The offer is created on the tablet at the customer's door – current, complete and personalised
How an energy provider moved its field sales onto a tablet app – with offers that can be configured on the spot, always-current promotions and clearly marked mandatory fields.
The energy provider sells internet service contracts through field sales. Offer templates, lengthy privacy policies and service agreements were printed in advance, carried door to door, filled in by hand during the conversation and then handed in for scanning, archiving and manual entry into the ERP. Illegible handwriting caused errors, expired offer windows and unchecked options led to missed or inaccurate offers, and skipped mandatory fields created compliance risks. On top of that came the administrative burden of the sheer volume of paperwork.
A tablet app built on Power Apps and Power Automate replaces the paper. Offer templates are digitalised, promotions stay current, and the privacy policy is integrated into the app. Field agents receive a personalised list of addresses, record the outcome of each visit on the spot, and see mandatory fields clearly marked. The offer is generated as a PDF that automatically reflects the options selected. The structured data goes to the back office.
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