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 Implemented Salesforce for a Leading International Organization Case Study
Case Study

An Australian Company Reduced their Operational Costs by 50% after Implementing Email-Automation Services

Client

The client is an independent company that delivers fairer and more affordable household bills to its members. They are backed by small business operators and investors that aim to provide their members with better deals on household bills.

Industry

Consumer Services


Region

Australia

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Challenges

The client had to opt for High-cost third-party email services as handling emails became inefficient and required a lot of manual work.

Lack of integration between the core ERP system and email service made it highly cumbersome to perform, specific automation tasks. Despite their efforts, the client faced increased manual work and declining customer satisfaction.

Solutions

The team proposed an Out of the Box solution by extracting newly created customer profiles from Business Central in Excel and manually inserting them into SharePoint daily.

Datamatics developed an OOB Power Automate flow that performs customer profile validation from SharePoint daily and automatically sends email notifications to filtered customers.

Impacts

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50% Reduction
In operating costs

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Reduced manual effort
And low maintenance cost

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Increased flexibility
With dynamic email templates

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