Universal containers is planning to implement Salesforce as their CRM system. Currently
they have the following systems
1. Leads are managed in a Marketing System.
2. Sales people use Microsoft Outlook to enter contacts, emails and manage activities.
3. Inventory, Billing and Payments are managed in their ERP system. 4. The proposed CRM
system is expected to provide Sales and Support people the ability to have a single view of their
customers and manage their contacts, emails and activities in Salesforce CRM.
What should an Integration Consultant consider to support the proposed CRM system strategy?
Gerald
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