■Overview
This is a flow that notifies you on LINE when a prospect is registered in GENIEE SFA/CRM.
■Recommended for
1. Those who use GENIEE SFA/CRM for customer management
・Marketing personnel who centrally manage prospect information
2. Those who use LINE for daily business communication
・Those who use LINE as a means of communication between teams
■Benefits of using this template
GENIEE SFA/CRM is a tool to streamline customer management and facilitate smooth sales activities, but manually notifying on LINE every time a prospect is registered can be burdensome for sales personnel and take up valuable time.
By utilizing this flow, when a prospect is registered in GENIEE SFA/CRM, a notification is sent to LINE, allowing sales personnel to be aware of prospect registrations in real-time on their smartphones, even while on the move or outside the office.
Furthermore, automatic notifications to LINE promote information sharing within the team and enable prompt responses. For example, it is possible to send notifications only to specific personnel when a prospect meeting certain conditions is registered. This helps prevent missed responses to prospects and leads to an increase in closing rates.
■Notes
・Please integrate GENIEE SFA/CRM and LINE with Yoom.
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