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Integrating CRM across your Organization for Business success

Integrating CRM across your Organization for Business success

By : Andrew Blackmore
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Integrating CRM across your Organization for Business success

Integrating CRM across your Organization for Business success

By: Andrew Blackmore

Overview of this book

Your relationships with your customers aren’t simply an add-on to the way your business functions – they are the very thing that drives it. That’s why it makes sound business sense to integrate your CRM and your ERP; by building your CRM into your organization’s wider processes, you’ll find a solution to many of the problems faced by internally focused businesses, initiating a cultural transformation where your customers are at the centre of everything you do. This book shows you how to do just that, providing you with clear guidance on a wide range of complex issues, ranging from technical problems to the challenges of operational change. From planning and resourcing to deployment and optimization, follow each step in this book to successfully develop value driving integrations between CRM and ERP. Featuring examples and demonstrations and workshop ideas to help you explore best practices and overcome some of the challenges you may face when leading such a project, Integrating CRM Across Your Organization for Business Success is a valuable guide to implementing this vital and forward-thinking project. Explore CRM integrations in every corner of your business, including contact management, sales management, customer support and vendor management, and find out how to design and put in place a comprehensive business improvement project.
Table of Contents (14 chapters)
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Integrating CRM Across Your Organization for Business Success
Credits
About the Author
About the Reviewer
Preface

Security


We have defined the entities, how they relate to each other, and how they will be uniquely identified, and we have defined the fields for each entity and how they map between CRM and ERP fields, as well as the CRUD synchronization actions.

Orders and quotes will be new entities in CRM, and, by default, they may have no security, or they may inherit the security of the customers that they are associated with. We need to consider whether additional security restrictions need to be added.

Orders and quotes that are viewable in CRM

ERP orders and quotes will now be viewable in CRM to all CRM users.

Some approaches to restricting the order and quote data that is shown to your users include:

  • No restriction: If there is no security, all your CRM users will have access to all ERP quote and order information. This may be acceptable in some implementations.

  • Restrictions based on customer: Order and quote security could be implemented to inherit the security permissions of the customer that they...

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