Our client was being bombarded by emails from their clients, that had data that needed to be researched and any issues found would need to be resolved. The challenge was that this was a time-consuming process and required using a few different programs to get the job done.
Automating the Inbox
Here a client needed the ability to integrate a 3rd-party mobile application to help with tracking brokered loads, so they could report the movements of brokered carrier to the companies that booked the load.
Integrating 3rd-Party Software
A non-profit was running into issues when it needed to take a report and compile the results for a master spreadsheet used by management. It required someone to manually tabluate results and then update the master spreadsheet.
Data Processing Software
Our client, the financial planner, was using three different programs to manage different processess they used to take care of their clients. The challenge was keeping all the different programs in sync, when onboarding new clients.
Streamline New Client Onboarding
This non-profit has to track course completions for members, but that required running reports monthly and time-consuming data entry to keep their NeonCRM data up-to-date.
Eliminate Data Entry
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