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

Advanced workshop checklist

  • Evaluate if it is worthwhile to synchronize more invoice payment information: In order to get a full view of the debt status of your customer, you need to look at all the posted transactions for the customer, including invoices, debit notes, credit notes, interest, unapplied cash, prepayments, receipts, and refunds. Sometimes this information is stored in the same ERP view or table, and so it is not a major change in the synchronization logic to add on the one-way synchronization of all posted transactions. The drawback is that it will involve copying significantly more information to your CRM database, the time taken to do a synchronization will be longer, and the UIs will need to be updated to show the additional ...

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