Book Image

The Art of CRM

By : Max Fatouretchi
Book Image

The Art of CRM

By: Max Fatouretchi

Overview of this book

CRM systems have delivered huge value to organizations. This book shares proven and cutting-edge techniques to increase the power of CRM even further. In The Art of CRM, Max Fatouretchi shares his decades of experience building successful CRM systems that make a real difference to business performance. Through clear processes, actionable advice, and informative case studies, The Art of CRM teaches you to design successful CRM systems for your clients. Fatouretchi, founder of Academy4CRM institute, draws on his experience over 20 years and 200 CRM implementations worldwide. Bringing CRM bang up to date, The Art of CRM shows how to add AI and machine learning, ensure compliance with GDPR, and choose between on-premise, cloud, and hybrid hosting solutions. If you’re looking for an expert guide to real-world CRM implementations, this book is for you.
Table of Contents (15 chapters)
The Art of CRM
Other Books You May Enjoy

Factors relating to data integration

What is the information that you want to be considered in the integration architecture section of your Solution Blueprint? Well, some of the most important questions to consider are:

  • Where has the data come from?

  • What are the relationships inherited?

  • What limitations are there?

  • Is there any regulatory compliance to be considered?

  • What's the value to the business?

  • Is this data really needed within a CRM solution?

  • What's the cost of integration?

Activities related to integration start as early as with the RFP and RFI processes. As explored in Chapter 3, Conceptualizing the CRM Design from Business Requirements, both RFP and RFI present preliminary requirements for the product or CRM platform. They define the business objectives and required functionalities, identify dependencies, and identify needs to varying degrees. Both processes happen early in the procurement cycle.

Having a clear understanding of the business objectives, functional requirements, and technical...