Centralized management of sales information from multiple computers. This software allows for daily project management and performance tracking throughout the year.
Centralized management of sales information from multiple computers. This software allows for daily project management and performance tracking throughout the year. Sales staff within the company can input negotiation records and estimates into the system, making it easy for supervisors and other staff to search and reference the information. Additionally, by using the project analysis feature, it is possible to analyze from prospects and orders to sales. By editing the master data for negotiation classification and business categories, it can flexibly accommodate various operations. Editions: - BASIC - PROFESSIONAL The PROFESSIONAL edition offers unread management, email distribution management, and permission management. * Administrators will be able to grasp the work details of each employee at a glance. * Administrators will have visibility into customer response methods and issues, making sales more efficient.
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basic information
■Case Analysis 1) Goal Management The numerical targets set by management can be established from departments to individual sales representatives. The annual goals assigned to each individual can be monitored for achievement status on a full-year, half-year, quarterly, and monthly basis without any time lag, thus reducing preparation time for sales meetings. 2) Goal Analysis Supports sales analysis based on sales representatives and departments. Displays the status of goal achievement, shortfalls, projected status by rank, year-on-year comparisons, gross profit, etc. Also allows for analysis of customer rankings and product rankings by representative or department. ■Schedule Management Displays daily activity plans by user and department. Integrates response history and schedules to share the response process of the responsible person with team members. ■Daily Reports Information such as customer interaction history, sales data, and schedules for the day is directly reflected in the daily report screen, eliminating the need to re-enter daily tasks. Additionally, daily reports can be entered using pre-set templates, making it easier for managers to verify. ■Notification Function A function that allows management of notification information for each customer.
Price information
1 license excluding tax 9,000 yen / 18,000 yen
Price range
P1
Delivery Time
P1
Applications/Examples of results
Renovation Construction industry Medical services Workmanship
Line up(2)
Model number | overview |
---|---|
BASIC | Information can be shared from multiple PCs |
PROFESSIONAL | The sales manager can manage daily projects and check performance throughout the year using this software. Sales staff within the company can input negotiation records and estimate records to the sales manager, making it easy for supervisors and other staff to search and reference. |
Company information
We want to be of service to our customers by providing high-quality products. We believe that our customers' prosperity is the source of our company's development. We aim to be a company where each employee can work with dreams and pride in their job, and we hope to contribute to the happiness of society, including our customers and employees.