CRM Integration Services
Integration of Microsoft CRM and Pivotal CRM systems with back office, business intelligence and legacy systems.
Have years of building, or buying, new systems to track, process, report, and manage data taken their toll your business? If you’re like most companies, you need a single view of information across your company. Fortunately, that’s why Customer Relationship Management (CRM) systems were created. But just investing in CRM system doesn’t always solve your problem. How do you synchronize information or add value to existing systems without disrupting your staff’s existing processes? Integrating back office and legacy systems, business intelligence tools, and data warehouses to your Microsoft CRM or Pivotal CRM systems maybe easier than you think – and Red Clay can help.
Every Red Clay CRM integration includes:
- Development of project objectives and scope
- Determination of critical success factors
- Detailed project plan
- Dedicated project management
- Translation of all functional requirements into design specifications
- Detailed design and installation
- Process definition for those areas addressed by the application
- Data migration from legacy systems
- Microsoft CRM or Pivotal CRM system integration
- Documentation of basic workflow between departments
- User acceptance testing of the system
- Security testing
- End user training