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Date Created: 12/20/15
Front To Back-Office Integration With Sage CRM Different departments use different application types to handle customer information front-office employees use CRM programs that support customer-facing activities for example sales, marketing and customer support whereas back-office employees use ERP programs that support transactional, confirming and compliancy activities, for example invoicing, a / r, income management and financial confirming.While front-office programs have in the past been developed around the thought of mix- organisational collaboration, back-office programs, by comparison, happen to be insular in character, using the finance department slow to spread out up its data and programs with other areas of the organisation. Furthermore, a lot of companies have ongoing to buy their CRM and ERP programs from separate, specialist suppliers. This mixture of things means business programs have battled to deal with key business process needs in which the customer lifecycle crosses the leading-to-back- office divide, leading to: ? Retail silos of knowledge,? Unnecessary administrative overhead and issues,? Verbal sign-off needs? Process duplication. Front-to-Back-office integration consists of three inter-related elements:1. 1. Consistent data between related organizations (e.g. 'company' and 'account') inside the CRM and ERP programs. 2. All over customer visibility, no matter whether customer data comes from the CRM application or even the ERP application 3. "Straight-through" processing which allows a person to initiate a transaction (e.g. Booking a purchase) which in turn instantly triggers all related business processes as appropriate (e.g. Order approval, shipment, invoicing etc) and passes effortlessly in one application (e.g. CRM) to another (e.g. ERP) without resorting to extensive manual intervention (e.g. rE-typing information, documents or verbal sign-off). A real Back and front Office integration can lead to the next benefits for that CRM customers ? Sales teams to increase their revenue potential with the identification of latent mix-sell or more-sell possibilities inside their subscriber base. ? Sales reps to reserve orders properly, very first time, each time, by supplying all of them with accessibility account, prices and stock information they have to do their jobs effectively. ? Customer support reps to deal with customer queries with full confidence by supplying all of them with the shipping, invoicing and returns information that they must do their jobs effectively. ? Customer support managers to make sure that their clients are current on maintenance and repair contracts, which their service level contracts are shipped on the lucrative basis ? Marketing professionals to handle detailed financial segmentation on their own subscriber base to aid highly specific and effective go-to-market programmes ? Marketing managers to calculate 'real-world' return- on-investment according to actual revenue yield using their marketing programmes. Independent research indicates that customer intelligence gaps remain following the majority CRM implementations since the problem of back-office connectivity is not adequately addressed. Where this is actually the situation, customer data can't be shared effectively and business processes are interspersed with errors, delays and documents. This will probably lead to client satisfaction issues and spinning administrative cost. The prosperity of a CRM project, therefore, shouldn't be judged exclusively how effectively it includes front-office procedures, but how additionally, it facilitates interoperation using the back-office atmosphere, encompassing people, processes, departments and programs.To understand much more about Tailgate To Cab Office Integration with Sage CRM at http://world wide web.sagesoftware.co.in/Customer-Relationship-Management-Crm-ERP-Payroll- Software-Company-India-SageCRM.aspx Microsoft office 2010 product key finder
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