Book Image

Integrating CRM across your Organization for Business success

By : Andrew Blackmore
Book Image

Integrating CRM across your Organization for Business success

By: Andrew Blackmore

Overview of this book

Table of Contents (14 chapters)
Integrating CRM Across Your Organization for Business Success
Credits
About the Author
About the Reviewer
Preface

Designing the integration


We have defined the workflows that need to be implemented. The next thing we need to do is to design the contact integration. The design of the integration involves several steps:

  • Step 1: Create entity diagrams

  • Step 2: Map the entity diagrams

  • Step 3: Define the unique identifiers

  • Step 4: Define the fields and field mappings

  • Step 5: Define the CRUD rules

As this is the first time we are designing an integration feature, each step will include an explanation of the step, followed by a worked example. The worked example will use the real-world applications of SageCRM and Sage ERP 300, just so that it is realistic. In the workshops you will be asked to do the corresponding design steps for your CRM and ERP.