Sales Process AutomationPurpose
1.2. Automating manager notifications, multi-level approvals, and responses to ensure compliance and profitability.
1.3. Standardize and expedite approval flows for special pricing to improve operational efficiency and customer satisfaction.
1.4. Provide audit trail via automation for every discount, ensuring transparency and regulatory compliance.
1.5. Automate escalation for overdue approvals to keep deals moving forward without bottlenecks.
Trigger Conditions
2.2. Automation starts if the requested discount exceeds standard thresholds.
2.3. Automate approval chain based on predefined regional or vehicle-specific rules.
2.4. Trigger for additional verification if multiple discounts/offers are concurrently submitted on the same deal.
Platform Variants
• Feature/Setting: Automate Approval Process Builder flow; set criteria on discount field value; configure approval hierarchy with email/SMS alerts.
3.2. Microsoft Power Automate
• Feature/Setting: Automatedly trigger flow on Dynamics 365 discount request via connector; use “Approve/Reject” action.
3.3. ServiceNow
• Feature/Setting: Automate approvals using Flow Designer; set up rules on Sales Request table and automatedly capture decision logs.
3.4. SAP
• Feature/Setting: Use SAP Business Workflow for discount request automation; configure "Release Strategy" and automated approvals.
3.5. Oracle NetSuite
• Feature/Setting: Automate using SuiteFlow; configure triggers on sales orders and workflow for multi-level approval.
3.6. HubSpot
• Feature/Setting: Configure automated internal notification workflows for large discount approvals in Deals pipeline.
3.7. Zendesk Sell
• Feature/Setting: Automate discount approval via Triggers and automatic ticket assignment to managers.
3.8. Twilio SMS
• Feature/Setting: Use SMS API to automatedly alert managers of approval requests; configure webhook to receive yes/no response.
3.9. Slack
• Feature/Setting: Automate approval request via Workflow Builder; custom slash command for “approve discount” notifications.
3.10. Microsoft Teams
• Feature/Setting: Automated approval cards sent using Power Automate connector for Teams; track approval in channel thread.
3.11. Google Workspace (Sheets & Gmail)
• Feature/Setting: Script automated email notifications and request approvals from Google Sheets using Apps Script.
3.12. DocuSign
• Feature/Setting: Automate discount approval route using PowerForms with embedded decision points.
3.13. Zapier
• Feature/Setting: Configure Zap workflow to automatically route approval emails and log decisions in Google Sheets/CRM.
3.14. Airtable
• Feature/Setting: Use Airtable Automations to trigger approvals based on discount entry; link to manager user field.
3.15. Asana
• Feature/Setting: Automate task creation for discount approvals; set dependencies and custom field triggers.
3.16. Monday.com
• Feature/Setting: Automation recipe to notify and request manager approval based on deal stage and discount field.
3.17. Freshdesk
• Feature/Setting: Automate support ticket assignment to management team for manual approval workflow.
3.18. Mailgun
• Feature/Setting: Automate transactional approval emails delivery and status webhooks for follow-up workflows.
3.19. AWS Lambda
• Feature/Setting: Create custom backend automator logic to route and track discount approvals via serverless function trigger.
3.20. Pipedrive
• Feature/Setting: Use workflow automation to send offer approval emails to managers when deal discount field is filled.
Benefits
4.2. Ensures all discount and offer approvals are tracked, providing a full audit trail and automated compliance checks.
4.3. Reduces back-and-forth by automating multi-level escalation for quick management decision-making.
4.4. Enables real-time communication using automated notifications across diverse platforms and devices.
4.5. Improves customer experience by automating approvals, shortening time to quote and enhancing sales agility.