Book Image

Integrating CRM across your Organization for Business success

By : Andrew Blackmore
Book Image

Integrating CRM across your Organization for Business success

By: Andrew Blackmore

Overview of this book

Table of Contents (14 chapters)
Integrating CRM Across Your Organization for Business Success
Credits
About the Author
About the Reviewer
Preface

Chapter 4. How to Build a Sales Management Integration

The previous chapter covered the design of a contact management integration. In this chapter, we will build on this by adding a sales management integration for sales users.

We will use real-world scenarios for our fictional company, RideRight Bike Parts Company, to build up the use cases. We will then design CRM-integrated workflows for those use cases.

In the workshop at the end of the chapter, we will go over some additional advanced use cases.