Can it be integrated with existing in-house systems

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Inquiry management function This is a function to automatically manage inquiries received via email or form. Messages can be shared across the company, so they can be viewed by people other than the person in charge. This is useful for preventing missed communications and for taking appropriate action in real time. Promotion Management Function A function to extract customers based on certain conditions and execute approaches such as email marketing at the appropriate time. Various methods of approaching customers include SNS and LINE.


Sales management function A function that allows mexico telegram database you to share the number of sales visits and sales negotiation history in real time. By inputting information, you can not only prevent missed contacts, but also share the know-how of top performers and eliminate the dependency on individuals in sales activities. Search function This function allows you to search for information registered in the CRM system by specified conditions such as "keywords" and "date and time". If you output the search results in CSV format, it will be useful for information utilization and analysis.


The above are basic functions. The items that need to be managed actually vary greatly depending on the industry. For example, in the insurance industry, there are many opportunities to approach customers who have previously declined a contract. Therefore, a CRM system that can smoothly extract customers who "previously submitted a quote" or "considered but did not enter into a contract" would be a good choice.