Blueprint CRM–TMS/WMS Integration for End-to-End Customer Journeys
N.B. This prompt is intended to help users evaluate their competitive landscape when entering a new region. The SWOT analysis should be based on real-time data from market reports, competitor websites, and customer feedback. Provide a detailed report with actionable recommendations.
📄 Prompt Template
Design a cross-platform integration blueprint connecting [CRMPlatform] with [TMSName], [WMSName], and [MAPlatform] for [CompanyName]. Specify how shipment, container, lane, and rate objects synchronize to support marketing, sales, and service use cases across the quote–book–track–deliver lifecycle in [Region]. Define data ownership, sync cadence, event triggers (e.g., pickup confirmed, exception raised), and consent handling.
Output format:
“Architecture Overview” as a C4 text spec (Context, Containers, Components).
“Data Flows Catalog” as a markdown table with columns: Flow ID, Source, Target, Object, Frequency, Transform, SLA, Error Handling.
“RACI Matrix” table for Marketing Ops, Sales Ops, IT, and Carriers.
“Risk Register” table with Probability, Impact, Mitigation, Owner.
“Milestone Plan” (YYYY-MM) with dependencies and critical path.
Ensure measurable KPIs (e.g., [KPI1], lead-to-quote time) and governance gates.