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Integrating CRM Across Your Organization for Business Success by Andrew Blackmore

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Step 6 – designing the screen pops

This is the first time that screen pops will be used as part of a design, since we did not use them in the contact management integration.

Screen pops will be employed by the sales user for creating and updating quotes and orders.  The CRM user will be, in effect, using ERP screens to create quotes and orders without having to exit the CRM. This saves development effort because the screens do not have to be re-implemented in CRM. The screen pops will be launched from buttons placed in the CRM UI.

Step 6 – designing the screen pops

SageCRM integration with Sage ERP 100 sales order entry screen, which is a screen pop from SageCRM

When we launch a screen ...

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