Magento CRM 数据同步
我一直在开发一个在客户端 CRM 工具（Microsoft C5 动态 - MS sql DB）和 magento 之间同步数据的模块。
我看到可以将记录从magento更新到CRM DB（来自save_after方法的事件/观察者），因为当客户执行某些操作（例如编辑/下订单）时，我们可以触发一个事件，并且可以将记录更新到CRM DB中。所以这是单条记录更新。
但是它如何用于批量记录（我需要在两种方式之间同步产品/订单/客户数据）。
是的，应该通过 cron 进行。但是我们如何才能从两端仅选择更新/添加的行进行同步。这是可能的还是唯一的方法是比较两个数据库上的每条记录并在两侧更新它们？
请帮助我，或者有人可以建议我一种正确的方法。
谢谢
I have been working on a module to sync data between client side CRM tool(Microsoft C5 dynamics - MS sql DB) and magento.
I am seeing possibility to update the records from magento to CRM DB(event/observer from save_after methods) because when ever customers do some actions like edit/place order we can trigger a event and we can update the record into CRM DB. So it is single record update.
But how does it work for bulk records(I need to sync Products/Orders/Customers data between both way).
Yes,It should be via cron. But how can we pick only updated/added rows from both end to sync. Is that possible or only way is to compare each record on both DBs and update them in both side?
Please help me in this or can some one suggests me a right way to do.
Thanks
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您正在接触主数据管理 (MDM) 领域，该领域可能非常复杂。
您的问题的直接答案是对您需要的表进行 SQL 转储并导入到 magento。虽然不是很优雅，但它会给你批量更新。
我们使用 Windows Workflows 和 Biztalk 来实现 Magento 和 CRM 之间的 MDM 流程。
我们还使用安全联合平台向 Mangeto 提供用户信息，其中要求提供客户编号。
You are touching the areas of Master Data Management (MDM) which can be quite complex.
A direct answer to your question would be to do an SQL dump of the tables you need and import to magento. While not very elegant it will give you a batch update.
We use Windows Workflows and Biztalk for MDM processes between Magento and CRM.
We also use the security federation plattform to provide user information as claims to Mangeto, where one claim the the customer number.
将客户关系管理 (CRM) 系统与主数据管理 (MDM) 集成可带来多项战略优势，使企业能够简化运营、提高客户洞察力并推动更好的决策。
以下通过示例详细阐述了主要优势：
将 CRM 与 MDM 集成，使企业能够将来自不同来源的所有客户数据整合到一个统一的视图中。这种综合视图包括客户偏好、购买历史、互动和人口统计信息。
例如，一家全球零售商使用 MDM 来统一来自其在线商店、实体店和社交媒体互动的客户数据。这种统一的视图使 CRM 系统能够根据客户的完整交互历史记录提供个性化的营销活动。
MDM 可确保 CRM 系统中的客户数据在所有业务部门和渠道中准确、一致且最新。这减少了数据重复和差异，从而获得更可靠的业务洞察。
例如，一家电信公司使用 MDM 在其 CRM、计费和客户支持系统之间同步客户联系信息。这可确保客户数据的一致性，减少计费错误并提高客户满意度。
借助 MDM 提供的准确、全面的客户数据，CRM 系统可以为各个客户量身定制交互，从而提供更加个性化和无缝的体验。
例如，一家银行将其 CRM 与 MDM 集成，以确保所有面向客户的员工都可以访问相同的客户信息。这使得银行能够根据客户的交易历史和偏好提供量身定制的金融产品和服务。
集成减少了系统之间手动数据输入和协调的需要，从而节省了时间和资源。它还通过自动化 CRM 和其他企业系统之间的数据同步来简化工作流程。
例如，一家保险公司使用 MDM 自动同步其 CRM 和索赔管理系统之间的投保人数据。这种集成减少了手动数据输入，加快了索赔处理速度，并最大限度地减少了错误。
MDM 可确保 CRM 系统中管理的客户数据符合数据准确性、安全性和隐私方面的监管标准。这对于医疗保健和金融等具有严格数据治理要求的行业至关重要。
例如，医疗保健提供商将其 CRM 与 MDM 集成，以确保患者数据准确且符合 HIPAA 法规。这种集成有助于提供商维护数据完整性并避免代价高昂的合规违规行为。
借助全面、准确的数据集，企业可以执行更有效的分析，从而在营销活动中做出更好的决策和更精确的定位。
例如，一家电子商务公司集成了 CRM 和 MDM，以分析不同地区的客户购买模式。这种数据驱动的洞察力使公司能够优化每个市场的库存和营销策略。
很少有像 Neurologik 的 [ProductHub][1] 这样的 MDM 软件能够提供与 CRM 和 CMS 应用程序的完全集成。因此，使用这些 MDM 平台可以为您的企业提供强大的客户参与优势。
参考：
Integrating Customer Relationship Management (CRM) systems with Master Data Management (MDM) brings several strategic advantages, enabling businesses to streamline operations, improve customer insights, and drive better decision-making.
Here’s an elaboration on the key benefits with examples:
Integrating CRM with MDM allows businesses to consolidate all customer data from various sources into a single, unified view. This comprehensive view includes customer preferences, purchase history, interactions, and demographic information.
For example, a global retailer uses MDM to unify customer data from its online store, physical outlets, and social media interactions. This unified view enables the CRM system to deliver personalized marketing campaigns based on a customer’s complete interaction history.
MDM ensures that customer data in the CRM system is accurate, consistent, and up to date across all business units and channels. This reduces data duplication and discrepancies, leading to more reliable business insights.
For example, a telecommunications company uses MDM to synchronize customer contact information across its CRM, billing, and customer support systems. This ensures that customer data is consistent, reducing errors in billing and improving customer satisfaction.
With accurate and comprehensive customer data from MDM, CRM systems can tailor interactions to individual customers, providing a more personalized and seamless experience.
For example, a bank integrates its CRM with MDM to ensure that all customer-facing staff have access to the same customer information. This allows the bank to offer tailored financial products and services based on the customer’s transaction history and preferences.
Integration reduces the need for manual data entry and reconciliation between systems, saving time and resources. It also streamlines workflows by automating data synchronization between CRM and other enterprise systems.
For example, an insurance company automates the synchronization of policyholder data between its CRM and claims management system using MDM. This integration reduces manual data entry, speeds up claims processing, and minimizes errors.
MDM ensures that customer data managed within the CRM system meets regulatory standards for data accuracy, security, and privacy. This is critical in industries with strict data governance requirements, such as healthcare and finance.
For example, a healthcare provider integrates its CRM with MDM to ensure that patient data is accurate and compliant with HIPAA regulations. This integration helps the provider maintain data integrity and avoid costly compliance violations.
With a comprehensive and accurate dataset, businesses can perform more effective analytics, leading to better decision-making and more precise targeting in marketing campaigns.
For example, an e-commerce company integrates CRM and MDM to analyze customer purchasing patterns across different regions. This data-driven insight allows the company to optimize its inventory and marketing strategies for each market.
Few MDM software like [ProductHub][1] from Neurologik, offer a full integration with CRM and CMS applications. Thus, using these MDM platforms can offer your enterprise the benefits of robust customer engagement.
References: