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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

Product type Paperback

Published in Jan 2016

Publisher Packt

ISBN-13 9781783001040

Length 180 pages

Edition 1st Edition

Concepts

CRM

Author (1):

Andrew Blackmore

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Table of Contents (14) Chapters

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

Ongoing maintenance

Ongoing maintenance of the integration is needed to keep it running smoothly over time. Tasks include:

Fixing defects
Periodic upgrades of ERP and CRM
Data management: backups and manual synchronization
Adding new integration features

Fixing defects

As they use the system, users may find defects. Defects need to be triaged so that you fix the important ones and keep a note of the less important ones. Grading the defects on a scale of 1-5, where 1 is a showstopper and 5 is a cosmetic issue, is a useful way to determine which defects need to be fixed and in which order.

Periodic upgrades of ERP and CRM

Over time you will need to manage the upgrades of the ERP and CRM software. If the integration is designed well and the development APIs are well designed, the integration features should still work after an upgrade, in most circumstances. However, it is possible that some rework, or changes, may be necessary. Always re-test the integration features after an upgrade.