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We would like to introduce our "Business Efficiency Package" for inventory-based businesses. Manage inventory, deadline management, budget management, advertising media analysis, and more, all in one place with Salesforce. You can view the information on smartphones and tablets, allowing you to access visualized data anytime and anywhere. Additionally, by centralizing information, all aggregation tasks are eliminated, enabling you to utilize the time saved for sales activities. 【Benefits of Implementation】 ■ Centralization of all information necessary for inventory-based businesses ■ Real-time sales progress management and analysis available at any time ■ Management changes, employees change ■ Significant reduction in unnecessary tasks, leading to increased sales *For more details, please refer to the related links or feel free to contact us.

Salesforce is a top-class integrated CRM platform provided by Salesforce, which is widely adopted across various industries and has achieved results regardless of company size. Salesforce boasts top-level performance in the fields of CRM (Customer Relationship Management) and SFA (Sales Force Automation). Companies of all sizes, from large enterprises to medium and small businesses, have implemented it and are seeing real results. It is not just a tool, but an integrated platform that supports corporate growth by optimizing customer touchpoints and maximizing sales efficiency. Please consider it as the first step in your business transformation. *For a comprehensive overview of your growth strategy achievable through Salesforce implementation, please download this document for more information.

Our company (Housewell) is responsible for building a suitable Salesforce environment for our customers as a partner of Salesforce. By clarifying roles, we promote the implementation project smoothly. Salesforce (Salesforce Japan, Inc.) provides the Salesforce licenses themselves (the service provider). On the other hand, Housewell Inc. builds the Salesforce environment tailored to our customers' business needs (the vendor). By separating the roles of license provision and environment construction, we achieve both optimal license selection and the creation of user-friendly systems specialized for real estate practices. Our company has been active as a Salesforce partner since 2022. *Get our proposal materials packed with our customer management know-how for the Salesforce environment right now.*

Our company, which has practical experience in real estate, is building a Salesforce environment utilizing our own expertise. This allows us to deeply understand the unique concerns and challenges of the real estate industry, as well as the key points that need to be managed. Since our company is engaged in real estate practice on a daily basis, we have a clear understanding of the challenges on the ground and the points that need to be managed. Additionally, we have experienced many failures in the past when implementing various tools, and we possess solid know-how, particularly regarding the "settling in" of systems. Our environment is growing daily, and we aim to share our advanced know-how and improvement proposals, striving for a partnership that allows us to grow together with our clients. *Download our free materials that condense our strengths and know-how in achieving customer management specialized for the real estate industry.

By utilizing Salesforce, it becomes possible to "visualize" various situations of corporate activities in real-time and leverage that data for precise management. You will be able to grasp various situations such as projects, customers, properties, sales, and progress towards goals. This "visualization" is expected to lead to the effect of "increased sales." Since the current situation can be accurately understood, it enables evidence-based instructions, training, and strategic planning, making management easier as a result. Data entry is also simple and can be done anytime and anywhere, facilitating the aggregation of information. *Please check the dashboard images in the materials for a comprehensive view of customer management that leads from situation understanding to management strategy.*

Common challenges faced by real estate companies include the lack of centralized customer information, leading to a situation where information becomes a black box, making it difficult for the company to convert the leads (information) it has acquired into sales. When customer information is not centralized, it becomes challenging to convert the acquired lead information into sales. In particular, when there is a phone call to the store, it is difficult to immediately understand who is responsible and what the customer's situation is, which poses a risk of delayed appropriate responses. Additionally, it becomes difficult to grasp the overall picture of which cases will lead to sales, complicating management efforts. *Details on the implementation of Salesforce to resolve the black-box customer management issue are explained in the latter part of the document.

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.

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.

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.*

In Salesforce, all data related to customers, deals, and activities is interconnected, enabling real-time aggregation and analysis, fundamentally solving the challenges of data aggregation tasks. You can check the status of sales activities, feedback situations, and portal site analyses in real-time. Furthermore, by utilizing the Salesforce app, you can easily perform tasks on your smartphone while on the go, reducing the burden of data entry. The automatic email capture feature helps prevent registration and response omissions, improving data accuracy. As a result, sales representatives can focus on their core sales activities. *For more details on improving productivity through real-time customer management and mobile utilization, please refer to the materials.*

Sales representatives can utilize Salesforce as their "personal analysis sheet" for sales activities, allowing them to clarify specific actions toward achieving their goals. Sales representatives can easily check the list of customers they are responsible for and the inventory of properties. They manage their performance against annual targets in real-time and thoroughly check the KPIs (Key Performance Indicators) necessary for achieving those goals. In particular, by comparing their activity status and results with those of top salespeople, they can specifically identify their shortcomings and behaviors that need improvement, thereby enhancing the quality of their actions. *For specific methods to improve sales performance by leveraging customer management, please refer to the materials.

The current situation is that we are unable to visualize the conversion rates by media, the progress of projects, and sales plans, which prevents us from making effective management decisions and marketing strategies. Without understanding the progress of projects, sales plans, expected payments, and the status of KPIs (Key Performance Indicators), we cannot implement appropriate measures. The Salesforce environment provided by Housewell is specialized for the real estate industry and comes pre-packaged with the information that executives, department heads, section chiefs, and salespeople want to see. By executing the understanding of the situation by media, we can identify effective media and reduce advertising costs. *Please refer to the materials for an image of the customer management dashboard that realizes advertising cost reduction and KPI visualization.*

Even if a company implements a CRM, many struggle with operation and adoption due to a lack of IT personnel, and even when there are areas for improvement, they cannot respond effectively. There are unique "tips" for successful adoption after implementation. Our company offers a service that supports IT personnel roles, providing comprehensive training and individual consultations via chat. We have built a simple UI to ensure that even veteran or older salespeople, as well as those with IT allergies, can easily use it. We provide our know-how, which has successfully facilitated adoption for inexperienced users, older individuals, large groups, and multiple locations, to support the success of the system. *For companies struggling with a shortage of IT personnel. We provide detailed information about our support system for achieving customer management adoption in our materials.

By implementing Salesforce, executives can check important financial and sales metrics that they should always be aware of in real-time, aiding in swift decision-making. Executives can review monthly and annual budget versus actual performance at any time. Additionally, understanding the monthly cash inflow and accounts receivable is essential for maintaining healthy cash flow. Furthermore, by grasping projected figures in real-time, it becomes possible to take early measures for future sales forecasts and necessary actions. This information based on customer management enhances the accuracy of business strategies. *You can find a list of customer management data necessary for management decisions in the "Items to Confirm" section of the materials.

Department heads (store managers/section managers/division managers) can grasp detailed sales conditions for the entire department as well as on an individual basis through the Salesforce dashboard, enabling accurate management. Department heads can understand the monthly and annual performance against targets for both the department and individual sales personnel. They can track the progress of prospective deals and identify bottlenecks. Additionally, by visualizing sales activities and KPIs, they can provide evidence-based guidance. Furthermore, detailed analysis of advertising costs and sales, the number of inquiries by advertising medium, conversion rates, unit prices, and more becomes possible, allowing for the development of cost-effective strategies. *Details on customer management and sales metrics that department heads should be aware of are available in the documentation.