Customer Creation Approval Process with SharePoint and CRM Integration
Design and implementation of an online customer creation and approval process to replace a paper-based manual workflow, enabling seamless customer posting to ERP after approval.
Client Overview
A leading paint manufacturer operating across the Middle East, Asia, Europe, and Africa, with complex customer onboarding and approval requirements.
Technical Stack
Industry
Manufacturing
Region
UAE, India, KSA, Jordan, Egypt, Turkey, Morocco, Pakistan, Germany, Africa
Project-size
Non-Disclosable
Company size
Large scale company
Implementation Highlights
Centralized SharePoint-based customer creation form, multi-company form handling with different validations
Online approval workflow; automated update and posting to CRM and ERP.
Challenges & Solutions
Manual, paper-based customer creation caused delays, errors, and lack of visibility.
Solution: Implemented a digital SharePoint and Nintex-based approval workflow integrated with CRM and ERP for faster and controlled customer onboarding.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Faster customer onboarding, improved data accuracy, reduced manual intervention, better audit tracking, and consistent approval governance across regions.
Key Learnings & Achievement
- Importance of standardized customer data capture; managing multi-company form logic; next steps include role-based dashboards and automated credit-limit monitoring.
- The solution has been documented and maintained as a structured data library and reference framework, allowing other organizations to review, follow, and replicate the implementation approach. This positions the solution as a proven model, builds trust, and encourages prospective companies to engage with us.
