The client provides travel insurance. They wanted to maintain their customers i.e., the travellers, the hotels the travellers would stay provided these hotels are the clients members, and services like hospitals and ambulances which the travellers would use in case of medical emergencies. The documents related to travel, the medical services that the traveller avails and the kind of treatments they received also had to be managed.
The client provides various kinds of investigative services to its customers. Their employees move out in the field, perform investigations and provide their observations. Some of the investigators are employees and some are contractors. These investigators are paid according to distance they travelled, the time they worked among other parameters. They would also upload large video and audio files along with a significant number of photos.
The client needs to help media companies by earning revenue. They need everything that the media companies require to run advertising operations from their end. They wanted a system so that they can provide service to their customer as well.
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.
The client also wanted to their field agents to be able to enter required data on the project that they are working on. The client also wanted their customers to be able to know the status without calling them.
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