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avatar for Carol Smock

Carol Smock

RSM US
Manager
San Diego
For nearly three decades I have worked with more than 200 businesses to create customer relationship strategies that work. Before CRM systems existed, we accomplished this through system integrations that gave the employee access to a 360 degree view of the customer.
Data Integration is a must in today's business. Often, however, data is replicated in multiple systems unnecessarily. To ensure lean integrations, I analyze the data that exists in each disparate systems and create a plan to bring necessary data into view giving employees the ability to perform their job more effectively and efficiently. This plan involves determining the frequency of integration, the triggers, the direction, mappings and method of display. I then work with the developer to build the necessary integration packages and optimize them for best performance.