We are pleased to present below all posts tagged with 'Data Integration'. If you still can't find what you are looking for, try using the search box.
The release of Microsoft Dynamics CRM – Spring 2015 includes a helpful new feature; Immersive Excel. This functionality allows a user to manipulate Dynamics CRM data in MS Excel, without the cumbersome "Export to Re-import" process required in the past.
You may have just made the momentous decision to purchase a new CRM or ERP system, or perhaps you have had your systems for some time. With many companies offering ‘Best of Breed’ business systems, one thing typically remains true: each of these systems are silos of data and information. This blog details real-world benefits of systems integration.
The Internet and tighter budgets have forever changed how prospects are making buying decisions. Research in the book The Challenger Sale tells us that prospects are over 50% of the way through the buying process by the time they initiate contact with a vendor.
Sales Intelligence solutions, integrated with CRM, are a part of the answer to this dilemma. In this article, we will take a look at the top sales intelligence solutions on the market today.
This is my third blog in a series concerning data integration. In my first two blog entries we overviewed some of the data integration hurdles as well as some of the common methods used to discover the net-change data that will need to be translated. Here in my third blog I’ll discuss some of the benefits of not integrating in real-time, but creating a batch job to perform the integration. We’ll also look at the Business Rules that may need to be applied within the integration process.
In my previous blog focusing on the hurdles of real-time, two-way data integration, I highlighted the hurdle of how to discover the data you need translated. In most cases, discovering the net-change data is all you want to translate on a real-time basis. Remember, a two-way integration means net-change data going in two directions or more (depending on the number of systems you’re integrating) at a rate determined by how many end-users there are on each of the systems being integrated. Business systems with a significant amount of end-users can create substantial volumes of net-change data.
In some cases, if not all too some extent, integration between Dynamics™ CRM , Salesforce® or/and SharePoint® with your back-office system is the key to user adoption. Real-time, two-way data integration allows all segments of the business to access the very latest transactional data, and the information that the data contains.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.