■Overview
This is a flow that notifies Slack when a prospect is registered in GENIEE SFA/CRM.
■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
2. Those who mainly use Slack in their daily work
・Those who interact with customers on Slack
・Departments using Slack as a means of communication among members
■Benefits of using this template
GENIEE SFA/CRM is a tool to streamline sales activities, but manually notifying Slack every time prospect information is registered can delay information sharing within the team and hinder prompt responses.
By implementing this flow, when a prospect is registered in GENIEE SFA/CRM, it is automatically notified to Slack, allowing the entire sales team to quickly grasp prospect information and enabling prompt responses and follow-ups. For example, by automatically assigning prospect information to team members responsible for specific industries or regions, more efficient sales activities are possible.
Furthermore, automatic notifications to Slack invigorate communication within team members, leading to the sharing of know-how and strengthening of cooperation.
■Notes
・Please integrate Yoom with both GENIEE SFA/CRM and Slack.
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