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Integrating CRM across your Organization for Business success

You're reading from   Integrating CRM across your Organization for Business success Build your business processes around the needs of your customers by successfully integrating your CRM within your core business functions to drive improvement

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Product type Paperback
Published in Jan 2016
Publisher Packt
ISBN-13 9781783001040
Length 180 pages
Edition 1st Edition
Concepts
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Author (1):
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Andrew Blackmore Andrew Blackmore
Author Profile Icon Andrew Blackmore
Andrew Blackmore
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Table of Contents (14) Chapters Close

Integrating CRM Across Your Organization for Business Success
Credits
About the Author
About the Reviewer
Preface
1. What is CRM Integration and Why is It Good for Your Business? 2. How to Implement an Integration FREE CHAPTER 3. How to Build a Contact Integration 4. How to Build a Sales Management Integration 5. How to Build a Collections Management Integration 6. How to Build a Vendor Management Integration 7. How to Build a Support Management Integration 8. How to Develop and Maintain Your Integration 9. Where Next for Integrations – the Cloud and Other Areas

Chapter 2. How to Implement an Integration

In the previous chapter, we discussed the benefits of creating an integration between CRM and ERP. We also introduced some of the terminology and concepts that will be useful for the rest of the book.

In this chapter, we will first discuss the build or buy choice, and whether it is better to purchase an out of the box integration, if one exists, or to build it yourself.

We will then explore how to implement an integration. We will do this by breaking down the components of an integration into the four main technical integration challenges. For each integration challenge we will explore solutions that have been used, and weigh up the pros and cons for each solution.

We will cover a lot of exciting new topics such as synchronization, real-time views, and screen pops. At the end of each section is a short workshop to help you understand how to apply the knowledge to your business.

By the end of this chapter, you should have a good idea of the components...

You have been reading a chapter from
Integrating CRM across your Organization for Business success
Published in: Jan 2016
Publisher: Packt
ISBN-13: 9781783001040
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