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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

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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

In our worked example, invoices are new entities and therefore they will appear in new screens. The navigation paradigm will be as follows:

The Navigation paradigm for invoices in CRM

The following screenshot show how this could look in a CRM integration:

A customer summary screen with unpaid invoice tab in a customized Sage CRM integration with Sage ERP 300. Clicking on the unpaid invoice tab brings the user to a list of invoices that have not yet been paid for the customer.

The preceding screenshot shows a customer summary screen with an unpaid invoices tab. Clicking on the unpaid invoices tab brings the user to a list of unpaid invoices for the customer.

Screenshot of a list of invoices for a customer in a customized Sage CRM integration with Sage ERP 300. Clicking on an invoice will bring the customer to the invoice details page.

Once the CRM user has navigated to the invoice list, they are shown a list of invoices for the customer.

The preceding screenshot shows a list of invoices...