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Prerequisites for data integration/system integration with CRM

Hello everyone.

As a leading company in the CRM market, Arcus Japan offers a variety of products and services based on the new generation CRM theory, "CRM 3.0 (Personalized CRM)."

CRMData Integration (Omni-Channel)

The fundamental principle of CRM is to achieve "one customer = one ID" within one organization (one company) , and to that end, there are three definitions.

  • Data integration (omnichannel): Integrating all channels (unstructured data) with customer information (structured data)
  • Customer understanding (customer insight): Understanding customer needs and experiences from the past to the present
  • Personalization: Real-time visualization of customer data

Among these, this time I would like to touch on the first point, "data integration," and the "prerequisites for CRM data integration/system integration."

  • CRM Prerequisites for data integration/system integration

CRM needs to integrate with various systems to manage customer data from all channels in an integrated manner, and it also needs to have an up-to-date data structure to gain customer insights.

Therefore, there is a prerequisite that " development from scratch and file integration such as CSV files are not permitted . "

The reason is that it takes time to integrate data, is difficult to maintain, and does not respond to changes, which goes against all the requirements of CRM.

So how can we collaborate?
⇒ The answer lies in "loose coupling."

CRM is a system that must change significantly depending on customer needs, so the data interface may change frequently, and the system platform will also be updated frequently to match.

Therefore, it is important to avoid affecting or allowing other systems to be linked as much as possible.

In "EA (Enterprise Architecture)", EAI/ESB tools are often used to loosely couple data, so an adapter that can connect to them is required.

To solve this problem, Arcus Japan began offering the "Microsoft Dynamics CRM Adapter" in March 2016.
More than two and a half years have passed since its release, and it has now been adopted by many companies that have implemented CRM.

https://www.asteria.com/jp/news/press/2016/03/23_01.php

What is the Dynamics CRM (Dynamics 365 CE) Adapter?

The Dynamics CRM Adapter is an adapter that can connect to Dynamics CRM (now Dynamics 365 Customer Engagement) provided by Microsoft Japan, and covers all the processes required for CRM, such as CRUD processing and data association management. (The adapter also implements other useful functions that are not available in standard APIs.)

Dynamics CRM is currently divided into multiple systems known as Dynamics 365, and the functions of Dynamics 365 Customer Engagement are subdivided into Dynamics 365 for Sales, Dynamics 365 for Marketing, Dynamics 365 for Customer Services, Dynamics 365 for Field Services, Dynamics 365 for Project Service Automation, Dynamics 365 AI, etc. However, the Dynamics CRM Adapter is compatible with all versions, from the older Dynamics CRM to the latest Dynamics 365.

For more information, please refer to the product page below.

Microsoft Dynamics CRM Adapter for ASTERIA WARP

In addition, as a CRM specialist vendor, Arkus Japan is gradually providing adapters for CRM-related services that need to be connected to CRM systems (we will continue to release more in the future).

uSonar Adapter for ASTERIA WARP

Business Card Prosperity Adapter for ASTERIA WARP

CRMIntegrator: Achieving optimal CRM integration

Arcus Japan offers "CRMIntegrator" as a service to streamline CRM data integration, realize efficient CRM operations, and realize the principle of one customer = one ID.

https://www.asteria.com/jp/warp/partner/subscription/artisan.php

For more information, please contact us below.

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Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
book:Versatylist - How to become a "1 in 1" talent by age 35

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