In-house sales management system and customer service tools
First written in FY2022. 6 of 8 entries say "Advanced", first in FY2023. Latest entry: 2026-10-15.
No other company in this theme has enough history to compare yet.
- FY2025ReframedAnnual report
「To further strengthen customer support capabilities and enhance ongoing after-sales services, the Company is completely replacing its existing proprietary core system and proceeding with the introduction of “hokan®.”」
The Company's positioning has changed from maintaining and expanding its existing proprietary core system to a plan for a complete transition to the external customer and contract management system “hokan®.” - FY2024AdvancedAnnual report
「The Company is developing a function to link new contract information to its customer management system, along with functions to reduce operational burdens, such as simplifying data entry by sales employees when acquiring new contracts.」
For its existing sales management and customer service systems, the Company is developing a function to link new contract information and working to reduce the data-entry burden. - FY2023AdvancedAnnual report
「In customer meetings, the Company uses Money Karte, a financial planning tool integrated into Hyper Agent, to visualize customers' life events and lifetime cash flows and provide more precise financial planning.」
The Company's proprietary Hyper Agent and Money Karte systems are used in sales activities and customer meetings to visualize cash flows. - FY2022First statedAnnual report
「The Company developed Hyper Agent, a centralized sales management system used mainly by sales employees. Its main functions include sales employee schedule management, customer information management, recording and storing sales meeting details, and an integrated financial planning tool. One of Hyper Agent's proprietary customer service tools, “Money Karte,” visualizes customers' life events and lifetime cash flows in graphs, enabling comprehensive financial planning.」
The Company describes its proprietary systems, including Hyper Agent and Money Karte, customer information management, sales meeting records and cash-flow visualization, as the foundation for sales and customer service.