When a prospect is registered in GENIEE SFA/CRM, notify on Discord.

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  2. GENIEE SFA/CRM
  3. When a prospect is registered in GENIEE SFA/CRM, notify on Discord.
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■Overview

This is a flow that notifies Discord 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 in their sales activities

・Marketing personnel who centrally manage prospect information

‍

2. Those who use Discord for business

・Those who use Discord for communication with customers

・Team members using Google Chat as a means of communication between teams

‍‍

■Benefits of using this template

GENIEE SFA/CRM is an excellent tool for streamlining customer management, but manually notifying Discord every time a prospect is registered can be a significant burden for sales representatives, potentially leading to missed notifications or delayed responses.

By implementing this flow, prospects registered in GENIEE SFA/CRM are automatically notified to Discord, allowing sales representatives to promptly recognize prospect registrations and respond quickly. Additionally, eliminating the need for manual notification tasks allows more time to be dedicated to customer communication and negotiations.

‍

■Notes

・Please integrate both GENIEE SFA/CRM and Discord with Yoom.

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