[Video] Customer Service in the Metals Industry – Part 2

Managing customer claims efficiently is crucial in the metals industry. In a video, the benefits of a custom-built CRM Case module for optimizing the claim request process are explored. The system follows a structured business process flow, capturing essential claim information and automating calculations to reduce errors and increase efficiency. The custom solution provides enhanced flexibility and meets the specific needs of the client. The video concludes by teasing the next installment, which will demonstrate how the "Tasks" submodule assigns claims to the right team members at the right time.

Article 2m CRM Software Blog | Dynamics 365

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