Visualize customer interest! Business card management and sales support (SFA) tool.

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basic information

Rapidly increasing switch from competitor products! Sales support cloud "Hot Profile" that supports Sales DX. 1. Hot information reaches sales. By simply registering all customer information, it automatically notifies you of customers who seem highly interested in viewing your company website, as well as news related to customers and personnel changes. 2. Customer information is consolidated on one screen. Equipped with a corporate information database, it visualizes the attributes of the counterpart's company. With one click, you can easily grasp customer information, interests, concerns, and past sales activities. 3. Reduces input work through direct integration with business card management. The "input work" that becomes a challenge with the introduction of SFA. Hot Profile is linked with business card management, reducing the tedious task of entering customer information. Additionally, sales reports can be easily entered via smartphone, and if you set the items according to your company's operations in advance, you can report and manage all necessary information for customer understanding without missing anything. Features included: Business card management, sales support, new customer development, project management, visit management, map integration, dashboard, etc. Integration with various systems: Salesforce, Cybozu Garoon, Kintone, Office 365, etc.

Price information

Contracts can be made for groups of 5 or more. We will make proposals tailored to your requirements and requests. For more details, please contact us.

Price range

P4

Delivery Time

P3

Applications/Examples of results

Sales Utilization Examples: We are utilizing it for networking inheritance, skill inheritance, variation improvement, and on-site education. I-O Data Device, Inc. "Centralized management of networks as a digital asset for the entire company Experience the acceleration of sales activities and improvement in productivity at daily activities and exhibitions." https://www.hammock.jp/hpr/jirei/jirei_iodata.html SCREEN Holdings Co., Ltd. "Event (exhibitions, seminars, etc.) attendance linked with customer management (marketing activities utilizing data)" https://www.hammock.jp/hpr/jirei/jirei_screen.html Nippon Bailing Co., Ltd. "A system that the field feels the benefits, leading to its establishment. Activating reports from sales representatives and feedback from supervisors to strengthen the sales organization." https://www.hammock.jp/hpr/jirei/jirei_vilene.html

Detailed information

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  ■Visualize internal and external connections with an organizational tree When you import business cards into the business card management and sales support tool 'Hot Profile', it automatically generates an organizational tree of your clients. The organizational tree not only helps you understand the client's organization but also makes it clear who has connections with whom, enabling sales activities that leverage these networks. <Unconsciously visualize internal and external connections> Since the organizational tree is generated automatically, simply continuing to import business cards will create a powerful tool for your sales activities.

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  ■Understanding changes in customer departments and positions from business card information obtained by others Even for customers you haven't interacted with, you can be notified of department transfers or changes in positions through the business card management and sales support tool 'Hot Profile.' <Email notifications of customer changes to relevant parties> You can learn about opportunities for sales, such as department changes or organizational changes.

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  ■Understanding connections both inside and outside the company With the smartphone app for the business card management and sales support tool "Hot Profile," you can grasp various networks and connections, both internal and external. You can instantly check if there are any internal contacts or other representatives in the same company who have interactions with the customer you are visiting, allowing you to leverage this information for your sales activities.

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  ■Real-time Reporting After Customer Visits Linked to Business Card Management Typically, when registering reports about newly contacted customers in SFA or CRM, you must first register the customer's information. This can lead to neglecting the report or creating a time lag before registration. Therefore, "Hot Profile" has implemented a real-time reporting feature that simultaneously enables the request for digitizing business card data and sales reporting. <Complete Reports with Minimal Operations> Sales reports can be completed simply by taking a photo of the business card and registering the report content. The report content can be processed quickly as it primarily involves selecting from pre-set options. <Custom Fields Fit for Your Company's Operations> You can freely add custom fields for the items used in the report according to your company's operational methods and management content.

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  ■Promoting communication with superiors and stakeholders You can set a verifier for reports. Notifications will be sent to the verifier, and by pressing the "Confirmed" button, it will be marked as confirmed. Comments can also be written to the reporter, facilitating two-way communication.

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  ■Manage business negotiations/case information By defining the sales process and managing cases, even new salespeople can establish the same sales process as top salespeople, enabling an improvement in sales skills.

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  ■Visualize sales activities on the dashboard You can check the status of goal achievement and the volume of sales activities in real-time using dashboard graphs. Additionally, it is possible to embed the screen in groupware and view it on the internal portal.

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  ■Output reports in your company's reporting format using custom reports You can output data related to sales activities and projects registered in deal management and report management, such as amounts and probabilities, as reports. Additionally, you can register templates prepared by customers and create custom reports. Examples of custom reports ● Forecast Report (Aggregates deal/project information by month, order probability, and by salesperson) ● Order Budget vs. Actual Comparison (Compares budget amounts registered in the template with actual order results) ● Projected Product Graph (Aggregates and graphs deal/project information by product type) ● Sales Report Type Graph (Aggregates and graphs sales reports by report type)

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  ■Understand the responses to distribution emails and efficiently approach highly interested customers. You can extract customers you are responsible for and those marked with important flags, and send emails to them all at once. Sales representatives can easily send One To One emails.