What Is the Difference Between Business Card Management and Customer Management? Introducing the Benefits of CRM Integration

The Difference Between Business Card Management and Customer Management

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Both business card management and customer management play vital roles in streamlining corporate sales activities, yet they serve distinct purposes.

Customer management is the process of building, maintaining, and strengthening relationships between a company and its customers to achieve optimal customer satisfaction. By implementing a CRM (Customer Relationship Management) system, companies can collect and analyze customer data to identify needs, derive optimal proposals, and improve customer satisfaction. Furthermore, centralizing customer data helps eliminate the reliance on individual sales representatives, allowing the entire team to drive sales activities and achieve revenue growth.

On the other hand, business card management is the activity of digitizing business cards to manage professional relationships. Today, there are convenient business card management tools, including apps that allow for easy digitization via smartphones. By organizing and managing card information digitally, teams can share contacts and perform searches with ease. It is important to go beyond simple alphabetical sorting and enable searches by industry, job title, and other criteria. Sharing business cards across the entire team, rather than managing them individually, can also serve as a catalyst for discovering new business opportunities.

However, a common challenge is that the tool's usage remains limited to mere "management," failing to gain traction in actual sales operations. A simple business card search tool rarely leads to the "measurable results" that sales teams require, making it difficult to achieve widespread adoption.
This is where the perspective of integrating customer management tools with business card management tools to improve sales efficiency becomes critical.

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Benefits of Integrating Business Card Management Tools with CRM Tools

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Real-Time Information Sharing

There are various ways to register information in a CRM tool, but manual entry or CSV imports require significant time, often leading to delays in new registrations. If new registrations stall or customer information remains outdated, it becomes difficult to use the CRM tool effectively. By integrating your systems so that new customer information registered in a business card management tool is automatically reflected in the CRM, you ensure that the latest customer data is always available, enabling real-time information sharing. Furthermore, when using a business card management tool powered by a corporate database, the accuracy of the registered data is high, allowing for the easy registration of precise information.

Improved Usability Drives CRM Adoption

Even in companies that have introduced CRM tools to improve sales efficiency through data utilization, challenges such as cumbersome registration processes can lead to low adoption rates among employees, rendering the tool underutilized. By integrating with a business card management tool, CRM data can be automatically populated simply by scanning a business card. This eliminates tedious manual entry and increases the utilization rate of the CRM tool within the organization. If the tool offers multiple registration methods beyond scanning, users can choose the best approach for their situation, making it easier to maintain consistent usage.

Centralizing Access to Data

When managing data across two separate pillars—a business card management tool and a CRM tool—users may struggle to determine which data is correct, or they may end up accessing the same customer information in two different places. Additionally, usage may become skewed toward whichever tool individual employees find more convenient, preventing balanced utilization. Integrating these tools centralizes the access point for information, which reduces operational time and promotes stable tool usage.

Efficient New Business Development and Re-engagement of Dormant Customers

"Dormant customers" are prospective clients who have had past transactions or business discussions but have been neglected for a long time. Re-engaging these customers is just as important for increasing corporate revenue as new business development. While sales teams often prioritize active projects, integrating business card management and CRM tools makes it easy to create lists of prospective customers for re-engagement.
Additionally, tools that utilize a corporate database can identify new prospects in the same industry as existing customers, allowing for the efficient creation of new sales lists.

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mSonar: A Business Card Management Tool for Sales Efficiency

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Access to Always-Current Corporate Information

mSonar links corporate information with digitized business cards. If a business card requires correction, the system automatically detects it and performs data updates. Since relocations and company name changes are updated automatically after registration, there is no need for manual corrections; simply by importing business cards, you can view the latest corporate information. Accessing up-to-date information facilitates smoother internal information sharing, strengthening teamwork and improving sales efficiency.

Versatile Data Digitization Methods

mSonar supports business card reading not only via scanners and multifunction printers but also through photos taken with smartphones or existing saved images. You can also register corporate information using email signatures, allowing you to digitize information even for contacts with whom you have not exchanged physical business cards. Notes and comments left on business cards can also be centrally managed as corporate information, ensuring no detail is lost. By sharing all information with the team in a timely manner, you can capitalize on new business opportunities.

Efficient Sales List Creation

By integrating mSonar with the uSonar SFA/CRM solution, you can create sales lists based on consistently accurate information. You can also identify the demand for specific products or services among prospective customers, allowing you to formulate sales strategies quickly. By setting criteria to extract data, you can review contact history with counterparts in chronological order, making it easier to re-engage dormant customers and conduct sales activities efficiently. Analyzing the interests and concerns of prospective customers in advance helps create opportunities for new visits or follow-ups with dormant clients.

Enhancing Customer Trust Through Effective Management

Proper customer management leads to increased customer trust. By digitizing business cards with mSonar and sharing the professional networks held by individual representatives across the team, you ensure that no sales opportunities are missed. If digitized business cards can be immediately linked to a CRM tool, it becomes possible to provide tailored proposals and follow up at the optimal time.

Furthermore, to increase customer trust, it is essential to resolve customer complaints and issues quickly. The LBC corporate database integrated into mSonar allows you to utilize information by tagging company characteristics by theme. By viewing various information from the database, such as customer interests and recent business activities, you can efficiently grasp the status of your customers. Reducing the time spent on information gathering and focusing on sales efficiency will lead to increased corporate revenue.

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• More Than Just "Management"!
  A Business Card Management App That Drives "Results"

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Integrating Sales Support Tools Enhances the Effectiveness of Customer Management

By integrating CRM tools with business card management, you can solve challenges in sales activities and expect improved sales efficiency. To optimize customer management, consider using sales tools in an integrated manner rather than as standalone solutions.