When order information is added to Google Sheets, register it in Next SFA.

■Overview

This is a flow to register order information in Next SFA when it is added to Google Sheets.

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■Recommended for

1. Those responsible for data management using Google Sheets

・Sales representatives using Google Sheets for order information registration

・Team members using Google Sheets for sharing order information

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2. Those utilizing Next SFA in their business operations

・Sales department personnel using Next SFA for order information management

・Those responsible for entering order information

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■Benefits of using this template

Next SFA is a tool suitable for managing customer information and sales history.
However, manually registering order information from Google Sheets into Next SFA can be time-consuming and inefficient depending on the number of entries.

This template allows for the automatic registration of order information from Google Sheets into Next SFA, improving the efficiency of the registration process.
It also enables team members to collaboratively edit Google Sheets and register the information into Next SFA at the appropriate time, making order information management easier.

After this flow, by integrating with communication tools, it is possible to notify specific members of the order information and share subsequent tasks.

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■Notes

・Please integrate both Google Sheets and Next SFA with Yoom.