When company information is registered in GENIEE SFA/CRM, add it to Notion.

■Overview

This is a flow to add company information to Notion when it is registered in GENIEE SFA/CRM.

‍

■Recommended for‍

1. Companies utilizing GENIEE SFA/CRM

・Sales managers managing the progress of sales activities

・Sales assistants managing and adding customer data

‍

2. Companies using Notion as a centralized information management platform

・Business personnel managing project tasks

・General affairs personnel visualizing information using databases‍

‍

■Benefits of using this template

GENIEE SFA/CRM is a tool that can be used to visualize data related to sales activities.
By also managing information in Notion's database, you can manage all kinds of information and conduct smooth sales activities.
However, manually entering company information input into GENIEE SFA/CRM into Notion can negatively impact the productivity of the entire team.

This flow is suitable for those who want to eliminate the hassle of manual entry and improve work efficiency.
When company information is registered in GENIEE SFA/CRM, it is automatically registered in Notion as well, eliminating the need for manual entry.
Additionally, by registering with the quoted content, the accuracy of the information is maintained at a high level.

‍

■Notes‍

・Please link both GENIEE SFA/CRM and Notion with Yoom.