The client provides travel insurance. They had to store the first pages of 2 documents on SharePoint. So they were uploading the entire documents.
The investigators that the client employed would have to send the photos via emails and mention what the photos were about. The client's employees would manually download the photos, place them in a word document and then add the information that the invesigators supplied.
The client wanted to handle complex order management, accurate financial tracking and invoicing, service provision and case management and streamlining the entire quote-to-cash cycle for the ordering process from quote to cash.
The Customer wants to manage their Sales Cycle, with Microsoft dynamics CRM 2015 Online. They would like to manage their products, phone calls, orders and quote using the system.
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