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Application development business Integrated "customer management" and "business management" are possible. Development business Customer management system-Customer management system
Application development business Integrated "customer management" and "business management" are possible. Development business Customer management system-Management Resources Co., Ltd.

Application development business Integrated "customer management" and "business management" are possible. Development business Customer management system
Management Resources Co., Ltd.


About This Product

Covers sales support system (SFA) functions such as customer and project management, sales management such as creating quotations, ordering and invoicing, and the entire customer service process. There are many more functions available, but you can get a simple start by selecting only the functions you need according to your actual business. Also, the design can be changed freely.

■Common functions

・Comment function ・Report creation function ・Document management ・Various application functions ・Workflow function ・Customer portal function ・Analysis (various graph functions) ·calendar

■Sales support

・Project management ・Customer management ・Schedule/activity management ・Daily report management Project information allows you to manage the progress and activities of negotiations. For each business negotiation, you can link and manage the customer's person in charge and materials such as products, services, and proposals being negotiated. Users can check customer information with easy operations and a simple screen. Activity reports registered in the calendar automatically become customer history. In addition, the history of projects, maintenance support, and inquiries, as well as the history of estimates and orders are also stored as customer history. This makes it possible to objectively understand the relationship between your company and its customers.

■Sales management

・Bill creation and output function ・Estimate creation and output function ・Product and service management ・Order acceptance, order placement, inventory management You can easily create a quote by simply selecting products and services. You can organize and manage the quotes you have given to customers in the past. In addition, unnecessary troubles can be avoided as estimates presented in the past are accumulated.

■Maintenance support

・Maintenance contract/asset management ·project management You can escalate inquiries to related parties and manage progress to prevent omissions. You can accumulate example answers as knowledge and strengthen information sharing within your company. Registered inquiry information can be searched from various angles, helping to improve work efficiency. If you set tasks for each project, a line chart will be automatically displayed on the calendar. It can be used for a wide range of purposes, such as new product sales management, issue management, and service introduction management.

■Marketing

・Prospective customer management HP/telephone inquiry information can be managed on the customer management system. Information from the website can be automatically registered and automatically added to the list, and status management makes it easy to check for missed follow-ups.

  • Product

    Application development business Integrated "customer management" and "business management" are possible. Development business Customer management system

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1 Models of Application development business Integrated "customer management" and "business management" are possible. Development business Customer management system

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Application development business Integrated "customer management" and "business management" are possible. Development business Customer management system-Part Number-Customer management system

Customer management system

Available upon quote

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