Automating from Sales to Delivery, including your NPS

We often see business processes that are well defined, but highly manual. That includes everything from sending an email when an opportunity closes, to dropping off a paper order to the finance and engineering team - which only continues to follow that process up until delivery. Just because something is done with technology, doesn't mean it's streamlined. Gain control of your manufacturing process with a well-defined and controlled business process through a Power Platform solution.

This includes creating a transparent business process that automatically:

• Triggers the start of the process through a closed won opportunity in CRM
• Informs Finance or the ERP platform of the order
• Kicks off the engineering or design of the product
• Advancement as the result of uploads or imports of the design for the product build
• Delivery or shipment details automatically sent to the customer, upon build completion and shipment processing
• Invoice initiation with the sales and finance team
• Automated Customer Survey

With a streamlined process, you open up many opportunities. You can create visibility into each order and the stage they are at. You can monitor the progress through Power BI, to determine if there are any areas for improvements. Last, you can monitor your net promoter score (NPS), to determine how you are performing with your customers.