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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

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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