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Integrating CRM Across Your Organization for Business Success by Andrew Blackmore

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Integration workflows

The use cases that are required for the RideRight purchasing team can once again be converted to new integration workflows, as we did with the needs of the other teams in previous chapters:

  • Ability to view ERP vendors in CRM, including:
    • Ability to use the CRM interactions feature for vendors
    • Ability to view vendor analysis information in CRM reports and dashboards
    Integration workflows

Ability to view ERP vendors in CRM

The RideRight purchasing team are unable to manage their vendor relationships in an effective and productive way. They currently manage vendor relationships by using the ERP and ad hoc methods such as spreadsheets and e-mail applications. ...

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