In this blog series we’ll be experimenting with the most interesting blends of data and tools. Whether it’s mixing traditional sources with modern data lakes, open-source devops on the cloud with protected internal legacy tools, SQL with noSQL, web-wisdom-of-the-crowd with in-house handwritten notes, or IoT sensor data with idle chatting, we’re curious to find out: will they blend? Want to find out what happens when IBM Watson meets Google News, Hadoop Hive meets Excel, R meets Python, or MS Word meets MongoDB?
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Today: SugarCRM meets Salesforce. Crossing Accounts and Opportunities
Businesses use Customer Relationship Management (CRM) systems to keep track of all their customer related activities – creating leads and opportunities, managing contacts and accounts, sending quotes and invoices, etc. As long as it is somehow related to the stream of revenue, it is (or at least should be) stored in a CRM system.
Since there is more than one CRM solution on the market, there is a distinct chance that your organization uses multiple CRM platforms. While there might be sound reasons for this, it also poses a significant challenge: How do you combine data from several platforms? How do you generate a single, consolidated report that shows you how well the sales activities of your whole company are going?
One option is to export some tables, fire up your spreadsheet software of choice, and paste the stuff together. Then do the same thing next week. And the week after. And the week after that one (you get the point). Doesn’t sound too enticing? Fear not! This is KNIME, and one of our specialties is to save you the frustration of doing things manually. Fortunately, both SugarCRM and Salesforce allow their users to access their services via REST API, and that is exactly what we are going to do in this blog post.
There are a couple of prerequisites here. First of all, you obviously need accounts for SugarCRM and Salesforce. If you don’t have them but still want to try this yourself, you’ll be happy to see that both companies offer free trial licenses:
You can learn more about how to use the REST APIs of SugarCRM and Salesforce here:
Topic. Get a consolidated view of all customer data from two separate platforms
Challenge. Query data from SugarCRM and Salesforce via their APIs
Access Mode. KNIME REST Web Services