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  6. Daily Report Automation 'CRMis'

Daily Report Automation 'CRMis'

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CRMis

last updated:Jun 14, 2019

ディーエスアール
ディーエスアール
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Sales support/customer management for companies with fewer than 50 employees. It is a support system for determining "the next move" in sales strategy.

"Just right" for starting small When implementing sales support and customer management systems, it can be very challenging to increase operations to match complex software. CRMis is an easy-to-use system that allows you to start casually and engage with it effortlessly in your daily operations.

    Cost management and cost estimation software
10_200_200日報オートメーション.png

Daily Report Automation 'CRMis'

10_200_200日報オートメーション.png
10_200_200日報オートメーション.png
  • Related Link - https://crmis.biz/

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basic information

■Challenges of Traditional Daily Reports ▷ Working overtime to write daily reports after returning to the office ▷ Difficult to understand and give instructions on the sales process ▷ Sales information is hard to share and utilize ■With Clamis ▷ Report daily updates anytime, anywhere without returning to the office ▷ Daily reports are automatically generated by simply entering progress by project ▷ Administrators can give instructions via chat to individuals or teams ▷ Search and aggregate by various criteria such as customer, date, person in charge, and importance ▷ Enables sharing of sales information such as project management, daily reports, and meeting materials ▷ Smooth and secure transition when changing sales staff <Feature List> - Customer management - Project management - Project analysis - Schedule management - Daily reports - Response history management - Sales management - Internal communication

Price information

Monthly fee of 3,000 to 8,000 yen (excluding tax) per user *Implementation support costs are separate.

Price range

P2

Delivery Time

Please contact us for details

Applications/Examples of results

- Business Management from Negotiation to Sales - Manage a single case, including negotiation records, estimates, orders, and sales, as a cohesive unit. Visualize the sales process. Accumulated information can be quickly searched within three clicks. - Goals and Achievements - Set the numbers outlined in management goals from departments to individual sales representatives. The annual goals assigned to each individual can be monitored for achievement status without time lag on a full-year, half-year, quarterly, and monthly basis, reducing preparation time for sales meetings. - Sales Analysis - Support sales analysis based on sales representatives, departments, and divisions. Display the status of goal achievement, shortfalls, projected status by rank, year-on-year comparisons, gross profit, and more. Analyze customer rankings and product rankings for representatives and departments.

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ディーエスアール

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We want to be of service to our customers by providing high-quality products. We believe that our customers' prosperity is the source of our company's development. We aim to be a company where each employee can work with dreams and pride in their jobs, and we hope to contribute to the happiness of society, including our customers and employees.

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