What is achieved: implementation of integrations with partner solutions DMP/CDP, CRM, analytics, geofencing, image customization, etc.
Step #6: Backend flow
These backend flows are essential to automate the sending of messages across different channels and ensure the protection of user data through real-time processing of privacy requests.
Stakeholders involved: backend teams.
What is achieved: integration of messaging APIs and management of data access/deletion requests using the dedicated GDPR API.Omnichannel CRM Platform: Batch’s Step-by-Step Technical
The technical implementation of an updated mmxxiv mobile phone data omnichannel customer engagement platform system is a transformative project for any business looking to improve its CRM strategy and streamline its services.
An omnichannel customer engagement platform like Batch provides the tools and capabilities needed to not only manage customer interactions, but also deliver a personalized, cross-channel customer experience.
However, the success of such a system depends on careful planning and execution of its implementation.
We invite you to discover the key stages of technical implementation of the Batch platform and to understand what is at stake behind each stage.
NB: This technical implementation is carried out as part of a broader implementation project management. To learn more about this broader context and information on the governance of implementation projects, we invite you to consult this dedicated article .
Step 1: Data onboarding
Data onboarding is the cornerstone of CRM integration. Workshops, data flow proposals, and validation processes help establish a blueprint for data migration, ensuring that every piece of user information is accurately identified and transferred to the new system.
This careful planning is essential because it sets the stage for all the personalized interactions that will follow.
Stakeholders involved: backend, mobile, web and CRM teams.
What is organized: data mapping workshops, proposals, validations, concerning data collection