Session
Mini_CRM - how to ease Sales reps by rebuilding tool which record client meetings
Fully automate process for Sales Reps to record, administrate and analysis business meetings with clients.
This process include Power App, Power Automate, Power BI, Sharepoint and O365 calendar.
Before this process was inefficient both for sales reps as well as for back office. However when make this change we ware oblige to keep the data structure unchanged and with use of Power Platform tools we bypass everything with low effort and final effects surprised everybody in organisation. Now we plan to spread this solution to other countries.
Michał Ziemba
Microsoft Certified Trainer (MCT), Cloud Solution Architect & IT Systems Integrator
Gdynia, Poland
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