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  • Book Overview & Buying Integrating CRM across your Organization for Business success
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Integrating CRM across your Organization for Business success

Integrating CRM across your Organization for Business success

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

Integrating CRM across your Organization for Business success

By: Andrew Blackmore
Buy this Book

Overview of this book

Table of Contents (14 chapters)
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Integrating CRM Across Your Organization for Business Success
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Integrating CRM Across Your Organization for Business Success
Credits
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Credits
About the Author
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About the Author
About the Reviewer
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About the Reviewer
Preface
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Preface
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1
What is CRM Integration and Why is It Good for Your Business?
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What is CRM Integration and Why is It Good for Your Business?
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Different CRM applications
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Users, user roles, and teams
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How workflows are used in CRM
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Security in CRM
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Contact management
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Sales management
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Customer support
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Management information
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Summary
2
How to Implement an Integration
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How to Implement an Integration
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Build or buy
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Building an integration
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Adding CRM reports or dashboards
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Summary
3
How to Build a Contact Integration
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How to Build a Contact Integration
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Contact management integration scenario
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Designing the integration
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Step 1 – entity diagrams
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Step 2 – mapping the entity diagrams to each other
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Step 3 – defining the unique identifiers
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Step 4 – defining the fields and field mappings
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Step 5 – defining the CRUD rules
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Security
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CRM UI changes
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Summary
4
How to Build a Sales Management Integration
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How to Build a Sales Management Integration
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Sales management integration use cases
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Integration workflows
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Step 1 – creating entity diagrams
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Step 2 – mapping the entity diagrams to each other
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Step 3 – defining the unique identifiers
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Step 4 – defining the fields and field mappings
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Step 5 – defining the CRUD rules
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Step 6 – designing the screen pops
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Security
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CRM UI changes
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Advanced workshop discussion
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Summary
5
How to Build a Collections Management Integration
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How to Build a Collections Management Integration
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Collections management integration use cases
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Integration workflows
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Security
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CRM UI changes
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Reports/dashboard changes
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Advanced workshop checklist
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Summary
6
How to Build a Vendor Management Integration
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How to Build a Vendor Management Integration
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Vendor management integration use cases
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Integration workflows
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Security
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CRM UI changes
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Reports/dashboard changes
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Advanced workshop checklist
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Summary
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How to Build a Support Management Integration
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How to Build a Support Management Integration
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Support management integration use cases
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Security
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CRM UI changes
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Advanced workshop checklist
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Summary
8
How to Develop and Maintain Your Integration
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How to Develop and Maintain Your Integration
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Development plan
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Deployment
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Ongoing maintenance
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Summary
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Where Next for Integrations – the Cloud and Other Areas
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Where Next for Integrations – the Cloud and Other Areas
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The future of RideRight Bike Parts Company
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Moving CRM and ERP to the cloud
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Making mobile apps available to CRM users
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Customers running things themselves
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Summary of the chapter
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Conclusion

Deployment

Once the feature is complete it is time to push it out to the users. This should be also treated as a mini project to be managed. A lot of investment has gone into the feature and it is important to roll it out correctly, and ensure that all users are successfully using the feature.

Tasks to consider for the deployment are:

  • Installation of the new integration feature

  • Bringing users live

  • Ongoing evaluation

Installing the new integration feature

If you have implemented the integration feature on a copy of the live system, it will need to be installed on the live system. The installation should be done outside of office hours, so that there is no user downtime.

After the installation has been completed there should be some light re-testing carried out to make sure that it working as designed.

At this point you could consider asking one user to use the system for real, and give feedback. This is a good way to discover any unintended glitches in the development. When picking a user, try to...

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Integrating CRM across your Organization for Business success
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