CRM-ERP INTEGRATIONS: Integration, Mobile & Social, Reporting & Analytics

Specification for how the application communicates with other software.


Data Import & Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

Integration APIs

Application Programming Interface – Specification for how the application communicates with other software. API’s typically enable integration of data, logic, objects, etc. with other software applications.

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.


Social Collaboration Features

It enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focuses on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Social Network Integration

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.



Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.


An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance


It enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons’ estimates.