セールスリクエスト List of Products and Services

In this document, we will thoroughly explain the metrics to monitor as part of Salesforce utilization and how to set up Salesforce. Starting with the role of the SDR manager, we will detail the five key metrics to monitor and provide step-by-step instructions for setting up dashboards. By monitoring the process from lead to order, you will be able to identify bottlenecks. Let's design and configure Salesforce with these five key points in mind. [Contents] ■ Introduction to our company ■ Five key metrics to monitor ■ How to set up dashboards ■ Supplementary information *For more details, please download the PDF or feel free to contact us.

• MA

This document introduces three carefully selected practical uses of Pardot that you can start using right away. It explains how to set up detection during site visits, how to streamline list creation in Pardot, and how to centralize webinar information through Zoom integration. Pardot is a marketing tool that enables various business efficiencies. If you have any questions, please feel free to contact us. 【Contents】 ■Introduction ■Use Case 1: Detection during Site Visits ■Use Case 2: Streamlining List Creation ■Use Case 3: Utilizing Webinars (Zoom Integration) *For more details, please download the PDF or feel free to contact us.

• MA

This manual explains the essential initial setup procedures required immediately after the introduction of HubSpot. In addition to an overview of HubSpot and its structure, as well as each step of the setup preparation, it also provides detailed explanations on list operations and the automation of business processes using workflows. HubSpot is a very convenient tool that can be built intuitively and without coding. Please use this manual as a reference to leverage HubSpot in various business operations. 【Contents】 ■Introduction ■Chapter 1: What is HubSpot? ■Chapter 2: Structure of Sales Hub ■Chapter 3: Setup Preparation for Sales Hub ■Chapter 4: Other Tips ■Conclusion *For more details, please download the PDF or feel free to contact us.

• CRM (Customer Relationship Management System)

In this document, we explain the "tips for inter-departmental handover of negotiations" to increase the order rate. We introduce common issues that often arise between IS and FS, the causes of challenges in collaboration between IS and FS, and ideas for improving the quality of negotiations. To resolve the collaboration issues between IS and FS and enhance the quality of negotiations, it is essential to move away from subjective judgments and ad-hoc collaboration, and to establish an organized structure and system. [Contents (partial)] ■ Company Overview ■ Introduction to Sales Request Services ■ Book Introduction ■ Common issues that arise between IS and FS ■ Why challenges arise in collaboration between IS and FS ■ Goals *For more details, please download the PDF or feel free to contact us.

• SFA (Sales Support System)