We have bundled customer management, project management, daily report management, and an Excel-integrated weekly report app.
NCS Support & Services Co., Ltd. offers the 'Project Management SFA Pack + α', which is a set of kintone project management applications. For each project, you can record not only the likelihood and amount of orders but also the history of activities. It is also possible to aggregate the number of projects and their likelihood by person in charge, as well as this month's sales amount. In addition to facilitating the confirmation and handover of the current status, the aggregation function makes weekly report submissions easier. 【Features】 ■ Provides a set of kintone project management applications ■ Records the likelihood and amount of orders for each project, as well as the history of activities ■ Allows aggregation of the number of projects and their likelihood by person in charge, as well as this month's sales amount ■ Connects Excel and kintone *For more details, please refer to the PDF document or feel free to contact us.
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basic information
【Features of the Case Management SFA Pack】 ■ Sales representatives can register case status (daily reports) from their smartphones while on the go. ■ The status of cases and aggregation processes can be easily shared and confirmed. ■ Weekly reports for the weekly meetings can be easily created. * For more details, please refer to the PDF document or feel free to contact us. Operating environment: ・Windows 10 or higher, Japanese ・kintone Standard Course License ・Excel 2016 or higher, Japanese
Price information
Additionally, the following contract is required. A contract for the annual usage fee of the Excel integration add-in is necessary. This product is provided as a free template. *Customization to fit your operations is required when using it. *Customization, data migration work, etc. will be discussed separately.
Price range
P2
Delivery Time
P2
※If customization or data migration work is required, please consult us separately.
Applications/Examples of results
For more details, please refer to the PDF document or feel free to contact us.
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Company information
We provide a low-cost implementation development service and extension products for Cybozu's cloud application development service "kintone." Extension products: Excel integration add-in (a product for data integration between kintone and Excel, a no-programming tool) are utilized in various industries, including government agencies, local governments, schools, manufacturing, distribution services, and IT development companies.