Once company information is registered in GENIEE SFA/CRM, add it to JUST.DB.

■Overview

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

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■Recommended for‍

1. Companies utilizing GENIEE SFA/CRM

・Sales representatives managing tasks in sales activities

・Sales assistants responsible for managing customer data

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2. Those managing information with JUST.DB

・Marketing personnel conducting data aggregation

・Retail personnel using it for managing product and customer information

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■Benefits of using this template

GENIEE SFA/CRM is a tool that visualizes data related to sales activities and informs the entire team of the situation.
Furthermore, by registering detailed information in the JUST.DB database and analyzing the information, it facilitates smooth sales activities.
However, manually entering company information inputted into GENIEE SFA/CRM into JUST.DB can cause delays in information sharing.

This flow is suitable for those who want to share information smoothly within the team.
When company information is registered in GENIEE SFA/CRM, it is automatically registered in JUST.DB as well, allowing for quick information sharing without waiting for input.
Additionally, by registering the quoted content, it maintains high information accuracy.

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■Notes‍

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