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Integrating CRM across your Organization for Business success

Integrating CRM across your Organization for Business success

By : Andrew Blackmore
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Integrating CRM across your Organization for Business success

Integrating CRM across your Organization for Business success

By: Andrew Blackmore

Overview of this book

Your relationships with your customers aren’t simply an add-on to the way your business functions – they are the very thing that drives it. That’s why it makes sound business sense to integrate your CRM and your ERP; by building your CRM into your organization’s wider processes, you’ll find a solution to many of the problems faced by internally focused businesses, initiating a cultural transformation where your customers are at the centre of everything you do. This book shows you how to do just that, providing you with clear guidance on a wide range of complex issues, ranging from technical problems to the challenges of operational change. From planning and resourcing to deployment and optimization, follow each step in this book to successfully develop value driving integrations between CRM and ERP. Featuring examples and demonstrations and workshop ideas to help you explore best practices and overcome some of the challenges you may face when leading such a project, Integrating CRM Across Your Organization for Business Success is a valuable guide to implementing this vital and forward-thinking project. Explore CRM integrations in every corner of your business, including contact management, sales management, customer support and vendor management, and find out how to design and put in place a comprehensive business improvement project.
Table of Contents (14 chapters)
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Integrating CRM Across Your Organization for Business Success
Credits
About the Author
About the Reviewer
Preface

Step 5 – defining the CRUD rules


We have defined the entities, how they relate to each other, how they will be uniquely identified, and we have defined the fields for each entity and how they map between CRM and ERP fields.

We now need to define the CRUD rules for our synchronization. CRUD is an acronym for "Create, Read, Update, and Delete". It describes the four main operations that you can carry out on a data record. Customer information can be created, read, updated, and deleted on both the CRM and the ERP application. Now that we are synchronizing data, a CRUD action on the CRM side could have an impact on the synchronization code, and, more importantly could have an eventual impact on the ERP application, and vice versa.

Read actions will have no impact on the synchronization. We need to examine each of the other CRUD actions; Create, Update, and Delete, on both the CRM side and the ERP side, and decide how they will affect the synchronization design and the other application. We start...

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