Who owns CRM data at your company?

By David Taber, CIO |  Enterprise Software, CRM, data management

When outside systems inject new CRM data, they may need to set or manipulate ownership values. Generally speaking, we recommend that all that assignment, ownership and routing logic be in one place: either entirely in the CRM system, or entirely outside of it. Having that logic straddle system boundaries is almost always a recipe for trouble. Even if you happen to get it right now, it's almost impossible to maintain over time.

Instead, use Web services or other remote procedure call mechanisms to make sure the decision of who owns what record and why is always made in the same place.

David Taber is the author of the new Prentice Hall book, " Salesforce.com Secrets of Success" and is the CEO of SalesLogistix, a certified Salesforce.com consultancy focused on business process improvement through use of CRM systems. SalesLogistix clients are in North America, Europe, Israel and India. Taber has more than 25 years of experience in high tech, including 10 years at the VP level or above.

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Read more about customer relationship management (crm) in CIO's Customer Relationship Management (CRM) Drilldown.


Originally published on CIO |  Click here to read the original story.
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