Case Study: Paulo Products Company achieves centralized customer information with Scribe Software

Paulo Products Company - Customer Case Study

Paulo Products Company needed to replace its aging CRM system and connect Microsoft Dynamics CRM Online with its Oracle-based ERP so sales teams could work from complete, centralized customer data. The company needed a solution with strong usability and flexibility, while keeping customer, quote, and order information synchronized accurately across both systems.

Scribe Software implemented Scribe Insight with a pre-configured Dynamics CRM adapter and Scribe’s Online Replication Service to integrate ERP quotes into CRM, trigger workflow by territory, and feed CRM data into SQL Server for reporting. The result was a single system for Paulo’s 12-person sales team, automated follow-up, and daily management reports, with Jon Carthew noting that Scribe made the integration work and helped Paulo get full value from Microsoft Dynamics CRM Online.

Paulo Products Company

Jon Carthew

CRM Specialist