RESOURCES

Project Snapshot – IT Service Provider

Integration Reduces Manual Data Entry and Need for Sales to Access Multiple Systems

Client - Anonymous
Scribe Product – Insight
Connector – Microsoft Dynamics CRM, Sage

All employees are able to see complete view of customer account. It's greatly reduced our manual data entry.


This customer focuses on select, high-quality, reliable, and modern technologies to create effective Information Technology (IT) concepts for their customers, so they may accurately and reliably solve the customer’s IT data security and computer system requirements.

BUSINESS PROBLEM

  • Data being entered up to three times; wasting time and resources and increasing the likelihood of errors
  • Giving salespeople the ability to create quotes through the CRM
  • Eliminating the need for salespeople to access ERP

SCRIBE PRODUCTS

  • Scribe Insight
  • Scribe Adapter for Microsoft Dynamics CRM

COMPETING TECHNOLOGIES

  • Custom Development – Developing a custom integration was more expensive and would require more maintenance long-term
  • Competitor 1 – Scribe was easier to use than this alternative product

RESULTS

  • Scribe Insight connects Microsoft Dynamics CRM with Membership data in real-time
  • All employees are able to see complete view of customer account
  • Greatly reduced manual data entry
  • New ability for sales teams to up-sell and cross-sell for ongoing needs of customers
  • No more need for sales-persons to access the ERP
  • ERP-Information accessible in CRM environment (e.g.categories, statistics, revenue), therefore no need for salespeople to access ERP
  • All sales data and process in one screen
  • Two-way accounts, quotes and orders synchronization in real time using message queues, contacts, products, price list etc.
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