Question 1

Can we manage KakaoTalk and email inquiries in one place?

Accepted Answer

We check each channel’s APIs and account permissions, then link supported inquiries to customers, owners, and statuses. We agree on how duplicate inquiries are merged. This does not mean automatic access to every private message; restricted channels may use manual entry or intake forms.

Question 2

Can you migrate customer records from several spreadsheets?

Accepted Answer

We compare identifiers such as contact details and company numbers, then agree on rules for duplicates and missing fields. A sample migration is reviewed before the full import. The cutover plan covers changes made during migration and how long the original files should be retained.

Question 3

Can quotes support complex pricing and discounts?

Accepted Answer

We document price lists, volume tiers, customer groups, discount limits, and tax rules. Exceptional discounts can require approval, with quote versions and sending history retained. Existing quote examples become test cases to validate the calculations.

Question 4

Can the CRM connect to our ERP or e-signature provider?

Accepted Answer

We first decide which system owns customer, product, and order records. Integration depends on the provider’s APIs and plan. We define synchronization frequency and retry handling, and identify e-signature subscriptions or integration-module charges separately from development costs.

Question 5

Can customer access differ by salesperson and role?

Accepted Answer

Yes. A salesperson can see assigned customers, a manager can see the team, and operations can access settlement information. Viewing, exporting, editing, and deleting are treated separately. We also define reassignment and the changes that should be logged.

Question 6

Can it reduce missed inquiries and late follow-ups?

Accepted Answer

We can assign owners on intake and surface unhandled inquiries or overdue follow-ups through queues and reminders. Holidays, absence cover, and duplicate alerts need explicit rules. Metrics such as unassigned inquiries and first-response time help assess the change after rollout.

Question 7

Must the whole sales organization switch at once?

Accepted Answer

No. One team or product line can pilot the inquiry-to-quote flow first. We agree on a parallel-running period, user acceptance criteria, and training materials before expanding. Contracts, invoicing, and reports can follow based on what the pilot reveals.

Question 8

What can the sales dashboard measure?

Accepted Answer

Possible measures include inquiries by channel, workload by owner, stage conversion, and quote-to-contract rates. We agree on booking versus revenue dates, cancellations, and duplicate counting before building reports. Each metric is confirmed against the available source data.

Sales & Customer
Operations

Problems we fix

Inquiries scattered across KakaoTalk, email, and phone

Quotes built by hand in Excel

No single view of a customer

What's included

Lead inbox

Pipeline

Quoting

Contracts & e-signatures

Customer portal

Reports

How it works

Audit

Design

Build & integrate

Launch & improve

Related work

Gongcar CRM

Questions

Fix how inquiries become revenue

Guides for planning your project

How is custom software development priced?

How should you plan a web, app or MVP development timeline?

Questions to ask before choosing a software development partner