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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

Chapter 8. How to Develop and Maintain Your Integration

Up to this point in the book we have focused on integration architecture and design. If you have followed along with us, you may have already chosen which integration features are the most beneficial for your CRM and ERP applications, and which integration architecture and design you are going to follow. If you have completed the workshops you will have a very detailed design of what you are going to implement that is suited for your CRM and ERP application.

This chapter discusses the tasks that a project manager for the integration will need to consider when developing and maintaining the integration. We will cover the following areas:

  • Development phase: Once the design is complete, the software needs to be written. We will talk about some strategies for project managing a simple software integration project.

  • Deployment phase: We talk about the deployment of the integration feature starting from development completion, to having a live...

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