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

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  3. When company information is registered in GENIEE SFA/CRM, add it to Rakuraku Sales.
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■Overview

This is a flow to add company information to RakuRaku Sales once it is registered in GENIEE SFA/CRM.

‍

■Recommended for‍

1. Companies utilizing GENIEE SFA/CRM

・Team leaders managing the progress of sales activities

・Sales assistants using it for centralized management of customer data

‍

2. Those using RakuRaku Sales in their work

・Management department staff handling the management of transaction-related documents

・Sales assistants responsible for issuing quotations

‍

■Benefits of using this template

GENIEE SFA/CRM is an effective tool for visualizing sales processes and facilitating smooth sales activities.
By also utilizing RakuRaku Sales, you can smoothly issue transaction-related documents.
However, re-entering company information from GENIEE SFA/CRM into RakuRaku Sales takes time for tasks that can be automated.

This flow is suitable for those who want to eliminate manual work for tasks that can be automated.
Once company information is registered in GENIEE SFA/CRM, data is automatically added to RakuRaku Sales, reducing manual effort and improving operational efficiency.
Additionally, since the input is based on referenced content, the accuracy of the information is maintained at a high level.

‍

■Notes‍

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

・RakuRaku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connection of the set flow bot will result in an error, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.

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About the Apps You Use
GENIEE SFA/CRM
At Yoom, you can utilize the GENIEE SFA/CRM API without any coding. It is possible to receive webhooks from GENIEE SFA/CRM and integrate GENIEE SFA/CRM information with other SaaS platforms.
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At Yoom, you can utilize the GENIEE SFA/CRM API without any coding. It is possible to receive webhooks from GENIEE SFA/CRM and integrate GENIEE SFA/CRM information with other SaaS platforms.
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