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

Conclusion


This book has been about how to build an integration between a CRM and an ERP application, from concept to delivery.

We have talked about the business benefits of an integration. We have discussed the different types of integration architectures that may be applicable for your organization. We talked about useful technologies such as synchronization options, real-time views, and screen pops, and the pros and cons of each technique.

We have designed, in great detail, several integration features that will benefit many areas of your customer-facing business.

We started with contact management as a basis for the other integrations. As we discussed contact management we also introduced you to the design methodology concepts such as user stories, workflows, entity diagrams and mappings, field mappings, and security considerations. We used these concepts again and again for each integration design.

After the contact management integration, we looked at other related integration designs...