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

Reports/dashboard changes


Now that we have brought the vendor records into CRM, we can make full use of the data by adding it to existing reports and/or dashboards, or new reports and/or dashboards. Some examples of new reports or dashboards that can be created are as follows:

  • List of vendors in ERP that are currently inactive or active

  • List of vendors in ERP that are currently on credit hold

  • List of vendors sorted by credit limit

You should consider which vendor reports and dashboards would be beneficial for your business.

In the advanced workshop section, we discuss bringing vendor document transactions, such as purchase orders, to CRM, which will allow for more informative reports to be generated.

Note

Tip

Workshop

  • Gather together all the design work that you have completed for this chapter so far, and use the information to compile a list of UI changes that will need to be made.

  • Decide which security restrictions you should impose for the newly synchronized vendor data.

  • Define which reports...