Enhancing Business Communication with Mazrica Sales and pickupon Integration

Enhanced Sales Communication through Mazrica Sales and pickupon Integration

In a significant move to streamline business communication, the integration of the sales support platform Mazrica Sales, provided by Matsurika Co., Ltd., and the AI conversation summarization phone pickupon, offered by pickupon Co., Ltd., has just been realized. This integration is designed to automatically apply call data references based on user permissions through its new role-sharing feature.

Background of the Integration

In the world of sales, conversation data with customers is a valuable asset. However, if the sharing of call histories and negotiation records isn’t managed properly, it can lead to the risk of information leaks due to unauthorized access, alongside the issue of information becoming too closely associated with specific individuals. The role-setting functionality in Mazrica Sales allows organizations to control access to data based on the roles of users. By integrating this feature with pickupon, the role settings also apply to call data, facilitating secure access control while maintaining consistent information sharing among sales teams.

Details of the Integration and Enhanced Features

This new integration has fortified two primary functionalities:

1. Synchronization of Data Reference Control between Mazrica and pickupon
The synchronization between the role settings in Mazrica Sales and the data reference control in pickupon automatically manages the range of accessible call data based on user permissions. This step significantly reduces the risk of information leakage.

Example of Role-based Access Control:
| Role | Accessible Area |
|--|--------|
| Administrator | Access to all team call data and summaries |
| Member | Access to data pertaining only to their clients and deals |

2. Improved Clarity in Contact Display on Mazrica
When selecting contacts on Mazrica, users will now see a clearer display of the client name alongside the type of deal. This improvement helps avoid errors that may arise in cases where customers have similar names or contacts are linked to multiple clients or deals.

Future Directions: Enhancing Sales Productivity

Looking ahead, Matsurika and pickupon plan to continue enhancing productivity in sales environments and optimizing data usage with further functional expansions. This will include advancements such as AI-generated summaries of negotiations and deal scoring, along with the development of conversation analysis reports at the role level. The aim is to foster closer collaboration that meets the needs of sales teams.

Introducing pickupon: Your AI Assistant for Meeting Notes

pickupon specializes in transforming sales and customer interaction data into actionable insights with its AI-driven meeting notes tool. Key features include:

1. Automation of CRM Inputs
Automatic entries into CRM/SFA systems reduce manual input burdens and prevent data loss.

2. Combating Information Blackout
By retaining direct information in text and audio, users can quickly confirm and share call details when necessary.

3. Breaking Down Individual Knowledge Barriers
Smooth sharing of client interactions helps in building a collective knowledge base.

By enabling seamless sharing of conversation content to the team's workspace such as CRM or SFA, pickupon prevents input errors and reduces entry costs, solving issues surrounding operational visibility.

Offline Meeting Note Functions of pickupon

Key Features:

- Recording Meetings

pickupon records meeting discussions and automatically generates written summaries shortly after the meeting ends.

- SFA Integration for Specific Inputs

Tailored summary inputs based on various input patterns allow structured information entry, enhancing the quality and uniformity of meeting notes.

Explore pickupon Services Further

If your company is interested in streamlining your sales processes, you can find more details here.

About pickupon Co., Ltd.

Founded on February 15, 2018, pickupon Co., Ltd. aims to support businesses facing challenges under the mission of "Changing the World with 'I'm in Trouble.'" The company provides solutions designed to alleviate sales stress through its conversation-summarizing AI phone.

Company Overview:

- Name: pickupon Co., Ltd.
- Headquarters: Tokyo Office - Roppongi 4-2-45 Takakaido Building 2F, Minato-ku, Tokyo; Chiba Office - 2-15-8 Sugano, Ichikawa City, Chiba
- Representative: Yoichi Obata
- Established: February 15, 2018
- Website: pickupon