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CRM with Dynamic PDF Creation

By Direct Impact Solutions

Client

Project Description

Originally, this client was looking for a dynamic PDF creation service. This team of more than 120 employees produced their estimates using dynamic PDFs that were emailed between the administration, the sales representatives and the operation team.Our team of experts immediately identified the broader needs of the customer and offered a custom app that improves processes and efficiency. With the new system, employees can now:Create quotes on iPadTake “Before” and “After” photosEnter timesheetsCommunicate between different peopleSign contracts on iPadManage invoices and paymentsThe benefits are at all stages:Better management of sales, prospecting and customer relationsImproved planning and organization of workHealth and Safety Management and CommunicationMore efficient time and payroll managementMore complete and accurate dashboards and reports

Originally, this client was looking for a dynamic PDF creation service. This team of more than 120 employees produced their estimates using dynamic PDFs that were emailed between the administration, the sales representatives and the operation team.Our team of experts immediately identified the broader needs of the customer and offered a custom app that improves processes and efficiency. With the new system, employees can now:Create quotes on iPadTake “Before” and “After” photosEnter timesheetsCommunicate between different peopleSign contracts on iPadManage invoices and paymentsThe benefits are at all stages:Better management of sales, prospecting and customer relationsImproved planning and organization of workHealth and Safety Management and CommunicationMore efficient time and payroll managementMore complete and accurate dashboards and reports

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