Connected Registration Database and CRM for Improved Visibility into Sales Process
Bersin wanted a configurable integration solution that allowed internal staff to easily build bi-directional feeds between their CRM and an order entry/registration database. In addition, they wanted to gain visibility into the status of registered users throughout the sales cycle.
Solution
Bersin’s completed integration process was up and running in only 7 days. In addition to the bi-directional data feeds between Salesforce.com and the Bersin registration database, the team built user record validations that required look-ups and logic against Salesforce.com objects.
About Bersin & Associates
Bersin & Associates is an organization of senior analysts and consultants with extensive experience in corporate learning, e-learning, performance management, leadership development, talent management, and enterprise systems.
