Case Management SFA Pack + α

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last updated：Jul 05, 2022

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We have bundled customer management, project management, daily report management, and an Excel-integrated weekly report app.

NCS Support & Services Co., Ltd. offers the 'Project Management SFA Pack + α', which is a set of kintone project management applications. For each project, you can record not only the probability and amount of orders but also the history of activities. It is also possible to aggregate the number of projects and their probabilities by person in charge, as well as the sales amount for this month. This facilitates smooth confirmation and handover of the current status, and the aggregation function makes weekly report submissions easier. 【Features】 ■ Provides a set of kintone project management applications ■ Records the probability and amount of orders for each project, as well as the history of activities ■ Allows aggregation of the number of projects and their probabilities by person in charge, as well as the sales amount for this month ■ Connects Excel and kintone *For more details, please refer to the PDF document or feel free to contact us.

Related Link - https://www.nsas.co.jp/

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basic information

【Features of the Case Management SFA Pack】 ■ Sales representatives can register case status (daily reports) from their smartphones while on the go. ■ The status of cases and aggregation processes can be easily shared and confirmed. ■ Weekly reports for the weekly meetings can be easily created. * For more details, please refer to the PDF document or feel free to contact us. Operating Environment: ・Windows 10 or higher, Japanese ・kintone Standard Course License ・Excel 2013 or higher, Japanese

Price information

Additionally, the following contract is required. A contract for the annual usage fee of the Excel integration add-in is necessary. This product is provided as a free template. *Customization and data migration work will be discussed separately.