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Three-layer management of customer information (a structure in which company information can be entered on the first layer, contact information on the second layer, and history related to the contact person on the third layer) Reporting function that allows visualization of sales by each sales representative Quotation and invoice issuing function Order quantity management function Sales Management Sales forecast and actual/budget management If you can also integrate with SFA, you will be able to efficiently carry out the process of "nurturing potential customers → negotiating sales negotiations → following up with existing customers" in one stop, as shown below.


Image of the efficiency that can be achieved peru telegram database by linking MA, SFA, and CRM Linking potential customers cultivated through MA to a CRM system certainly allows you to provide appropriate follow-up to customers. However, by introducing SFA, you can use "functions specialized for achieving results in sales activities," which can lead to further sales growth. For more information on specific CRM systems and the differences between MA, please see the article below. What are the differences between CRM systems, SFA, and MA.

We explain the specific functions, benefits of implementation, and points to consider when choosing What are the differences between CRM systems, SFA, and MA? We explain the specific functions, benefits of implementation, and points to consider when choosing We also explain the benefits of using both systems together! The difference between SFA and CRM systems We also explain the benefits of using both systems together! The difference between SFA and CRM systems Rather than choosing just one marketing tool, you may be able to maximize your results by using them in tandem.