Automated Workflows Enable Rapid Proposal Generation for ABC Financial
PUBLISHED BY: Xpertdoc
Along with growth comes challenge. ABC Financial was signing up new customers for their various services successfully, but the process was slow and painful. The contract documents were highly variable, with 150 to 200 different data fields that were populated by hand. The company needed to find a better solution that could also integrate with their existing Microsoft Dynamics CRM system.
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