Case Study: Cognex Corporation improves sales forecasting and reporting with Scribe Software

Real-time sales pipeline views help Cognex analyze sales activity effectiveness

Cognex Corporation wanted better reporting and sales analysis so its sales team and managers could assess results, compare forecasts, and close more business without needing direct access to the Oracle ERP system. To do this, Cognex turned to Scribe Software and its Scribe Insight integration solution to consolidate data from Microsoft Excel and Oracle into Microsoft Dynamics CRM.

Scribe Software implemented real-time integrations that automatically moved ERP and spreadsheet data into Microsoft Dynamics CRM, giving Cognex a single source of sales information. The result was up to a 97% reduction in the time needed to integrate records, plus improved forecast accuracy, real-time pipeline visibility, stronger security, and better sales and marketing performance assessments.

Cognex Corporation

Glenn Casteel

IT Applications Team Lead