Are your CRM and ERP teamplayers?

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Are Your CRM and ERP Systems Team Players?


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@scribesoftAgenda

• Why your CRM and ERP Systems need to get along

• Key areas of focus

• Best practices for a successful integration

• Real world example of why having a data roadmap will benefit your integration

• Q&A


@scribesoftPresenters

Rasheed Muhammed Managing DirectorMETADATA

Steve ThornhillPartner Account ManagerScribe Software


@scribesoftWhy your CRM and ERP Systems need to get along

• Customer data exists in more places than ever before.

• One version of the truth

• Businesses have specific rules that they must adhere to.

• Integrating your ERP and CRM systems tends to bring out the best of each application.

• Promotes a complete view of business critical information.


@scribesoftKey areas of focus

• Before beginning any project, make sure you have a plan

• Review the TCO of the project. Weigh your CC/DIY vs. proven 3rd party solutions.

• The data is the most important component in any integration project.

• It is very important that the business leaders and users clearly understand, support, and agree on the purpose of the integration before it begins.


@scribesoftBest practices for a successful integration

• Start with your software provider(CRM/ERP Reseller).

• Get to know the people and processes that make them unique.

• Phase the project so that you can deliver benefits quickly and often.

• Balance the deployment so that you do not over allocate time, effort, resources and investments.

• Provide continuous motivation and feedback. Accept it in return!


@scribesoftReal world example

• Elcome International Case Study

• Technology Solutions – Dynamics CRM and Dynamics GP

• Business Challenge – CRM & ERP Not Integrated, resulting in disconnect between the departments (Sales and Finance).

• Business Challenge – Leads to duplicating data in both the systems

• Business Challenge – Leads to a lot of manual work, incorrect data, silos of information lying every where.

• Failed Solution – Custom coding to integrate between the applications, lot of overheads, No error monitoring

• Failed Solution – Overheads when new versions comes up, API Changes, to keep in Sync with the changes.


@scribesoftReal world example

• Proposed Solution – Using Scribe Software as a middle ware for Integration.

• Easy to use, no coding, allowed consultants to quickly develop and deploy.

• Built in adapters for Dynamics CRM and Dynamics GP

• Handled a complicated scenario of integrating between one instance of CRM to multiple instances of GP.

• Important to start small and grow to have successful integration

• Availability of Error monitoring mechanism allowed to easily rectify and correct mappings.

• The first phase was implemented in less that 2 weeks

• Result – No more manual coordination between sales and finance departments.


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Rasheed Muhammed Managing DirectorMETADATA [email protected]+971 4391 0710

Steve ThornhillPartner Account ManagerScribe Software [email protected]+31 7082 00579

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mailto:[email protected]

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