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