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  6. Three Points for Using CRM in Back Office Operations

Three Points for Using CRM in Back Office Operations

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OpenCRM

last updated:Apr 26, 2023

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By using a CRM system, you can efficiently carry out back-office operations after receiving orders without the need for data re-entry!

In back-office operations, information accumulated during the sales phase (such as negotiations and estimates) can be utilized to carry out various business processes, including order processing, placing orders with suppliers and managing suppliers, managing delivery operations, and invoicing. This reduces data entry and allows for more efficient business operations.

    Membership management and payment management systemCRM (Customer Relationship Management System)SFA (Sales Support System)
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Three Points for Using CRM in Back Office Operations

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  • Related Link - https://opencrm.jp/backoffice/

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[Point 1] Supporting Business Processes By using the data entered during the creation of estimate information, it is possible to create order and billing data, thereby streamlining business operations. (1) Supporting order processing (2) Supporting billing processing [Point 2] Managing Delivery Operations By managing the delivery phase of work after receiving an order as a project, smooth delivery operations can be achieved. (1) Managing delivery operations [Point 3] Managing Masters Creating and managing product masters and customer-specific price ledgers. (1) Managing product masters (2) Creating customer-specific price ledgers

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