Planning integrations · ASRR Tech
Who handles CRM integration errors?
Assign responsibility for detection, investigation and recovery. Let employees know which information remains incomplete during repair.
A practical example
An enquiry is confirmed on the website but missing from the receiving process.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Define detection.
- Assign recovery.
- Check missing processing.
What does success look like?
An error has a visible owner and does not disappear silently.
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.