Setup Navision for Food manufacturing company

By Pooja Sharma / May 28, 2020

Setup Navision for Food manufacturing company PROJECT DESCRIPTION Challenge Need for an automated process of fetching data for two different companies from Business Central ERP and LeafLink CRM with following functionalities: Lack of centralized system-Client was using different software’s to manage their various business process which they found difficult to update at various levels on…

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October 30, 2020
Setup Navision for Food manufacturing company

Setup Navision for Food manufacturing company PROJECT DESCRIPTION Challenge Need for an automated process of fetching data for two different companies from Business Central ERP and LeafLink CRM with following functionalities: Lack of centralized system-Client was using different software’s to manage their various business process which they found difficult to update at various levels on…

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Business Central implementation and LeafLink Cannabis CRM integration

By Pooja Sharma / May 28, 2020

Business Central implementation and LeafLink Cannabis CRM integration PROJECT DESCRIPTION Challenge Client was using LeafLink CRM for their sales process, Expensify for expense management and QuickBooks for financial process thus the business process urgently required a centralized system to mange all processes on a single platform. . Lack of centralized system-Client was using different software’s…

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October 30, 2020
Business Central implementation and LeafLink Cannabis CRM integration

Business Central implementation and LeafLink Cannabis CRM integration PROJECT DESCRIPTION Challenge Client was using LeafLink CRM for their sales process, Expensify for expense management and QuickBooks for financial process thus the business process urgently required a centralized system to mange all processes on a single platform. . Lack of centralized system-Client was using different software’s…

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Power BI Graphical Sales report from Business Central and LeafLink as Datasources

By coderidergurmeet01 / April 15, 2020

Power BI Graphical Sales report from Business Central and LeafLink as Datasources PROJECT DESCRIPTION Challenge Need for an automated process of fetching data for two different companies from Business Central ERP and LeafLink CRM with following functionalities: Need for individual dashboards for both companies that contains different type of financial reports with graphical as well…

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October 30, 2020
Power BI Graphical Sales report from Business Central and LeafLink as Datasources

Power BI Graphical Sales report from Business Central and LeafLink as Datasources PROJECT DESCRIPTION Challenge Need for an automated process of fetching data for two different companies from Business Central ERP and LeafLink CRM with following functionalities: Need for individual dashboards for both companies that contains different type of financial reports with graphical as well…

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Sales Team Performance Tracking in Salesforce

By mayank pandey / July 5, 2018

Sales Team Performance Tracking in Salesforce PROJECT DESCRIPTION Challenge ALTA Environmental Corporation (ALTA) provides environmental consulting services in the focused areas of site environmental evaluations, environmental regulatory compliance, and water supply investigation and evaluation. Business team used MS-Excel to generate key sales reports and needed an automated tool to extract sales team performance from CRM…

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October 30, 2020
Sales Team Performance Tracking in Salesforce

Sales Team Performance Tracking in Salesforce PROJECT DESCRIPTION Challenge ALTA Environmental Corporation (ALTA) provides environmental consulting services in the focused areas of site environmental evaluations, environmental regulatory compliance, and water supply investigation and evaluation. Business team used MS-Excel to generate key sales reports and needed an automated tool to extract sales team performance from CRM…

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