By centrally managing customer information, sales activities and support can be tailored to the customer's situation. This will make it easier to improve customer satisfaction.
Increased sales
By centralizing customer information, it will be possible to discover customer purchasing patterns, winning patterns in business negotiations, and other insights that will lead to increased sales. In addition, by utilizing customer information not only in the sales department but also in the marketing department, marketing initiatives with high roi can be implemented.
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Tools to manage customer information
Sales manager in the process of selecting a tool to manage customer information
Crm
Crm stands for "Customer relationship management" and is also called a customer relationship management system. It is a business system that centrally manages customer information on the cloud and promotes the establishment of strong relationships with customers, enabling detailed and personalized approaches to each potential customer via e-mail, telephone, sns, etc., based on the information stored in crm and the functions provided, thereby promoting good customer relationships. This promotes good customer relationships. It is also an effective tool for nurturing more loyal customers, such as repeaters and fans.
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Sfa
Sfa is an abbreviation for sales force russian phone number lookup automation, which means "Sales automation" or "A tool to support sales activities. It is also sometimes referred to as a sales support system. Sfa provides a mechanism to control and efficiently execute individual and organization-wide sales activities, and enables various sales-related information, such as customer management, case management, and forecast management, to be log・stored and shared throughout the organization. By centralizing data, more effective sales activities can be conducted.
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Crm and sfa are both customer information management systems. However, they are targeted at different audiences: crm provides management-related functions such as customer management, customer support, sales management, and sales forecasting analysis. Therefore, the use of crm is not limited to sales, but extends to inside sales, customer success (customer service), and marketing departments. Sfa, on the other hand, focuses on supporting sales activities, with functions such as sales progress management, case management of negotiations, forecast management, and quotation generation.
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Microsoft excel
It is also possible to manage customer information using excel, which is often used on a daily basis. However, since excel is not a tool specialized for customer information management, its use for customer management is not recommended. In some cases, updating and extracting data can be slow, and data stored locally can only be viewed in that one file, so it is not recommended for managing customer information, which is only powerful when it is shared among related parties.
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Business card management tools
A business card management tool is a tool for managing customer business card information. By implementing a business card management tool, you can centrally manage the business cards that your employees acquire on a daily basis in the cloud. Business cards are one of the most important customer information resources because they contain loga variety of information about a company. Some sales tools are equipped with a business card management function that allows business card information to be scanned and automatically registered with customer information using a smartphone camera.
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Upward" is recommended for managing customer information
We provide and develop "Upward," a sales digital transformationtool that supports maximizing the value of crm and sfa for outside and in-home sales. By using "Upward," customer data such as customer profile information, business meeting history, and activity reports can be easily entered, managed, and utilized semi-automatically with a single smartphone. When the person in charge in the field creates a daily sales report or activity report, not only is the report format automatically created on "Upward" app, but also voice input and business card reading functions enable easy sales reporting in a short period of time.