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

The Difference Between Business Card Management and Customer Management

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While both business card management and customer management play vital roles in streamlining corporate sales activities, they each serve distinct purposes.

Customer management refers to activities aimed at building, maintaining, and strengthening relationships between a company and its customers to achieve optimal customer satisfaction. By implementing a CRM (Customer Relationship Management) tool, companies can collect and analyze customer information to understand their needs, thereby deriving optimal proposals and improving 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 process 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 the information from collected business cards as data, 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 use of these tools often remains limited to "management," failing to gain traction in actual sales operations. A simple business card search tool is unlikely to lead to the "measurable results" that sales teams require, making it difficult to achieve widespread adoption.
Therefore, it is essential to adopt the perspective of integrating customer management tools with business card management tools to improve sales efficiency.

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Benefits of Integrating Business Card Management Tools with CRM Tools

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Enabling Real-Time Information Sharing

There are various ways to register information in CRM tools, but manual entry or importing via CSV files requires significant time, often leading to delays in new registrations. If new registrations are not processed or customer information remains outdated, it becomes difficult to use CRM tools effectively. By integrating your business card management tool so that new customer information is automatically reflected in your CRM tool, you ensure that customer data is always up-to-date, enabling real-time information sharing. Furthermore, when using a business card management tool that leverages a corporate database, the accuracy of the registered data is high, allowing for easy and precise information entry.

Improving Usability to Drive CRM Tool Adoption

Even in companies that have introduced CRM tools to improve sales efficiency through data utilization, there are cases where the tools go unused because employees find the registration process cumbersome. By integrating with a business card management tool, information can be automatically registered in the CRM tool simply by scanning a business card. This eliminates tedious manual entry and increases the adoption rate of the CRM tool within the organization. If the business card management 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 Information Data

When managing data across both a business card management tool and a CRM tool, users may become confused about which data is correct, or they may end up accessing the same customer information in two different places. Additionally, usage may become unbalanced if individuals rely on the tool they personally find easier to use. By integrating the business card management tool with the CRM tool, you can centralize access to information, thereby reducing operational time and promoting stable tool utilization.

Efficient New Business Development and Re-engaging Dormant Customers

Dormant customers are prospective clients who have had past transactions or business opportunities but have been neglected for a long time. Re-proposing services to these dormant customers is just as important for increasing corporate revenue as new business activities. While these efforts are often pushed aside in favor of ongoing projects, integrating a business card management tool with a CRM tool makes it easy to create lists of prospective customers.
Additionally, if you use a tool that utilizes a corporate database, you can create lists of new prospective customers you have not yet visited based on the industry information of your existing clients, 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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Accessing 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 adjustments. Since relocations and company name changes are automatically updated after registration, there is no need for manual corrections; simply importing business cards allows you to view the latest corporate information. By always viewing the latest information, internal information sharing becomes smoother, leading to strengthened teamwork and improved sales efficiency.

Digitization Through Versatile Reading Methods

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

Efficient Creation of Sales Lists

By integrating "mSonar" with the SFA/CRM integration solution "uSonar", 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 specifying conditions and extracting data, you can check the contact history with the other party in chronological order, making it easier to re-engage dormant customers and conduct sales activities efficiently. By confirming and analyzing the interests of prospective customers in advance, it becomes easier to create opportunities for new visits or follow-up visits to dormant customers.

Increasing Customer Trust Through Effective Customer Management

Proper customer management leads to increased customer trust. By digitizing business cards with "mSonar" and sharing the human network information held by individual representatives with the team, you will not miss sales opportunities. If you can immediately link digitized business cards with your CRM tool, it becomes possible to make proposals tailored to the customer and follow up at the right time.

Furthermore, to increase customer trust, it is important to quickly resolve customer complaints and issues. The corporate database "LBC" integrated into "mSonar" allows you to tag and utilize information based on corporate characteristics for each theme. By viewing various information from the database, such as the customer's interests and recent business activities, you can efficiently grasp the customer's status. Reducing the time spent on information gathering and focusing on sales efficiency will lead to an increase in corporate revenue.

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

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Integrating Sales Support Tools Enhances Customer Management Effectiveness

By integrating CRM tools and 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.