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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

Development plan


A project manager will manage the development of the integration. The role of the project manager is to ensure that there is management buy-in for the project, and that all the features get built to an appropriate level of quality, and within an acceptable cost and timeframe.

We are going to discuss the development plan using an example one of the integration features that we have already designed, the contact management integration.

Instead of using a formal project management methodology, we will define a process that is as lightweight and flexible as possible. Feel free to use any alternative methodology that you prefer. We shall organize the development effort by work area. For each work area we shall create a list of user stories to be implemented.

Work areas

Breaking the work into areas allows more than one person to work on the feature at the same time. The following diagram shows three work areas that the development work naturally falls under, and the optional installation...

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