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Friends, I have a requirement to implement a customer dashboard that has personal details well as products, cases, and sales / marketing stuff for that customer. My question is, what should be the approach to have the customer on board to CRM. should I just write plugin to get the information from core system at runtime or should it be through nightly batch (day - 1 data).
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Hi,
I think the key is to ask the question - "does the data belong in CRM?" and "why should it be in CRM?" if the answer is simply to create a dashboard then you probably shouldn't load the data unless it is aggregated summary data that can be shown against a customer record for reference as users are in CRM already. This data could be updated in batch with a frequency that is acceptable - this could be run every few minutes for critical summary data.
If you can see some operational value in having data in CRM (For example tracking emails regarding that customer data, or allowing rollup goals to be created) then you then it probably should be loaded as a full record (batch or otherwise) - I wouldn't recommend using plugins to load data on demand from other systems unless it is purely for reference purposes when looking up addresses for example.
If you are just reporting on data - you could provide a report that pulls data from both CRM and another system and combines them together.
Hope this helps,
Scott
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