フォームに送信された商談メモをもとにAIで次回アプローチを作成し、Microsoft Excelに追加する

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  3. フォームに送信された商談メモをもとにAIで次回アプローチを作成し、Microsoft Excelに追加する
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■概要

「フォームに送信された商談メモをもとにAIで次回アプローチを作成し、Microsoft Excelに追加する」業務ワークフローは、営業 ai を活用して商談メモから次回商談案を自動で出力する仕組みです。
手動入力や判断の手間を省き、効率的な営業アプローチを実現します。

‍

■このテンプレートをおすすめする方

  • Webフォーム経由の問い合わせ数が多く、スコアリング作業で手間を感じている営業担当の方
  • 次回商談アプローチ案の作成を自動化し、見込み度の高い案件に集中したいマーケティング担当の方
  • フォーム送信から情報の登録までを自動化し、チームの業務負荷を減らしたい営業マネージャーの方  

‍

■このテンプレートを使うメリット

  • AIによる自動評価でスコアリング工数を削減し、即時リード登録が可能に
  • 営業 ai を取り入れたワークフローで、高見込み案件への注力を後押し
このテンプレートを試してみる
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