Browse Library
Sign In Start Free Trial
Close icon Search icon
Account
Browse Library Sign In Start Free Trial

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Integrating CRM across your Organization for Business success
  • Table Of Contents Toc
Integrating CRM across your Organization for Business success

Integrating CRM across your Organization for Business success

By : Andrew Blackmore
Buy this Book
close
close
Integrating CRM across your Organization for Business success

Integrating CRM across your Organization for Business success

By: Andrew Blackmore
Buy this Book

Overview of this book

Table of Contents (14 chapters)
close
close
close
Integrating CRM Across Your Organization for Business Success
Icon
Integrating CRM Across Your Organization for Business Success
Credits
Icon
Credits
About the Author
Icon
About the Author
About the Reviewer
Icon
About the Reviewer
Preface
Icon
Preface
Lock Free Chapter
1
What is CRM Integration and Why is It Good for Your Business?
Icon
What is CRM Integration and Why is It Good for Your Business?
Icon
Different CRM applications
Icon
Users, user roles, and teams
Icon
How workflows are used in CRM
Icon
Security in CRM
Icon
Contact management
Icon
Sales management
Icon
Customer support
Icon
Management information
Icon
Summary
2
How to Implement an Integration
Icon
How to Implement an Integration
Icon
Build or buy
Icon
Building an integration
Icon
Adding CRM reports or dashboards
Icon
Summary
3
How to Build a Contact Integration
Icon
How to Build a Contact Integration
Icon
Contact management integration scenario
Icon
Designing the integration
Icon
Step 1 – entity diagrams
Icon
Step 2 – mapping the entity diagrams to each other
Icon
Step 3 – defining the unique identifiers
Icon
Step 4 – defining the fields and field mappings
Icon
Step 5 – defining the CRUD rules
Icon
Security
Icon
CRM UI changes
Icon
Summary
4
How to Build a Sales Management Integration
Icon
How to Build a Sales Management Integration
Icon
Sales management integration use cases
Icon
Integration workflows
Icon
Step 1 – creating entity diagrams
Icon
Step 2 – mapping the entity diagrams to each other
Icon
Step 3 – defining the unique identifiers
Icon
Step 4 – defining the fields and field mappings
Icon
Step 5 – defining the CRUD rules
Icon
Step 6 – designing the screen pops
Icon
Security
Icon
CRM UI changes
Icon
Advanced workshop discussion
Icon
Summary
5
How to Build a Collections Management Integration
Icon
How to Build a Collections Management Integration
Icon
Collections management integration use cases
Icon
Integration workflows
Icon
Security
Icon
CRM UI changes
Icon
Reports/dashboard changes
Icon
Advanced workshop checklist
Icon
Summary
6
How to Build a Vendor Management Integration
chevron up
Icon
How to Build a Vendor Management Integration
Icon
Vendor management integration use cases
Icon
Integration workflows
Icon
Security
Icon
CRM UI changes
Icon
Reports/dashboard changes
Icon
Advanced workshop checklist
Icon
Summary
7
How to Build a Support Management Integration
Icon
How to Build a Support Management Integration
Icon
Support management integration use cases
Icon
Security
Icon
CRM UI changes
Icon
Advanced workshop checklist
Icon
Summary
8
How to Develop and Maintain Your Integration
Icon
How to Develop and Maintain Your Integration
Icon
Development plan
Icon
Deployment
Icon
Ongoing maintenance
Icon
Summary
9
Where Next for Integrations – the Cloud and Other Areas
Icon
Where Next for Integrations – the Cloud and Other Areas
Icon
The future of RideRight Bike Parts Company
Icon
Moving CRM and ERP to the cloud
Icon
Making mobile apps available to CRM users
Icon
Customers running things themselves
Icon
Summary of the chapter
Icon
Conclusion

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...

CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Integrating CRM across your Organization for Business success
End of Section 6
Next Section
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected
Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful
Order Page Read Now

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon