Case Study: Financial Services Company achieves 2-way system synchronization with Scribe Software

Financial Services Company - Customer Case Study

Financial Services Company, a global investment bank, needed to manage ongoing data migrations and integrations between Microsoft Dynamics CRM, Dynamics NAV, and a custom enterprise system. The company also wanted two-way synchronization so sales and customer service teams could access up-to-date information online, while automating SalesLogix updates more effectively. Scribe Software, using Scribe Insight and adapters for Microsoft Dynamics CRM and NAV, implemented the integration.

Scribe Software delivered a simple, scalable solution with minimal implementation time. As a result, Financial Services Company achieved full two-way synchronization across systems, improved access to customer data, and was able to provide better customer service and increase sales by keeping all needed information in one place.