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Sales Awards & Recognition Tool
Integration data with bulk email functionalities
THE CHALLENGE
The client was responsible for ensuring Awards & Recognition were given to a large global team of account and relationship managers. There were multiple rewards with varying eligibility criteria, which had to be evaluated against the results found in a bi-annual Customer Satisfaction Survey. Once eligibility for the Award is confirmed, the current state process for Account Executives is to fetch an email template and custom imagery and adapt the template's text for each individual into a personalized email. The result was a process wrought with inefficiencies and delays in acknowledging and awarding top performers.
THE SOLUTION
To overcome these challenges, the RedCloud team designed a robust Power Platform solution. This comprehensive solution, built with Power Automate, Power BI, Dataflows, and Power Apps, automates Customer Satisfaction Survey data evaluation to determine award eligibility. It then generates a batch of personalized Award emails for review and refinement by Account Executives before sending. The solution is flexible, allowing for the addition of new Awards Programs and criteria, and includes features to design new email templates and upload new imagery.
If the Customer Satisfaction Survey data is ever not updated or available, the Solution also features a process to manually ingest data indicating who should be eligible to receive an Award. This flexibility allows the tool’s value to extend beyond its initial purpose, encouraging adoption without additional development work. Lastly, our Solution includes embedded Power BI Reports to provide insights into award eligibility and track awards throughout the fiscal year.
THE RESULTS
By consolidating the manual steps into a single, user-friendly platform, we significantly improved operational efficiency and reduced the time spent on manual data analysis and email preparation. The automated batch processing of Award emails ensures timely recognition of top performers across a global team. The customizable email templates and Award criteria allow for tailored recognition programs that cater to the changing priorities of different geographies. The manual award and kudos-sending features broaden the tool's appeal for adoption across new areas of the enterprise. The Power BI reports provide real-time visibility into Award eligibility and track the status of the Emails being sent. Overall, the solution has streamlined operations and contributed to a significant improvement in team engagement and performance.
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