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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

Support management integration use cases


The RideRight Bike Parts support team is a small team that handles customer complaints. Customer complaints include issues that can be handled by the CRM ticket management feature, such as questions related to the delivery of ordered goods, for example late deliveries, missing deliveries, and incomplete deliveries.

Customer issues can also include issues that cannot be handled by the CRM ticket management feature, such as returned goods. Goods may be returned because they are defective in some way, or because the customer has decided they do not want them any more. Customers who return goods may receive a credit note, or replacement goods, both of which need to be processed in ERP using the RMA feature.

In some scenarios, a company may repair a defective product and return it to the customer, but for our use case, RideRight does not repair defective goods. They may send returned items to the original vendor who may or may not perform a repair.

The support...

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