Key points for establishing a system that effectively utilizes CRM/SFA.

In information input, it is important to identify a smooth "input flow" rather than focusing on the "number of input fields/information volume"!

To achieve a state of "being able to use it effectively," we will explain the "key points for assessing system adoption." The input fields for CRM/SFA can be appropriately configured to match the implementation environment, so the "number of input fields/information volume" is not important. What is important is that information input = activity reporting can be done intuitively and smoothly. We should assess whether the system allows for input without becoming cumbersome, with simple screen transitions and a mechanism that completes input on a single screen, even after meetings or during discussions. 【Key Points for Selecting a System for Adoption】 ■ Easy to use without stress due to smooth operation/input flow ■ Automatically generates reports/lists that are useful for sales activities ■ Compatible with mobile devices and tablets ■ Allows customization of input rules/functions within the system ■ Enables real-time information reflection and communication *For more details, please download the PDF or feel free to contact us.

SFA/Sales Support System