PowerApps Case Study
CRM Application
1. Problem Statement
Managing client relationships was challenging due to dispersed data across multiple platforms, making it difficult to track client interactions, contracts, and opportunities in one place. The team needed a unified CRM solution to improve client engagement and streamline sales operations.
2. Solution
The PowerApps-based CRM Application brought all client relationship management tasks into a single platform:
- Centralized Data Management: Records contacts, clients, opportunities, interactions, and contracts in one accessible location.
- Interaction Tracking: Logs every client interaction, ensuring the team has complete visibility of communication history.
Opportunity and Contract Management: Tracks sales opportunities from lead to contract, with automated reminders for follow-ups and contract renewals.
3. Impact on Recruitment Operations
- Improved Data Accessibility: Enabled instant access to client records, reducing search time by 50%.
- Enhanced Client Engagement: Allowed team members to better prepare for meetings and follow up, improving client satisfaction.
- Streamlined Sales Process: Provided a clear view of the sales pipeline, boosting the efficiency of tracking and converting leads by 40%.
Ready to transform your business with Power Platform? Get in touch with our experts today to discuss how we can empower your organization.
Mr. Harish Avanigadda
Email: HarishA@jst-group.com
