Automação do acompanhamento de leads com Power Automate e Microsoft 365 em uma empresa de telecomunicações

Abstract

This technological report aimed to describe the process of adopting and implementing an automation using Microsoft Power Automate integrated with the Microsoft 365 ecosystem in the lead management area of a telecommunications company. As the problem situation, the difficulty of monitoring open leads was identified; they were controlled manually in spreadsheets, without a structured process for following up with consultants or a mechanism for escalation to leadership, which undermined standardization and favored the loss of opportunities. As a solution, an automated workflow was developed that sends weekly notifications to the consultants responsible for critical leads and escalates consolidated information to managers and directors according to the management level. As achieved results, the following stand out: the standardization of critical lead monitoring, the increase in managerial visibility over open opportunities, the increase in the percentage of leads with registered visits from 26% to 36%, and the reduction of the average follow-up SLA from 22 to 15 days.