Tying It All Together
When integrating CRM systems, it's important to analyze requirements for configuring the new system, positioning all the components that will be combined to deliver the desired functionality. The same information can be used to orient the technical team implementing the new software.
Figure 16.3 shows a process methodology that can be followed for a CRM integration project.
Figure 16.3. The process model for a CRM integration project specifies the steps that must be taken to complete the project.
The process model for this CRM integration project shows the steps involved in developing the requirements for a CRM implementation. ...
Get Special Edition Using® Microsoft® CRM now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
