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
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Implementation tools

The challenge is to create a platform that is able to digest a vast amount of data and integrate it into your business applications and processes. Right now, there are only a few tools on the market to achieve this.

The Microsoft Power Platform allows your applications to share a common set of data elements to provide services for seamless integration with almost any other application in the cloud. CRM connectors will natively integrate with ERP applications.

The components of the Microsoft Power Platform have been visualized in Figure 9.9:

Figure 9.9: Components in the Microsoft Power Platform

Power BI is a business analytics service from Microsoft. It provides simple-to-use business intelligence and interactive visualization tools that allow users to create their own dashboards and reports on the fly.

Power BI offers a significant advantage by allowing your organization to connect to hundreds of data sources and it has deep integration with Dynamics 365 through PowerApps...