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Microsoft Dynamics has spent the last 17 years working on integration of CRM, marketing automation, ERP. In those years, they've collaborated with thousands of different customers’ integration projects and all the data that comes with it. Microsoft recently narrowed all of their knowledge into a book titled The 10 Best Practices For A Smooth Customer Data Integration Project. From this book, here are the top tips that stood out to us.
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30 TIPS FROM MICROSOFT ON MOVING YOUR DATA INTO A CRM PART I
Define the word ‘integration” so everyone in your company understands it
TIP # 1
Assume that people don’t understand and need more explanation
TIP # 2
Have a common goal and stick to it
TIP # 3
Aggregate your data in stages, not all at once
TIP # 4
Have milestones along the way with metrics to monitor the results
TIP # 5
Know that your budget may not include 100% of the costs (there are always hidden surprises)
TIP # 6
Be open about the possibility of outsourcing certain functions
TIP # 7
Clearly understand each of the systems involved in your integration project
TIP # 8
Reality often varies from the documentation
TIP # 9
Anticipate inconsistencies
TIP # 10
Many integration tasks are one-time events
TIP # 11
It may be more cost-effective to bring in an experienced installer
TIP # 12
You can’t get where you’re going unless you’ve carefully mapped your way there
TIP # 13
Involve stakeholders every step of the way
TIP # 14
Bad data discourages user adoption
TIP # 15
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