Nowadays, organizations are gathering data by integrating Customer Relationship Management (CRM) tools with business intelligence (BI) platforms. The difference between CRM and BI is that CRM is a customer database to store information on interactions and sales history while BI provides strategic solutions for overall business functioning, and not just customer sales. But, now the question is how to integrate CRM and BI platforms. Annie Bustos (a valued contributor to Business 2 Community) writes in this article link about some best practices to ensure a smooth integration between these two powerful tools. They are: Understand what you are looking for, populate CRM with good data, create a real-time transfer of data, refine customer segmentations, leverage the data for testing and always ask for help.
