Sales management integration use cases
RideRight Bike Parts Company have implemented a contact management integration between their CRM and ERP applications, and their CRM users are very happy with the improvements as they can now access customer information that is shared between the CRM and ERP applications. They see the benefits of not having to enter data twice, and being able to see more complete and accurate customer information on their CRM screens. Now they are asking for more.
The sales team has identified disconnects in the sales management workflows that they would like fixed, and which will bring further improvements in productivity:
The RideRight sales team sells to bike stores across Canada. Many of their customers are long-term customers who they have been dealing with for years. The RideRight sales team uses the CRM interactions feature for managing their communications with their customers, and the opportunities feature for managing sales opportunities. They find that they...
