Manufacturer Improve Quoting Process For Mobile Sales Team Using PowerApps

Overview


VNB assisted a manufacturer in extending their Dynamics CRM sales process using Microsoft PowerApps and Flow to capture quotes, route approvals, and send notifications.

Customer Profile

A global leader specialized in designs, production and marketing of award-winning fitness equipment’s interested in Microsoft PowerApps and Flow.

Customer Situation


microsoft powerapps and flow solution vnb consulting

The customer was already on the track for digital transformation and wanted to customize its current CRM sales process to be able to create quotes, get approvals from the managers and send it out to customers all in a single place. Currently all these different pieces were done in different UI and through emails which made it very difficult for the customer to get accurate insights into their opportunities and leads. Having worked with VNB team on many initiatives customer tasked VNB PowerApps team to create a Quote App using PowerApps and Flow technologies.

VNB Solution


powerapps

VNB PowerApps team streamlined the quoting process for the customer sales team by creating a PowerApps solution for end to end quoting. The new quoting app allowed the sales team to search products and customers directly from CRM or add them to CRM. The quoting app also enabled the sales team to generate PDF quotes with product manuals and send them via email to the end buyers all under one umbrella from their mobile or tablet. An approval process was also built using Flow to approve the quotes internally before sending them out to the end customers. Lazy approvals were allowed so that approvers can view the details directly in email and approve or reject right there, instead of having to login to CRM system. All changes, approvals etc. for these quotes were audited and tracked to allow for insights into the opportunities and leads created by these quotes.

Customer Benefits

  • The new quoting PowerApps allowed customer sales team to manage the quoting process all under one umbrella from any device.
  • The new app with its automated workflows assisted the sales team to better serve the end customers resulting in improved customer experience.

Related Case Studies


covid-19 powerapps portal

A Global Merchant Bank Builds COVID-19 Resource Center using PowerApps Portal

VNB assisted a global boutique merchant bank build a resource center for COVID-19 for its internal and external users using PowerApps Portal

VIEW DETAILS
microsoft power automate powerapps for banking

A Global Boutique Merchant Bank Replaces Its Legacy Portal With PowerApps

VNB assisted a global boutique merchant bank replace its legacy custom portal with PowerApps, SharePoint Online and Power Automate

VIEW DETAILS