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CRM - Connection Requirements to look in CRM for Sales Rep

We are able to connect to most CRMs (provided they are installed locally and not in the Cloud), to see who the sales rep on an account is, instead of looking inside eAutomate. We find most clients will only keep one DB accurately updated and that is likely to be the CRM.

In order to set up this connection, we will need the below rights/access assigned:

  • If the CRM is on the same server as EA, then we just need you to add dbowner permissions to our ceojuice SQL user for that database. 
  • If it’s on a separate server, then we need you to create a SQL user similar to the one on the EA SQL Server, with the same password and dbowner permissions to the CRM db.

 

Email help@ceojuice.com with any questions

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