| CRM – overview |  |
| To remain competitive and profitable, it is essential for a company to identify, communicate, and track the requirements of a business partner. Customer relations management ( CRM ) enables you to create, record, and track sales and marketing data in a flexible way. By means of CRM, you can maintain information on prospective business partners as well as additional information on current business partners. Users can also create, schedule and report on various sales and marketing activities. Contacts and activities can be synchronized between CRM and Microsoft Exchange CRM does not have a set of mandatory steps that must be followed. All the information is optional, which gives a free flow to use the data. Customer relation management master data Before you can use CRM, you must define the master data. For more information, refer to CRM – master data. Customer relation management functionality You can use CRM to execute the following: Carry out opportunities. Define activities. Create letters. Create selection expressions. Create reports. Use the account manager dashboard session. For more information, refer to CRM – functionality. Synchronize CRM contacts and activities to Microsoft Exchange Contacts from ERP LN can be synchronized to Microsoft Exchange. Activities of the type Call and Appointment can be synchronized as calendar events between ERP LN and Microsoft Exchange. Calendars are synchronized in both directions. For more information, refer to Synchronization of CRM contacts and activities to Microsoft Exchange. CRM- Text Editor If you create letters, you use the Text Editor to maintain the layout of standard letters. If you create selection expressions, you use the Text Editor to create expressions. For more information, refer to CRM – Text Editor. Related topics CRM – functionality CRM – master data CRM – Text Editor Synchronization of CRM contacts and activities to Microsoft Exchange |