Working with Partners’ CRM Data
Date
Thursday, September 15, 2022
Presenters
Kailin Opaleychuk & Kezia Yu
Presenter Company
Safe Software
Event
FME User Conference 2022
Presentation Details
As a company, you may work with several partners. Here at Safe, we've been working on a project to gather Customer Management System (CRM) data from our Partners and consolidate it into our Partner Management System (PRM), Salesforce. The hurdle is, each partner may have a different CRM – meaning different systems, file exports, and ultimately different schemas.