This process is used to record internal sales contact activities.
The person in charge makes contact with the lead and enters information such as the introduction schedule according to the screen.
A score is calculated from the entered information, and only leads that meet certain criteria (SAL: Sales Accepted Lead) are passed on to the sales force (field sales).
This process manages the master for internal training programs.
The Outlook calendar events and Questetra master required by the application acceptance process are automatically maintained.
This is a workflow application for securely sending files. The file sender uploads the file at the beginning of the process. The file share recipient is notified by email with the URL of the download page.
This is the process of creating a user ID for a customer at the time of a business meeting. The service to be provided is determined according to the sales representative’s proposal. At the same time as the proposal is decided, a preparation request is automatically sent to the service representative.
Stores quotation PDF automatically to share. A quotation PDF is automatically generated after the submittee, details and total amount are entered at the Task of “Drafting Quotation”. After the quotation is submitted, the quotation which succeeded in the contract is automatically uploaded to the Dropbox folder.
The seminar application information in the kintone application will be automatically deleted. When a request is made to delete seminar application information from the public form, a deletion confirmation email will be sent to the applicant. When the applicant processes the deletion confirmation form in the email, the seminar application information registered in kintone (belonging to the applicant) will be automatically deleted.
Parses the URL/URI string to extract each component, such as Protocol (Scheme), Host, Hostname, Path, Query, Fragment, etc. For components that require URL decoding, decodeURIComponent processing is required separately in the downstream process.
Decodes a URL-encoded string that is an encoded component of a Uniform Resource Identifier. “5%25off%3F” will be decoded to “5%off?” and “%E3%81%82%20%E3%81%84” will be decoded to “あ い”.
Records Processes beginning from the request for approval to the final approval. A director with approval authority can make a record of approval by simply processing the Step of [2x. Request from the Director] without going through the Steps of Submit and Approve. However, even the proposal was from a director, approval by the officer is required if it exceeds 1 million yen. All approvals are recorded and an approved proposal PDF is automatically generated.
Manages customer service at the hotel business. When the front desk staff inputs the customer’s checkout at the Step of [1 Report Checked-out], the room cleaning staff carries out the cleaning and ends with [3 Inspect room]. If the staff in charge of the night shift has input what dealt with guest’s complaints, the front desk staff will be notified it so that to be possible an appropriate response at checkout.
Synchronizes “Customer Master” managed in Google Spreadsheet, automatically. Automatically Starts 1:00 every night, connects to Google spreadsheet API, and acquires “Customer list”. The acquired customer list is reformatted and updated as “Customer Master (Options XML)” on the Workflow platform. It also corresponds to a manually starting by a person or checking on a list.
Manage common passwords. Passwords are recorded in Google Sheets and retrieved/updated via the API. The password user requests disclosure at the Step of [1. Password Request]. When the administrator approves, the password is automatically acquired and disclosed at the Step of [3. Password confirmation]. After confirmation, the password recorded in the Data Item is deleted.
Manages additions/updates in employee information and updates employee masters as needed. The data entered in the Step of [1. Addition / Updating of Employee’s Information] is passed to the Human Resources Department after approval by the supervisor. If the employee master needs to be updated, the current master is retrieved, new data is added, and then the employee master is automatically updated with it.
If there is a complaint from the guest, it will be recorded in [0. Entr. Guest / Complaint]. The front representative can recognize the occurrence of complaints by automatic mail at 5 o’clock in the morning. The content to be shared by the cleaning staff from the front manager is entered in [1. Rprt. Checked-out].
An e-mail will be sent to nice ideas. An idea posted in [1. Think up Idea] will be answered in [2. Write Comment]. Ideas can also be received via email. The process starts automatically.
