高效客户需求管理系统集成指南：如何对接 CRM / 产品研发系统实现数据互通？2025实操步骤

// 需求实体模型
public class CustomerRequirement
{
    public int Id { get; set; }
    public string Title { get; set; } // 需求标题
    public string Description { get; set; } // 详细描述
    public string Source { get; set; } // 来源 (e.g., CRM客户反馈)
    public string Status { get; set; } // 状态
    public int Priority { get; set; } // 优先级
    // 关联的客户ID，用于与CRM数据关联
    public string AssociatedCustomerId { get; set; }
}

// 集成中间件的数据库上下文
public class IntegrationDbContext : DbContext
{
    public IntegrationDbContext(DbContextOptions options) : base(options) { }

    public DbSet Requirements { get; set; }

    protected override void OnModelCreating(ModelBuilder modelBuilder)
    {
        // 可以在此配置模型关系或索引
        modelBuilder.Entity().HasIndex(r => r.AssociatedCustomerId);
    }
}

// 定义调用CRM系统API的服务接口
public interface ICrmSystemService
{
    Task<>> GetRecentCustomersAsync(DateTime since);
    Task<>> GetCustomerFeedbacksAsync(string customerId);
}

// 实现CRM API服务
public class CrmSystemApiService : ICrmSystemService
{
    private readonly HttpClient _httpClient;
    private readonly ILogger _logger;

    public CrmSystemApiService(HttpClient httpClient, ILogger logger)
    {
        _httpClient = httpClient;
        _logger = logger;
        // 配置BaseAddress应在Startup中通过IHttpClientFactory完成
    }

    public async Task<>> GetRecentCustomersAsync(DateTime since)
    {
        // 构建请求URL，查询指定时间后更新的客户
        var response = await _httpClient.GetAsync($"api/customers?updatedSince={since:O}");
        response.EnsureSuccessStatusCode();
        var content = await response.Content.ReadAsStringAsync();
        return JsonSerializer.Deserialize<>>(content);
    }
    // ... 其他方法实现
}

// 后台同步服务
public class RequirementSyncService : BackgroundService
{
    private readonly IServiceProvider _serviceProvider;
    private readonly TimeSpan _syncInterval = TimeSpan.FromMinutes(5); // 每5分钟同步一次

    public RequirementSyncService(IServiceProvider serviceProvider)
    {
        _serviceProvider = serviceProvider;
    }

    protected override async Task ExecuteAsync(CancellationToken stoppingToken)
    {
        while (!stoppingToken.IsCancellationRequested)
        {
            using (var scope = _serviceProvider.CreateScope())
            {
                var crmService = scope.ServiceProvider.GetRequiredService();
                var dbContext = scope.ServiceProvider.GetRequiredService();

                // 1. 从CRM获取最新客户反馈
                var recentFeedbacks = await crmService.GetRecentFeedbacksAsync(DateTime.UtcNow.AddMinutes(-10));

                // 2. 转换为需求实体并存入数据库
                foreach (var feedback in recentFeedbacks)
                {
                    var newRequirement = new CustomerRequirement
                    {
                        Title = feedback.Subject,
                        Description = feedback.Content,
                        Source = "CRM Feedback",
                        Status = "New",
                        Priority = CalculatePriority(feedback),
                        AssociatedCustomerId = feedback.CustomerId
                    };
                    dbContext.Requirements.Add(newRequirement);
                }
                await dbContext.SaveChangesAsync(stoppingToken);

                // 3. (可选) 将需求同步至产品研发系统...
            }
            await Task.Delay(_syncInterval, stoppingToken);
        }
    }
}