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  5. CRM (Customer Relationship Management System)
  6. Three Key Points for Using CRM in Sales Operations

Three Key Points for Using CRM in Sales Operations

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OpenCRM

last updated:Apr 26, 2023

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アイプランナー
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By using a CRM system, you can efficiently manage sales negotiations, promote team sales, and improve the likelihood of winning orders!

In sales operations, we promote team selling by tracking the sales process and the activities of sales representatives, and by sharing sales information across the entire team.

    Membership management and payment management systemCRM (Customer Relationship Management System)SFA (Sales Support System)
opencrm.solutions

Three Key Points for Using CRM in Sales Operations

opencrm.solutions (220 × 220 px).png
opencrm.solutions (220 × 220 px).png
  • Related Link - https://opencrm.jp/sales/

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[Point 1] Manage Sales Negotiations By consolidating various information related to sales negotiations and sharing it across the company, we promote team sales. (1) Consolidate sales negotiation (case) information (2) Manage sales negotiation (case) information (3) Understand the status of sales negotiations [Point 2] Manage Sales Activities By linking various sales activities such as schedules and tasks to customers and sales negotiations, we can visualize the sales activity process and carry out efficient sales activities. (1) Manage schedules and tasks related to sales activities [Point 3] Support Sales Operations By creating and managing the history of quotation information, we can reuse and document quotation information. This enables the streamlining of the quotation process. (1) Create quotations and manage related information (2) Create quotation documents

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P3

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P4

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Overview document of the high-performance OpenCRM service with enhanced CRM/SFA capabilities and the ability to create applications【OpenCRM】.

Overview document of the high-performance OpenCRM service with enhanced CRM/SFA capabilities and the ability to create applications【OpenCRM】.

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Information and Communications

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Our company proposes the introduction of high-functionality, low-cost CRM/SFA solutions that can meet the diverse needs of our customers. We have been providing related solutions based on Vtiger, offered by the Indian company Vtiger, for over 10 years. 【Solution 1】Currently our top recommendation, enhancing the solution for small and medium-sized enterprises. OpenCRM is an easy-to-use service that can be utilized by anyone for a fixed monthly fee, allowing for additional features to be added simply through configuration. 【Solution 2】A solution with over 10 years of proven results since its release (with a user contract renewal rate of over 90%). PromotionsCRM is a fully customizable service for users who want to tailor the features to their specific needs. 【Solution 3】A high-functionality and affordable solution that can be used by a single user. Vtiger Cloud is an inexpensive CRM/SFA service starting at 1,200 yen per user per month. From consideration to implementation and post-implementation support, dedicated consultants follow up to provide a high level of customer satisfaction in our service delivery.

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The related categories of Membership management and payment management system

  • IT/Software
  • Sales and customer management
  • CRM (Customer Relationship Management System)
  • SFA (Sales Support System)
  • Membership management and payment management system
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