Security in CRM
Security is important. Security is focused on the data, and in particular what data your users are allowed to see. You do not want members of your sales team exporting or printing off the entire customer list and selling it to a competitor.
When you implement an integration with ERP, security needs to be considered carefully in the design. Financial information in an ERP can be even more sensitive than CRM information, and some ERP financial data, such as credit limit, or total sales amounts, may become available to your sales or support team for the first time.
The challenge for an integration is that the security model in the CRM application is unlikely to be the same as the one in the ERP application. The next chapter discusses some approaches to security management for your integrated data.
