Notify Talknote of lead information created in GENIEE SFA/CRM

■Overview

This is a flow that notifies Talknote of prospect information created in GENIEE SFA/CRM.

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■Recommended for

1. Those who manage customers using GENIEE SFA/CRM

・Sales representatives using GENIEE SFA/CRM in their sales activities

・Marketing personnel who centrally manage prospect information

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2. Those who use Talknote in their work

・Those who use Talknote for communication with customers

・Team members using Talknote as a means of communication between teams

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■Benefits of using this template

GENIEE SFA/CRM is a tool suitable for managing customer information, but manually sharing information can be time-consuming and reduce productivity.
Additionally, since the created content is not shared in real-time, it may lead to delays in response.

This template allows you to automatically notify Talknote when prospect information is created.
Since prospect information is linked in real-time, you can quickly consider follow-up schedules, reducing the likelihood of response delays.

By automating notifications, it is also possible to prevent human errors such as incorrect notification destinations or information entries.

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■Notes‍

・Please link both GENIEE SFA/CRM and Talknote with Yoom.