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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 1 – entity diagrams


The first step is to do entity diagrams of the data that you are working with.

An entity diagram is a diagram is a graphical representation of entities and their relationships with each other. For us, an entity is concept that defines a logical partition of the data that we will be working with. We need to draw entity diagrams for the CRM data and the ERP data.

A worked example will help explain what we need to do. We know that we are syncing customer information, and so we need to draw an entity diagram of customers for both CRM and ERP.

Entity diagram for SageCRM customers

Here is an entity diagram for SageCRM customers, followed by an explanation:

The explanation of this graph is that every box represents an entity in SageCRM. In SageCRM each entity is stored in a separate database table. The customer information that we are interested in is stored in five entities, there is customer information, contact information, address, phone number, and e-mail information. The...

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