Client was in the process of transformation of their manual process into Digital process.
Company has started using Microsoft Dynamics 365 CRM & approached Prompt Softech for
implementing new features as per business needs.
It was facing challenges from their manual process and needed a transformation into an
automated process with advanced reporting & more significant insights into key indicators
of their Business.
Its team was very clear with their day-to-day needs and processes which can reduce
manpower/efforts and give them the scalability that they want.
One major obstacle in their business process was to manage accounting software
(QuickBooks) and Microsoft Dynamics 365 CRM.