Responding to the diversification of customer touchpoints! Open source "F-RevoCRM"

Is the use of AI contributing to the growth of your company? Simply using generative AI for meeting minutes and document creation only speeds up individual tasks and does not necessarily lead to orders or profits. In this seminar, we will organize which business operations should incorporate AI in the order of "your company → challenges → AI," and explain the thinking that connects to sales, profits, and customer value, along with specific business examples. [Seminar Content] - What AI utilization means for an organization - Considering the effects of AI utilization from both PL and LTV perspectives - Three ways to use AI (substituting / teaching and supporting / discovering) - Examples of use such as new customer acquisition, approaches to existing customers, preventing churn, and handovers - Practical examples of AI utilization using F-RevoCRM [Recommended for] - Those who do not feel the effects of AI in terms of sales and profits - Salespeople who feel they are not fully utilizing estimates, drawings, and meeting records - Those who want to pass on veteran know-how within the organization [Instructor] Jun Matsuda, CTO and Director of Thinking Lead Inc. With over 20 years of experience in CRM-related operations, engaged in the development of CRM/SFA and the application of generative AI in business. Planning new services for AI utilization centered around F-RevoCRM.

Kanpachi Sangyo Co., Ltd. handles everything from the design and construction of kitchen machinery to long-term maintenance. In the past, sales activities and customer interactions relied heavily on the individual experiences of veteran employees, leading to a situation where "no one knew what the person next to them was doing." With an increase in younger employees and a shift in the business model from "one-time sales" to "maintenance-focused," there was a need for a foundation that allowed both the sales and service departments to share customer information. The solution chosen was F-RevoCRM, which can flexibly reflect the company's unique sales processes. After implementation, both departments were able to share visit histories, repair histories, and maintenance contract statuses, establishing a system where even if the responsible person changed, they could smoothly continue the response based on past circumstances. Companies feeling the limitations of Excel management and individual reliance are encouraged to check the related links.

- Although a cloud CRM is implemented, it does not align with the company's operations and ends up not being used. - While a cloud CRM has been implemented, the sales and marketing teams are unable to utilize it effectively and only use a few of its features. Are you facing similar issues? To effectively operate business tools like CRM, it is necessary to analyze your company's operations at the time of implementation and transform the operations into their ideal state. By doing so and introducing truly necessary tools, you can create synergistic effects. In this seminar, we will convey the importance of analyzing your company's operations and transforming them into their ideal state, as well as discuss the challenges of CRM implementation and their solutions. During the seminar, we will also introduce SaaS-based CRM tools that can be started on a small scale and a service where a consultant will accompany and support you from implementation to establishment. If you feel that you have implemented a CRM but are not utilizing it effectively, or if you are considering implementing a CRM in the future, please join us.

■Although a cloud CRM was implemented, it is not being effectively utilized in sales and marketing. ■Only some features are being used, and the overall system is not being utilized. ■It does not fit the company's operations, and ultimately, we have reverted back to Excel management. Are you facing similar issues? In this seminar, we will provide an explanation for those considering system implementation to improve operational efficiency, using a checklist to identify weaknesses in their company and guide them towards solutions. During the seminar, we will also introduce SaaS-based CRM tools that can be started on a small scale, as well as services where a consultant will accompany and support you from implementation to stabilization. If you feel that you have implemented a CRM but are not utilizing it effectively, or if you are considering implementing a CRM in the future, please join us.