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
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 or paper records to track whom they have contacted. They have poor visibility on how well they are doing at collecting overdue invoices. It is difficult to manage the process and make improvements.
The workflow will be changed so that CRM users will be able to chase overdue invoices using CRM functionality, which is specifically designed for managing...
