Scribe Insight – Data Integration

SALESLOGIX INTEGRATION

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SalesLogix Integration Solutions

For companies to get the most out of their SalesLogix application, they need a powerful, yet easy to use, integration Scribe Adaptabilitytool that enables them to quickly deploy integration solutions and rapidly evolve them as the business needs and underlying technology environment dictate. Scribe Insight has delivered this essential capability for hundreds of SalesLogix customers. The Scribe Adapter for SalesLogix supports seamless data integration and data migration from products such as ACT!, Goldmine, Salesforce.com, Microsoft Dynamics CRM, and more. Scribe simplifies data loading into SalesLogix by using its OLE DB provider, and encapsulating the business rules of SalesLogix so data integrity is assured. Whether it’s a one-time data load or an ongoing migration, Scribe Insight and the Scribe Adapter for SalesLogix allows even the most complicated integration to be handled with ease.

SalesLogix Integration Solution Fundamentals

Scribe created our SalesLogix migration and integration solutions with the following fundamentals:

  • No programming required - the tool must have a graphical user interface that enables business or data analysts (the people that know the issue best) to design and deploy sophisticated integration solutions for SalesLogix applications.
  • A single point of management - that enables companies to easily support and maintain the integration solution long after it has been deployed.
  • A consistent Adapter model - that enables the core Insight design environment to view all applications in the same way, while presenting information about each application to the designer that is important to the integration task. View our Adapters page for a complete list of our Application and Connectivity adapters that work with SalesLogix.
  • Open connectivity - that enables companies to integrate these core business systems with the wide variety of applications and data stores that are unique to their business.
  • A template model - that enables the user to quickly assemble reusable integration components and configure them for each deployment’s unique needs. These templates have been created for customers to use free of charge, and are the initial steps in creating your successful SalesLogix integration solution.

SalesLogix Integration

Data synchronization and data replication are a couple of basic requirements for successful SalesLogix integration. Below is a list of data components your integration may include:

Source Data Description Value
Web site,
marketing lists
Leads Load leads on real-time or ad-hoc basis into CRM Increase lead conversion rate and reduce administrative costs
ERP Orders/Invoices
Product line items
Copy and update invoice data along with product details into CRM Increase revenue through product-based sales targeting & improve customer service
Call Center Support incidents Provide real-time support call history and status to CRM Improve customer service
Field Service Service tickets Provide real-time service ticket history and status to CRM Improve customer service
Call Center,
ERP
Support contracts Copy and update customer support agreements in CRM Increase contract renewal rates
ERP,
Data Providers
Credit history Provide company credit history in CRM

Increase revenue by targeting credit-worthy customers and reduce collection costs



Scribe Insight – Data Integration
Scribe Insight – Data Integration