Case Study: BenefAction Foundation achieves faster reporting and growth management with Scribe Software

BenefAction Foundation Managing rapid growth by integrating CRM with financial data

BenefAction Foundation needed a more cost-effective way to support rapid growth while managing charitable donation plans, and its existing Oracle CRM setup was too expensive for its business model. To create a single reporting source and improve reporting efficiency, BenefAction Foundation turned to Scribe Software and Scribe Online, alongside Microsoft Dynamics CRM and Microsoft SQL Server.

Scribe Software implemented Scribe Online to integrate Microsoft Dynamics CRM with BenefAction Foundation’s financial data and synchronize it with Microsoft Access for KPI reporting. The solution eliminated manual re-keying, improved data accuracy, and automated data flows across systems, cutting quarter-end reconciliation and reporting time by 75 percent while helping the organization manage accounts and growth more efficiently.

BenefAction Foundation

Nicola Elkins

CEO