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What is Sales DX? Explanation of its differences from digitalization and how to implement it, including case studies.

What is Sales DX? Explanation of its differences from digitalization and how to implement it, including case studies.

Introducing methods for utilizing DX and building a system to achieve DX in our column!

What is digital transformation in sales? This article will explain the differences between DX and digitalization, key points before implementation, tool selection, and organizational development, along with examples of successful sales DX. In recent years, DX (digital transformation) has been widely discussed, and many people have likely heard about it. For instance, in sales, DX aims to "share and collaborate within departments and the company to enhance efficiency and productivity" by using tools such as CRM (Customer Relationship Management), SFA (Sales Force Automation), business card management tools, and expense reimbursement tools. This article will clarify the differences between DX and digitalization, how to utilize DX, and how to build an organization to achieve DX in sales. *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)
  • Customer Management System

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Is Salesforce difficult to operate?

Is Salesforce difficult to operate?

CRM and SFA tools! An explanation of the benefits of implementation and solutions in a column.

Salesforce, which is famous as a CRM and SFA tool. However, after implementation and building functionalities, there may be a certain number of users who find it difficult to operate Salesforce. In this article, we will revisit the advantages of Salesforce and present solutions to these issues. *For detailed content of the column, please refer to the related links. For more information, feel free to contact us.*

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

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セールスフォースは役に立たない？

セールスフォースは役に立たない？

理由とおすすめのCRM/SFAを紹介！自社に合ったサービスの選定が重要

セールスフォース(Salesforce)は世界的に広く使われているCRM/SFAです。 高い評価を受けていますが、万能ではありません。なかには、導入しても 運用しにくく使われないため、役に立たないと評価した企業もあるかもしれません。 CRM/SFAは、自社に合ったサービスの選定が重要です。 この記事ではセールスフォースが役に立たないと言われる理由を取り上げたのち、 セールスフォースが向く企業とそうでない企業を解説します。 おすすめのCRM/SFAも紹介しますので、事業にぜひお役立てください。 ※コラムの詳細内容は、関連リンクより閲覧いただけます。 　詳しくはPDFをダウンロードしていただくか、お気軽にお問い合わせください。

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

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Secondary use of information and a system for ensuring trust.

Secondary use of information and a system for ensuring trust.

Customer management realized with Salesforce: Stress-free changes in account management with excellent search functionality and timelines.

By implementing Salesforce, the company can centralize all customer information, eliminating the issue of information dispersion faced by real estate companies. Since customer information can be centrally managed, it becomes possible to accumulate data on customers, transactions, and properties, allowing for secondary use of this information. Salesforce's search functionality is highly efficient, enabling immediate identification of the responsible person even during incoming calls. Furthermore, past interactions can be reviewed in a timeline format, ensuring a smooth and reassuring handover process even if the responsible person changes. *For more details on how to maximize sales through the centralization of customer management, you can refer to the materials provided.

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

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Image of aggregation of response count, activity count, and sales status.

Image of aggregation of response count, activity count, and sales status.

Decision-making based on Salesforce data: From customer management to individual analysis. Eight use cases necessary for the real estate business.

In the Salesforce environment provided by Housewell, various reports and dashboards necessary for the real estate business are pre-packaged, allowing for use without the hassle of data aggregation. It is possible to aggregate the number of inquiries each month, as well as the counts of properties that have been shown or appraised, and those scheduled for showing or appraisal. Through the aggregation of sales activities for the current month and day (by organization and individual), you can confirm whether the volume of actions is linked to progress. By using individual sales rankings and sales status reports (by store/organization), a sense of competition is fostered, and an overview of the inventory status of listed properties makes it easier to set overall goals. Finally, the individual analysis sheet allows you to check your strengths in specific areas and types. *You can view the complete customer management dashboard specialized for real estate in the materials usage image section.

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

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Burden of aggregation tasks and delays in real-time visualization.

Burden of aggregation tasks and delays in real-time visualization.

Solved with Salesforce: Free from post-meeting aggregation tasks! Customer management techniques to eliminate double entry and input omissions.

Many real estate companies face challenges due to the occurrence of redundant data entry tasks for aggregation purposes, which leads to later working hours and inaccuracies in information due to missed entries. The duplication of input tasks from aggregation work becomes a burden for sales representatives, causing them to return home late every day after the end-of-day meeting due to aggregation tasks. Additionally, when input omissions or forgetfulness occur, accurate information cannot be retained, and the situation cannot be visualized in real-time, resulting in delayed countermeasures. This hinders prompt management decisions and sales guidance. *The secrets to streamlining aggregation tasks and accurately collecting customer management data can be found in the downloadable materials.*

  • CRM (Customer Relationship Management System)
  • Customer Management System

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