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Integrating CRM Across Your Organization for Business Success by Andrew Blackmore

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Contact management

We are going to discuss several features in CRM applications that are useful to be integrated with ERP. The first one is contact management.

Contact management gives users the ability to view, manage, and communicate with their customers. Contact management is the foundational feature for any CRM solution. Contacts include the names of the customers or businesses that you are working with, and the names of the contacts or people who work for the businesses.

With a non-integrated CRM application, if you are doing business with the customer the same customer information will need to be entered again in the ERP application, resulting in the same data being entered twice and a disconnected process.

Contact management workflows

In CRM, ...

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