Renodis has been one of our PowerSuccess customers for several years now. One of the business problems they experienced during the course of our relationship, was the need to digitally capture and record customer approval of invoices. Hear from Liam, their PowerSuccess Engineer, on how PowerObjects helped them achieve success with Dynamics CRM and PowerSurveyPlus in this Solution Spotlight!
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Hi, my name is Liam Glover, and I’m a PowerSuccess engineer. Today’s Solution Spotlight is going to focus on Renodis. They are a telecommunications service provider, based out of Saint Paul, Minnesota. Renodis found a solution using PouwerSurveyPlus, a PowerPack by PowerObjects. Renodis needed a process to more quickly and efficiently solicit approval for their customer’s invoices. This solution utilizes Microsoft Dynamics CRM workflow engine, along with PowerSurveyPlus, to quickly generate an email that includes a link to a survey, also generated within CRM, and then capture the response and write that right back into the invoice record. A Renodis employee will access an invoice record in CRM, and trigger the PowerSurveyPlus invoice into the workflow, which will automatically generate and send an email, including the PowerSurveyPlus link, to the customer identified on that invoice record.
The customer will be able to access the survey on their mobile device, or on their computer, and will be able to provide a response of yes or no. If the customer selects no, the process will then request a reason for selecting no. Once the response is submitted, the data travels through Azure, back into CRM, where it’s analyzed by a couple of additional workflows, and the data is captured and written into the CRM invoice record. The invoice approval process powered by PowerSurveyPlus saves Renodis time and money in gathering the approval responses from their customers. Another benefit of this process is that we capture the date and time that the invoice approval is received. This way, we can very quickly go back and view this data.
Head over to PowerObjects’ website to check out PowerSurveyPlus, and the other PowerPacks that offer really great solutions that you can implement very quickly in your own CRM. Thanks for checking out this Solution Spotlight.