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This document provides essential knowledge and points necessary for the operation of SFA/CRM for those who are planning to introduce SFA/CRM in the near future or who are feeling anxious about the operational aspects. It mainly introduces "Three Key Points to Check Before Implementing SFA/CRM." [Contents] ■ Purpose of the SFA/CRM Operation Knowledge Feature ■ Three Key Points to Check Before Implementing SFA/CRM - Reconfirming the business flow in the sales field - Centralizing the customer list within the company - Defining important KPIs ■ About TryEdge *For more details, please download the PDF or feel free to contact us.
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Free membership registrationWe provide support for the introduction and operation of the tool "Zoho CRM," developed by the U.S. company Zoho. "Zoho CRM" is a core sales support tool among over 40 business applications offered by Zoho. It not only accumulates information about customers and sales activities but also integrates with various Zoho applications, significantly improving the productivity of sales and marketing. Please feel free to consult us if you have any requests. 【Features of Zoho CRM】 ■ Unbeatable low price ■ Available from 1 account, 1 month ■ Client management ■ Deal management ■ Activity management *For more details, please download the PDF or feel free to contact us.
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Free membership registrationWe provide support for the implementation and operation of the integrated platform "HubSpot," which encompasses all the necessary functions for BtoB marketing. We handle everything from initial design and construction to planning and executing measures to increase customers after implementation. By utilizing "HubSpot," it becomes possible to practice BtoB marketing more effectively. Please feel free to consult us if you have any requests. 【Features of HubSpot】 ■ User-friendly UI ■ All-in-one ■ Proven results globally *For more details, please download the PDF or feel free to contact us.
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