Thinking about ensuring that what you defined

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ERP Once those responsible and suppliers have been agreed upon, you need to internally define the integration cases you want to implement in your business. For this, other steps and agreements are necessary. Internal meeting to validate the scope  is not only possible, but that it makes sense according to the best market practices. Use your suppliers' experience to your advantage when integrating CRM with ERP! And this can be done with an internal definition of the data transmitted, who knows how? Let's use the case of integrating customers from ERP to CRM as an.


example. What ERP data do you want visible or available in CRM? The Phone Number List name, CNPJ? You can also opt for more complex data, such as credit limit, special discounts, sales volumes, among others. Don't forget that you will need to do this for each item present in the integration: customers, products, orders, etc. Meeting with suppliers to validate the data transferred The main objective of this step is to check if there is any limitation or even greater complexity in extracting this data. If this happens, it is at this point that the appropriate measures must be taken, ensuring the assertiveness of the next.




steps. Step nº 3 – Definition of PDC (CRM Communication Ports) Step number 3 of the schedule to integrate CRM with ERP begins with defining the CRM Communication Ports. At this stage, since your CRM has a well-built and defined PDC, it is necessary to define who will prepare the PDC for your ERP. As mentioned previously, this is usually the work of your own ERP vendor or a specialized partner. If none of the options are viable, it is possible to pass this responsibility to the developer. However, this is probably the most time-consuming and risky option, and your developer needs to have prior experience.