SmartenUp — Connected Resolution Demo

Connected Resolution Demo

Stage 1 of 7 Presenter Loop

Customer Context

Confirmed Customer Order

Name—

Company—

Quantity—

Delivery—

Channel—

New

Gmail

Microsoft 365

Confirmation Email

Queued

Instant customer acknowledgement

WhatsApp Acknowledgement

Queued

CRM

Salesforce

Customer context & relationship history

Customer—

Company—

Qty—

Required—

Owner—

Ref—

Delivery On track

Customer order confirmed

Order confirmation sent

WhatsApp confirmation sent

Account owner confirmed

Capturing

ERP / Supplier System

SYSPRO / ERP

Logistics, finance or supplier signal

Delivery Exception

Order—

Original—

Revised—

Delay2 days

Delivery at risk

Integration Platform

Flowgear

Integration & orchestration layer

1. Event read—

2. Order matched—

3. CRM updated—

4. Workflows triggered—

Standby

Integration may also use MuleSoft, n8n, APIs or bespoke services.

Work Management

ClickUp

Ownership, SLA and delivery work

—

Owner—

Priority—

SLA—

Status—

Confirm updated supplier date

Review alternative stock

Notify account owner

Approve customer message

Internal Alerts

Team Notified

Pending

Leadership Visibility

Salesforce Dashboard

Operational visibility & exception tracking

Ops Dashboard

Exceptions—

Owner—

Customer update—

SLA—

Watching

Customer Update

Proactive customer update

—

Outcome

Customer

"I was informed before I had to ask."

Team

"The right people knew what to do."

Leadership

"The exception was visible and managed."

Flowgear connects the systems.
ClickUp coordinates the work.
SmartenUp designs the connected experience.

Example workflow using familiar platforms. SmartenUp can work around the CRM, integration and delivery tools already used by your business.

Faster acknowledgement

No duplicate capture

Proactive exception comms

Clear internal ownership

Live operational visibility

Reduced customer effort

Enquiry

CRM

Delay Detected

Flowgear Connects

ClickUp Coordinates

Resolution Shared

Flowgear connects the systems. ClickUp coordinates the work.
SmartenUp designs the connected experience.

Example success pattern. Platforms shown are illustrative — SmartenUp works with your existing stack.

Proactive update sent before customer needed to ask