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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)

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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)

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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)

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