To realize the integration of the CRM system and the basic data, the following aspects can be considered:
1.Data integration: Integrate basic data from different systems or data sources into the CRM system, and realize data unification through data integration and data migration.
2.Data synchronization: Ensure that the data between the CRM system and the underlying data is kept up and updated, which can be achieved through regular batch synchronization and real-time synchronization.
3.Data standardization: Standardize basic data, including data formats and naming conventions, to ensure data consistency and comparability.
4.Data sharing: The data of the CRM system is shared with other systems and departments to realize the circulation and sharing of information, and improve work efficiency and collaboration.
5.Data permission management: Set data access permissions based on different roles and permissions to ensure data security and confidentiality.
6.Data analysis and mining: Conduct in-depth analysis and mining based on the data of the CRM system, discover potential business opportunities and problems, and make corresponding decisions and improvements.
The above are some common methods and measures, and the specific implementation methods can be adjusted and optimized according to the actual situation and needs.