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Inside the black box

Inside the black box. Benefits and Pitfalls of CRM Integrations. Types of integrations. Pseudo Integrations Scheduled Integrations Real-time integrations. Pseudo integrations. Pseudo integrations. Manual Integrations Reports Custom web page / Silverlight. Pseudo integrations.

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Inside the black box

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  1. Inside the black box

  2. Benefits and Pitfalls of CRM Integrations

  3. Types of integrations • Pseudo Integrations • Scheduled Integrations • Real-time integrations

  4. Pseudo integrations

  5. Pseudo integrations • Manual Integrations • Reports • Custom web page / Silverlight

  6. Pseudo integrations • Manual Integrations – OOB Import tool

  7. Pseudo integrations • SSRS Reports

  8. Pseudo integrations • Custom Web Page / Silverlight

  9. Scheduled integrations

  10. Scheduled integrations • 3rd Party Tools (Scribe) • Microsoft’s Connector • Custom Integrations

  11. Scheduledintegrations • 3rdParty Tools (Scribe)

  12. Scheduledintegrations • Microsoft’s Connector

  13. Real Time custom integrations

  14. Real Time custom integrations

  15. What’s the best approach for me? Do you need the data in CRM? YES - Scheduled / Custom Integration NO – Pseudo Integration

  16. Questions???

  17. Scribe • Scheduled Integrations • One-Time Imports • Very flexible • Can integrate to almost any data source • Multi-threading

  18. Demo Time

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