Case Study: Integrity reduces monthly reconciliation time with Logan Consulting and Microsoft Dynamics CRM

Integrity cuts monthly reconciliation from 40-80 hours to 8 with Logan Consulting

The customer, a financial advisory firm called Integrity, was struggling with an outdated CRM legacy system that could not support its business growth. The manual monthly reconciliation process for commission statements was extremely time-consuming, taking 40-80 hours and preventing the team from analyzing errors or client retention. Integrity enlisted Logan Consulting to find an integrated solution to automate these processes using Microsoft Dynamics CRM.

Logan Consulting implemented Microsoft Dynamics CRM and integrated it with a third-party tool called Scribe to automate the monthly reconciliation of policy data. This solution drastically reduced the processing time from up to 80 hours to just 8 hours per month. The results for Integrity included discovering over $30,000 in errors within the first year, expanding CRM users from 12 to over 40, and allowing for deeper customer analysis and insight.

Integrity