Case Study: Experient achieves a 360-degree customer view and streamlined invoicing with Scribe Software

Experient now integrates its complex, multi-vendor invoices into SalesLogix

Experient, an event services company, was struggling because its custom order processing and invoicing applications were disconnected from the sales process, making it hard to see the full customer picture and limiting prospect visibility. To address this, Experient used Scribe Software’s Scribe Insight alongside SalesLogix and Microsoft Dynamics GP to connect CRM with order management and invoicing.

With Scribe Software, Experient implemented a flexible integration that handled complex business rules such as deferred revenue, multi-stage invoicing, and bulk order processing. The result was a seamless 360-degree view of customers, more accurate forecasting, faster invoicing, better collections management, and improved efficiency—such as automatically generating separate invoices for 50 to 60 orders at once—while keeping sales and accounting data synchronized.

Experient

Patrick DiLullo

Director of Marketing Intelligence