Case Study: Farm Credit Services of Mandan achieves rapid mass invoicing and improved project turnaround with CARET

Farm Credit Services of Mandan - Customer Case Study

Farm Credit Services of Mandan, a member-owned cooperative serving 20 counties in Southwest North Dakota, faced challenges in tracking and allocating time on projects, generating timely invoices, organizing technician-specific documents and communications, and enforcing service turnaround and follow-up. To address these needs they implemented CARET’s Results (ResultsCRM) solution.

CARET configured Results to centralize customer records, manage resources and project time, and automate billing via the Mass Invoicing feature; the Activities Data Management Center (DMC) gives real-time visibility into technician workloads, deadlines and outstanding tasks. As a result, Farm Credit can turn billable activities into invoices within minutes, quickly identify backlogs or missed turnaround times, reassign work as needed, and improve billing speed and operational transparency.

Farm Credit Services of Mandan

Todd Klee

Farm Credit Services of Mandan