Thoughts on Project Success Max Effgen, March 4, 2009 I had a conversation recently with a friend and former colleague on the state of IT. A common theme was that for all the advances in technology, projects still fail at an alarming rate. This got me to think about two clients of mine. Both were large enterprise software companies…
Integration requirements for CRM, Challenges and opportunities Max Effgen, March 2, 2009 Challenges and opportunities Integration outside the enterprise firewall needs to encompass the capabilities of the organization. Larger enterprises have investments in SOA and ESB providing them with new capabilities that can be utilized. Many organizations without these capabilities will find that standard point to point integration will more than meet…
Integration requirements for CRM, CRM to BI Max Effgen, February 27, 2009 From CRM to Business Intelligence/Analytics While the two previous requirements focused on the sales force automation areas of CRM, integration with business intelligence and analytics tools could and often cover the spectrum of CRM applications: Sales, marketing, customer service, etc. Each department has their own tools and key performance indicators….
Integration requirements for CRM, ERP to CRM Max Effgen, February 26, 2009 From ERP to CRM Product and Price List data from ERP to CRM is always a complex integration. Technical configurations can be complex. The volume and frequency of updated data can also be complex. Most large contracts are negotiated with customer specific pricing, terms and conditions. For many organizations negotiated…
Integration requirements for CRM, CRM to ERP Max Effgen, February 25, 2009 From CRM to ERP Pipeline and Forecast data are the most common and most important data from CRM into an ERP system. Business process determines the complexity of the integration. Examples of complex integration requirements can be found with just in time manufacturers (e.g., Dell). These organizations will integrate forecast…
Integration requirements for CRM, intro Max Effgen, February 25, 2009 Anyone who knows me professionally, knows that I am a CRM guy. Most of my career has been implementing and making CRM systems usable and actually show real ROI. One of the biggest challenges that CRM systems have is integration with back end systems. In the cloud with hosted CRM,…