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What is a sales daily report?

What is a sales daily report?

Introducing effective writing techniques and management methods using key points and tools in a column!

While work style reform is being highlighted, many companies and sales departments are likely struggling with the time it takes to create sales reports. Additionally, there may be managers who are unsure how to effectively utilize these sales reports. Therefore, this time, we will provide a detailed explanation of sales reports. *For more details, please refer to the related links. Feel free to contact us for more information.*

  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)

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How to create a sales forecast in Excel?

How to create a sales forecast in Excel?

Introducing how to create sales forecasts using Excel in a column!

Sales forecasts are essential for setting sales targets in the sales and marketing department. By creating accurate sales forecasts in a timely manner, it establishes a highly planned management approach. However, do you not think that investing in specialized tools for sales forecasting and having sufficient know-how are necessary for this? In fact, by using the statistical functions and analysis features built into Excel, you can create a basic level of sales forecast that can be used in practice. This time, let's check how to create a sales forecast using Excel. *For detailed content of the column, you can view it through the related links. For more information, please feel free to contact us.*

  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)

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What is process management? Solving common mistakes in practice!

What is process management? Solving common mistakes in practice!

Learn from success stories! Introducing the steps to implement process management in a column.

Process management refers to the detailed management of outcomes by breaking them down into steps until the final goal is reached. In this article, we will explain the basic knowledge of process management, successful case studies, and common failures encountered during implementation. *For more detailed information, please refer to the related links. Feel free to contact us for further inquiries.*

  • SFA (Sales Support System)
  • CRM (Customer Relationship Management System)

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How to create a sales forecast in Excel?

How to create a sales forecast in Excel?

You can use the statistical functions and analysis features built into Excel for practical work!

Sales forecasts are essential for setting sales targets in the sales and marketing department. By creating accurate sales forecasts in a timely manner, a highly planned management can also be established. However, do you not think that investing in specialized tools for sales forecasting and having sufficient know-how is necessary for this? In fact, by using the statistical functions and analysis features built into Excel, it is possible to create a basic level of sales forecast that can be used in practice. This time, let's take a look at how to create a sales forecast using Excel. *For detailed content of the column, please refer to the related links. For more information, feel free to contact us.*

  • SFA (Sales Support System)
  • CRM (Customer Relationship Management System)

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Four analytical methods you should know to develop marketing strategies with CRM.

Four analytical methods you should know to develop marketing strategies with CRM.

Why we must use CRM! Let's understand specific analytical methods and make the most of CRM.

With the development of IT tools, CRM, a customer information management tool, has become the mainstream for customer management. However, there are still few companies that use this data for analysis and strategy formulation. To develop strategies using CRM, it is necessary to understand the methods of analysis. This article will explain why it is essential to use CRM, as well as the specific analysis methods and the necessary knowledge to acquire them. *For detailed content of the column, please refer to the related links. For more information, feel free to contact us.*

  • SFA (Sales Support System)

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How to create a sales forecast in Excel?

How to create a sales forecast in Excel?

Introducing the benefits and limitations of sales forecasting in Excel in a column!

Sales forecasts are essential for setting sales targets in the sales and marketing department. By creating accurate sales forecasts in a timely manner, a highly planned management can also be established. However, don't you think that investing in specialized tools for sales forecasting and having sufficient know-how is necessary for this? In fact, by using the statistical functions and analysis features built into Excel, you can create a basic level of sales forecast that can be used in practice. This time, let's take a look at how to create a sales forecast using Excel. *For more details on the column, you can view it through the related link. Please feel free to contact us for more information.*

  • SFA (Sales Support System)
  • CRM (Customer Relationship Management System)

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What is lead nurturing? Practical methods and points to keep in mind to avoid failure.

What is lead nurturing? Practical methods and points to keep in mind to avoid failure.

An overview of lead nurturing, methods, and points to note!

The term "lead nurturing," which has recently become more frequently seen as an effective marketing technique. Can you accurately explain what it means? Lead nurturing refers to the activities aimed at developing potential customers in marketing and sales efforts. Here, we will explain the overview, methods, and points to note regarding lead nurturing. *For detailed content of the column, you can view it through the related links. Please feel free to contact us for more information.*

  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)

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Customer management can be done with Excel! Introducing how to create it and free templates.

Customer management can be done with Excel! Introducing how to create it and free templates.

A detailed column explaining the methods, benefits, and precautions of customer management!

As customer needs become more diverse, companies need to appropriately manage customer information to understand and respond to individual needs. If there is no budget to introduce a new system for customer management, using Excel is recommended. It is free to use and is commonly used for internal administrative tasks, making it sufficient for basic customer management. This article will provide a detailed explanation of methods, benefits, and points to note regarding customer management using Excel. We also introduce Excel templates to help you get started with customer management, so please give it a try. *For more details on the column, you can view it through the related links. If you have any questions, feel free to contact us.*

  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)

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Reputation, Pricing, and Six Benefits of Implementing Knowledge Suite

Reputation, Pricing, and Six Benefits of Implementing Knowledge Suite

Streamlining sales operations! An explanation of the features, benefits, and case studies of Knowledge Suite in a column.

Knowledge Suite is an all-in-one business tool that consolidates features to support sales activities, including SFA, CRM, groupware, business card management, email distribution, and attendance management. By utilizing it effectively, you can enhance the efficiency of sales operations and expect an overall increase in organizational productivity. This article will explain the features and benefits of Knowledge Suite, as well as case studies of its implementation. *For detailed content of the column, you can view it through the related links. For more information, please feel free to contact us.*

  • SFA (Sales Support System)
  • CRM (Customer Relationship Management System)

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Is the cheapest SFA the best? A comparison of 6 software options by price range.

Is the cheapest SFA the best? A comparison of 6 software options by price range.

How to Utilize the Sales Tool 'New Three Sacred Treasures'! An Introduction to the Basics of SFA and Differences from CRM

Currently, one of the tools that many companies are looking forward to is SFA (Sales Force Automation), which is considered one of the "three sacred treasures" of modern sales activities. It leads to groundbreaking advancements in sales activities, such as "the customer's eyes were glued" and "the quality of leads has changed." To stay within budget, cost is a concern when selecting tools. However, a cheaper SFA does not necessarily guarantee the expected results. In this article, we will summarize the characteristics and features suitable for different types of companies, as well as pricing information, and introduce six recommended SFA software options. *For detailed content of the column, please refer to the related links. For more information, feel free to contact us.*

  • SFA (Sales Support System)

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10 Customer Management Software Options! What to Consider When Choosing?

10 Customer Management Software Options! What to Consider When Choosing?

The potential to further streamline operations! Recommended software presented in a list.

Customer management can be done using tools like Excel on an individual's personal computer, but are you aware that there are ways to manage it in the cloud? By using customer management software that can be accessed as long as there is an internet connection, there is a possibility of making your operations more efficient. In this article, we will introduce recommended software while considering points to keep in mind when choosing customer management software. *For detailed content of the column, you can view it through the related links. For more information, please feel free to contact us.*

  • CRM (Customer Relationship Management System)

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Essential Knowledge of Data Management Systems That Managers Should Know!

Essential Knowledge of Data Management Systems That Managers Should Know!

Introducing in a column why the implementation of systems is necessary for data management!

As IT integration within the company progresses, the amount of data related to business operations has also become enormous. To ensure smooth business operations, how efficiently we manage this data becomes a crucial point. In reality, it is often the case that the people directly involved in the business are the ones managing the data, with the responsible individuals acting as managers, or the data management being focused solely on the specific tasks at hand. In such cases, data management tends to become dependent on individuals, often leading to inefficient management. Additionally, managing data separately for each business operation makes centralization difficult. What does efficient and usable data management look like in a business context? *For more detailed information, please refer to the related links. Feel free to contact us for further inquiries.*

  • Data Entry
  • SFA (Sales Support System)
  • CRM (Customer Relationship Management System)

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What is the current state of DX in the financial industry and what developments are expected in the future?

What is the current state of DX in the financial industry and what developments are expected in the future?

We will introduce the status of initiatives related to DX and trend analysis in a column!

The financial industry, which is the foundation of the Japanese economy and plays a leading role, is also facing the wave of digital transformation (DX). However, it can be said that the industry as a whole has not yet been able to fully leverage the cutting-edge effects of DX. I will explain the current situation regarding the slow progress of DX due to circumstances unique to the financial industry. By comparing your company’s efforts with those of other industries and the overall DX initiatives in Japan, you will be able to envision the impending DX crisis known as the "2025 cliff" as a reality. *For more details on the column, you can view it through the related links. Please feel free to contact us for more information.

  • SFA (Sales Support System)
  • CRM (Customer Relationship Management System)

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What is ERP? An explanation of the benefits, effects of implementation, and objectives for companies that have adopted it.

What is ERP? An explanation of the benefits, effects of implementation, and objectives for companies that have adopted it.

I will explain what ERP is and what benefits come from its implementation.

"ERP is essential for management," and "Successful companies, including small and medium-sized enterprises, have been using ERP for many years," are phrases we increasingly hear. However, many may still not fully grasp what ERP can do and what benefits it offers. Therefore, in this article, our company, which has implemented various tools including ERP in over 7,000 companies, will explain what ERP is and what advantages come with its implementation. Understanding whether to adopt ERP can serve as a catalyst for sustaining your business in an uncertain era, so please take your time to read this carefully. *For more detailed content of the column, please refer to the related links. For further inquiries, feel free to contact us.*

  • Accounting Management System
  • Sales Management System
  • Other Management Services

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Let's learn about methods to reduce overtime in the sales department as part of work style reform.

Let's learn about methods to reduce overtime in the sales department as part of work style reform.

Eliminate waste and streamline operations! Introducing effective methods for reducing overtime in our column.

One of the laws related to work style reform, the regulation on the upper limit of overtime work, has also applied to small and medium-sized enterprises since April 2020. While there are directives from above not to let subordinates work overtime, many sales managers may be struggling with how to achieve a reduction in overtime. Due to the decrease in the working-age population, the job market has become a seller's market, and among job seekers, there is an increasing number of people paying attention to work styles. *For more details on the column, please refer to the related links. For further inquiries, feel free to contact us.

  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)

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