Packt+ | Advance your knowledge in tech

You're reading from Integrating CRM across your Organization for Business success Build your business processes around the needs of your customers by successfully integrating your CRM within your core business functions to drive improvement

Product type Paperback

Published in Jan 2016

Publisher Packt

ISBN-13 9781783001040

Length 180 pages

Edition 1st Edition

Concepts

CRM

Author (1):

Andrew Blackmore

View More author details

Table of Contents (14) Chapters

Integrating CRM Across Your Organization for Business Success

Credits

About the Author

About the Reviewer

Preface

1. What is CRM Integration and Why is It Good for Your Business?

2. How to Implement an Integration FREE CHAPTER

3. How to Build a Contact Integration

4. How to Build a Sales Management Integration

5. How to Build a Collections Management Integration

6. How to Build a Vendor Management Integration

7. How to Build a Support Management Integration

8. How to Develop and Maintain Your Integration

9. Where Next for Integrations – the Cloud and Other Areas

CRM UI changes

We will now identify the UI changes to CRM that will need to be made for the vendor management integration.

Changes to CRM company screens

Vendor data will be synchronized to CRM and will be shown on the CRM company screens as a company of type "ERP vendor". Some of the data will be stored in new fields, which should already have been added to the UI for the contact management integration, meaning that no UI changes will be needed for our worked example.

Note

Make a note

If your implementation is synchronizing different fields to the ones that we list in our worked example, you will need to make sure that they are displayed on the CRM UI.

A new UI rule will need to be added to ensure that vendors are read-only in CRM:

When a CRM company is of type "ERP vendor", it should not be editable or deletable. This is because we are not synchronizing updates or deletes of customers from CRM to ERP.

If the company entity has a promote button to "promote" a CRM customer to ERP, you will need...