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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

Summary


In this chapter, we described a real-world scenario for our fictional RideRight Bike Parts company, which needs to improve the support management workflow by linking it with the ERP RMA feature.

We identified the use cases and reframed them as CRM workflows that we needed to implement. The support team should have the ability to create RMAs from the CRM ticket management feature, as part of the ticket management workflow.

We then designed the integration solution using the real-world applications of SageCRM and Sage ERP 300, to provide some context. As this integration only uses screen popups we could skip most of the usual design steps and just talk about the location of the screen popup mechanism.

In the advanced workshop section, we discussed ways to improve the feature:

  • Synchronizing the ERP RMA data so that it is viewable in CRM

  • Linking synchronized ERP RMA data to invoices in CRM

  • Linking synchronized ERP RMA data to vendors in CRM

At this point the design is completed for the support...

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