Case Study - Heritage Construction and Consulting Services selects MyCRM ePDF

“As far as we know, MyCRM has the only cross-platform and cross-browser printing solution for MS CRM in the industry, The MyCRM Team is sharp, provides immediate response and feedback, and delivers both professional products and support.”

Brian Elkins
Heritage Construction & Consulting Services

 

About Heritage Construction and Consulting Services

Heritage Construction and Consulting Services is a full service construction, remodel, and restoration contractor.  Our specialties are interior design, flooring, cabinetry, tile, granite, countertops, lighting and roofing.  We stand out for our individualized customer service and offer informed consultation.  Our Team Members are skilled and respected negotiators among insurance adjusters, because we provide fair, realistic and reliable assessments.  Among our clients, we have a reputation for trustworthiness, completing work within budget, on time, and according to client specifications; this is why 95% of our business is referral-based.  

http://www.heritageccs.com

What was the requirement or problem you needed to resolve?

Our company needed the ability to easily print and email Customer Quotes, Orders and Invoices as PDF files from our Mac systems, avoiding the slow and cumbersome native Microsoft CRM print methodology that only works on a Windows platform.  

Which MyCRM product set made it possible?

We selected ePDF from the MyCRM download Centre http://downloads.mycrmgroup.com/ePDF.aspx

How was the experience of Interacting with the MyCRM Team? 

The MyCRM Team is sharp, provides immediate response and feedback, and delivers both professional products and support.

Did you try any competitor product first? 

Yes, we purchased FocusLive – PDF Generator, which was dependent on MS Word being present.  On a Windows system this was not a problem, but our firm uses Mac with MS Word.  However, FocusLive PDF Generator was not compatible with MS Word 2011 for Mac and only ran in Windows environments.  As far as we know, MyCRM has the only cross-platform and cross-browser printing solution for MS CRM in the industry.

Would you recommend MyCRM?

Absolutely!…with a shining recommendation.

About MyCRM?

MyCRM is an industry leading provider of software solutions for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM 2013.  The team has over 15 years of development experience and define, build and deliver key usable components for organisations around the globe.

Understanding the concept of great CRM helps our team help your team with off the shelf product that improves process and efficiency.  MyCRM also offer bespoke development services and managed service hosting for CRM.

Home http://www.mycrmgroup.com 

 

Download Centre http://downloads.mycrmgroup.com