4 Things You Need to Know for Successful Enterprise CRM Integration

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Enterprise CRM Integration

Enterprise CRM Integration- The enterprise IT environment is complex. Many systems, technologies and practices that were developed at various times coexist in the same world. With expectations for technological advancements at their peak, we’re tasked with enabling these systems to work together harmoniously to support the continuous sharing of information.

Systems and data must connect to allow full use of capabilities as if all information were native to each. There also must be many ways to present information to end users, though data is evolving on a constant basis. Given this complexity, it’s not surprising that an intelligent CRM system in an enterprise environment requires specialized insight and know-how to ensure a seamless integration that’s both relevant and current.

What does an enterprise intelligent CRM solution look like? Any smart solution first and foremost must be designed as an enterprise-first application: one that is flexible, scalable, upgradable and ultimately easily deployable.

To a great extent, success in the enterprise environment depends on the use of “enterprise literate technology,” as opposed to reliance on “technology literate enterprise” concepts that were common in the past.

Enterprise literate technology understands an organization’s business needs and is built with the standards of what the company needs to accomplish in mind. It can help predict outcomes, better facilitate operations, and even automate day-to-day tasks. With today’s functional and technical complexity, heterogeneous integration requirements, and need for scale and security, CRM integration success depends on an enterprise literate technology approach.

From an enterprise management standpoint, the first task is to find a platform designed for this purpose. The following four considerations are critical when sourcing intelligent CRM software for enterprise systems.

1. Flexibility and Context Matter

Enterprise CRM solutions should be tailored to meet business specific needs. The primary goal for any CRM solution should be a seamless user experience, delivered through a fully integrated single application that is responsive across all devices and platforms.

A good choice will offer a comprehensive customer view by integrating enterprise and third-party data sources through a customized, context-aware system. Systems like this automatically manage all communication and context passing between the CRM system and other third-party portlets needed to ensure everything works together as a single integrated system.

What’s more, enterprise intelligent CRM with built-in artificial intelligence has the ability to incorporate additional data sources to allow users to leverage available information effectively in order to better service customers.

From automating workflows to eliminating burdensome administrative tasks, the flexibility of an intelligent enterprise solution provides a deeper understanding of the customer, which helps with decision-making processes and simplifies day-to-day operations.

2. Is It Scalable?

CRM is more than just a software. It’s an essential strategic growth tool that all enterprises need. One of the main motivators for any enterprise CRM provider should be to equip an organization with the simple tools needed in the early stages of a business, as well as the capabilities to scale up as the business expands and grows.

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Article Credit: CRM Buyer