O'Reilly logo

Integrating CRM Across Your Organization for Business Success by Andrew Blackmore

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Integration workflows

The use cases that are required for collections management can be converted to a new integration workflow:

  • Ability to view ERP invoices in CRM, including:
    • Ability to use invoice information when using the CRM interaction feature (for example, phone-call management, e-mail management, document management, and so on)
    • Ability to view invoice information in CRM reports and dashboards
    Integration workflows

    Collections manager integration workflow

Ability to view ERP invoices in CRM

When employees of RideRight want to chase overdue invoices to improve the company cash flow they have to use the ERP application and informal tracking methods such as spreadsheets ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required