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We developed an automation plugin for Microsoft Forms inside SugarCRM to automate customer surveys and reduce manual workflow process for our tax service client.
In this case study, we talk about how we developed interactive learning resources for our edtech client and helped them empower teachers.
In this case study, we understand the problems of our client with regards to their Accounts Receivable processes and how we automated them.
In this case study, we explore how unique automation workflows were developed for our tax resolution client leading to greater customer and user experience.
The objective of CRM customization was to create an end-to-end CRM tool that performs all the functions for the front, middle, and back-office.
The app helped the on-ground workforce identify the horses which need to be groomed for the upcoming races. besides tracking of events related to stud foal trading and other activities.
Incorrect info in the system can confuse the team, cause irregular cash flow for the organization, and result in a bad customer experience.
With the help of Mailroom sorting technology coupled with the game-changing OCR technology, it helps customers be aware of the key events at the priority level.
The company had a sales force distributed across multiple locations. It was a high-volume sales environment with 100s of clients signing up on a daily basis.
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