Power Apps automates sales request tracking and accelerates turnaround time

About the client

The client is a global technology solutions provider that works with young and mature enterprises in diverse verticals. As a trusted technology partner, they go the extra mile to help companies enhance their business value through digital transformation.

Client requirement

Our client used an Excel sheet to track and manage the sales requests. Maintaining requests was challenging, and they struggled to follow their team’s progress, especially when dealing with a high volume of reports. They required an automated solution to streamline the entire sales management process. The challenges included:

  • Lack of sales request process automation
  • Inability to track the team’s progress
  • Lack of insights into daily requests handled

PreludeSys developed a robust sales request application using Power Apps and Power Automate. This powerful combo can manage requests end-to-end, from initiation to archiving the final documents, providing a seamless experience for users. Plus, to further streamline the documentation process, they integrated the sales request application into One Drive to archive the documentation associated with an opportunity. PreludeSys also deployed Power BI to present real-time interactive status of the sales requests and Microsoft Virtual Agent to enable smart search on the archived documents. The solution delivered the following:

  • Sales request process automation using Power Apps and Power Automate
  • Power BI reports implementation to track sales requests
  • Intelligent search through Microsoft Virtual Agent
  • Sales request application integration into One Drive
  1. Power Apps automated sales request application.
  2. Eliminated complex Excel sheets.
  3. Power BI reports showcased real-time sales request status.
  4. Quick turnaround as less than 40% time spent on each request.
  5. Microsoft Virtual Agent fastened document retrieval process.