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

Advanced workshop checklist


Now that we have designed a basic vendor management integration to improve the way your purchasing team manage their vendor accounts, we will consider some alternative features for the integration. This will allow you to tailor the functionality to make it more suitable for your business.

Evaluate whether you should make ERP vendor document transactions such as purchase orders, debit notes, credit notes, interest, prepayments, and payments available in CRM.

Synchronizing vendor data to CRM is very useful to the purchasing team, but if the vendor has questions about purchase orders, or about any document transaction history, the CRM user will still need to open up the ERP application to find the information. There are several strategies that can be considered, including synchronization, real-time views, screen pops, or a combination of the three:

  • Synchronizing vendor document transactions: Vendor document transactions could be synchronized one way from ERP to CRM...