Microsoft Dynamics has spent the last 17 years working on integration of CRM, marketing automation, ERP. In those years, they’ve collaborated with thousands of different customers’ integration projects and all the data that comes with it.
The group recently boiled all of that knowledge down to 10 best practices for a smooth customer data integration project in this ebook. I recommend reading the ebook, but here are the tips that stood out most to me during my read.
Early in my career, I developed a list of guidelines for how to achieve sales success. After a few different versions, I ended up with 11 that I live by everyday. Then after a major career change, I added a 12th: Make sure you always have a plan B.
This exercise, and the resulting guiding principles, has helped me stay focused, which resulted in a very positive impact on my sales career.