Sales Planning and Execution Project
Optimizing sales execution is crucial for staying ahead in a competitive market. Learn how we helped a liquor company streamline their sales processes, enhance collaboration, and improve decision-making with Microsoft PowerApps.
The Challenges
A liquor company was managing its sales planning and execution across multiple states in the USA using an outdated Excel-based system. This system was cumbersome and lacked the real-time updates, collaboration, and reporting capabilities needed to make strategic decisions. The main challenges included:
- Manual Data Entry: Sales and execution data were manually entered into Excel, leading to inefficiencies, delays, and potential errors.
- Lack of Real-Time Collaboration: The Excel system lacked the ability for teams to collaborate in real-time, making it difficult to track progress across states.
- Inadequate Reporting: Generating accurate, up-to-date reports was time-consuming and inefficient, with no clear visibility into sales performance or execution status.
- Limited Access Control: The existing system had no role-based access control (RBAC), leading to potential security risks and limited control over who could view or edit sensitive data.
Our Solution
We implemented a modern solution using the Microsoft Power Platform, aimed at streamlining the sales and execution processes. The solution allowed the company to transition from Excel to a smart, real-time dashboard and app, ensuring better strategic planning and execution across states:
- Canvas Power App: We built a custom Canvas Power App that provided a mobile-friendly interface for sales teams to track and manage sales execution in real-time. The app allowed users to input data, track progress, and view key performance metrics across states.
- Power Automate (Cloud Flow Platform): Automated workflows were designed to trigger notifications, task assignments, and approvals, ensuring that sales tasks were efficiently managed and executed without delays.
- Dataverse Integration: Dataverse served as the middle layer to centralize data, ensuring that all sales data was stored securely and accessed in real-time across the organization.
- SQL Server Integration: We implemented DevOps practices to streamline the deployment process, ensuring that updates, bug fixes, and enhancements could be delivered quickly and efficiently.
- DevOps Implementation: The solution included integration with the company’s SQL Server to synchronize data across the platform, ensuring consistency and accuracy.
- Role-Based Access (RBA): Role-based access control (RBAC) was implemented to ensure that only authorized users had access to specific data, improving security and control over the sales process.
- AG Grid Integration: We integrated AG Grid into the app to provide advanced features such as data sorting, filtering, and aggregation, enhancing the user experience and facilitating detailed analysis.
Core Principles
The solution was designed with the following principles:
- Automation: Automating workflows to eliminate manual data entry, enhance efficiency, and reduce errors in sales tracking.
- Real-Time Collaboration: Enabling sales teams across multiple states to collaborate and track progress in real time, improving decision-making and accountability.
- Secure Data Management: Implementing role-based access control (RBAC) and ensuring secure, centralized data storage in Dataverse.
- Advanced Reporting and Analytics: Enabling better data visualization, analysis, and decision-making with the integration of AG Grid and real-time reporting dashboards.
The Result
By implementing this Power Platform solution, the liquor company achieved several key benefits:
- Streamlined Sales Execution: The app and dashboard provided real-time tracking and updates on sales performance and execution, improving efficiency and reducing manual effort.
- Improved Decision-Making: Automated workflows, real-time data access, and advanced reporting capabilities allowed for faster, more informed decision-making.
- Enhanced Security and Control: Role-based access control (RBAC) ensured that only authorized personnel could access sensitive data, improving data security.
- Scalable and Reliable System: The integration with SQL Server, Dataverse, and the implementation of DevOps ensured that the system was scalable and could be reliably updated with minimal disruption.
Transform your sales planning and execution with Microsoft PowerApps
Contact us today to learn how we can help you automate and streamline your sales processes for better results.
Success Stories
"The new system has transformed how we handle sales and execution across multiple states. The PowerApp and dashboard provide real-time visibility, while the automated workflows have saved us a lot of time. The role-based access control ensures that sensitive data is secure, and the advanced reporting helps us make more informed decisions."
— Liquor Company
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