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CRM integration is a major challenge for organizations of all sizes. In this new series, SearchCRM.com will explore best practices for integration between CRM and other systems. If you have suggestions or comments about this series, please contact us at editor@searchcrm.com.
Don't miss the other installments in this CRM integration series
In recent years, enterprise application integration (EAI) vendors have attempted to address the challenges of integration by providing a collection of proprietary adapters and integration servers. Although EAI solutions are effective, they can require a substantial initial investment in hardware, software and training. A more cost-effective option is the use of Web services, a set of emerging standards that enable interoperability among various IT processes and systems.
According to Gartner analyst Daryl C. Plummer, Web services are loosely coupled software components delivered over standard Internet technologies. Web services are platform- and vendor-neutral protocols that enable different applications from different sources to communicate with one another in a common XML format without time-consuming custom coding. Using Web services allows IT organizations to focus more on building application infrastructures based on standards, rather than on proprietary technologies -- an important foundation for building more agile enterprises. Using Web services to integrate CRM applications can benefit the organization in many ways. Overall, organizations using Web services for integration have the potential to become more efficient and responsive to market changes and competitive pressures. Web services can help companies resolve system interoperability challenges by reusing components, which can reduce application integration costs. Web services also establish a common format for sharing information and data, which enables enterprises to overcome system incompatibility issues and can contribute to faster user adoption. Web services can help an organization cost-effectively and efficiently integrate on-demand self-service applications and interactive voice response (IVR) systems with the core CRM application. They enable organizations to exchange data and information seamlessly between self-service tools and modules and the CRM application without having to undergo a lengthy and complicated integration process. Although Web services provide effective integration mechanisms, they do have some shortcomings. The user interface is inflexible and, because of interdependencies, customization is not easy. It is a relatively new technology, so the standards and specifications are still evolving. As an HTTP-based protocol, Web services are also vulnerable to security threats and must be implemented using authentication mechanisms and SSL-enabled encryptions. How Web services aid CRM application integration Integration between any two applications using Web services requires a service-oriented architecture (SOA). The SOA binds the services, which are delivered by an application server environment. A Web server provides the HTTP network transport for accessing the service, while the application server hosts the Simple Object Access Protocol (SOAP) interface. The Web service also provides object components that make up the service, and the object components provide the business service layer above the applications. The end result? A Web service extract underlying applications provides distinct services that aid in well-defined business processes. The following steps constitute a standard procedure for integrating a CRM application using Web services. The timeline and duration of the implementation will differ from one application to another because it depends on the number of business entities to be integrated and the number of Web services that need to be developed. Likewise, implementation procedures and processes will differ for integration between any two applications -- but the elements and the technology that are used to transact data will remain the same. Here are some technical principles to keep in mind:
How to get started with CRM integration using Web services If you're considering the use of Web services as part of your CRM initiative, the first step is to analyze the existing application servers, application development environments, and their ability to extend with Web services. Secondly, analyze and assess the data in multiple customer management systems before embarking on an integration project using Web services. Once those steps are complete, you are ready to begin integration of the CRM application using Web services. While Web services technology is still maturing, it has proved successful for integrating most CRM applications. About the author
Don't miss the other installments in this CRM integration series
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