Microsoft has just revealed a game-changing innovation, a smart set of tools designed to make business tasks easier and faster.
One standout tool is the Sales Order Agent, which promises to change how businesses handle customer enquiries and sales quotes.
Let’s dive into how this powerful agent works and how it can transform sales operations!
Streamlined Setup in Business Central
Setting up the Sales Order Agent is incredibly simple. Within Microsoft Business Central, users can arrange the agent in just a few clicks:
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- Email Integration: Add the shared email address where customer requests are sent.
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- User Access Control: Easily assign access to team members, allowing them to review and approve agent actions.
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- Activation: Once set up, the agent is ready to start processing orders- no complex customisation is needed.
This quick setup means businesses can start benefitting from automation immediately.
Real-Time Email Handling and Customer Interaction
Imagine a customer who needs to buy office furniture for a new branch. They send an email asking about tables, chairs and paint. The Sales Order Agent immediately picks up the email and can:
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- Create a Quote Right Away: If the request is clear, the agent prepares a quote with product details and prices.
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- Ask Follow-Up Questions: If more details are needed, the agent emails the customer to clarify things.
This way, the agent handles the back-and-forth communication, so your team doesn’t have to spend time on every small request!
Fast and Accurate Quote Creation
The agent automatically creates a sales quote when all the details are clear. It fills in product codes, prices, taxes, delivery dates, and even the customer’s purchase order number.
A team member can quickly review and approve the quote before sending it. This adds a layer of human oversight while still saving a lot of time compared to doing everything manually.
Keeps Your Team Organised and Customers Happy
Every step of the process is recorded in Business Central, so your team always knows what’s happening. They can check in as needed or let the agent handle most of the work.
This helps customers get faster responses and shorter delivery times, even during busy seasons.
A Smarter Way to Manage Sales
The Sales Order Agent is like an extra team member who works around the clock. It reduces manual tasks, speeds up order processing, and lets your sales team, focus on building customer relationships.
If your business is gearing up for a busy season or simply looking to optimise sales processes, this new tool might be the perfect solution.
Are you ready to meet your new sales assistant?
