#GX23

Next generation SFA Shift automation to assistance

Toshikazu Yokoi

@yoko_g G-Mind. co, ltd

INTRODUCTION

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TOSHIKAZU YOKOI

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Situation in Japan

CULTURE OF JAPAN

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SYU – SHIN – KO – YO

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NEN – KOU – JYO - RETSU

ISSUE

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Issue in sales

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SFA

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SALES FORCE AUTOMATION

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IS THE TOOL FOR ANYONE?

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Why we choose the concept

後の機能の話

SOLUTION

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Action plan on long term

Make the market and grow

Tool is for themself

SUGERENCIAS CONCEPT

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Iceberg

ICEBERG

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ICEBERG

Lead

Opportunity

Potential customers

Lead

Opportunity

Potential customers

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FOUR LISTS & THREE ARROWS

1st Arrow

2nd Arrow

GOAL!!

List of massive

List of approach

List of target

List of Opportunity

3rd Arrow

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FOUR LISTS GOAL!!

List of massive

List of approach

List of target

List of Opportunity

EXISTING SFA

Existing customers

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ACTION

?

?

List of massive

List of approach

List of target

List of Opportunity

?

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Three arrows

Mr. Mouri 1497 - 1571

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DESTACADOS

CYCLIC ToDo MANAGEMENT

TARGET STATUS MANAGEMENT

STARTING POINT MANAGEMENT

THREE ARROWS

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This month One month later Two month later Three month later Four month later

FIRST ARROW

Oct Nov Dec Jan Feb

Now

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SECOND ARROW Target status Number of visit

A Once / a month B Once / two months C Once / three months D Once / six months E Once / a year X Out of target

Oct Nov Dec Jan Feb

B

A

This month One month later Two month later Three month later Four month later

Now

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THIRD ARROW

Oct Nov Dec Jan Feb

This month One month later Two month later Three month later Four month later

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CREATED TASK

Oct Nov Dec Jan Feb

This month One month later Two month later Three month later Four month later

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CYCLIC ACTIONS

List of Massive

list of Approach

List of Target

1st Arrow Starting point management

2nd Arrow Target status management

3rd Arrow Cyclic ToDo management

GOAL!!

CHECK DO

ACTION PLAN List of

Opportunity

#GX23

¡GRACIAS!

yokoi@g-mind.co.jp

@yoko_g facebook.com/ toshikazu.yokoi

Toshikazu Yokoi