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Integrating CRM Across Your Organization for Business Success by Andrew Blackmore

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Advanced workshop checklist

Now that we have designed a basic vendor management integration to improve the way your purchasing team manage their vendor accounts, we will consider some alternative features for the integration. This will allow you to tailor the functionality to make it more suitable for your business.

Evaluate whether you should make ERP vendor document transactions such as purchase orders, debit notes, credit notes, interest, prepayments, and payments available in CRM.

Synchronizing vendor data to CRM is very useful to the purchasing team, but if the vendor has questions about purchase orders, or about any document transaction history, the CRM user will still need to open up the ERP application to find the information. There are ...

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