■Overview
This is a flow that notifies LINE WORKS when the invoice issuance for Money Forward Kakebarai is completed.
■Recommended for
1. Sales Representatives
・For those who want to smoothly proceed with follow-up tasks such as updating customer information by receiving notifications on LINE WORKS when the change request for their customers is completed.
2. Personnel from other departments involved in invoice issuance
・Sales Representatives: For those who want to smoothly handle follow-up actions such as payment confirmation and communication with customers by being aware of the completion of invoice issuance for their customers.
・Customer Support Representatives: For those who want to respond quickly and accurately to inquiries from customers regarding invoices.
・Business Planning Representatives: For those who want to utilize real-time understanding of invoice issuance status for sales analysis and management decisions.
■Benefits of Using This Template
Money Forward Kakebarai is an excellent tool for streamlining billing operations, but tasks such as confirmation after invoice issuance and notifications to related departments remain time-consuming and labor-intensive if done manually.
With this flow, notifications are sent to the LINE WORKS chat room simultaneously with the completion of invoice issuance, allowing all members of each department to understand the issuance status in real-time and quickly move to the next actions such as confirmation and approval. This eliminates the need for manual confirmation and notification tasks, enabling operational efficiency and time savings. Additionally, LINE WORKS' notification feature can be checked on smartphones, allowing information to be received regardless of location, thereby enhancing operational flexibility and productivity.
■Notes
・Please integrate Yoom with both Money Forward Kakebarai and LINE WORKS.
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