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centralized contact management for diff crm apps? RRS feed

  • Question

  • Hello, is there a way to centralize contact management for different crm apps?  For example, lets say an enterprise has crmapp1 used for 1 particular purpose as well as a completely separate crmapp2 used for a different purpose.  Although the general purpose of these apps may be different, the enterprise wants to share contacts between these apps for retrieve/submit. Have you encountered this type of requirement before?  What would be some options for implementing this?  Curious if anyone here has encountered this requirement before and how they would go about approaching it?
    Friday, April 18, 2014 7:23 PM

All replies

  • The three ways I can think of, in short, are this:

    1. Data Warehouse.  Set up a common data warehouse to store all contact information, and any other information that needs to be commonly accessed by other systems.  Set up your synchronization rules for all systems, including which ones can update data, and which ones can only read data.  This central database can also become a reporting center, which helps take load off of production CRM systems.  That's especially important with BI.
    2. Direct Sync.  Using something like Scribe, directly connect the two CRM systems to push Contact information back and forth.  This really only works if there's only a two-system push to do, but it doesn't require the design and building of a whole data warehouse
    3. Merge to one CRM system separated out with Business Units and security scoping to make sure that while everyone is on a common system, everyone only sees the data they need.  Make high-level information like Contacts global to the system

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Monday, April 21, 2014 7:04 PM