Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Jan 2016
Publisher Packt
ISBN-13 9781783001040
Length 180 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Andrew Blackmore Andrew Blackmore
Author Profile Icon Andrew Blackmore
Andrew Blackmore
Arrow right icon
View More author details
Toc

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 3. How to Build a Contact Integration

The earlier chapters were focused on covering the background information needed for building an integration between CRM and ERP. In the first chapter we talked about the business benefits of building an integration, and we introduced some of the terminology that we use throughout the book. In the next chapter, we talked about the high level architecture of an integration, and we weighed up the pros and cons of the different approaches that are available.

From this chapter on, we will go into the detailed design of integration features. The first integration feature will be contact management integration, which we will cover in this chapter.

We will talk about the use cases of the contact integration, using an example based on a real-world scenario of a fictional company, RideRight Bike Parts. We will take the use cases and convert them to new integration workflows that we will need to support. We will then design the solution using techniques such...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image