Planning integrations · ASRR Tech
When is a CRM integration ready for use?
Assess the full workflow including exceptions, ownership and recovery. One successful transfer does not yet prove an everyday process.
A practical example
Data arrives but nobody owns unrecognised records.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Test the full journey.
- Review exceptions.
- Confirm administration agreements.
What does success look like?
Users can apply the data and know how errors are resolved.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Planning integrations: the wider process
An integration needs agreement about data meaning and ownership. Decide the source system for each field, when information is exchanged and who resolves discrepancies. Availability of a product integration does not imply every data flow is supported. Verify the direction, fields and requirements using an example from your own process. Test missing data and a temporary failure. Ask an employee to check that synchronised information is usable for the next step.