AA Asphalting – Inside sales team transitions to an automated digital process using Microsoft Power Platform

Business requirement

AA Asphalting is one of the largest asphalt and concrete restoration company in the Pacific Northwest. The sales team was using Excel spreadsheet-based solution to keep a track of leads received on daily basis, but it was a little cumbersome as it involves extensive manual work for lead capturing, errors in inputs, and loss of sales due to a lack of consistent process, the overhead of filtering and categorizing the leads for territory, and a lot of dependencies and follow-ups before the lead enters the CRM.

The Advaiya team worked with the AA leadership team to build Canvas App for the inside sales team that enabled tracking and managing leads in a quick and efficient manner directly in the Dynamics 365 CRM.

Outcome and Benefits

  • Higher productivity – no rework for lead capture as no outdated system is being used
  • Increased sales due to less time and effort spent on capturing the leads
  • Easy to scale app with a data-driven approachEasy to scale app with a data-driven approach
  • Almost no manual intervention with a lot of savings in overhead costs

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