This is the process by which sales representatives record and share the results of meetings with customers.
The sales representative registers the appointment in advance and enters the results after the meeting has taken place.
After inputting the results, the results of the meeting are automatically shared with the relevant parties by email.
The process manages the daily sales report.
At regular intervals, an email is sent requesting the completion of the daily report.
The request email contains a humorous daily message (auto-generated by ChatGPT).
This workflow instructs the sales representative to report on high-profile deals, automatically creating a weekly list of deals from Salesforce, narrowed down by expected completion date, accuracy, etc. Automatic reporting instructions are given to the sales representative for each item on the list.
The process manages the forecasting and actual number of contracted working days on a monthly basis. A report on the operating schedule is automatically requested at the beginning of the month. The number of working days is automatically calculated at the time of the request. The number of working days is calculated based on pre-registered public holidays and regular holidays.
This is an order response process initiated by receipt of a fax mail.
Immediately after the process starts, the order is notified on line.
After confirmation by the sales leader and general manager, if the order amount is $5000 or more, the order is also reported to the executives.
*This system is designed to work with an Internet FAX service that converts received faxes into PDF attachment emails and sends them out.
Requests for translation of a draft. The sentences entered in [1. Document set] will be delivered to the translator. When the translation is completed (2. translation), the number of characters is recorded and the requester is notified.
.Reports the page popularity in the specified period in ranking format. It is also possible to check the details of the number of page views, the number of sessions, and the number of times visitors in TSV format. filtersExpression is also available.
Calculates N business days after the specified date. If N is negative, returns N business days ago. It is necessary to set a holiday in advance. It is also possible to add company-original holidays.
Determines whether the date value is Business Day or not. If holiday, returns the name of holiday. If Sat or Sun, returns the day name. Otherwise, returns an empty string. You can also set special holidays set by your company.
Aggregates the count of data by 2 aggregation-key columns: Pivot table. Count and Percentage are tabulated as a cross table TSV. Eg, Survey Results TSV is automatically generated from Survey Records TSV. 2D frequency distribution.
Aggregates the count of data by aggregation-keys. Count and Percentage are tabulated as a summary table TSV. Eg, Survey Results TSV is automatically generated from Survey Records TSV. Frequency distribution.
Aggregates the values in a numeric column by 2 aggregation-key columns: Pivot table. Sum, Percentage, Count and Average are tabulated as a cross table TSV. Eg, “Sales for each combination of Client-Y and Store-X” is aggregated from “Sales log TSV”.
Aggregates the values in a numeric column by aggregation-keys. Sum, Percentage, Count and Average are tabulated as a summary table TSV. For example, “Sales for each client” is aggregated from “Sales log TSV”. Grand Total Tabulation.
Calculates the difference and rate of change for the two numeric columns in the TSV. Adds the calculated value to the rightmost column. It realizes month-on-month and year-on-year automation.
Merges two TSVs based on a common key-field. Keeps all the rows from TsvA (left table) and brings in any matching rows from TsvB (right table); Left Outer Join. Neither TSV needs to be sorted. Only the upper row in TsvB will be matched.
Gets the step count data in Google Fit. Gets the aggregated value for any period. It is also possible to acquire travel distance data (meters). For example, the number of steps taken during working hours for care workers and delivery staff is acquired.
Store Manager submits a daily report to the area manager to be checked at the [2. Report Check/Comment] Step. Automatically retrieves the day’s weather data via API and records it.
Submits a daily report to the supervisor to be checked at [2. Report Check/Comment] Step. Automatically retrieves weather data of the day via API and records it.
Receive product delivery information, pack and ship. It is automatically started when delivery information is received from the consignor via HTTP communication. An invoice is automatically generated, and when the [1. Packing completion] process is completed, “Packing complete” is reported to the consignor’s business process. If “inspection” is instructed as an option, an inspection is performed and a completion report is given.
Multiple people will report and summarize the progress of the project. Reporters appointed at the [1. Rapporteur Designation] Step make a report and handle the [2. Progress in Subjective]. With the aggregation of reported values will help to increase the reliability of progress evaluation.
To be approved by the Sales Manager. Sales team leader makes [2. Confirmation], and then Sales Manager makes [3. Approval]. If the order value is over 1 million JPY, it will be also reported to the directors.