So here's my dream. I'd like us to choose a "system of record" for each of our key processes, meaning we would decide what processes are created and maintained in which system, and then we'd synchronize the data as needed from one system to the other.
For example, in my dream, we would decide that ServiceMax (which is also Salesforce) would be the system of record for our projects. This means, when I want to start a project, I do it once, in ServiceMax, which creates a project number automatically. After it's saved, it automatically goes into Khameleon and starts a project there with the same project number.
I'm already discussing this part of my dream with Khameleon.
Also, in my dream, we would decide that Khameleon is the system of record for new quotes and orders. After a new quote or order is created in Khameleon, the header information (such as the order #, desc, pos, request dates, ship dates, all the status stuff) would show up in ServiceMax/Salesforce on the associated project there.
Now we can go to one place -- ServiceMax/Salesforce -- to see everything that's going on. Does that sound like a dream come true or what?!
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