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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

Deployment


Once the feature is complete it is time to push it out to the users. This should be also treated as a mini project to be managed. A lot of investment has gone into the feature and it is important to roll it out correctly, and ensure that all users are successfully using the feature.

Tasks to consider for the deployment are:

  • Installation of the new integration feature

  • Bringing users live

  • Ongoing evaluation

Installing the new integration feature

If you have implemented the integration feature on a copy of the live system, it will need to be installed on the live system. The installation should be done outside of office hours, so that there is no user downtime.

After the installation has been completed there should be some light re-testing carried out to make sure that it working as designed.

At this point you could consider asking one user to use the system for real, and give feedback. This is a good way to discover any unintended glitches in the development. When picking a user, try to...

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