Data Priorities: CRM Push

Your platform preferences and priorities play a critical role, especially when it comes to streamlining your CRM push. The methodology employed here involves simplifying the available data - often originating from multiple sources and presenting various values - into a singular, consolidated value. This is achieved through a strategic approach known as "summarisation," whereby data source preferences and priorities are meticulously applied to distill multiple values down to the most relevant one for CRM push.

Your CRM configuration settings are tailored to specify precisely which data should be transferred. An illustrative example of this process can be seen in handling company names; if there are multiple names for a single company within the system, is sourced from different origins your platform utilises data source preferences and priorities to determine which name should be selected for the CRM push.

While this approach is predominant in managing CRM data. This selective use of preferences and priorities ensures that the CRM system receives the most accurate and relevant information, optimising data management and integration processes.

Some of your CRM properties may present all available data, underscoring a selective application of data summarisation based on the nature of your CRM property.