When a prospect is registered in GENIEE SFA/CRM, add it to Microsoft Excel.

■Overview

This is a flow to add prospects to Microsoft Excel when they are registered in GENIEE SFA/CRM.

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■Recommended for

1. Those who use GENIEE SFA/CRM

・Team members who centrally manage customer information with GENIEE SFA/CRM

・Sales department members who utilize GENIEE SFA/CRM in their sales activities

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2. Those who manage information with Microsoft Excel

・Those who want to manage prospect information with Microsoft Excel

・Data analysts who analyze information accumulated in Microsoft Excel

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■Benefits of using this template

GENIEE SFA/CRM is a tool suitable for customer management and helps streamline sales activities.
However, if you manually add prospect information to Microsoft Excel each time, there is a concern about human errors such as transcription mistakes or omissions.

This template is suitable for those who want to automate the addition of information to Microsoft Excel.
Since the information registered in GENIEE SFA/CRM can be automatically added to Microsoft Excel, it can prevent human errors.
Moreover, as manual addition work is no longer necessary, it allows for speedy analysis of prospects.

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■Notes

・Please integrate GENIEE SFA/CRM and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.