CRM Integration - Copy - Digital Hype

CRM Integration

The art of streamlining your marketing, sales, and operation process

Upgrade your brand’s online presence with our digital marketing company in Dubai

It is critical that your digital platforms correctly exchange data throughout the various phases of the sales process. We'vAt Digital Hype, we have assisted several different firms from different sectors in consolidating their systems, allowing for greater data utilization across departments and increasing the customer experience.

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CRM Integration​ Process

Requirements gathering

The first step is to understand the business’s specific needs and requirements for the integration. This includes identifying which systems need to be integrated, the data that needs to be shared between systems, and the desired outcome of the integration.

Integration planning

Based on the requirements and system analysis, a detailed integration plan is created. This plan outlines the specific steps that need to be taken to integrate the systems, the timeline for the integration, and the resources required.

System analysis

The next step is to analyze the existing systems and assess their compatibility with the CRM system. This includes evaluating the data structure, APIs, and other technical aspects of each system.

Data mapping

The next step is to map the data between the different systems. This includes identifying which data fields need to be shared, how the data will be structured, and how the data will be updated between systems.

Integration planning

Based on the requirements and system analysis, a detailed integration plan is created. This plan outlines the specific steps that need to be taken to integrate the systems, the timeline for the integration, and the resources required.

Deployment and testing:

The final step is to deploy the integration and test it to ensure that it works correctly. This includes verifying that data is being properly shared between systems, and that the integration meets the business’s requirements.

Ongoing maintenance

Once the integration is deployed, it will require ongoing maintenance to ensure that it continues to work correctly. This may involve fixing any issues that arise, updating the integration to accommodate changes in the systems being integrated, and ensuring that the integration remains secure.

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