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Project Snapshot – Yacht Dealer & Charter Company

Integrates Salesforce and Microsoft Dynamics GP for Better Sales Productivity

Client - Anonymous
Scribe Product – Insight
Connector – Microsoft Dynamics GP, Salesforce, Saleslogix

Scribe Insight is a highly effective integration tool that is simple to modify. It has scaled easily as our leads and integration demands grow.


This company specializes in catamaran sales, charter, services and offers a one-stop destination for buyers, sellers, persons who desire sailing vacations, and owners. The company also offers a range of value added services including insurance, documentation, delivery, dockage, financing, and yacht placement options. They have 15 licensed and experienced brokers.

BUSINESS PROBLEM

  • Need to integrate data between Salesforce and Dynamics GP
  • Necessary to implement integration product that will scale as leads increase

SCRIBE PRODUCTS

  • Scribe Insight
  • Scribe Adapter for Salesforce
  • Scribe Adapter for SalesLogix

COMPETING TECHNOLOGIES

  • Manual entry

RESULTS

  • Highly effective integration tool that is simple to modify
  • Scales easily as leads and integration demands grow
  • Scribe has allowed sales team to be more productive, have access to more accurate information and provide better customer service
  • Scribe is very cost effective and “provided most value for small businesses.”
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