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.
Related articles and pages
Person who wrote this article
Articles in the same category
-
Why you should invest in CRM now [Series 3] Why "any CRM will do" […] -
Why you should invest in CRM now [Series 2] Another invisible crisis […] -
Why you should invest in CRM now [Series 1] What companies that survive recessions do […] -
Risks of managing customer information in Excel — Losing a computer can lead to other problems […] -
Japanese companies' customer information is being targeted from all over the world — now, CRM is being used to […] -
Mutual Aid and Welfare System Utilization Guide — EMOROCO CRM[…]



