By implementing a sales deal management tool, the status of deals can be checked in real time. By visualizing progress, you can see at a glance which deals are progressing well and which are stalled, enabling managers to provide appropriate and quick advice and support to front-line personnel.
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Facilitates case analysis
The information accumulated daily in sales deal management tools is an important asset to the company. Some tools have functions that automatically analyze the accumulated information and suggest points for sales improvement and winning patterns. The introduction of these tools will greatly reduce the amount of time spent on data analysis and the preparation of sales materials.
Leading to the prevention of gerrymandering
The introduction of a case management tool will also help to prevent sales operations from becoming more personable. Data necessary for business operations will be shared throughout the organization, and business processes will be visualized. Information and know-how that were previously known only to individuals will be shared, eliminating the individualization of sales activities. In addition, when handing over a project, information is stored in the tool to ensure a smooth handover.
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How to choose a sales case management tool
Ease of data entry
The most important point in selecting a sales case management russian mobile number list tool is the ease of data entry. In recent years, many companies have realized the importance of utilizing customer data and case management, and are increasingly adopting such tools. However, many companies have encountered obstacles in the way of data entry by their employees.
The above data is based on our own survey of "Reasons for not using logfor sales activities".
From the results of this survey, we found that there are many opinions from the field members who have implemented the tool but "Do not feel the need for data entry" or "The time and effort required for data entry is too large". When selecting a tool, it is best to focus on whether or not it is easy for on-site members to use, so that it is easier to obtain results from the introduction of the tool.
Ease of data linkage
The ability to link data with other systems used by the company is another point to be considered. If a tool lacks data integration capabilities, it will increase the time and effort required to manage information for each individual system. When data integration between tools is realized, business processes can be efficiently integrated and consistency of information can be ensured. When considering a tool, identify the tools you use on a daily basis, such as business card management, accounting, and groupware, and ask the tool provider if data integration with them is possible.
Mobile support
For companies that have a sales department that conducts outside sales, door-to-door sales, etc., it is important that the tool is mobile-compatible. If the tool is mobile-compatible, the progress of a case can be entered during travel time for business meetings or in spare time. This frees the sales staff from having to return to the office after sales activities and enter information on their pcs. As a result, it will lead to shorter reporting time for sales activities and increased motivation of sales representatives.
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Is the support system generous?
When selecting a tool, it is also important to consider whether the vendor has a generous support system. We recommend that you select a company that takes the initiative in providing support not only prior to the introduction of the tool, but also to ensure that the use of the tool takes root within your company. The support varies from company to company depending on the tool and the plan you sign up for, so be sure to check in advance.