Ability to create quotes and reports
Posted: Sun Feb 02, 2025 8:52 am
・Ability to manage customer history on a wider scale by linking with other systems, etc.
(3) Schedule
Roughly determine the timing of the start of operation, and work backwards from there to create a schedule from considering the introduction of SFA to starting operation. The standard schedule is approximately 5 months, as shown below.
・From considering the introduction of SFA to signing luxembourg consumer email list the contract: 3 months
・From signing the contract to starting operation: 2 months
The required period will vary depending on the company's unique business model and sales strategy, and if there is an existing system that needs to be linked to SFA, the work time for that should also be included. It is necessary to create a schedule with some leeway.
(4) Budget
Determining the investment budget is one of the criteria for selecting a tool. For example, if there are 10 sales representatives, and the monthly cost per person (total of salary including bonuses, employee benefits, sales expenses, etc.) is 500,000 yen, and 1% of that is considered to be the investment amount for SFA, then the total monthly cost is 5,000 yen x 10 people = 50,000 yen. From that calculation, the budget for 5 years (60 months) is 50,000 x 60 = 3 million yen. This figure is merely a calculation, so it will vary depending on the company's IT investment policy. Please consider it as a guideline.
3. Select an SFA
The third step is to select an SFA. You will need to gather information about SFA and meet with an SFA tool vendor or its agent SIer. This is not limited to SFA, but the current tool system has two types: cloud-based, which can be used anywhere with an Internet connection, and on-premise, which builds and manages the system on a company's own server. First, you need to decide whether to choose an on-premise or cloud-based SFA. If your company can manage and operate and maintain it in-house, the on-premise type is better because it ensures higher security, but if your company has the ability to handle it but wants to reduce your company's burden as much as possible, the cloud type is better because it has a lower barrier to implementation and allows for flexible use. The introduction of cloud-based SFA is increasing in Japan as well. There are a lot of SFA tools, both domestic and overseas, so instead of just blindly accepting the reputation of the world, you should thoroughly compare and investigate the fees, functions, support systems, etc., and then select the tool that is best for your company. Once you have decided on the SFA to introduce, the only thing you need to do is to go through an internal request and get approval for the introduction, and then it's time to sign a contract with the tool vendor. The key points to consider when selecting an SFA will be explained in more detail later.
(3) Schedule
Roughly determine the timing of the start of operation, and work backwards from there to create a schedule from considering the introduction of SFA to starting operation. The standard schedule is approximately 5 months, as shown below.
・From considering the introduction of SFA to signing luxembourg consumer email list the contract: 3 months
・From signing the contract to starting operation: 2 months
The required period will vary depending on the company's unique business model and sales strategy, and if there is an existing system that needs to be linked to SFA, the work time for that should also be included. It is necessary to create a schedule with some leeway.
(4) Budget
Determining the investment budget is one of the criteria for selecting a tool. For example, if there are 10 sales representatives, and the monthly cost per person (total of salary including bonuses, employee benefits, sales expenses, etc.) is 500,000 yen, and 1% of that is considered to be the investment amount for SFA, then the total monthly cost is 5,000 yen x 10 people = 50,000 yen. From that calculation, the budget for 5 years (60 months) is 50,000 x 60 = 3 million yen. This figure is merely a calculation, so it will vary depending on the company's IT investment policy. Please consider it as a guideline.
3. Select an SFA
The third step is to select an SFA. You will need to gather information about SFA and meet with an SFA tool vendor or its agent SIer. This is not limited to SFA, but the current tool system has two types: cloud-based, which can be used anywhere with an Internet connection, and on-premise, which builds and manages the system on a company's own server. First, you need to decide whether to choose an on-premise or cloud-based SFA. If your company can manage and operate and maintain it in-house, the on-premise type is better because it ensures higher security, but if your company has the ability to handle it but wants to reduce your company's burden as much as possible, the cloud type is better because it has a lower barrier to implementation and allows for flexible use. The introduction of cloud-based SFA is increasing in Japan as well. There are a lot of SFA tools, both domestic and overseas, so instead of just blindly accepting the reputation of the world, you should thoroughly compare and investigate the fees, functions, support systems, etc., and then select the tool that is best for your company. Once you have decided on the SFA to introduce, the only thing you need to do is to go through an internal request and get approval for the introduction, and then it's time to sign a contract with the tool vendor. The key points to consider when selecting an SFA will be explained in more detail later.