Vyndex is a convenient sfa tool that allows you to edit information in the system from excel. Using familiar excel, you can search, filter, and sort data in the sfa system, as well as easily perform batch maintenance and input of data. The advantage of this tool is that you can efficiently update large volumes of client information and negotiation data through batch maintenance, shortening your work time and allowing you to work offline.
Click here to visit the official vyndex website.
14. San san (sansan corporation)
San san" is a cloud-based business card management tool for corporate clients, as a business card management tool but also as a crm, including an e-mail distribution function, with over 1 million company information pre-registered. It can be used to centrally manage all customer information necessary for sales activities, and can also be integrated with salesforce.
Click here for the official san san website.
My bridge is one of the business card management tools. It easily reads business card information with a smartphone camera and centrally manages the data on the cloud. It frees you from the stress of data entry of business card information and allows you to easily accumulate customer information. Security measures are also compatible with international standard (i s o) information protection.
Click here for my bridge official website
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Items to be managed in the sales deal management tool
Items to be managed in the sales case management tool include
-company name
-address
-telephone number
-department and name of contact person
-progress
-company size
-industry
-customer rank
-customer issues
-certainty of order
-expected order date
For companies that are new to case management, it is recommended russian mobile number for whatsapp that only the minimum required fields be set in consideration of the burden on the person in charge of inputting the information.
We do not recommend using excel to manage cases.
Case management can also be managed in excel. However, excel is not a specialized tool for case management, and we do not recommend its use for the following reasons
Errors tend to occur when multiple people edit at the same time.
・inability to grasp and share progress in real time.
・huge amount of case data is time-consuming to analyze and report, and it is difficult to grasp the diversified issues.
If you are planning to implement a full-fledged case management system to increase the sales of your sales organization, we recommend that you implement a sales case management tool.
Advantages of implementing a sales case management tool
Selecting a case management tool.
Increased efficiency of sales activities
Sales work involves a wide range of complicated tasks, beginning with the selection of sales contacts, responding to business negotiations, and sales reporting. By introducing a sales case management tool and continuing to input data, the time required to confirm the details of negotiations and monitor progress can be greatly reduced, leading to an increase in the success angle of sales activities. Salespeople will have more time to build relationships with customers and acquire new customers based on successful cases, which will lead to more successful results.
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