cognex case study
TRANSCRIPT
Scribe Software and Cognex Corporation Case Study
Cognex Corporation wanted to give their sales force greater reporting capabilities so sales
representatives and their managers could better assess sales results, facilitate the closing of
additional business, and improve the overall efficiency of the sales team. To achieve this mission,
Cognex needed to consolidate Microsoft Excel data and data from an Oracle® ERP platform into
a CRM platform. Doing so would allow the sales team to access the required information without
logging into the ERP platform.
SCRIBE INSIGHT ENABLES FAST INTEGRATION OF CRM, ERP, AND SPREADSHEET DATA After deploying the Microsoft Dynamics® CRM
platform, Cognex turned to Scribe Insight as the
key integration component. Because Scribe came
highly recommended by Edgewater Technology,
a trusted Microsoft solution provider and Scribe
Elite Partner, Cognex did not consider any other
alternative. Scribe Insight made it easy for Cognex
to automatically transfer information from Oracle
and Microsoft Excel into Microsoft Dynamics
CRM in real time. Cognex can now integrate data
quickly whenever the need arises for the sales and
marketing teams to manipulate data in a particular
way or to create complex records.
INCREASED FORECAST ACCURACY HELPS SALES TEAM STAY ON TARGET Cognex has reduced the required time to
integrate team records in Microsoft Dynamics™
CRM with information in Microsoft Excel by as
much as 97%. Scribe assists by providing multiple
users with access to the same records while also
helping maintain security so that only the right
people can see restricted information. Sales can
now predict closed business more accurately,
which is critical given the long sales cycles Cognex
contends with. Sales managers can also better
identify the strengths of the sales team, and
determine when reps are falling behind in their
sales efforts need to change their activities.
COGNEX CORPORATIONNatick, Massachusetts www.cognex.com
ABOUT COGNEX Cognex Corporation is the world’s leading provider of vision systems, software and sensors as well as surface inspection systems for manufacturing automation and industrial ID readers. Cognex vision systems help companies improve their product quality, eliminate production errors and lower manufacturing costs so they can exceed consumer expectations for high-quality products at an affordable price.
Cognex Corporation
Real-time sales pipeline views help Cognex analyze sales activity effectiveness
“ Any business using Microsoft Dynamics CRM that needs to import data should rely on Scribe Insight—it's clearly the most effective integration
app.”- Glenn Casteel, IT Applications Team Lead, Cognex Corporation
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CHALLENGE: ENHANCE SALES ANALYSIS CAPABILITY
• Provide sales with access to customer
and order information without granting
access to the corporate ERP platform.
• Enhance sales team ability to generate
reports that compare sales results to
forecasts.
• Import Microsoft Excel data into CRM
platform to enhance data-modification
capabilities.
• Upload ERP data automatically into
CRM system to keep sales informed of
customer activity.
SOLUTION: SCRIBE INSIGHT AND MICROSOFT DYNAMICS™ CRM
• Integrates easily with Microsoft Excel and
Oracle® ERP solution.
• Enables non-technical, internal resources to
easily create new integrations.
• Synchronizes data between CRM (predicted
results) and ERP (actual results) systems.
• Offers increased flexibility in the types of
reports sales can generate.
• Provides flexibility to integrate additional
internal apps (website and e-mail campaigns)
that funnel leads into the CRM platform.
• Offers flexibility for individual sales reps to
modify their own reports.
RESULTS: IMPROVED SALES PERFORMANCE ASSESSMENTS
• Ensures all leads generated by marketing transfer to the sales team.
• Provides sales with real-time access to leads through single source of information.
• Helps sales compare forecasted activity to final results.
• Assists with closing on business requiring long sales cycles.
• Helps identify when sales activities need to be modified.
• Provides accurate sales results back to marketing team for campaign evaluation.
Scribe Insight makes it easy for Cognex Corporation to automatically transfer information from its Oracle® ERP platform and Microsoft Excel into Microsoft Dynamics™ CRM in real time—the company reduced the time to integrate team records in Dynamics CRM with information in Excel by as much as 97%.
“ Using Scribe Insight, we can easily integrate data from two systems without relying on SQL DBA resources. The GUI eliminates the need to remember command lines and calls so we can quickly create complex integrations.” - Glenn Casteel, IT Applications Team Lead, Cognex Corporation
EDGEWATER TECHNOLOGY www.edgewater.com
ABOUT EDGEWATER Edgewater is a leading strategic consulting firm that helps business leaders drive transformational change through its unique selection of business and technology services, and specialized product-based solutions. This blend allows us to help organizations get the most out of their IT assets while creating new digital business models.