■Overview
This is a flow that notifies LINE WORKS when a prospect is registered in GENIEE SFA/CRM.
■Recommended for
1. Those who use GENIEE SFA/CRM for customer management
・Sales representatives using GENIEE SFA/CRM for sales activities
・Marketing personnel managing prospect information centrally
2. Those who use LINE WORKS for business
・Those who use LINE WORKS for communication with customers
■Benefits of using this template
GENIEE SFA/CRM is a tool designed to streamline sales activities and optimize customer management, but manually notifying LINE WORKS every time a prospect is registered consumes time and effort, taking away from the time that should be focused on communication and negotiations with customers.
By utilizing this flow, notifications to LINE WORKS are automated whenever a prospect is registered in GENIEE SFA/CRM, allowing sales representatives to quickly grasp prospect information and respond promptly, regardless of location. For example, they can receive notifications on their smartphones while on the go, consider approaches to customers, or prepare necessary information in advance.
Furthermore, automatic notifications to LINE WORKS clarify who is handling which prospects and when, strengthening the cooperation among team members and leading to more effective sales activities.
■Notes
・Please integrate both GENIEE SFA/CRM and LINE WORKS with Yoom.
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