Choosing a CRM for a Japan SME
A CRM should make the next customer action obvious. It will not settle an unclear sales process or make people agree on who owns a relationship.
Map the handoffs
Follow one inquiry from arrival through qualification, proposal and delivery. Identify where it changes owner and which information must travel with it. Include referrals and existing-client work rather than designing only for a textbook sales funnel.
Design records people can maintain
Agree company names, contact fields, duplicate handling and the minimum useful deal history. Test Japanese and English entries with the staff who will use them. Keep personal information limited to what the work requires.
Choose with a working trial
Compare a short list using the same sample records and actions. Test permissions, reporting, email integration and export. Ask who will administer it and how much that work costs after launch.
Roll out one team first
Import a clean subset, assign an owner and review missed handoffs. Adjust the process before a full migration. Retain the old records safely until you have checked completeness and reconciled open work.
Useful links
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