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

Step 2 – mapping the entity diagrams to each other


The entity diagrams for CRM customers and ERP customers are not the same. We will be synchronizing CRM customers and ERP customers with each other, so we need to work out how we will deal with the differences in the entity relationships. We need to define a mapping between the CRM entities and the ERP entities.

We will do a worked example of a mapping for SageCRM customer entities to Sage ERP 300 entities. In the workshop you will need to do the mapping for your CRM customer entities to your ERP customer entities.

Entity mapping

The goal of this exercise is to define rules for the mapping of the entities between CRM and ERP to resolve the issue that that the entity relationships for CRM and ERP are different.

Customers

An ERP customer can map one to one with a CRM customer. A CRM customer will not necessarily map to an ERP customer because not all CRM customers are synchronized with ERP, only qualified CRM customers are synchronized. We need...