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

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

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

‍

■Recommended for‍

1. Companies utilizing GENIEE SFA/CRM

・Sales representatives who visualize the progress of sales activities and manage tasks

・Sales assistants who use it for accumulating customer data

‍

2. Companies using Sasuke in their operations

・Sales assistants responsible for creating materials and graphs

・Product managers who use it for inventory management

‍

■Benefits of using this template

GENIEE SFA/CRM is a tool suitable for visualizing customer information in sales activities and sharing information within the team.
Additionally, utilizing Sasuke can streamline the sales process.
However, re-entering company information registered in GENIEE SFA/CRM into Sasuke can lead to a loss of business opportunities.

This flow is suitable for those who want to automate operations and smooth the progress of work.
By automatically registering company information in Sasuke once it is registered in GENIEE SFA/CRM, it eliminates the need for manual entry and improves work efficiency.
‍

■Notes‍

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

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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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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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