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Best Way to Integrate Multiple Customer Databases RRS feed

  • Question

  • We have two active systems containing customer data in SQL databases.  We want to access this customer information with our CRM.  If changes are made to these customers in the other two systems we need to make those changes available to the CRM too.

    What's the best way to accomplish this?

    Load the information into the CRM?  How are updates handled?

    How about leaving the data on the originating systems and using sqlqueries to access?  Wouldn't this cause the loss of functionality, functionality inherent to the CRM when the Account/Contact tables are loaded with data?

    Resources for how to make this work, case studies, any direction would be much appreciated!

    Friday, April 23, 2010 4:48 PM

Answers

  • Well you´ll have to strongly ask yourself: Which system is the leading one for data entry. If you would save up time in programming just take a look on scribe or importmanager two addons which will keep data in sync between databases.
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    • Marked as answer by KKLTE Monday, April 26, 2010 1:39 PM
    Friday, April 23, 2010 5:00 PM
  • Hello,

    I have a limited input on your question as I have worked with CRM only for 2 years. However for the same senario that you  describe : 2 active systems containing customer data in databases, and a CRM database in the middle, I am using Scribe Insight to assure the synchronization of all the records beetween those databases.  http://www.scribesoft.com/ It is really a nice software that you might want to look at. They have a great support team too


    Clo
    • Marked as answer by KKLTE Monday, April 26, 2010 3:55 PM
    Friday, April 23, 2010 5:01 PM
  • I too would suggest to use the scribe for integration.

    http://www.scribesoft.com

    Hope the following links can give you more information

    http://www.docstoc.com/docs/25044537/Onity-now-integrates-their-data-seamlessly-from-Microsoft-Dynamics/

    http://www.ottechnologies.com/media/pdf/solutions/CaseStudyABPS.pdf

    Regards,

    Neerav

    • Marked as answer by KKLTE Monday, April 26, 2010 3:55 PM
    Sunday, April 25, 2010 9:02 PM

All replies

  • Well you´ll have to strongly ask yourself: Which system is the leading one for data entry. If you would save up time in programming just take a look on scribe or importmanager two addons which will keep data in sync between databases.
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    • Marked as answer by KKLTE Monday, April 26, 2010 1:39 PM
    Friday, April 23, 2010 5:00 PM
  • Hello,

    I have a limited input on your question as I have worked with CRM only for 2 years. However for the same senario that you  describe : 2 active systems containing customer data in databases, and a CRM database in the middle, I am using Scribe Insight to assure the synchronization of all the records beetween those databases.  http://www.scribesoft.com/ It is really a nice software that you might want to look at. They have a great support team too


    Clo
    • Marked as answer by KKLTE Monday, April 26, 2010 3:55 PM
    Friday, April 23, 2010 5:01 PM
  • I too would suggest to use the scribe for integration.

    http://www.scribesoft.com

    Hope the following links can give you more information

    http://www.docstoc.com/docs/25044537/Onity-now-integrates-their-data-seamlessly-from-Microsoft-Dynamics/

    http://www.ottechnologies.com/media/pdf/solutions/CaseStudyABPS.pdf

    Regards,

    Neerav

    • Marked as answer by KKLTE Monday, April 26, 2010 3:55 PM
    Sunday, April 25, 2010 9:02 PM
  • Simplest and cheapest way is to use a tool like Simego Data Sync Studio. Scribe is another solid choice. I have used it to integrate CRM to many data sources Financial Servies Regulators, Banks etc. I loved it so much that I now work there! <-Disclaimer

    It uses the CRM API and is a breeze to set up and get going. Try it for 30 minutes (use the trial key!) and I bet you will have CRM synching with your sql database.

    http://www.simego.com/Products/Data-Synchronisation-Studio

     
    Wednesday, April 18, 2012 12:10 PM