From CRM to Business Intelligence/Analytics While the two previous requirements focused on the sales force automation areas of CRM, integration with business intelligence and analytics tools could and often cover the spectrum of CRM applications: Sales, marketing, customer service, etc. Each department has their own tools and key performance indicators….
Category: CRM
Integration requirements for CRM, ERP to CRM
From ERP to CRM Product and Price List data from ERP to CRM is always a complex integration. Technical configurations can be complex. The volume and frequency of updated data can also be complex. Most large contracts are negotiated with customer specific pricing, terms and conditions. For many organizations negotiated…
Integration requirements for CRM, CRM to ERP
From CRM to ERP Pipeline and Forecast data are the most common and most important data from CRM into an ERP system. Business process determines the complexity of the integration. Examples of complex integration requirements can be found with just in time manufacturers (e.g., Dell). These organizations will integrate forecast…
Integration requirements for CRM, intro
Anyone who knows me professionally, knows that I am a CRM guy. Most of my career has been implementing and making CRM systems usable and actually show real ROI. One of the biggest challenges that CRM systems have is integration with back end systems. In the cloud with hosted CRM,…