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サムライシステム

addressOsaka/Nishi-ku, Osaka-shi/2-1-1 Edobori, Edobori Center Building 9F
phone050-5534-0471
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last updated:Aug 24, 2021
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To the official partners of Cybozu through Customer Compass.

By plugging into the kintone app, we achieve map integration that is not available in kintone's standard features.

Our company has achieved growth in sales through the manufacturing and sales of the map integration app "Customer Compass," which is listed on Salesforce's AppExchange. Based on this success, we have developed a version for kintone. By plugging into the kintone app, we can enable map integration that is not available in kintone's standard features. We will cover the licensing agreement and licensing fees for the Google Maps Platform, so you can start easily. 【Features of Customer Compass】 ■ Visualize customer information and deal information on a map ■ Confirm extracted addresses on the map ■ Filter to view only specific items on the map ■ Narrow down from the views you need now or the reports you want to extract now ■ Each individual on the job site can easily operate it in the way they want to see it *For more details, please refer to the PDF document or feel free to contact us.

  • Information and communication equipment and infrastructure
  • CRM (Customer Relationship Management System)

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Introduction of Customer Compass for BCP measures and disaster management.

Are you prepared for disaster response? With Customer Compass, it can be used as a hazard map.

We are introducing disaster response measures that can be implemented with "Customer Compass." The usage is very simple! Easily install it from the Salesforce AppExchange site. Just geocode the information of the relevant objects. Why not take this opportunity to review your disaster response measures? The PDF materials also include case studies. *For more details, please refer to the PDF materials or feel free to contact us.

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Introduction to Customer Compass <Key Points>

That list is now available for viewing on the map! It also includes examples of cases where customer wait times were reduced by 30%.

This document introduces the points of "Customer Compass." It includes easy-to-understand examples using diagrams, starting with "staffing and store introductions," as well as examples of "sales support," "BPC business continuity planning, disaster management," and more. In the "Appendix," we highlight the key points of each function. We encourage you to read it. 【Contents (partial)】 ■ Company Information ■ Case Studies (Staffing, Store Introductions) ■ Case Studies (Sales Support) ■ Case Studies (BPC Business Continuity Planning, Disaster Management) ■ Appendix *For more details, please refer to the PDF document or feel free to contact us.

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[Customer Compass Implementation Case] Sales of products requiring detailed explanations.

Separate inside sales (telemarketing) from sales to increase visit rates and streamline visit scheduling!

At a certain life insurance agency, the customer system based on sales performance and daily reports was replaced with Salesforce, significantly improving usability, but sales only saw a slight increase. On the other hand, due to the rise of internet sales (such as comparison quote sites), the number of new prospective customers has only slightly increased in recent years, making it urgent to reactivate dormant customers. Therefore, we introduced our "Customer Compass." After the implementation, appointment setters without local knowledge were able to directly input the salespeople's schedules, leading to an increase in visits to non-royal customers. [After Implementation] - Appointment setters without local knowledge can now directly input salespeople's schedules. - There has been an increase in visits to non-royal customers. - By separating inside sales from field sales, we began to consider new customer acquisition strategies beyond word-of-mouth. *For more details, please refer to the PDF document or feel free to contact us.*

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[Customer Compass Implementation Case] Construction Industry

Make invisible services visible to customers! Highlight the clarity of construction prices and the richness of after-sales service!

A certain electrical construction company has streamlined most of its operations, including customer management, negotiations, construction management, estimates, and invoicing, using Salesforce. While there was a significant improvement in operational efficiency and core business management seemed sufficient, there were challenges such as the inability to communicate the company's achievements to customers and the desire to reduce the man-hours required to establish regular inspection routes. Therefore, our company introduced "Customer Compass." After the implementation, by displaying information on aerial maps and street maps, we were able to present construction achievement amounts based on similar achievements at customer locations. [Challenges] ■ The company's achievements are not communicated to customers. ■ We want to clearly present prices based on past achievements. ■ We want to reduce the man-hours required to establish regular inspection routes. *For more details, please refer to the PDF document or feel free to contact us.

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[Customer Compass Implementation Case] Facility Brokerage

From introduction services to concierge. A case of differentiation from major capital through proposals that are close to the customer.

In a certain facility brokerage firm, there has been a succession of entries into the introduction business by major capital in recent years, creating a need to provide more detailed responses and proposals to customers efficiently in order to differentiate themselves. Therefore, we introduced our "Customer Compass." After the implementation, we were able to significantly reduce facility search times, and the response time for each customer, as well as the time spent visiting (researching) facilities, improved. [After Implementation] ■ Significant reduction in facility search time ■ Reduced burden on veteran employees ■ Increased response time for each customer ■ Increased time spent visiting (researching) facilities ■ Increased customer referrals from word-of-mouth *For more details, please refer to the PDF document or feel free to contact us.

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Kintone version Customer Compass

Visualize customer information and sales negotiation data on a map! You can check outdoor work and confirmations through the Kintone app!

"Customer Compass" is a training tool designed to cultivate independent salespeople. With the 'Kintone version of Customer Compass,' you can easily integrate with Google Maps just by importing a plugin. It allows for mapping records from multiple apps and placing multiple marker series for each app. You can get started simply by adding an app template, and you can check outdoor work and confirmations from the Kintone app. [Features] - Easy mapping from Excel - Multiple marker series for each app - Quick start - Mobile compatible - Mapping records from multiple apps - Filtering condition settings *For more details, please refer to the related links or feel free to contact us.

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