7 Top Power Automate Benefits

power automate benefits

Power Automate, formerly known as Microsoft Flow, automates business processes between web apps by aiding employees to monitor specific tasks or do predetermined work at certain times are some power automate benefits. For instance, an employee could be notified by the tool once his computer is connected to the internet (triggered by an event), and then he can respond with his login credentials for Office 365 cloud storage (using information from Dynamics 365). As a result, files could also be automated for sharing. 

The term “business process automation” (BPA) can be defined as the application of technology to automate repeatable daily tasks. It helps get work accomplished by directing information to the correct person at the appropriate time by defining the use of user-defined guidelines and procedures. BPA assists organizations in streamlining processes like onboarding employees and onboarding, contracts management, accounts payable and many more.

power automate benefits

Benefits of using Power Automate 
 

1. All day tasks can be simplified 

Consider how many e-mails you get each day. Imagine getting a message when a priority e-mail is received. Power Automate allows users to create a template to receive the notification whenever an important e-mail is received. 

2. Improve workforce productivity 

Benefits of Power Automate will help your business save time, increase productivity, and work more efficiently. Employees can be more productive by automating a variety of repetitive tasks that consume time throughout the day. This will allow them to work smarter and increase their overall business performance. 

3. Automate tasks across all business systems 

Power Automate automates hundreds of tasks from hundreds of apps within the Microsoft ecosystem and other sources. Many popular connectors include Microsoft SharePoint, Power BI, and Word, Outlook, Teams. Planner, Asana. Mailchimp. Twitter. DocuSign. Google Drive. Eventbrite. FreshBooks. Trello. 

4. Reduce human error with employee satisfaction. 

Employees can focus more on the important things and pay more attention by automating repetitive, time-consuming tasks. This can increase job satisfaction and feelings of accomplishment. Automation reduces human error and allows you to feel confident that your tasks will be done correctly. 

5. Automate your decision-making process with real-time data

Automating processes such as sales opportunities approval workflows, time off requests, approval of documents, and approval workflows can help you save time in decision making. 

6. Pre-defined templates to create a flow. 

Power Automate offers a wide range of pre-defined templates. These templates allow you to save time on approvals, notifications and productivity. 

7. Make your business accessible from anywhere. 

Microsoft Power Automates mobile application allows team members to create, run and review automated workflows while away from the office.  

It’s not only about changing paper documents with PDF’s about making sure that business process automation seeks at making processes cost-effective automated, efficient, error-proof and transparent. Automated processes help businesses are able to save time and ensure the most effective practices are followed to enhance overall efficiency.

 Power Automate Uses: 

Automating specific tasks can help you achieve the following: 

  • Receive immediate alerts for important e-mails or notifications 
  • Meet new customers and keep in touch 
  • Automated saving of e-mail attachments in OneDrive or SharePoint 
  • Social media is a great way to engage. You can tweet a blog post or publish it on Facebook automatically. Or you can get notified if a tweet using a specific keyword has been retweeted. 
  • Automate approval processes such as document approvals or time-off requests. Once the approval is complete, employees can be notified by Teams. 
  • Push notifications to your phone when you get an e-mail from your customers 
  • Keep up to date with Dynamics 365 Opportunities 
  • When a Power BI alert has been triggered, you will receive an e-mail notification. This could include alerting support staff when there are more than 100 incidents or sales managers if ten or more leads have not been updated in the past two weeks. 

A low-code solution for easily automating your IT workflows. 

The process of automating business tasks has grown in popularity over the past few years, especially among small to medium-sized businesses who are looking for an efficient way to streamline simple or complex processes.  The Power Automate app within Microsoft 365 is a low-code solution that provides an easy interface allowing users with basic technical knowledge to set up intricate automated tasks.  

Artificial Intelligence marketing will play a huge role in your marketing strategy going forward. It has the ability to bring a ton of value to a wide range of marketing activities. It will help you to identify and convert your customers better. It will allow you to target the right customers with the right message at the right time.

With valuable solutions that can be configured in less than 10 minutes, it allows you to transform your business no matter the size. Although this software is aimed at people who are already familiar with certain technical concepts, the initial installation and configuration may feel overwhelming.

Also Read More about – Invoice Automation / AP Automation 

Sysfore is a Microsoft Gold Partner with unique customer stories using the Microsoft Power Platform. Being a low code/no code platform, partner could help customer in quickly building apps for their key business challenges leveraging the various solution components. As requested sharing with you the solutions which Sysfore has already built on Power Apps platform for customers.

Get Sysfore Cloud Managed Services For Your Enterprise

Sysfore, A Microsoft Cloud solution provider and a Gold Partner, uses leading network, technology, and service expertise to deliver our service anytime, virtually anywhere, quickly and efficiently. We have helped over 80 small enterprises and 30 mid-sized enterprises across the globe for a successful cloud migration in the past 8 years.
Contact one of our experts today and we will help you find the perfect solution for your business. Write to us at info@sysfore.com or give us a call at +91 (80) 4110 5555.

 

Retail Sales App

Driving Retail Sales Management

Retail Sales App is used to improve the overall effectiveness of the customer engagement and efficiently driving the relationship and to give a structured way of engaging with the customers to make sure that the sales objectives of the organization is fulfilled.

By continuous monitoring, the engagement could be supported or improved upon by the timely feedback. By creating more engagement opportunities with existing customers and to identify or pass on new opportunities from the various sales channel. Sysfore Retail Sales App is a mobile app available for users on their iPhone and Android mobile phones.

Key features of Retail Sales App

• Attendance

  • This Feature helps to track daily presence of Sales Representative/Manager. It also captures GPS Location of Sales Representative/Manager while doing check in and check out.

• Activity

  • Sales Representators having predefined clients. Need to go on client place to perform activities such as Order Booking, Payment Collection, Product Discussion etc.
  • He can also specify if any issue raised by clients such as Product Damage, Billing issue etc.
  • In addition, here we are capturing GPS location while adding activity.

• Assign Task

  • Sales Manager must assign task to his team.
  • Here he can assign task for predefined clients, or he can also assign task for new Client which is also tracked

• Permanent Journey Plan (PJP)

  • Sales Manager will define PJP which can be daily, weekly, monthly, or quarterly.
  • The PJP will be assigned to Sales Representative.

• PJP against Daily Activity

• Dashboards

  • Here we are making track of Sales Representative’s daily activity against PJP which is assigned to him.
  • This feature shows pictorial (graph) representation for Sales Managers where he can filter based on Sales Representative.
  • Based on activity type Sales Manager can see graph.
  • For Sales Representative he can see count of his activity.
  • Both Sales Representative and Sales Manager can see PJP against Daily activity graph.
  • Issue against client name also shown in graph.

What does it take to start using the Sysfore Retail Sales App?

Sysfore Retail Sales mobile app helps increase customer satisfaction, shorten the sales cycle, better utilize Sales Representative, and improve business process management.

Sales Team and hierarchy

Sales Team Hierarchy

How it works?

Sales Representative


Task dashboard
The Sales Representative can see count of their today’s activity.

Sales Representative Check
  • Attendance

In attendance Sales Representative can check in and check out which captures location coordinates and time.

  • Location Capturing

While entering activities, the live location will be captured.

  • Adding activity

Sales Representative can do entry of Activities such as Order booking, Payment collection etc. which is assigned by Sales Manager. He needs to update the status of the assigned task. While adding activities, the additional feature is given to capture any images from camera, or he can upload through attachments if is required.

  • Map

Sales Representative can use the map from app to check location of client.

Sales Representative MAP
  • Adding issues

Sales Representative can do entry Issues such as billing issue, account issue etc. While adding activities and issues the additional feature is given to capture any images from camera or he can upload through attachments if is required.

Sales Representative New Issue
  • PJP Dashboard

Permanent Journey plan will be assigned to Sales Representative which can be compared against daily activities of Sales Representative which is represented in graph.

Sales Representative Daily-Activity
  • Adding New Client with activities

In this module Sales Representative can add new clients details and activities for him with that he can capture any images from camera, or he can upload through attachments if is required.

Sales Representative New Client

Reporting Sales Manager

  • Task dashboard

The Sales Manager can see count of their today’s activity.

  • Attendance

In attendance Sales Manager can check in and check out which captures location coordinates and time.

  • Teams Dashboard

The Sales Manager can see total count of today’s activity of his team members.

Sales Manager will be able to see all the activities of team members with pictorial representation (Graphs). He can see by some of filters such as daily, weekly, monthly, and selecting individual Sales Representative.

Sales Representative Dashboard
Issue against client name also shown in graph.
Sales Representative New Dashboard
  • Assign Task

Sales Manager will assign task to their team members on predefined clients or for new clients.

Sales Representative Assign Task
  • Create Permanent Journey Plan and Details

Sales Manager will create Permanent Journey Plan based on Plan type such as Daily, weekly, monthly, quarterly with activity name and activity target.

Sales Representative Journey Plan
  • Assign Permanent Journey Plan (PJP)

Sales Manager will assign team members with targeted date.

Sales Representative Planning

Advantages of Retail Sales App

  • Easy track of Sales Representative daily activities.
  • Easy track of attendance of sales Representative/Manager.
  • Fast and easy data collection.
  • Better Customer Relationship.
  • Enhanced Insight with the help of dashboards.

Technologies Used

  • SharePoint or Common Data Services:
  • SharePoint/CDS has taken as backend to store all the data information.
  •   PowerApps:
  • PowerApps which is used for design canvas mobile app.
Streamline and automate business process workflows

Streamline and automate business process workflows

With Power Automate (previously Microsoft Flow), that automate business process workflows where you can use robotic process automation (RPA) to transform repetitive operations from human, time-consuming chores into efficient workflows.
It is a part of the Microsoft Power Platform and acts as a single solution that combines the capabilities of both robotic process automation (RPA) and digital process automation (DPA), with artificial intelligence added on top (AI).

When a flow is initiated, an integrated ecosystem with thousands of prebuilt templates and hundreds of connectors allows you to establish automated workflows between applications and services. This allows you to connect files, receive notifications, and gather data, all while streamlining your business processes and increasing productivity.

Power Automate Connectors

What is Power Automate?

Microsoft’s Power Automate is a new business system that allows us to automate the integration and synchronization of all of our data analysis and apps in order to boost productivity and business efficiency.

Apart from automating procedures and operations in a straightforward and intuitive manner, this online service also allows for the creation of a functional flow without the use of code (or with a minimum code).Power Automate connects two or more applications and performs actions that automate the most common business activities.

This programme can transport data between systems, give task reminders, support data from any API, and automate tasks from a local device, to name a few of its capabilities.

Feature of Microsoft Power Automate

With the renaming to Microsoft Power Automate, Flow, which was previously feature-rich, now has a longer list of capabilities.

  • AI Builder
  • Peek code feature
  • UI Flows (RPA), DPA.
  • Many prebuilt connector
  • No-code platform guidance
  • Manage user identity and access
  • Cloud-basedExpression editor for dynamic content

Also Read More about – Microsoft Power Automate in detail 

Sysfore is a Microsoft Gold Partner with unique customer stories using the Microsoft Power Platform. Being a low code/no code platform, partner could help customer in quickly building apps for their key business challenges leveraging the various solution components. As requested sharing with you the solutions which Sysfore has already built on Power Apps platform for customers.

Get Sysfore Cloud Managed Services For Your Enterprise

Sysfore, A Microsoft Cloud solution provider and a Gold Partner, uses leading network, technology, and service expertise to deliver our service anytime, virtually anywhere, quickly and efficiently. We have helped over 80 small enterprises and 30 mid-sized enterprises across the globe for a successful cloud migration in the past 8 years.
Contact one of our experts today and we will help you find the perfect solution for your business. Write to us at info@sysfore.com or give us a call at +91 (80) 4110 5555.