Integrations

• Customer source. Agree how account and contact updates reach the CRM, who resolves duplicates and which system owns the current address and contact details.
• Commerce records. Use the outside order source to check a follow-up’s order reference and units when those details are relevant to customer contact.
• Customer communication. Keep the proposal material and sending channel in the team’s agreed communication system, while recording proposal activity against the opportunity.
• Fulfillment and billing. Reconcile a won sales decision with the downstream systems that execute the commercial transaction.

Name an owner for each external source, the records it can update and the exception path when its data disagrees with the opportunity or follow-up. Keep an external reference and relevant evidence with the related record when that helps staff investigate. Test one customer journey from original source through the opportunity, receipt and follow-up before broadening imports.