Chapter 1. What is CRM Integration and Why is It Good for Your Business?

This book is about how to build a CRM integration with your ERP. In this chapter, we talk about what we mean by CRM integration and the different ways that it can be good for your business.

To get started, we briefly discuss some terminology and concepts that will be used throughout the book: users, user roles and teams, and security in a CRM application, and why they are affected by integration. We will then explore the benefits of different business workflows in CRM and how they become more powerful when they become integrated business workflow. We will also talk about specific areas of CRM functionality and how they benefit from being integrated with ERP.

Finally, at the end of this chapter we will explore how what we have discussed can be applied to your business.