ソフトブレーン List of Products and Services

Based on the organizational structure, sales processes, and challenges in the manufacturing industry, we will introduce the benefits gained from eliminating dependency on individuals. Starting with strengthening after-sales service and repeat touchpoints, enhancing proposal capabilities through collaboration with the production department, improving the accuracy of sales, production, and business plans, and utilizing sales know-how as a source of innovation are significant advantages. By eliminating dependency on individuals, when the foundation of information and communication is established, the sales department and company can grow smoothly towards expansion and globalization. [Features] - Strengthening after-sales service and repeat touchpoints - Enhancing proposal capabilities through collaboration with the production department - Improving the accuracy of sales, production, and business plans - Utilizing sales know-how as a source of innovation *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

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

We will introduce the "true feelings of sales" regarding information input and the corresponding measures. While there is an awareness that information input is necessary, those in charge who feel "unable to do it" are likely to engage actively if they receive proper follow-up. If sales personnel feel that "they do not understand how to input data or use the system, and are unsure about what and how much to record," it is essential to implement a user-friendly system and standardize the input items and formats. Possible measures include clarifying the format for information input, organizing a user manual for the system, and ensuring it is always accessible for reference. **Measures:** - Organize the system user manual and ensure it is always accessible for reference. - Implement a system with clear input items that can be used intuitively. Utilizing AI that "searches for and registers information" can be even more effective. - Clarify the format for information input. - Conduct company-wide training on information input and system usage at the time of hiring or system implementation. *For more details, please download the PDF or feel free to contact us.*

• SFA/Sales Support System

We will introduce the "true feelings of sales" regarding information input and the measures to address it. While there is an awareness that information input is necessary, those in charge who feel they "cannot do it" are likely to engage actively if they receive proper follow-up. If sales feel that they are "too busy with tasks and numbers to find time for inputting information," it is essential to ensure that time is allocated for this purpose and to simplify the input process itself. As measures, it is possible to secure time for input and its verification separately from core tasks, eliminate excessive performance-based evaluations, and provide both time and psychological leeway. [Measures] - Start by listening to the workload, working hours, and daily actions, and distribute the burden to other personnel as needed. - A system that allows for easy input even while out and during spare moments is effective, and having input support features in place is even more beneficial. - Secure time for input and its verification separately from core tasks. - Eliminate excessive performance-based evaluations and provide time and psychological leeway. *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

We will introduce the "true feelings of sales" regarding information input and the corresponding measures. Some sales representatives feel that they "do not want to do" information input for reasons such as wanting to monopolize information or not wanting to receive too many detailed criticisms. If sales representatives feel that "they might be scrutinized and criticized for details when looking at records, and are afraid of reporting lost deals or complaints," it is necessary to alleviate the mental burden of negative reporting while providing support for future successes. As countermeasures, it can be considered to create an atmosphere where negative content can be reported easily, such as refraining from excessively negative evaluations of the person in charge and ensuring that their failures are not communicated excessively to others. 【Countermeasures (partial)】 ■ Refrain from reprimanding the content of reports and communicate improvement measures for future instances. ■ Explain that behaviors such as "hiding failures" or "providing false reports" will exacerbate the problem. ■ Strengthen the analysis of not only successful orders but also the factors leading to lost deals, and provide appropriate advice and support to each representative. *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

We will introduce the "true feelings of sales" regarding information input and the corresponding measures. Some sales representatives may feel that they "do not want to do" information input for reasons such as wanting to monopolize information or not wanting to receive too many detailed criticisms. If sales representatives feel that they do not want to share the information they possess, it is necessary to incorporate a system that allows for natural information acquisition while explaining the benefits of sharing information. As countermeasures, it can be considered to reflect not only sales performance but also the degree of contribution to others in evaluations, and to praise information sharing and foster a "team spirit." **Countermeasures** - Communicate the benefits of reducing work burdens and enabling more efficient sales through information sharing. - Increase opportunities for young staff to accompany representatives to understand the situation and absorb know-how. - Reflect the degree of contribution to others in evaluations, not just sales performance. - Praise information sharing and foster a "team spirit." *For more details, please download the PDF or feel free to contact us.*

• SFA/Sales Support System

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.*

• SFA/Sales Support System

We will introduce the "real intentions of sales" regarding information input and the countermeasures. In reality, there are many cases where "sales representatives do not input information." Let's look at the reasons behind this and the countermeasures. In cases where "inputting is a hassle and I can't keep up with it. If I put it off, I end up forgetting," it is necessary to reduce the burden of input while creating an environment where "inputting is a must." Countermeasures include simplifying the input screen to eliminate the perception of it being a hassle, and implementing top-down awareness reform to thoroughly enforce information input. 【Countermeasures】 ■ People: Regularly check the input content and point out any omissions without leaving them unaddressed. ■ System: Simplify the input screen to eliminate the perception of it being a hassle. ■ Rules: Reflect whether the input is done correctly in evaluations. ■ Organization: Implement top-down awareness reform to thoroughly enforce information input. *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

To fundamentally eliminate or prevent personalization, it is essential to thoroughly implement the "input" and "management/sharing" of information within the organization. Encouraging sales representatives who actually input information through daily guidance and awareness-raising is the most approachable method. However, depending on the circumstances and mindset of each representative, this may not necessarily lead to action, so it is necessary to implement it in combination with other measures. Additionally, by reviewing the information input system, we can eliminate unnecessary inputs and expect to facilitate management, sharing, and subsequent utilization. Ultimately, it is ideal for the awareness of information input to be ingrained not only in the sales department but throughout the entire company. 【Approach】 ■ Encouragement for the "people" who input ■ Improvement of the "system" for input - Review of the "system" - Development of "rules" *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

The manufacturing industry is transitioning towards small-batch production and shorter delivery times due to the increasing complexity of market needs. At the same time, closer collaboration with the production department is required; however, the personalization of sales creates problems both within and between departments. Due to personalization, issues arise such as "inability to grasp customer and project information" and "decreased accuracy of sales forecasts," leading to problems in the sales department, such as "loss of business opportunities and delays in after-sales service, resulting in decreased sales and customer satisfaction." Additionally, problems arise between the production and development departments, such as "confusion in production planning and inventory management" and "lack of progress in product improvements and the development of new products that meet needs," which not only affects sales but also diminishes the company's competitiveness both domestically and internationally. **[Impacts of Personalization]** - Inability to grasp customer and project information - Decreased accuracy of sales forecasts - Lack of accumulation of customer needs and feedback - Lack of sharing of know-how and knowledge *For more details, please download the PDF or feel free to contact us.*

• SFA/Sales Support System

Relying on individual sales representatives for sales activities makes management difficult. This "personalization" can be rephrased as a state where information related to sales is not disseminated throughout the department or the entire company. When information related to sales is not inputted or accumulated, it cannot be utilized, leading to a state of personalization. This results in an inability to transfer knowledge during absences, transfers, or resignations, increasing the risk of disruptions to negotiations and projects. Moreover, once personalization occurs, the input of information is hindered, further accelerating personalization and solidifying this state. **Disadvantages of Personalization** - Management becomes difficult as the status of sales activities cannot be grasped, leading to imbalances in the actions and performance of individual representatives. - The inability to transfer knowledge during absences, transfers, or resignations increases the risk of disruptions to negotiations and projects. - Know-how cannot be passed on to other members, particularly younger ones, preventing an overall increase in the department's sales capabilities. *For more details, please download the PDF or feel free to contact us.*

• SFA/Sales Support System

This document introduces the disadvantages caused by the personalization of sales and the expected benefits of resolving this personalization. It includes a variety of information such as the reasons for sales personalization, the issues of sales personalization in the manufacturing industry, and what measures should be taken to address and prevent personalization. Additionally, it presents the "true feelings" of sales regarding information input and countermeasures, as well as the expected benefits of resolving sales personalization. Please make use of this information. 【Contents (partial)】 ■ Sales will become personalized if information is not shared/managed ■ Issues of sales personalization in the manufacturing industry ■ What measures should be taken to address and prevent personalization ■ "True feelings" of sales regarding information input and countermeasure 1 ■ "True feelings" of sales regarding information input and countermeasure 2 *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

"esm flow" is a cloud-based workflow system that allows for easy application and approval of estimates from customer and project information on esm (e-Sales Manager). You can digitize your application documents in Excel exactly as they appear. By utilizing user-friendly route design features and external service integrations, it can flexibly adapt to changing business needs. It is possible to implement it company-wide, or to start with a small team and gradually increase usage. 【Features】 ■ Create forms in Excel ■ Easy creation of application routes ■ Improved efficiency through CRM integration ■ Multi-device support ■ Document search/progress tracking *For more details, please download the PDF or feel free to contact us.

• Workflow System

"esm appli" is a no-code application that allows anyone to easily streamline their business operations. No specialized knowledge is required for "development-less" no-code solutions. Anyone can easily turn tasks that improve efficiency into web applications. Additionally, you can set the targets and timing for checks with the business engine and create actions such as alert notifications. 【Features】 ■ Rapid web application development without coding through a GUI ■ Registration, search, and lists are automatically generated for web and mobile applications ■ Automatic notifications and other settings can be configured with the business engine ■ Integration interfaces are also automatically generated, allowing for connections with other systems *For more details, please download the PDF or feel free to contact us.

• Document and Data Management
• project management
• Other operation management software

"esm linkage" is a product that can solve your concerns about integration related to cloud services and core systems. By purchasing integration apps from the app store and making simple settings, you can achieve data integration. You can develop original integration apps that enable data integration with over 80 types of cloud services and users' core systems. We offer a variety of integration apps, including those for scheduling, business chat, and electronic contracts. [Features] ■ Integration apps that seamlessly connect cloud services ■ Development of original integration apps with no code *For more details, please download the PDF or feel free to contact us.

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

The "esm service" is a customer management system for after-sales service that promotes the efficiency of operations and maximizes revenue (LTV) in areas such as field service, maintenance, customer service, and sales departments. Automatic alerts are sent a few days before contract renewal dates or inspection dates. With precise approaches that leave no gaps, it builds strong relationships with customers. Additionally, it enables smooth real-time information sharing and communication regarding next scheduled appointments or requests to other departments during negotiations. 【Features】 ■ Alerts for renewal and maintenance periods to prevent oversights ■ Centralized management of delivery equipment and maintenance history for each customer ■ Real-time information checks via smartphone ■ Requests and information sharing across departments ■ Monitoring of equipment to detect abnormal conditions in advance *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

"esm (e Sales Manager)" is a customer relationship management/sales support system that centralizes customer information and streamlines the management of sales activities and information sharing. We pursue a user-friendly and simple design for users. With just a single input of information, it is possible to instantly transform the necessary information for various outputs such as customers, projects, probabilities, and reports. Additionally, by automating administrative tasks such as information registration support, extracting accumulated information, and transcribing audio, we create an environment where sales activities can be focused, thereby supporting the efficiency of sales representatives. 【Features】 ■ Automatically update multiple pieces of information with just one data entry ■ AI solutions automate cumbersome internal tasks ■ Comprehensive dashboard for easy current situation analysis *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.*

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

"esm (e Sales Manager)" is a CRM/SFA that visualizes nurturing through human contact, the quality of proposals, understanding key personnel, and competitive advantages, supporting sales activities. Users only need to perform a "single input on one screen," and information about customers, projects, and activities is expanded into various outputs such as reports and graphs. Additionally, by utilizing an AI concierge, it reduces the time field personnel spend on administrative tasks. 【What this product can do】 ■ Marketing ■ Nurturing / Inside Sales ■ Field Sales ■ After Service ■ Management *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

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.

• SFA/Sales Support System

This document discusses the current situation where a shortage of resources due to the retirement of skilled technicians and delays in skill transfer have led to a decrease in opportunities for collaboration between production and sales. It introduces key points for product development and improvement through collaboration with the product development department. It provides examples of solutions to challenges in production-sales collaboration, explains the ideal form of collaboration, and outlines the short-term and long-term benefits that can be realized when collaboration is achieved. Additionally, it presents examples of tools that can aid in production-sales collaboration. We encourage you to download and read it. 【Contents】 ■ Introduction ■ Challenges in Production-Sales Collaboration ■ Ideal Form of Collaboration ■ What Happens When Collaboration is Achieved ■ Key Points for Strengthening Collaboration ■ Points to Realize These Goals *For more details, please download the PDF or feel free to contact us.

• Product Development

This document introduces the tool "e-Sales Manager," which aggregates information related to customers and equipment to enhance business efficiency. It explains the challenges we encounter in the after-support area, the five steps to profitability, and the main functions required for a business management system for the maintenance department. Additionally, it includes customer case studies and reasons for selection, which may be helpful when considering implementation. [Contents] ■ About Softbrain ■ About e-Sales Manager ■ Challenges to be addressed and proposals from Softbrain ■ Customer case studies and reasons for selection *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

The "AI Concierge" is an AI solution that supports the efficiency of work for everyone and dramatically improves productivity. It is equipped with a registration support function that automatically analyzes and extracts various document information. It classifies and automatically registers case information and activity information on the e-Sales Manager into appropriate categories. Additionally, it can record/analyze audio from web meetings and convert it into text data, which can then be automatically registered as activity records in the e-Sales Manager. 【Features】 ■ Registration support function ■ Knowledge suggestion function ■ Voice assist function *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

Our company provides solutions that lead to the transformation of all customer touchpoint operations from both "IT" and "service" perspectives. We offer marketing automation (MA) that realizes customer touchpoints leading to sales and loyalty enhancement, as well as CRM/SFA that visualizes the quality of nurturing and proposals through human touchpoints, identification of key personnel, competitive advantages, and other no-code applications and after-services. Users only need to perform a "single input on one screen," and information about customers, projects, activities, and more is expanded into various outputs such as forms and graphs. 【What esm can do】 ■ Marketing ■ Nurturing / Inside Sales ■ Field Sales ■ After-Service ■ Management *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

"esm marketing" is a marketing automation tool that can approach anonymous potential customers and has stronger customer acquisition capabilities than typical MA tools. It is easy to implement and operate, allowing for immediate use. We provide robust support for those using MA for the first time, working together towards your "success." 【Features】 ■ Strong in customer acquisition ■ Easy to implement and operate, simple ■ Comprehensive support system *For more details, please download the PDF or feel free to contact us.

• SFA/Sales Support System

"esm flow" is a cloud workflow system that realizes the elimination of seals and paperless processes. You can freely design application forms from the Excel you usually use. No complicated specialized tools or expertise are required. The approval route can be easily set up by simply placing "people" and "integration parts," allowing for intuitive configuration. [Features] ■ Design forms from your usual Excel ■ Complete application forms with just a button press ■ Intuitively set up approval routes *For more details, please download the PDF or feel free to contact us.

• Workflow System

The "esm call" is a cloud-based CTI system that can be easily implemented with just a PC and internet connection, allowing integration with CRM systems. By using the "click-to-call" feature, which enables calls to be made with a single click from the customer information screen of CRM/SFA, call efficiency can be significantly improved. The "outbound filtering" feature prevents unintended calls to customers who should not be contacted, helping to avoid troubles and complaints. This allows for the establishment of an aggressive call center through visualization and efficiency. Additionally, since it can be implemented from just one seat, many companies start small, whether by department or location. The flexibility to expand as business grows is one of the reasons it is chosen. 【Features】 ■ Realize flexible configurations with internet connectivity ■ CRM-linked CTI service focused on safety, security, and stability ■ All basic PBX functions are available as standard ■ Basic inbound functions are available as standard ■ IVR for appropriate routing to the right department *For more details, please download the PDF or feel free to contact us.

• CTI Support Center
• Other information systems

We would like to introduce 'esm appli', which allows you to easily create applications (without code) to support various operations at customer touchpoints without development. Web applications can be created at high speed without development from the GUI. The various applications created on the screen automatically generate not only the PC screen but also the application screen (including registration, search, and list screens), making them usable on smartphones and tablets (multi-device compatible). Accumulated data can be freely aggregated and analyzed through BI functions (optional), allowing for visual representation of data. 【Features】 ■ High-speed web application creation without development from the GUI ■ Registration, search, and lists are automatically generated for web and mobile apps ■ Automatic notifications via business engine are also possible ■ Integration interfaces are automatically generated, enabling integration with other systems ■ Visualization of data and reduction of data processing load through BI functions *For more details, please download the PDF or feel free to contact us.

• Document and Data Management
• project management
• Other operation management software