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

■Overview

This flow adds company information to SPIRAL once it is registered in GENIEE SFA/CRM.

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■Recommended for‍

1. Companies utilizing GENIEE SFA/CRM

・Sales managers managing all sales activities within the team

・Sales assistants managing customer data

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2. Those using SPIRAL for data management

・Marketing personnel using it for campaign creation and data aggregation/analysis

・Sales assistants managing leads

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■Benefits of using this template

GENIEE SFA/CRM is a useful tool for facilitating sales activities.
Additionally, using SPIRAL allows you to leverage data obtained from marketing activities, enabling more effective sales activities.
However, manually entering company information registered in GENIEE SFA/CRM into SPIRAL makes it difficult to maintain the currency of information.

This flow is effective for those who wish to quickly share new information.
Once information is added to GENIEE SFA/CRM, it automatically completes the registration in SPIRAL, saving the time spent on manual entry and enabling speedy information sharing.
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■Notes‍

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