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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

CRM UI changes


We have defined the entities and fields, their mappings, and their security rules. We will now identify the UI changes to CRM that will need to be made for each entity.

In our worked example, the quotes and orders are new entities, and therefore they will appear in new screens. We will put them under the CRM customer context so that a user will locate the quotes and orders by first navigating to a customer.

If your CRM application already has quotes and orders, you will be able to reuse the quotes and orders screens that you already have, but you will need to make them read only so that a CRM user does not change the synchronized quote and order information.

In a workshop section at the end of the chapter, we will consider the costs and benefits of locating quotes and orders under the opportunity context instead of under the customer context.

The navigation paradigm will be as follows:

Diagram of the navigation paradigm for quotes in CRM.  Orders are similar.

The following screens...

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Integrating CRM across your Organization for Business success
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