■Overview
This is a flow to add company information to Salesforce 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 using it for centralized management of customer data
2. Companies managing deals with Salesforce
・Those who register and share the status of each deal with their team
・Executives or sales managers reviewing all internal deals
■Benefits of using this template
GENIEE SFA/CRM is an effective tool for visualizing information related to sales activities.
By using it together with Salesforce, you can analyze information and deepen the content of your work.
However, having to manually enter information registered in GENIEE SFA/CRM into Salesforce can potentially degrade the quality of work.
This flow is suitable for those who want to minimize the time spent on data entry.
When information is added to GENIEE SFA/CRM, it is automatically registered in Salesforce, eliminating the need for manual entry.
You can use the time spent on manual entry for other tasks.
■Notes
・Please integrate both GENIEE SFA/CRM and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use apps that are subject to restrictions during the free trial period.
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