About the client
The client is a Texas-based service company founded in 2006. They deliver enterprise-class solutions and services throughout the country to reduce the impact of their client’s IT issues and maximize business value.
Solution
- LevelShift helped set up agreements and migrate to D365 Field Service, which was customized to handle time entry and billing functions. The team also developed reports to track and manage service execution, user entry details, and profit margins associated with the agreements.
- An integration between D365 Sales and Business Central was established to give Sales and Accounting individuals visibility into successful sales opportunities.
- D&B integration was used to capture creditworthiness, which was later integrated with D365 Sales.
Benefits
- The client used the re-engineered CRM for months to streamline their operations and improve their sales efforts.
- Now, there is improved tracking of their professional services delivery and extended support from LevelShift.