Hello ServiceNow Community,
I am currently managing a CRM system and looking to integrate it with our Customer Success Management (CSM) platform to facilitate seamless sharing of customer data. Our goal is to enhance customer interactions by leveraging data from both systems.
Could anyone provide guidance on the best practices for integrating CSM with an existing CRM system? Specifically,
I am interested in:
- APIs and Tools: What APIs or tools are recommended for this integration?
- Data Synchronization: How can we ensure real-time data synchronization between the two systems?
- Security Considerations: What security measures should we take to protect customer data during and after the integration?
- Common Challenges: What are some common challenges faced during such integrations and how can they be mitigated?
Any insights, documentation, or examples from your experiences would be greatly appreciated.
Best regards,
Vijay Kumar
