Pure Thermal faced multiple challenges with their existing CRM solution, which included:

• High licensing costs for off-the-shelf CRM solutions.
• Limited customization options.
• Lack of seamless integration with Microsoft 365 and Teams.
• Poor user adoption due to a complex interface.

The goal was to develop an intuitive, scalable, and cost-effective CRM system tailored to their specific needs.

Pure Thermal decided to build a CRM system using Microsoft Power Platform, leveraging the following components:

1. Power Apps: For developing a custom CRM interface accessible via web and mobile.
2. Power Automate: To automate workflows such as lead assignment, follow-ups, and notifications.
3. SharePoint lists: As the primary data repository for storing customer information.
4. Power BI: To generate insightful reports and dashboards.

Requirement Gathering & Design

• Identified key features: lead management, contact tracking, sales pipeline, and reporting.
• Designed a user-friendly interface using Power Apps Canvas Apps.

Development

• Created custom entities in Dataverse to store customer and sales data.
• Developed forms and views to capture customer interactions.
• Integrated Power Automate for email notifications and task automation.
• Configured Power BI dashboards to visualize sales trends.

Integration

• Linked the CRM with Outlook, Microsoft Teams, and SharePoint for seamless collaboration.
• Enabled API-based integration with external systems for lead generation.

Testing & Deployment

• Conducted user acceptance testing (UAT) with sales and customer support teams.
• Deployed the solution in phases, ensuring minimal disruption to operations.