IKEA\u2019s customer facing website<\/a> and connects directly to Dataverse. Customers navigate to the appointment page and select the desired store. They describe their requirements and request an appointment. The web portal checks if it\u2019s an existing customer and either fetches their profile or creates a new profile. A new opportunity is automatically booked and visible on the scheduling board. Customers can use this web page to directly view the status of their bookings, information about the co-worker that will handle their meeting, and more.<\/p>\n\n\n\nWhether the customer is booking an appointment for service planning through IKEA\u2019s website or making an appointment for kitchen planning in the store, their appointments are all managed and updated via a common system and data store.<\/p>\n\n\n\n
As a result of the Power Apps solution, this is the first time that a co-worker has been able to use a single tool to look for customer information and status in one place. They can also get a view into the sales progress made by each co-worker. They plan to continue expanding on this by adding goal management capabilities for co-workers.<\/p>\n\n\n\n
In addition to using Power Apps, co-workers use two other tools in their day-to-day process to design kitchens and place orders. These are standalone custom tools \u2013 (a) a Design Tool to plan and design the custom kitchen and (b) an Order Management Tool (ISell) to generate a list of products based on the output from the Design Tool.<\/p>\n\n\n\n
Azure Functions are used to fetch and publish data on a recurring cadence from the ISell system into Dataverse, thereby making all the kitchen order information directly available within the Power Apps app.<\/p>\n\n\nCo-worker app used to manage customer meetings – Start and End buttons trigger flows to automatically update status and duration fields<\/em><\/figcaption><\/figure>\n\n\nCo-workers can use a calendar view to book revisits<\/em><\/figcaption><\/figure>\n\n\n\nB2B App<\/strong> The B2B sales force is responsible for selling IKEA products to small and large businesses to use in their office buildings. They use a Power Apps model-driven app<\/strong> that leverages the Dynamics 365 Sales capabilities to track the sales pipeline and provide insights into their B2B customers. The app also enables the sales team to keep ongoing communications and build better relationships with customers. Keeping with the theme of \u201cless is more\u201d, the app is a simplified version of the Dynamics 365 Sales capabilities, e.g. has a reduced set of sitemap and navigation options.<\/p>\n\n\n\nAll B2B sales reps now use the new app to input new and existing customers’ information. This has allowed the team and IKEA management to have a view into who is taking care of the customer, active opportunities and general customer pipeline. They can also track sales activities such as revenue, estimated close dates, etc.<\/p>\n\n\nB2B app<\/em><\/figcaption><\/figure>\n\n\nPower BI reports<\/em><\/figcaption><\/figure>\n\n\n\nCustomer Support Center (C2C) App<\/strong> Customer support agents use this Power Apps model-driven app<\/strong> to book, rebook or cancel appointments on behalf of customers. The usage of the app has grown from six members to over twenty and new members continue be added on a regular cadence. Despite its small number of users, the app has transformed the way CSC deals with customers who call to make appointments. The agents can directly book appointments via the app and no longer need to put the customer on hold while they call the store to confirm the schedule.<\/p>\n\n\n\nDuring the call with the customer, support agents can also look them up to get their detailed history along with all their prior conversations with co-workers. This has been a far superior experience over trying to navigate multiple spreadsheets for this information. Since previously new sheets were created every three weeks, there was no historic view available.<\/p>\n\n\n\n
This is an important goal for IKEA \u2013 to collect customer data so that they can build long term relationships and support the customer through their furniture buying journey in the present and the future.<\/p>\n\n\n\nCustomer Support Center – appointment booking tool<\/em><\/figcaption><\/figure>\n\n\n\nImpact and benefits<\/strong><\/h3>\n\n\n\nThe IKEA Sales Tool has been in production for less than six months. While collecting more detailed impact metrics will require at least one sales cycle of 6+ months to complete, the following are early indicators of the benefits and impact of this solution:<\/p>\n\n\n\n
\nProvides a single automated system for sales team to see appointments, rebook appointments and manage the sales process from inception to kitchen installation<\/li>\n\n\n\n Reduced time for manual resource planning, note collecting and collating data<\/li>\n\n\n\n Centralized and consolidated customer profile allowing for better and long-term management of customer<\/li>\n\n\n\n Increased sales due to a sales pipeline being captured and tracked for B2B customers<\/li>\n\n\n\n Reduced training time with new sales reps, important because the B2B department is rapidly growing<\/li>\n\n\n\n Centralized data maintained to calculate & forecast revenue with capability to see a 360-degree view of sales<\/li>\n\n\n\n More advanced and refined statistics of sales, forecasting, employee performance, customer retention, etc.<\/li>\n\n\n\n Expected positive return on the investment to implement the solution within a year<\/li>\n\n\n\n Will enable prioritizing the right customers thereby increasing conversation rates. For example, during the busy month of December, co-workers can focus on customers that are at the end of their buying journey and follow up with newer customers during a slower period. This is something IKEA hasn\u2019t been able to do before.<\/li>\n<\/ul>\n\n\n\n