Custom Power Apps–based CRM - To Streamline Lead Management & Automate Sales Processes
Project Domain: Sales & Customer Relationship Management (CRM)
About the Client
Our client is a financial service organization, having core focus on strengthening customer relationship & sales efficiency. Moving forward with the business, it became difficult to manage customer & lead information increasing complexity & inefficiency. Hence, the client is required to develop a centralized CRM system with custom power apps that ensures data security & future growth.
Scope of Work
Tabdelta delivered key initiatives that help to support client growth & also improve the overall operational efficiency.
01
Centralized Lead Management
- Centralized CRM system to replace spreadsheet-based tracking
- Structured customer and lead data into a single record
- Ease of access to customer data across sales and business teams
02
Tracking & Process Automation
- Track for calls, emails, and meetings
- Automated workflows using Power Automate reducing manual efforts
- Consistent follow-ups for improved sales process
03
Data Modeling
- Role-based access controls for secured and controlled data usage
- Dataverse data model that supports future business growth
- Maintained data accuracy, consistency, for overall system
04
Data Migration & User Adoption Support
- Migrated existing customer and lead data from multiple spreadsheets
- Clean & standardized inconsistent data during migration
- Smooth adoption of the new CRM & support to users
Challenges Addressed
Fragmented Customer & Lead Data
Customer & lead data scattered from multiple spreadsheets cause with data inconsistency, duplication and limited customer interaction
Lack of Centralized and Auditable System
It was challenging to track customer activities, audit changes and maintaining records with accuracy without centralized CRM system
Manual Interaction Tracking
The sales team had to rely upon manual method for tracking that lead to missed follow-ups, inconsistencies in tracking & limited insights
Limited Reporting
The spreadsheet reporting offered limited visibility to sales performance & customer data. This restricted the team to analyze data & make informed decisions.
Data Security and Scalability
The existing tools do not provide security controls and hence client needed support with role based access for sensitive data.
Solutions Implemented
Centralized Lead & Customer Management
- Develop custom CRM using Power Apps to centralize customer and lead data
- Replaced spreadsheet-based to a single, secured system
- Ease of access to customer data
Interaction Tracking & Workflow Automation
- Interaction tracking for calls, emails, and meetings
- Automated business workflow using Power Automate
- Reduced manual effort and consistent follow-ups
Interactive Forms & Reporting
- Dynamic forms to capture & manage customer data efficiently
- Structured data capture to improve visibility to sales activities
- Better reporting and insights for business decisions
Scalable & Secured CRM Architecture
- Scalable data model using Microsoft Dataverse
- Configured role-based access for data security
- Delivered solutions that support future growth & evolving business needs
Outcomes Delivered
We deliver the outcomes that support growth as well as help to improve the overall operational efficiency.
Improved Lead & Customer Management
With centralized CRM, a single source can access the customer & lead data with accuracy, consistency to information with better follow ups & strong engagement.
Streamlined Sales Operations
Reduce manual efforts by automating interaction tracking and key workflows that help to focus on high-value activities rather than administrative tasks.
Enhanced Visibility & Reporting
The centralized CRM offers enhanced visibility to customer interactions & sales activities. This also enables insights to make informed, data-driven decisions.
Secure & Scalable CRM Foundation
The CRM software is Dataverse-backed that provides secure and scalable solutions that help in business growth. Role-based access controls for data security.
Improved User Adoption & Experience
The Power App based CRM gives improved user adoption with simplified daily usage. The data transitioned gives improved efficiency and usability.
Building the Future of CRM Using Power Apps
The transformation into CRM using power apps help clients to get centralized data keeping them away from fragmentation & manual spreadsheets. This dataverse-backed solution is implemented with automated workflows that gives full control over data, interactions & sales activity.
The centralized CRM platform using power apps helps in improving the overall operational efficiency, enhanced data visibility & accuracy with role based access controls. This helps business support future growth with a simple & intuitive interface that also enables to take data driven decisions.