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 3 – defining the unique identifiers


Now that we have defined the entities and the rules for how they will map to each other, we need to define how we will uniquely identify every record that we are synchronizing. This will ensure that we synchronize one copy only of each quote and order for our RideRight CRM users to view.

The preferred method is to use the unique identifiers in the ERP database if they are available. If they are not available, use the quote or order reference number.

Order entry screen from Sage ERP 300 with the order reference field circled, which is used as the unique reference, and the line number fields circled, which can be used to identify the line items

For our worked example, we will use the quote or order reference number.

Orders and quotes are associated with customers, and each order and quote contains a customer number which links it to a customer. The customer number is a unique reference to a customer. We will use the customer number field on an order or...