[Introduction example] Microsoft Dynamics 365 was introduced at Takasago Thermal Engineering Co., Ltd.

SB Technology Corp. (Headquarters: Shinjuku-ku, Tokyo, President ＆ CEO: Shinichi Ata, hereafter SBT) is a subsidiary of Takasago Thermal Engineering Co., Ltd. (Location: Shinjuku-ku, Tokyo, President and COO: Kazuto Kojima, Takasago Thermal Engineering Co., Ltd. (hereinafter referred to as Takasago Thermal Engineering) has introduced Microsoft Dynamics 365, a cloud-based CRM application that utilizes data on customers, business negotiations, and sales activities.

■Background of introduction

Takasago Thermal Engineering is an environmental solution company with one of Japan's top track records, providing total solutions that focus on the entire building life cycle (planning, design, construction, maintenance, etc.), with a focus on the design and construction of air conditioning equipment. is.
Since 2014, the company has been implementing a "sales transformation" project with the aim of strengthening its sales capabilities, and is implementing multifaceted measures to strengthen relationships with customers and organizational sales capabilities. While aiming to realize "sophisticated sales strategies" that improve overall quality by creating time for conversations and proposals with customers and visualizing individual skills, we are focusing on customer relationships and the history of sales activities. Because information had become personal to each person, it was difficult to hand it over in the event of a transfer, etc. Additionally, when carrying out cross-sectional sales activities for customers with branch offices across the country, it takes time and effort to research the sales staff at each location each time and coordinate information, which hinders "sales transformation." Because of this, we started considering the introduction of a CRM system.
When selecting a CRM system, the requirements should include the ability to centrally manage customer information, sales activity history, property and building information, process management of sales projects and systemization of materials, and above all, Takasago Thermal Engineering Co., Ltd. As a result of comparing and considering candidate products with an emphasis on a CRM that could be tailored to the company's business, the deciding factor was that it was highly compatible with Microsoft 365, which had already been introduced, and could be customized flexibly. ``Microsoft Dynamics 365'' has been adopted.

■Effects of introduction

In July 2020, we started a pilot rollout targeting the main users at the three branches, and after a two-month trial, we rolled it out to all sales representatives at the three branches, and in January 2021, we will roll out the pilot rollout to all sales personnel at the three branches (Tokyo main office and nine branches). ) has started to be used.
By inputting the daily activities of sales representatives into "Microsoft Dynamics 365", we have created a system to accumulate and centralize information on activity content and in-depth development status, and to "visualize" it, allowing for smooth handovers and transfers between locations. We have achieved effective information sharing and collaboration.
In the future, the company plans to give the technical department the right to view Microsoft Dynamics 365, with the aim of improving the quality of customer service by sharing information obtained through sales activities with the technical department. Furthermore, we will continue to release new functions, make improvements, and provide education to promote usage.

SBT 's goal is to become a "cloud consulting and service company that enhances the competitiveness of Japanese companies," and we focus on corporate IT solutions and business IT solutions. We will continue to support customers' work style reforms with cloud and security, and aim to be a business partner that contributes to the growth of their core business.

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• *Microsoft 365 is the name of a service provided by Microsoft Corporation.