Case Study: Electromed improves CRM accuracy and operational efficiency with Emergent Software’s Azure data integration

Electromed improves CRM accuracy and cuts duplicate records with Emergent Software in 6 months

Electromed, a medical device company, faced operational complexity due to a lack of integration between its Brightree business management system and Microsoft Dynamics 365 CRM. This resulted in inaccurate and duplicate data, slowing down clinic onboarding and billing. They engaged Emergent Software to re-architect and reinforce their data synchronization strategy between the two systems.

Emergent Software designed and built a cloud-based Azure service to act as an intelligent data validation and matching layer between Brightree and Dynamics. The solution established a unique key to match and merge clinic records, drastically improving data integrity. The project delivered measurable improvements: duplicate records were significantly reduced, manual processes were automated, and operational efficiency increased, allowing Electromed's teams to focus on high-value initiatives.

Electromed