as vendors that provide comprehensive support. At Softbrain, the vendor of "e-Sales Manager," we provide thorough support from the introduction of CRM/SFA to its establishment and utilization. Please feel free to contact us. [Key Points for Selecting a CRM/SFA that Will Be Established in a Company] ■ It is important to select tools that are user-friendly and have a high retention rate, as well as vendors that provide comprehensive support. *For more details, please download the PDF or feel free to contact us.

In a business environment that changes daily, the implementation of CRM/SFA (Customer Relationship Management/Sales Force Automation) is an important digital transformation for companies that want to strengthen their sales capabilities. However, it is unclear before implementation whether they can effectively utilize it within their organization. To prevent the significant costs and labor hours spent on a system that cannot be operated as expected from going to waste, this document explains everything from "how to determine if a CRM/SFA can be effectively utilized in-house" to "tips for preventing implementation failures." Please refer to this as a guide for selecting a CRM/SFA that can be effectively utilized within your organization. [Contents] ■ Factors that lead to "inability to utilize" even after implementing CRM/SFA ■ What it means to be in a "state of effective utilization" of CRM/SFA ■ Key points for establishing a system that effectively utilizes CRM/SFA ■ Comparing input flows of CRM/SFA to assess usability (ease of use) ■ Essential tips for "preventing CRM/SFA implementation failures" ■ Low adoption rates that hinder CRM/SFA operation *For more details, please download the PDF or feel free to contact us.

Even after implementing CRM/SFA, there are several factors behind the inability to "utilize it effectively" or "establish it." One reason is that "while a new burden is added, the benefits of 'why we are implementing it' are not understood, leading to feelings of anxiety and avoidance of use." Another factor is that "in trying to master even the 'unnecessary functions for our company,' operational breakdowns occur." Identifying the "truly necessary functions" for your company, sharing the "purpose of implementation" across the organization, establishing a "promotion system," and gaining "understanding from the field" are the first steps to effectively "utilizing" CRM/SFA. 【Three Factors】 ■ Lack of understanding of "CRM/SFA implementation" from the sales field ■ Feeling burdened by the "switch from traditional management methods" ■ Being unable to utilize it effectively due to an excess of functions *For more details, please download the PDF or feel free to contact us.

I will explain the state of "being able to effectively use CRM/SFA." The state of effectively using CRM/SFA is one where the "input," "output," and "analysis" of sales data are in a continuous cycle. In other words, the establishment of "information input = activity report" can be said to be a prerequisite for the operation of CRM/SFA. [State of Effective Use] ■ Input: Sales representatives report activities in accordance with guidelines. ■ Output: Lists/graphs visualize "activity status/information." ■ Analysis: Understand the situation and optimize "improvement measures/sales activities." *For more details, please download the PDF or feel free to contact us.

To achieve a state of "being able to use it effectively," we will explain the "key points for assessing system adoption." The input fields for CRM/SFA can be appropriately configured to match the implementation environment, so the "number of input fields/information volume" is not important. What is important is that information input = activity reporting can be done intuitively and smoothly. We should assess whether the system allows for input without becoming cumbersome, with simple screen transitions and a mechanism that completes input on a single screen, even after meetings or during discussions. 【Key Points for Selecting a System for Adoption】 ■ Easy to use without stress due to smooth operation/input flow ■ Automatically generates reports/lists that are useful for sales activities ■ Compatible with mobile devices and tablets ■ Allows customization of input rules/functions within the system ■ Enables real-time information reflection and communication *For more details, please download the PDF or feel free to contact us.

The "input flow" that leads to the establishment of information entry in CRM/SFA requires intuitive and smooth usability (ease of use). Softbrain's CRM/SFA "e-Sales Manager" automatically reflects various outputs with a single information entry. You will be freed from the need for repeated aggregation and document creation, making information sharing and analysis easier. 【Comparison Points for "Input Flow"】 <e-Sales Manager> ■ Made in Japan ■ Usability: Sales field perspective ■ Focus on input ■ Short flow, one-screen completion, industry-leading speed in screen switching *For more details, please download the PDF or feel free to contact us.

To improve business efficiency and increase sales, we would like to introduce the "Tips to Prevent CRM/SFA Implementation Failures" aimed at achieving system adoption. Choosing a vendor with a robust support system and preparing for potential issues arising from changes in business processes are key tips to prevent failures. To effectively utilize CRM/SFA, it is crucial to meticulously plan the process from system implementation to operation, and to prepare the operational framework with the understanding and cooperation of employees. **Tips to Prevent CRM/SFA Implementation Failures** - Select a system appropriate for the organization’s size and problem-solving needs - Choose a vendor with a comprehensive support system - Share the purpose and importance of implementation with the field to establish an operational framework - Narrow down the functions and input items to gradually utilize the system - Set guidelines and conduct training to standardize rules - Prepare for potential issues arising from changes in business processes *For more details, please download the PDF or feel free to contact us.*

We would like to introduce the low adoption rate that does not lead to the operation of CRM/SFA. There is a fact that 80% of companies that have implemented CRM/SFA have "failed in the system implementation," and many companies are unable to proceed to operation after stumbling post-implementation. At Softbrain, the vendor of "e-Sales Manager," we provide thorough support from the introduction of CRM/SFA to its adoption and operation. Please feel free to contact us. 【Adoption Rate】 ■ Approximately 20% - 80% stumble after tool implementation and do not achieve adoption *For more details, please download the PDF or feel free to contact us.

We will introduce the "true feelings of sales" regarding information input and the measures to address it. In reality, there are many cases where "sales representatives do not input information." Let's explore the reasons behind this and the corresponding measures. If sales personnel feel that "no one looks at the shared information, and it does not contribute to evaluations. Is there even a need to input it?" it is essential to communicate the necessity of information input and help them realize its actual value. As measures, we can consider actively analyzing and sharing the input data, providing feedback to actual sales activities, explaining the necessity and value of data input, and reflecting the efforts and attitudes toward information sharing in evaluations. **Measures:** - Explain the necessity and value of data input and encourage compliance. - Actively analyze and share the input data, providing feedback to actual sales activities. - Reflect efforts and attitudes toward information sharing in evaluations. - Foster a culture that emphasizes the importance of "not only current results" but also "the accumulation of data for the future." *For more details, please download the PDF or feel free to contact us.*

This document is a collection of case studies on the implementation of the solution "esm," which leads to the transformation of all customer touchpoint operations. We have selected and published seven companies of varying industries and sizes from our extensive track record of implementations. It explains the background of the implementation, the deciding factors, and the utilization and effects. This is a valuable reference, so please take a moment to read it. [Featured Case Studies (partial)] ■ Credit Saison Co., Ltd. ■ Preco Foods Co., Ltd. ■ Morisada Koshou Co., Ltd. ■ Shochiku Co., Ltd. ■ Dogiman Hayashi Co., Ltd. *For more details, please download the PDF or feel free to contact us.