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  6. Three Key Points for Using CRM in Back Office Operations

Three Key Points for Using CRM in Back Office Operations

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OpenCRM

last updated:Apr 26, 2023

アイプランナー
アイプランナー
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By using a CRM system, you can efficiently carry out back-office operations after receiving orders without the need for data re-entry!

In back-office operations, various business processes such as order processing, ordering from suppliers and supplier management, delivery work management, and billing processing can be carried out using the information accumulated during the sales phase (such as negotiations and estimates). This allows for a reduction in data entry and enables efficient business operations.

    Sales ManagementCorporate information portal/groupwareSFA/Sales Support System
opencrm.solutions

Three Key Points for Using CRM in Back Office Operations

opencrm.solutions (220 × 220 px).png
opencrm.solutions (220 × 220 px).png
  • Related Link - https://opencrm.jp/backoffice/

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[Point 1] Support for Business Processing By using the data entered during the creation of estimate information, it is possible to create order and billing data, thereby streamlining business operations. (1) Support for order processing (2) Support for billing processing [Point 2] Manage Delivery Operations By managing the delivery phase of work after receiving an order as a project, smooth delivery operations can be achieved. (1) Manage delivery operations [Point 3] Manage Masters Create and manage product masters and customer-specific price ledgers. (1) Manage product masters (2) Create customer-specific price ledgers

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P3

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P4

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Overview document of the high-performance OpenCRM service with enhanced CRM/SFA capabilities and the ability to create applications【OpenCRM】.

Overview document of the high-performance OpenCRM service with enhanced CRM/SFA capabilities and the ability to create applications【OpenCRM】.

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アイプランナー

アイプランナー

IT/Telecommunications

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Our company proposes the introduction of high-functionality, low-cost CRM/SFA solutions that can meet the diverse needs of our customers. We have been providing related solutions based on Vtiger, offered by the Indian company Vtiger, for over 10 years. 【Solution 1】Currently our top recommendation, enhancing the solution for small and medium-sized enterprises. OpenCRM is an easy-to-use service that can be utilized by anyone for a fixed monthly fee, allowing for additional features to be added simply through configuration. 【Solution 2】A solution with over 10 years of proven results since its release (with a user contract renewal rate of over 90%). PromotionsCRM is a fully customizable service for users who want to tailor the features to their specific needs. 【Solution 3】A high-functionality and affordable solution that can be used by a single user. Vtiger Cloud is an inexpensive CRM/SFA service available from 1,200 yen per user per month. From consideration to implementation and post-implementation support, dedicated consultants follow up to provide a high level of customer satisfaction in our services.

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