Streamlining Sales Operations with Power Apps and Power Automate
Artecon improved sales operations by implementing a custom Power Apps and Power Automate solution with Zelite Solutions, integrated with Dynamics 365 Sales Online. User-friendly forms streamlined data capture, while automated workflows enhanced lead, quote, and order management efficiency.
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Artecon, a renowned apparel retailer, experienced rapid growth. However, their reliance on manual processes for lead management, quote generation, and order processing hindered their ability to keep pace with increasing sales volume.
Artecon faced challenges in managing their sales cycle efficiently due to:
- Manual Lead Capture: Time-consuming manual processes for capturing and qualifying leads.
- Inefficient Quote Generation: Sales reps spent excessive time generating quotes based on product configurations.
- Error-Prone Order Processing: Manual order processing was prone to errors and delays.
- Limited Data Visibility: Lack of real-time data insights within Dynamics 365 Sales Online hampered informed decision-making.
Zelite Solutions partnered with Artecon to implement a Power Platform solution integrated with Dynamics 365 Sales Online:
PowerApps:
Custom Power Apps were developed for:
- Lead capture: Sales reps could easily capture lead information through user-friendly mobile or web forms.
- Quote generation: Pre-defined product configurations within PowerApps enabled quick and accurate quote generation.
Power Automate:
Workflows were automated within Power Automate to:
- Qualify leads based on pre-defined criteria and assign them to appropriate sales reps.
- Generate quotes automatically based on selected products and configurations within Dynamics 365 Sales Online.
- Route orders for approval based on pre-set rules and user hierarchies.
- Update order status automatically throughout the processing cycle.
Dynamics 365 Sales Online Integration:
PowerApps and Power Automate seamlessly integrated with Dynamics 365 Sales Online, ensuring data consistency and real-time visibility.
The Power Platform implementation delivered significant improvements for Artecon’s sales operations:
- Improved Lead Management: Streamlined lead capture and qualification processes through PowerApps forms empowered sales reps to focus on nurturing qualified leads.
- Enhanced Quote Generation: Automated quote generation within PowerApps saved time and ensured accuracy by leveraging pre-defined product configurations within Dynamics 365 Sales Online.
- Efficient Order Processing: Automated workflows in Power Automate streamlined order approval, processing, and status updates, eliminating delays and errors.
- Reduced Errors: Automated data validation within PowerApps minimized errors during lead capture, quote generation, and order processing.
- Increased Sales Productivity: By streamlining manual tasks, Power Apps and Power Automate freed up valuable time for sales reps to focus on building customer relationships and driving sales growth.
By implementing Power Apps and Power Automate integrated with Dynamics 365 Sales Online, Zelite empowered Artecon to transform their sales operations. This resulted in improved lead management, efficient quote generation, streamlined order processing, and ultimately, increased sales productivity and customer satisfaction. The solution leveraged the power of the Power Platform to automate tasks, improve data accuracy, and empower Artecon's sales team to focus on strategic initiatives.
