Case Study: Medline achieves faster CRM migration, better sales productivity, and higher campaign ROI with Persistent Systems and SwiftShift

Medline Accelerates Migration to Microsoft Dynamics Customer Insights with Persistent SwiftShift

Medline, a global manufacturer and distributor of medical supplies, faced significant operational challenges due to an over-customized, on-premise Dynamics CRM and a ClickDimensions marketing stack. This led to fractured data, minutes-long page load times for its sales representatives, and a lack of reliable forecasting and marketing ROI, which hampered decision-making across the organization.

Persistent Systems addressed this by executing a dual migration to Microsoft Dynamics 365 and Microsoft Customer Insights, accelerated by their generative AI-powered SwiftShift platform. The solution automated data discovery, mapping, and migration, which halved migration costs and reduced ongoing CRM ops spend by 30%. The results were transformative: record load times dropped from minutes to seconds, sales productivity increased by 30%, and campaign ROI grew by 25% within two quarters due to real-time data and AI-driven insights.

Medline