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CRM Integration Foundation — YLI-OPS-02
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CRM Integration Foundation

Establish the data mapping, interface rules and first controlled connection around a selected CRM process.

Guide price€8,900
Typical duration5 weeks
SCOPE / AMBITO

What this service covers

We establish the data rules and first controlled connection around a selected CRM journey such as enquiry, quotation or service follow-up. The work defines the authoritative record, field mapping, error handling and acceptance tests needed for a maintainable interface.

01

Good fit when

  • Customer data is copied manually between CRM and another business system
  • Duplicate or incomplete records prevent reliable follow-up
  • A wider CRM programme needs one integration pattern proved first
02

Included deliverables

  • Data mapping
  • Interface contract
  • Foundation connection
  • Acceptance checklist
03

Client inputs

  • CRM field definitions and access to a non-production environment
  • Interface documentation for the selected connected system
  • Representative records and named acceptance reviewers
04

Outside this scope

  • CRM replacement or full data cleansing programme
  • Licence, connector and API usage charges
  • Additional interfaces beyond the agreed foundation connection
MILESTONES

Delivery milestones

1

Confirm authoritative records

2

Map fields and events

3

Define the interface contract

4

Build the foundation connection

5

Run acceptance checks

PRICE AND SCOPE

Guide prices relate to the published service scope.

Before work begins, the written proposal confirms the selected service, timetable, client inputs, taxes, third-party charges, travel and any requested work outside the published package.

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