Batch data updates tend to be relatively easy and there are extract, transform, load (ETL) tools to help with the process. For more real-time data sharing, you need integration technology or middleware and you need to evaluate the options out there. I can't tell by the question if both your ERP and your CRM systems are SaaS or just one, but any time you deal with SaaS you need a service level agreement (SLA) and if the two systems are from different vendors you need to consider what happens if one system is down — how is transaction data stored etc.
Dig Deeper on CRM strategy and implementation
Have a question for an expert?
Please add a title for your question
Get answers from a TechTarget expert on whatever's puzzling you.