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[Development Case] Vertex Corporation

[Development Case] Vertex Corporation

Consolidating individual management that was scattered into Salesforce! From entry and exit management to member reservations.

We would like to introduce a case where we proposed integration with various systems centered around Salesforce to Vertex Inc. The company was managing its administrative tasks using a combination of a custom-developed system and Excel, and they identified challenges in the lack of information integration and the inability to customize freely. After implementation, they were able to create a data collection and analysis infrastructure, and by building with the premise of franchising, they became able to respond to franchise expansion with a sense of speed. [Challenges] ■ They want to implement a scalable system that serves as a foundation for expanding their services as a franchise. ■ They want to implement a system that utilizes member information management functions to allow automatic identification and entry with a membership card. ■ They want to improve the reservation management system, as the existing one is difficult for customers to use. ■ They want to implement a CRM that can centrally manage various systems. *For more details, please download the PDF or feel free to contact us.

  • Other Software

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[Development Case] M3 Education Inc.

[Development Case] M3 Education Inc.

We will introduce a case where sales increased through product recommendations based on action history and improved convenience!

M3, Inc., which operates one of Japan's largest healthcare professional platforms, has been approached by Education Co., Ltd. to introduce a case for reviewing educational services aimed at national exams related to welfare. Initially, the request was for sales promotion, but within a fragmented system with multiple systems, both end users and staff found the system's navigation and operation to be complicated. Under these circumstances, sales promotion was not feasible, so we decided to enhance user and staff convenience while implementing a system that could drive sales. By introducing Salesforce, we were able to fully support national qualification exams within a single system. Additionally, we resolved the integration of various services through engineering, enabling system consolidation. **Challenges** - We want to distribute DM (direct mail) by member to promote sales. - We are unable to conduct marketing activities based on member behavior history. - We face a workload burden from consolidating inquiries using email addresses. - There is a workload burden from manual payment processing during product purchases. *For more details, please download the PDF or feel free to contact us.*

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Three Points for Using CRM in Marketing Operations

Three Points for Using CRM in Marketing Operations

By using a CRM system, you can efficiently manage prospects and create business opportunities!

In marketing operations, we streamline the processes of attracting new prospects and nurturing them, efficiently managing marketing activities. By managing information continuously from the point of prospect generation to the negotiation stage, we can efficiently create business discussions.

  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)
  • Membership management and payment management system

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Three Key Points for Using CRM in Sales Operations

Three Key Points for Using CRM in Sales Operations

By using a CRM system, you can efficiently manage sales negotiations, promote team sales, and improve the likelihood of winning orders!

In sales operations, we promote team selling by tracking the sales process and the activities of sales representatives, and by sharing sales information across the entire team.

  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)
  • Membership management and payment management system

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Three Key Points for Using CRM in Customer Support Operations

Three Key Points for Using CRM in Customer Support Operations

By using a CRM system, you can effectively carry out customer support operations and achieve an increase in customer satisfaction!

In customer support operations, we utilize inquiry information, maintenance contract information, FAQ information, and delivery item information to improve the quality of inquiry responses, expedite response speed, and enhance customer satisfaction.

  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)
  • Membership management and payment management system

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Three Points for Using CRM in Back Office Operations

Three Points for Using CRM in Back Office Operations

By using a CRM system, you can efficiently carry out back-office operations after receiving orders without the need for data re-entry!

In back-office operations, information accumulated during the sales phase (such as negotiations and estimates) can be utilized to carry out various business processes, including order processing, placing orders with suppliers and managing suppliers, managing delivery operations, and invoicing. This reduces data entry and allows for more efficient business operations.

  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)
  • Membership management and payment management system

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Three Points for Using CRM in System Development Work

Three Points for Using CRM in System Development Work

By using a CRM system, you can quickly improve or create new systems without incurring costs, just by making settings!

With the development support features, continuous improvements to OpenCRM and the creation of new applications can be easily managed with just a few settings. There is no need to outsource to a development company, allowing for significantly faster and more cost-effective responses. Daily improvement ideas can be continuously added to the CRM system, ensuring that the system is constantly updated.

  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)
  • Membership management and payment management system

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Top 10 Recommended CRM (Customer Management Systems)!

Top 10 Recommended CRM (Customer Management Systems)!

We will explain the selection methods and key points for operation in a column format!

This article explains the top 10 recommended CRM (Customer Relationship Management) systems, how to choose one, and key points for operation. CRM originally means "customer relationship management." However, it is now common to refer to tools that centralize customer information as CRM. If you are experiencing challenges with customer management using Excel, please take this as a reference. *You can view the detailed content of the column through the related links. For more information, feel free to contact us.*

  • CRM (Customer Relationship Management System)

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