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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

Step 5 – defining the CRUD rules


We have defined the entities, how they relate to each other, how they will be uniquely identified, and we have defined the fields for each entity and how they map between CRM and ERP fields.

We now need to define the CRUD rules for our synchronization. CRUD is an acronym for "Create, Read, Update, and Delete". It describes the four main operations that you can carry out on a data record. Customer information can be created, read, updated, and deleted on both the CRM and the ERP application. Now that we are synchronizing data, a CRUD action on the CRM side could have an impact on the synchronization code, and, more importantly could have an eventual impact on the ERP application, and vice versa.

Read actions will have no impact on the synchronization. We need to examine each of the other CRUD actions; Create, Update, and Delete, on both the CRM side and the ERP side, and decide how they will affect the synchronization design and the other application. We start...

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