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 next step is to map the synchronized entities between ERP and CRM. The following table shows the rules that we will use for our worked example:

Entity

Mapping Rule

Quote

Each quote in CRM will map to a quote in ERP.

Quote line item

Each quote line item in CRM will map to a quote line item in ERP.

Order

Each order in CRM will map to an order in ERP.

Order line item

Each order line item in CRM will map to an order line item in ERP.

As quotes and orders and line items do not exist in CRM, we will simply create entities in CRM that will match the entities in ERP.

If your CRM has quote and order entities, you will need to map the ERP quote and order entities to the CRM quote and order entities that already exist. Your rules are likely to be very similar to the ones in the preceding table. By doing this, you will be able to synchronize the quotes and orders in the ERP into the CRM quotes and orders table, and they will be accessible...