Sales Project Management and Personalization Countermeasures | Connect Works SFA
J&C Company, Inc.
I can't understand the situation of the case unless I ask the person in charge, right? A practical guide explains seven key points for sharing progress, response history, and next actions!
"When the person in charge is absent, we cannot understand the status of the project," "We are gathering materials for every sales meeting," "The next steps are unclear, and the project is stalled" — J&C supports the organization of business processes to improve sales project management. The Connect Works SFA is a system for sharing customer information, projects, negotiations, and sales reports. It allows for sharing the progress of projects and response history, facilitating handovers during changes in personnel and status checks during sales meetings. During implementation, we organize management items, criteria for determining progress stages, and responsibilities and timing for updates. We ensure that necessary information is continuously updated, leading to the consideration of next actions and support measures. The published material "Sales Project Management: A Practical Guide to Visualization" is A4 and 4 pages long. It includes seven key points to prevent dependency on individuals, examples of management items and progress stages, a comparison of Excel and SFA, and five steps for improvement. It also comes with a fillable sheet for use by sales teams. You can consult us starting from the stage of organizing your current management methods and challenges.
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basic information
【Connected Works SFA】 We support the visualization of sales activities by sharing customer information, project deals, sales reports, and more. 【What to Organize in Operational Design】 - Shared project information and management location - Responsible persons and supporting individuals - Definitions and criteria for progress stages - History of interactions with customers - Next actions, responsible persons, and scheduled dates - Update responsibilities and timing - Viewing and editing permissions - Confirmation and utilization methods in sales meetings 【Published Materials】 "Sales Project Management Practical Guide to Visualization" A4, 4 pages / 2 sheets printed on both sides 1. Seven Points to Prevent Personalization 2. Examples of Management Items and Progress Stage Settings 3. Comparison of Excel and SFA, 5 Steps for Improvement 4. Examples of Sales Meeting Operations and Internal Recording Sheets *Please adjust the examples to fit your company's sales activities. *Usage conditions, functional composition, costs, and scope of integration will be confirmed individually.
Price information
We will provide individual guidance by confirming the number of users, necessary features, and the scope of implementation support. Customization and integration with existing systems will be estimated after reviewing the configuration and requirements.
Delivery Time
※We will confirm the necessary settings, data migration, establishment of operational rules, and whether customization and integration are required, and we will provide you with an implementation schedule according to your desired timing.
Applications/Examples of results
【Improvements for Such Issues】 - Project information is scattered across individual Excel files and notes. - If the person in charge is absent, the status of negotiations cannot be checked. - Customer interaction history is not being handed over. - It is unclear who will do what next, and deadlines are not set. - Delays in projects are noticed too late. - Sales meetings only end with reporting and information gathering. - There are too many management items, making it difficult to continue inputting and updating. 【Usage Scenarios for Knowledge Materials】 Please utilize them for reviewing sales management methods, sales meetings, handovers during personnel changes, considerations before SFA implementation, and operational improvements after implementation.
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Company information
This is a company in Okayama that "contributes to business in the Asian region." Its areas of expertise include "business software development," "web system development," and "app development," and recently it has been proposing solutions to various industries such as "IoT," "AI," and "embedded systems." It offers its own cloud product, the management foundation service "Tsunagaru Works," aimed at small and medium-sized enterprises, which is being rolled out nationwide (utilizing IT introduction subsidies).
