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F-RevoCRM is a CRM solution that powerfully supports corporate sales activities. Among its features, the customer portal function is particularly noteworthy. By utilizing this feature, agency management can be dramatically streamlined. ■Features of the Customer Portal Function■ 1. Real-time Information Sharing Through the customer portal, information can be shared in real-time with agencies. This allows for the rapid communication of the latest product and promotional information, supporting the sales activities of agencies. 2. Enhanced Autonomy for Agencies Agencies can check their own sales performance and inventory status through the portal. This enables agencies to autonomously develop sales strategies, improving the overall sales efficiency of the company. 3. Customizable Dashboard A customizable dashboard tailored to the needs of each agency is provided. Important KPIs and sales data can be viewed at a glance, facilitating quick decision-making. 4. Secure Access Management Advanced security features allow for the setting of access permissions for each agency. This prevents the leakage of confidential information and ensures safe information management.
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Free membership registrationThe CRM (Customer Relationship Management) system is optimal as a tool for efficiently managing and sharing information between the headquarters and agents. By utilizing CRM for centralized management, the headquarters can visualize the information of the entrusted agents and check sales, project progress, and activity status in real-time. This significantly reduces the time spent on aggregation tasks and makes sales forecasting and budget planning easier. Check out the article now to see how CRM can transform your agency management! ■ Article Contents ■ 1. What is agency management? 2. Agency management using F-RevoCRM 3. Features of F-RevoCRM that are useful for agency management 4. Case studies of agency management utilizing F-RevoCRM 5. Reasons why F-RevoCRM is chosen for agency management 6. Frequently Asked Questions
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Free membership registrationThe customer portal feature of F-RevoCRM is a function that automatically generates a dedicated website for customers. It transforms traditional communication methods such as phone calls and faxes into a web-based format, enabling efficient customer support. Customers can access the information they need anytime, 24/7, allowing them to receive support without being constrained by time. Additionally, by providing FAQs and support information, it creates an environment where customers can resolve issues on their own, which is expected to enhance customer satisfaction. By utilizing the customer portal feature of F-RevoCRM, companies can achieve greater efficiency and quality in customer interactions, thereby increasing customer satisfaction.
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Free membership registrationNihon Shokken Holdings Co., Ltd.'s Sales Reform: Case Study of the Introduction of F-RevoCRM and "ebiss" Nihon Shokken Holdings Co., Ltd. is a major food manufacturer that has been steadily growing its performance for 52 years since its founding. Amid the demand for a shift from a traditional sales style focused on "sales volume" to one that emphasizes "repeat rate," the company aimed for a major reform in its sales approach and collaborated with Thinking Lead Co., Ltd. to co-develop the sales support app "ebiss." This app realizes the "encouragement" of sales activities and contributes to improving the motivation of sales staff. As a result, Nihon Shokken aims to enhance the efficiency of its sales activities and improve customer satisfaction. ▶https://f-revocrm.jp/2023/12/case_sfa_nihonshokken/
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Free membership registrationFor companies aiming to improve the efficiency of their call center operations, F-RevoCRM is the optimal solution. This time, we will introduce the case of Kyuhen Co., Ltd., which achieved operational efficiency in its call center by implementing F-RevoCRM. ■ Background of F-RevoCRM Implementation Kyuhen Co., Ltd. is a company that provides transformers and home electrical appliances. Due to the aging of its traditional customer management system, it aimed to enhance the operational capabilities of its call center and decided to implement F-RevoCRM, focusing on cost and support systems. ■ Challenges Before Implementation - The process of sending repair requests and reports via fax and confirming them by phone was cumbersome. - The status of outsourced service providers could not be checked in real-time. - The company was unable to respond quickly to customer inquiries about progress, leading to troubles and complaints. ■ Changes After Implementing F-RevoCRM The implementation of F-RevoCRM brought about the following changes: - The amount of manageable information increased, expanding the usability of the system. - Smooth interactions with users were achieved through the addition of Kyuhen's unique features. - Support responses became faster, and system improvements were realized.
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Free membership registrationFree White Paper on Business Model Transformation: "The Value Provided by F-RevoCRM" Now Available! Currently, in response to changes in customer values and the increase in competitors, more companies are shifting their business models from a one-time sale to a service-oriented approach. This white paper explains how companies facing challenges in customer management can transition from a one-time sale business to a service-oriented business and the effects that F-RevoCRM can bring. ■ From "Product" Centric to "Customer" Centric Unlike the traditional "one-way" business model where "selling a product is the end," the proliferation of digital technology is making the "service-oriented business" that continuously provides services an important business model for the future. To continuously provide services, effectively utilizing customer information is crucial. CRM consolidates and manages all customer information, allowing for improvements in services and products based on needs, thereby realizing a service-oriented business. ■ Contents - Background of CRM Demand - Why F-RevoCRM? - About System Implementation - What You Can Do with F-RevoCRM
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Free membership registrationDo you have any concerns regarding tasks such as facility management, equipment and machinery management, maintenance, and agency management? - Since customer information is managed in each department, it needs to be registered multiple times... - Internal sharing is not being done, leading to wasted time in sharing information with various departments... - It is not possible to grasp the progress of the manufacturing department... - Communication with external parties is done through phone and fax, making it difficult to understand the status of responses... F-RevoCRM can also be utilized for tasks such as facility management, equipment and machinery management, maintenance, and agency management. You can easily add information to be managed according to your company's operations, such as equipment and parts delivered to customers, inquiries, repair and inspection requests, and the response history of contractors and agencies, through the settings screen. We provide comprehensive one-stop support from implementation to establishment, leveraging the know-how gained from our experience in the manufacturing and construction industries!
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Free membership registrationWe will introduce a case where the integration of the core system and F-RevoCRM has achieved the efficiency of after-sales service operations. For companies that have already implemented a core system, integration with CRM tools is essential for optimizing operations. F-RevoCRM boasts flexible customization and high integration capabilities, smoothly integrating the after-sales service process. ■Overview■ Due to structural reforms in the sales system, Company M could no longer continue using its existing sales management system. Aiming to improve the efficiency of after-sales service operations, they integrated F-RevoCRM with their core system via API. 1. Centralized Data Management With real-time synchronization of data between the core system and CRM, duplication and omissions of information have been eliminated. 2. Automation of Business Processes Through API integration, manual data entry and update tasks have been automated, significantly reducing work time. 3. Faster Customer Response Real-time data sharing has enabled quicker and more accurate responses to customer inquiries.
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Free membership registrationThis article introduces how to utilize the simplified approval workflow feature of F-RevoCRM to centrally manage application and approval processes related to customers. For those considering the implementation of a CRM tool, efficient workflow management is a crucial point. F-RevoCRM offers flexible workflow settings and high operability, supporting the streamlining of business operations. 【Centralized Management of Application and Approval Processes】 By implementing F-RevoCRM, you can centrally manage application and approval processes related to customers. This visualization of each person's tasks makes the approval process smoother. 【Rapid Response and Improved Business Efficiency】 The simplified approval workflow feature accelerates the process from application to approval, enhancing response speed. This not only speeds up internal operations but also contributes to increased customer satisfaction.
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Free membership registrationF-RevoCRM is an integrated customer management system that allows for centralized management of customer data within a company. It covers not only customer management but also features for managing seminars, exhibitions, and other events, as well as SFA functions such as customer and project management, and sales management processes that include creating estimates, handling orders, and managing invoices. Additionally, it includes features for inquiries, complaints, and contract management. With many functions available, it can be customized to fit various industries and business models. Companies can flexibly configure F-RevoCRM according to their specific needs, optimizing particular business processes and workflows. *For differences between F-RevoCRM Cloud and the OSS version of F-RevoCRM: https://f-revocrm.jp/2023/06/f-revocrm-diffoss/*
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Free membership registrationWe will introduce a case study using F-RevoCRM to streamline schedule management for sales. Schedule management is crucial in sales activities. F-RevoCRM centralizes the schedules of the sales team and supports efficient business operations. 【Real-time Schedule Sharing】 By implementing F-RevoCRM, the schedules of sales representatives are shared in real-time, enhancing collaboration across the entire team. This has significantly reduced the time spent on adjusting schedules and avoiding meeting overlaps. 【Improvement in Business Efficiency】 The efficiency of schedule management has led to improved efficiency in sales activities. Since activity reports and team management can be shared quickly, overall business efficiency has dramatically increased.
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Free membership registrationHave you ever wondered, 'Customer complaints are increasing, but are we really addressing them properly?' To help with this, we have prepared a simple checklist to easily identify the causes of customer attrition and how to improve it! - It takes too long to respond to customer inquiries - We receive similar complaints repeatedly - We don't know the whereabouts of employees who are out of the office - Customer information is managed in a disorganized manner within the company If any of these apply to you, please give it a try!
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Free membership registration- Although we introduced CRM, it failed to take hold and ended up being a failure. - Overall, the system is not being used. - It doesn't fit our business operations, and we ended up managing everything with Excel... This seminar is a must-see for those in this situation! In this seminar, we will cover a wealth of topics that are key to successfully implementing CRM, starting from the transition from ERP to CRM and including tips on how to effectively utilize CRM for improving operational efficiency. If you would like to watch the full webinar video, please apply through the dedicated form. Application link: https://bd.thinkingreed.co.jp/ma/sitedlseminar-viewing-majisemi221117 This seminar is packed with tips to avoid failing in CRM implementation, so be sure to check it out.
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Free membership registrationWe would like to introduce a case where MAYA SYSTEM Co., Ltd. implemented the inquiry management tool 'F-RevoCRM'. Although the company handles multiple products, the existing system was unable to manage inquiries by product, leading to complications in data accumulation. Therefore, they introduced this system, allowing them to manage inquiries by product and type, which streamlined their operations. [Implementation Results] - They were able to manage inquiries by product and type, resulting in smoother operations. - Analysis became smoother, enabling them to implement the PDCA cycle. - Information sharing both internally and externally became more efficient. *For more details, please refer to the PDF document or feel free to contact us.
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Free membership registrationWe would like to introduce a case study of Hirokei Co., Ltd. implementing "F-RevoCRM." Prior to the system implementation, the company managed inquiries using Excel and Access management ledgers, but they did not have a management system in place to respond to all inquiries smoothly. Therefore, they introduced our system. It allows for centralized management of inquiries to ensure that there are no oversights in responses, and additionally, we provided a portal site to visualize the progress for customers. 【Case Overview】 ■ Purpose: Strengthening the support system ■ Usage: Management of customer inquiries related to the system 【Implementation Results】 ■ Centralized management of inquiries to ensure no oversights in responses ■ Provided a portal site to visualize progress for customers ■ Created content similar to an FAQ page, allowing customers to resolve their own questions by accumulating knowledge of inquiry content within the company ■ Eliminated dependency on specific individuals in business operations *For more details, please refer to the PDF document or feel free to contact us.
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Free membership registrationWe would like to introduce a case study of Mikasa Corporation implementing "F-RevoCRM." In Oita Prefecture, there is a proactive movement towards IoT, and the company is working on a project to manage information transmitted from bio-toilets using this system. There was a request to install a bio-toilet at a condominium showroom in Fukuoka, so it started operating as the first IoT management system at a rental site. [Example of Bio-Toilet Installation] <First IoT Management System at a Rental Site> ■ Installation Location: A large condominium showroom in the center of Fukuoka City ■ Purpose: Restroom for about 40 employees ■ Implementation Effects - Specific information such as the current usage count of 20 times and a current temperature of 40°C can be confirmed on one's own computer. *For more details, please refer to the PDF document or feel free to contact us.
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Free membership registrationWe would like to introduce a case study where Kindware Co., Ltd. implemented 'F-RevoCRM' in their Health & Care Division. The company was managing customer data using Excel, which often resulted in difficulties such as taking a long time to find items when there were many products, and overall poor usability. Therefore, they decided to implement our system. It allows for input without burdening the field staff, and by utilizing the entered information, it has contributed to enhancing their sales activities. 【Benefits】 - Since the data is shared, updating it ensures that new data is always retained. - Information can be updated on-site, allowing for immediate access to "that customer's" data at the start of business negotiations, even after some time has passed. *For more details, please refer to the PDF document or feel free to contact us.
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Free membership registrationWe would like to introduce a case study of Indes Co., Ltd., which specializes in comprehensive maintenance for residential buildings, implementing 'F-RevoCRM.' Due to the wide range of services the company offers in a one-stop manner, managing customer information and various operations using paper and Excel was cumbersome, making data entry complicated and finding information time-consuming. Therefore, the system was introduced. This resolved the previous dependency on veteran employees and reduced errors, leading to an improvement in service quality. **Effects of Implementation** - Increased operational efficiency and improved service quality within the company. - The business has rapidly expanded, and with active recruitment, the number of new employees has increased, significantly shortening the time required for them to learn the operations. **Benefits** - It is possible to leverage the characteristics of OSS (Open Source Software) to fit the company's operations. - The pricing structure is not proportional to the number of users, making it cost-effective, and the basic functions can be used as they are. - Focus can be placed solely on implementing Indes's unique business logic. *For more details, please refer to the PDF document or feel free to contact us.*
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Free membership registrationWe would like to introduce the case of Keisetsukai Co., Ltd., which implemented "F-RevoCRM" for the purpose of managing and operating a tutoring school. One of the reasons for the introduction of this system was the desire to transform the culture of managing information on paper. Therefore, with the expectation that the introduction of CRM would lead to improvements in the tutoring operation system, they decided to implement "F-RevoCRM." 【Implementation Results】 ■ Construction of a customer portal – Connecting tutors, students, and parents – - Matching students with instructors - Handling inquiries - Achieving comfortable tutoring operations - Streamlining accounting tasks such as salary payments ■ Successful cost reduction through the introduction of the customer portal *For more details, please refer to the PDF document or feel free to contact us.
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Free membership registrationWe would like to introduce the case of Hoshino Resort OMO7 Asahikawa implementing 'F-RevoCRM'. Regarding the banquet business that hosts commemorative events and parties for companies and organizations, corporate sales activities are necessary, marking the first venture for the Hoshino Group in this area. Because this is a first-time initiative, sales activities were conducted without an established sales foundation, raising concerns that the sales efforts could become overly reliant on individual members. Therefore, this time, our company supported the establishment of the sales structure for the OMO7 banquet division, from system implementation to operation. [Challenges] - Even if many sales flow items are standardized, not all members are able to operate them. - There is a significant difference in proficiency between veteran sales members and new sales members, leading to discrepancies in system operation. [Implementation Results] - Sales flow rules can be set individually. - Sales management settings can be tailored to both new and veteran members. - Changes can be made for each project. - Compared to previous settings, unnecessary visits have been reduced by half. - Project management has become more efficient. *For more details, please refer to the PDF document or feel free to contact us.
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Free membership registrationBy linking marketing, sales support, support (inquiry management), sales management, and other information to each customer’s information, it is possible to achieve company-wide centralized management. 【Strengths of Thinking Lead × F-RevoCRM】 ■Problem Solving We are well-versed in corporate problem-solving methods and the utilization of F-RevoCRM, allowing us to work together on solutions tailored to business challenges across various industries. ■Cost Reduction There are no licensing fees, so there is no need to limit the number of users, enabling company-wide usage. ■Flexibility Customization can be accommodated to align with your company’s operations even after the system is launched, if necessary. ■Digitalization Support By utilizing the additional option of a customer portal (dedicated site for customers), it is possible to advance the digitalization of interactions with customers. *Please feel free to contact us for more details.
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