Several businesses across various industries faced challenges in enabling their sales representatives to efficiently manage accounts and call reports while on the go. Their reliance on Oracle NetSuite lacked mobile accessibility, making it difficult for field sales reps to update records in real time. To address this, KAISPE developed a PowerApps Canvas mobile application integrated with NetSuite. Utilizing Microsoft technologies such as Power Automate, Dataverse, and Azure Functions, this solution provided a seamless and mobile-friendly experience. As a result, sales representatives now manage accounts efficiently, improving productivity and customer engagement.
Sales Reps Struggled with Mobile Accessibility and Data Entry
Many businesses’ sales representatives relied on Oracle NetSuite for managing accounts, contacts, and call reports. However, NetSuite’s lack of a mobile-friendly interface forced reps to use laptops, making real-time data entry cumbersome and inefficient. Additionally, sales reps needed a way to identify and access the nearest accounts while in the field—something that NetSuite did not provide. These challenges led to delays in reporting, decreased productivity, and missed sales opportunities.
A PowerApps Canvas Mobile App with Seamless NetSuite Integration
To address these pain points, KAISPE developed a PowerApps Canvas mobile application with direct integration into Oracle NetSuite. The app allows sales representatives to create accounts and call reports on their mobile devices, with data automatically posted to NetSuite via Power Automate and a custom connector. Additionally, integration with Google Maps API enables real-time location tracking, allowing sales reps to locate and navigate to nearby accounts. The solution also leverages Dataverse for structured data management and Azure Functions for secure API communication, ensuring a seamless and efficient workflow.
Enhanced Sales Productivity and Real-Time Data Accuracy
By implementing the PowerApps Canvas mobile application, multiple businesses have experienced a significant boost in operational efficiency. Sales reps now spend less time on administrative tasks and more time engaging with customers. Real-time data entry has improved accuracy and minimized reporting delays, while the location-based insights enable better visit planning. Overall, the solution has led to increased user adoption, enhanced productivity, and a more streamlined sales process.
“Our collaboration with Microsoft enabled us to deliver a tailored solution for multiple businesses, utilizing PowerApps and Oracle NetSuite to streamline their sales operations. This integration significantly improved their efficiency and data accuracy, showcasing the power of Microsoft technologies in transforming business workflows.” – Imran Mahmood, CEO
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