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Integrating CRM Across Your Organization for Business Success by Andrew Blackmore

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Step 4 – defining the fields and field mappings

We have defined the entities, their mapping, and how they will be uniquely identified.

The next step is to identify, for each entity, which fields we will be synchronizing. We choose fields that will be used by our RideRight CRM users so that they will always have access to the quote and order information that they need.

We also need to gather field characteristics such as type and size. The fields do not exist in CRM, so we will do this exercise for the ERP fields, and then we will create identical fields in CRM to map to them.

Step 4 – defining the fields and field mappings

The Order Entry screen in Sage ERP 100, with some fields that should be synchronized ...

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