ApproveThis manages your Bowimi Integration approvals.

Why Approval Automation Matters for Field Sales Teams

In fast-moving consumer goods (FMCG), every delayed decision costs money. Bowimi's field sales tools help teams prospect and manage routes, while ApproveThis brings structure to the approval chaos that often follows sales activities. Together through Zapier, these platforms create closed-loop processes where customer data triggers approvals, and approvals update customer records - all without manual intervention.

Consider a typical scenario: A sales rep secures a 500-store product placement deal through Bowimi. Without automation, getting sign-off from finance, legal, and distribution leads to endless emails. With ApproveThis integration, the deal automatically routes for approvals based on order size, with status updates feeding back into Bowimi's contact records.

Key Integration Features

ApproveThis extends Bowimi's CRM capabilities with three critical functions:

• Conditional Routing: Auto-escalate large discounts or custom orders to senior managers
• Compliance Tracking: Maintain audit trails for trade promotions and pricing agreements

Bowimi enhances ApproveThis by providing real-time sales context - rep performance metrics, customer order history, and territory data inform approval decisions. A regional manager reviewing a volume discount request can see directly in their approval email how many times the customer met quota last quarter.

Operational Use Cases

1. Order Approval Automation

When Bowimi detects new order activity, ApproveThis can:

Example: A beverage distributor processes 300+ stock orders daily. Their Zapier integration automatically flags orders exceeding $25K for CFO review. Approved orders trigger production scheduling in their ERP, while denied requests notify sales reps directly in Bowimi's mobile app.

2. Client Onboarding Sync

New vendor approvals in ApproveThis update Bowimi's contact records with custom tags indicating approval status. Sales teams instantly see which prospects have completed credit checks or contract reviews.

Example: A snack food manufacturer tags approved distributors with "Credit Approved - Tier 2" labels. Route planners prioritize visits to these ready-to-buy accounts, increasing rep productivity by 18%.

3. Promotional Compliance

Field reps submit promotional display requests through Bowimi. ApproveThis routes them to merchandising managers based on cost thresholds. Approved requests auto-update the location's tag in Bowimi to "POP Live Date: [MM/DD]" for follow-up verification.

Implementation Guide

Setting up the integration takes under 45 minutes:

1. Create Zapier connections to both ApproveThis and Bowimi
2. Map Bowimi order fields to ApproveThis request templates
3. Configure approval thresholds based on your compliance needs

Pro Tip: Use ApproveThis' calculated fields to auto-flag orders exceeding 10% of a customer's historical average. This catches unusual requests before they reach human reviewers.

Team-Specific Benefits

Sales Operations

Reduce approval cycle times from 72 hours to under 4 hours by eliminating manual handoffs. Territory managers gain real-time visibility into pending deals through Bowimi's dashboard with ApproveThis status indicators.

Finance Teams

Auto-approve recurring orders under $5K while requiring dual signatures for exceptions. Approval thresholds adapt dynamically to changing credit policies without IT involvement.

Field Reps

Submit pricing exceptions directly from Bowimi's mobile app. Receive approval notifications with pre-populated order forms - no need to re-enter data.

Strategic Advantages

This integration solves three chronic FMCG challenges:

Margin Protection: Automated approval rules prevent unauthorized discounts. One cosmetics company reduced margin leakage by 23% in six months.

Audit Readiness: Every approval decision in ApproveThis automatically timestamps the corresponding Bowimi contact record. During compliance audits, teams can produce decision trails in minutes instead of days.

External Collaboration: 3PL partners and brokers can approve shipments or inventory requests through ApproveThis without needing Bowimi logins. All activities still sync back to the relevant Bowimi order records.

Getting Started

To implement these workflows:

1. Map Critical Processes: Identify 2-3 high-volume approval types (e.g., returns, custom orders)

2. Leverage Existing Data: Use Bowimi's historical order data to set smart approval thresholds

3. Phased Rollout: Pilot with one product line before enterprise deployment

ApproveThis requires no additional Bowimi licenses for approvers, making it ideal for cross-company workflows. Field reps continue working in Bowimi while approvers use email or ApproveThis' mobile-friendly interface.

Final Recommendations

Combine ApproveThis' vacation delegation with Bowimi's route planning for uninterrupted approvals. If a regional manager is visiting key accounts, approval authority automatically shifts to their deputy without missing SLAs.

Use calculated fields to auto-approve orders where gross margin stays above 35%, even if the absolute dollar value is high. This maintains profitability while reducing approval volume.

For teams using Bowimi's survey tools, integrate customer satisfaction scores into approval logic. High NPS accounts might get faster approval paths as part of loyalty programs.

Next Steps

See the integration in action: Schedule a personalized demo showing how your specific Bowimi workflows can be automated.

Existing Zapier users can explore pre-built templates to launch their first integration within hours.

Ready to accelerate decision-making? Start your free ApproveThis trial and connect it to Bowimi before your next sales cycle begins.