Daily Report Automation 'CRMis'

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CRMis

last updated：Jun 14, 2019

ディーエスアール

Official site

Sales support/customer management for companies with fewer than 50 employees. It is a support system that helps determine the "next move" in sales strategy.

"Just right" for starting small When implementing sales support and customer management systems, it can be very challenging to increase operations to fit complex software. CRMis is an easy-to-use system that allows you to start casually and engage with it effortlessly in your daily operations.

Related Link - https://crmis.biz/

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basic information

■Challenges of Traditional Daily Reports ▷ Working overtime to return to the office to write daily reports ▷ Difficult to grasp and instruct the sales process ▷ Sales information is hard to share and utilize ■With Clamis ▷ Report daily updates anytime, anywhere without returning to the office ▷ Daily reports are automatically generated by simply entering progress by project ▷ Administrators can give instructions via chat to individuals or teams ▷ Search and aggregate by various criteria such as customer, date, person in charge, and importance ▷ Possible to share sales information such as project management, daily reports, and meeting materials ▷ Transition during changes in sales staff is reliable and smooth <Function List> - Customer Management - Project Management - Project Analysis - Schedule Management - Daily Reports - Response History Management - Sales Management - Internal Communication

Price information

Monthly fee of 3,000 to 8,000 yen (excluding tax) per user *Implementation support costs are separate.

Price range

Delivery Time

Please contact us for details

Applications/Examples of results

- Business Management from Negotiation to Sales - Manage a single case as a whole, including negotiation records, estimates, orders, and sales. Visualize the sales process. Accumulated information can be quickly searched within three clicks. - Goals and Achievements - Set numerical targets from management goals down to individual sales representatives at the department and section levels. The annual goals assigned to each individual can be monitored for achievement status without time lag on a full-year, half-year, quarterly, and monthly basis, reducing preparation time for sales meetings. - Sales Analysis - Support sales analysis based on sales representatives, sections, and departments. Display achievement status of targets, shortfalls, forecast status by rank, year-on-year comparisons, gross profit, and more. Analyze customer rankings and product rankings for representatives and sections/departments as well.