Three Bedford Farms Drive
Bedford, NH 03110 USA
phone: 1.603.622.5109
fax: 1.603.622.3862
email: info@scribesoftware.com
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At Scribe, we measure our success by our ability to help our customers
achieve their success. Worldwide, we have helped over 3,000 companies grow their
customer bases by making CRM work for them.
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As a company focused on maximizing effectiveness for many of the most prestigious organizations in the world, Insights Learning
and Development also needs to ensure that its own organization is working at full effectiveness. This dynamic and innovative
company uses Microsoft Dynamics CRM to manage its customer relationships. With global operations across 30 countries best
practices dictated that at least two CRM servers be implemented for users on both sides of the Atlantic. This left Insights with
a critical decision: whether to have separate, geographically specific data on each server or work toward the goal of a single,
centralized information repository. After consulting with its technology partner, ProductiveGap, that decision was easy thanks to
the versatility of Scribe integration tools.
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Equinox Fitness, hailed as the "best gym in the country" by Fitness magazine, runs nearly 40 upscale health clubs across the
United States. The facilities are impeccable, the services first class, and the clientele discerning. It's only natural that Equinox
would equip its membership advisors with high-quality tools to handle members' fitness needs.
Active and prospective members have diverse needs and interests, and Equinox uses two primary applications to address them. Active
members are managed in an application called eClub that keeps track of membership contracts, club usage, personal preferences, and
service and merchandise transactions. Prospective members are managed using Microsoft Dynamics CRM, which allows sales advisors to
track leads from first contact through to membership purchase. The challenge for Equinox was ensuring a smooth transition from Dynamics
CRM to eClub as a prospect becomes a member. The answer was to integrate the two applications using Scribe Insight.
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With oil prices soaring and disposal an ongoing environmental concern, Oil Purification Systems (OPS) is serving
an ever-growing array of customers — from long-haulers and fleet managers to small business owners and individual
consumers—looking for ways to conserve. The company's OPS-1 has proven to be an ideal fit, and to maximize the
value of this innovative solution, OPS strives to ensure that customers replace their filters at the appropriate
intervals. What's more, demand continues to increase, requiring OPS sales professionals to manage both new and
established accounts more effectively to ensure individual customer requirements are satisfied.
Recognizing the need for a more robust financial and operational management solution, OPS implemented Microsoft
Dynamics GP with one caveat: it had to integrate seamlessly with Dynamics CRM. To address this requirement, OPS
consulted with technology partner Harvest Solutions, which immediately recommended Scribe Insight.
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To provide detailed, real-time information to sales and service staff, Voice & Data Networks needed to
integrate its Microsoft Dynamics CRM solution with Dynamics GP. Finding the integration tools available from
Microsoft unable to meet the full extent of the company's requirements, Voice & Data Networks turned to its
software consulting and implementation partner, InterDyn Business Microvar, which recommended Scribe Insight.
"Integrating our CRM and accounting systems was critical so that our sales and service staff have complete
account and product information at their fingertips," says Bob Prayfrock, Director of IT/Operations at Voice
& Data Networks. "By integrating Dynamics CRM and Dynamics GP with Scribe Insight, the effectiveness of
our sales staff has gone up significantly, and we can process orders 80 percent faster than the old manual approach.
In addition, our accounting staff can handle the workload more efficiently — allowing increased order volume without
increased overhead. So we can keep our customers happy while driving higher revenues and profits."
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With more than 3,000 different stock items and designs supporting nearly 20,000 customers around the world, Concord
Industries relies on fast, reliable access to detailed product and customer account information, as well as
effective lead management to maximize business opportunities.
For years, Concord Industries used a combination of ACT!, individual spreadsheets, and a set of internally
developed web portals along with Microsoft Dynamics GP to manage its customer contacts and accounts. With
information spread across multiple platforms, however, the company faced costly redundant manual data entry,
resulting in inconsistent and erroneous data. Sales people could no longer track opportunities effectively — and
that meant potential revenue was being left on the table.
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Property Sciences holds a unique position in the real estate appraisal business. While most appraisers are self-employed
and work with a small number of lenders, Property Sciences has built a staff of more than 50 professional appraisers and
relationships with dozens of lenders across the western United States. While being different has led to tremendous growth
and success, it has also required highly customized information systems to support the company’s specialized business
processes.
Since its founding in the early 1980s, Property Sciences has run its internal order processing and accounting systems on
a custom DOS-based application. To provide its clients with web-based tools for placing orders and tracking appraisals,
Property Sciences also developed a state-of-the-art web portal. But due to the proprietary nature of the DOS system,
information from the web still had to be manually entered into the DOS application for processing. With mounting
overhead costs and data entry errors, Property Sciences quickly moved to find a better solution.
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Gordon Composites runs a highly specialized manufacturing facility, using a customized 4D application to manage all aspects of
production, as well as Microsoft Dynamics GP for accounts receivable and payable. For many years, these two applications ran
independently, but as the business continued to grow and expand, Gordon needed a more integrated way to track the use of raw materials
and accelerate end-of-quarter financial statements. This required direct integration between 4D and Dynamics GP — a seemingly impossible
task, given the complexity in 4D from years of customization.
With Scribe Insight and the help of long-time Dynamics GP Partner and Scribe reseller, Njevity, Gordon Composites achieved the
integration it needed — quickly, easily, and with no custom integration code. Today, as production figures are captured in 4D, they
are automatically integrated into Dynamics GP. The result: end-of-quarter financial statements are now available within a week, rather
than nearly two months; accurate job costing can be obtained in real time; and the manual overhead to produce invoices has been
virtually eliminated.
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Pacifico's Beauty Products is a leading distributor of Aveda brand products, serving over 200 salons and spas in a six-state region
stretching from Montana to New Mexico. It is a company committed to excellence and efficiency, including active environmentalism to
reduce waste and create a healthy atmosphere throughout its facilities. While much of this effort revolves around recycling, Pacifico's
has also implemented innovative ways to reduce paper — and stress — in its order processing systems. The key was using Scribe Insight
to integrate order input from the salons with Microsoft Dynamics GP, used by Pacifico's to manage customer accounts. As a result, the
company has slashed order-taking time from hours to seconds, virtually eliminated human errors, and freed valuable employee time to
focus more on serving customer needs.
Louis Lago, Director of Operations at Pacifico's, says, "By integrating our customers electronically with Dynamics GP, Scribe
Insight has enabled us to improve efficiency dramatically for both our internal staff and salon employees. It turns a several-hour job
into something that takes less than a minute - with 100% accuracy."
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To meet the tough demands of a 24 x 7 production facility, Steel Dynamics develops the majority of its business
applications in-house, ensuring that they are precisely tuned to the unique requirements of the steel industry
and the company's Flat Roll Division in particular. But when the company decided to upgrade its off-the-shelf
accounting package from Epicor to Microsoft Dynamics GP, a new set of challenges emerged: first, how to migrate
historical accounting data; and then, how to preserve the integrations between its custom applications and the new
accounting package. The answer to both problems came in a single solution: Scribe Insight.
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Open Biosystems develops, manufactures and markets gene analysis tools to scientists and researchers in corporate, academic and
government laboratories.
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Karl Strauss Brewing Company is a micro-brewery, providing beer to the southern California market that reflects
the casual, laid-back attitude of the region. Competing against more well known national brands, their business
strategy is anything but laid-back. They are winning market share by leveraging their local relationships,
providing high-touch customer service, and producing high quality beer. In support of this strategy, Karl Strauss
had successfully implemented a CRM system from Salesforce that enabled their field sales teams to closely monitor
and manage their customer relationships.
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Onity is a leading global provider of electronic locking systems, inroom
safes, and energy-management systems for the hospitality,
corporate, education, government and marine markets.
Due to the complex, dynamic nature of the hospitality industry and other key markets, Onity required an efficient
and flexible solution to manage both new business and its core operations. As a growing enterprise with facilities
around the world, Microsoft Dynamics NAV proved to be the ideal solution for everything from procurement and
inventory management to warranty support and financials. In addition, the company relies on Microsoft Dynamics CRM
to identify opportunities and manage the long-term relationships among its diverse customers.
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Celebrating its centennial anniversary, Calvert Education Services develops and distributes its integrated,
classical curriculum all over the world. Primarily serving home schooling families and charter schools, Calvert's
curriculum is packaged with the notion of "everything in one box." Expanding on this approach and with
the end goal in mind of exceptional client service, Calvert's internal applications also needed to have
"everything in one place."
Calvert Education Services uses Pivotal as their front office CRM application and Microsoft Dynamics GP to run
their back office financial system. Knowing the value of integration, Calvert wanted to share data between the two
systems in order to eliminate duplicate entry, provide Client Service Representatives (CSR) one place for all
relevant customer information and to maximize server productivity by scheduling processes. Calvert started with a
custom application written in Visual Basic for the integration piece. This proved problematic for Calvert. Plagued
by frequent crashes and unreliability, Calvert needed a new integration solution. "Our CSRs need stable,
consistent access to data in order to take care of our clients," said Greg Goodwin, Technology Specialist at
Calvert. "Not only were we experiencing downtime, our CSRs were losing faith in the system and were not as
productive as they could be."
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When college student groups, sports teams, and special interest groups need an easy, proven way to raise money for member dues, equipment,
house debt, charity, or any other purpose, there's only one name to remember: CampusFundraiser. As its name implies, this unique company
specializes in campus fundraising programs and has raised millions of dollars for student organizations of all types and sizes. However,
managing long-term relationships with college groups is no easy matter. Student leaders change frequently — sometimes each semester. And
naturally, every four years, there is a complete turnover of the student body.
To keep up with constantly changing contacts, CampusFundraiser uses Salesforce, which enables the company to manage people and processes
from initial lead through to the close of a sale. In addition, the company relies on a proprietary business application built on a SQL
Server database. All initial leads are captured through the company's website, which feeds this proprietary system. The challenge for
CampusFundraiser was to leverage all the critical account information in its proprietary system for use in Salesforce so its fundraising
consultants could manage the lead and ultimately close the sale. The answer to that challenge was integrating the two systems using
Scribe Insight.
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Intrep Auto Club Renewals has taken the concept of a virtual enterprise and made it a thriving reality, leveraging best-of-breed people,
processes, and technology to dramatically increase renewal rates—and revenues—for its AAA clients. The key to making this enterprise model
a success: integrating disparate systems across the Internet using Scribe Insight.
Intrep's core business is telemarketing for AAA and other automobile clubs to drive renewals of expired memberships. Unlike traditional call
centers that centralize their operations, Intrep allows its renewal specialists to work from anywhere in the United States, enabling the
company to hire only the most qualified and experienced individuals. To manage the thousands of renewals it handles each year, Intrep also
takes advantage of sophisticated customer relationship management (CRM) provided by Salesforce, which can be accessed from any location
through a standard web browser. The critical link is populating Salesforce with account information coming from Intrep’s AAA clients,
providing the telemarketers with detailed information that helps them personalize each call for maximum effectiveness.
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Helping bring people together to drive business is the mission of Experient. With its
headquarters in Twinsburg, OH, and regional
offices across the country, Experient is a unified source for comprehensive event management
including site selection and analysis, venue contract negotiations, registration and
housing, lead retrieval, trade show management, meeting planning and on-site expertise.
No matter what size event one of their 1,000 clients across the country is planning,
Experient is committed to perfecting the event experience.
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