Case Study: a European fintech company improves email tracking in Dynamics 365 with ScienceSoft’s EmailScoop

a European fintech company syncs 30,000+ emails with ScienceSoft

ScienceSoft helped a European fintech company that offers structured investment products. The client was facing challenges with its Microsoft Dynamics 365 email tracking tool, which was causing lost emails and appointments and creating gaps in customer communication. This faulty tracking, along with the inconvenience of requiring users to sign in to both Outlook and Dynamics 365, was affecting the efficiency of their sales process.

ScienceSoft implemented its proprietary email tracking product, EmailScoop, to replace the existing tool. The solution provided accurate tracking of all emails and appointments, automatically created new CRM contacts from emails, and synchronized over 30,000 historical emails. This resulted in a reliable tracking system that ensured no valuable customer interactions were lost, leading to uninterrupted and efficient communication with customers.