In today's fast-paced business environment, keeping customers engaged and satisfied is paramount. One company leading the way in enhancing customer experiences through automation using Microsoft Power Automate, Microsfot Vritual Agent . Teams and SAP . Let's take a closer look at how MROBOT streamlines the customer journey, from receiving product information to order fulfillment.
1. The Offer Arrives
Imagine a scenario where a customer receives enticing product promotions through various commercial channels or targeted marketing campaigns. This is the starting point of the journey.
2. Interacting with the BOT
MROBOT's solution begins with its intelligent chatbot, powered by Microsoft Virtual Agent. Customers can easily initiate actions like placing an order by interacting with the chatbot. For instance, they might request to send a Purchase Order (PO) to receive the promoted product.
3. Guided Form Completion
The chatbot efficiently guides customers to complete a pre-configured Microsoft Forms document. This form collects all the necessary information needed to process the order. It ensures accuracy and simplifies data collection for customers.
4. Power Automate in Action
Once the customer submits the form, MROBOT's system takes over using Microsoft Power Automate. This workflow receives the form data and immediately notifies the Customer Representative or Account Manager of the incoming purchase order.
5. Approval Workflow and CRM Integration
The purchase order is then subject to an approval workflow within the Power Automate process. At this stage, the system also checks the customer's credit status. The entire package of information, along with the credit assessment, is sent to the Customer Relationship Management (CRM) system for a decision on whether to accept or reject the order.
6. Order Acceptance Triggers SAP Integration
If the order is approved, the Power Automate workflow seamlessly integrates with the company's ERP system via the ERP Connector. It calls the Business Application Programming Interface (BAPI) function, creating the SAP order. If the SAP order is successfully created, a notification is sent via Microsoft Teams to the CRM team, including the SAP order number.
7. Customer Notification
Simultaneously, the customer receives an email notification, assuring them that their order is in progress and will soon be ready for delivery. This proactive communication ensures a positive customer experience.
8. Handling Credit Limit Rejections
In cases where an order is rejected due to credit limit constraints, the system promptly alerts the CRM team via Microsoft Teams and notifies the customer by email. The email advises the customer to review their debt situation, facilitating the process for placing a new order once the issue is resolved.
9. Enhancing Efficiency and Customer Experience
MROBOT's automation process significantly streamlines a typically complex sequence of steps and procedures. By efficiently processing orders and providing timely notifications, it greatly enhances the overall customer experience.
10. Explore MROBOT's Automation Solutions
This process exemplifies just one of the many ways MROBOT can streamline and improve operations within your organization. If you're looking to automate processes and unlock the full potential of your business, don't hesitate to contact us. We're here to help you leverage automation for success.
In conclusion, MROBOT's commitment to enhancing customer experiences through intelligent automation demonstrates the power of technology in modern business operations. By simplifying and accelerating processes, MROBOT is setting the standard for customer-centric automation solutions.
Contac us to create and automatethe business process in SAP https://www.mrobot.io/contactus