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IntegratingOnContact CRM and WorkWise ERP
Roger Miller and Russ Kahler
IntegratingOnContact CRM and WorkWise ERP
• Integration Objectives & Benefits
• Integration Points & Methods
• Integration Demo
• Version by Version Capabilities
• Questions and Answers
WorkWiseERPSuite
● Bills of Material● Routings
● Product Configurator● CAD Connect
ENGINEERING
● UPS / FedEx Shipping Integration
● Inventory● Mobile Data Collection
● Material Control Management● Purchasing & Requisitions
MATERIALS
● Multi-Carrier Shipment Processing
● Business Metrics● Event Manager● Mobile Alerts
● Data Journaling
ANALYTICS
● Capacity Requirements Planning (CRP)
● Material Requirements Planning (MRP)● Master Production Scheduling (MPS)
● Advanced Forecasting
PLANNINGMARKETING, SALES &CUSTOMER SERVICE
● Quotations ● Estimating● Customer Order Management● eCommerce Gateway ● EDI● Serial & Warranty Control
● Return Merchandise Authorization (RMA)
● Customer Relationship Management (CRM)● Shop Floor Control & Visual Scheduling
● Production Dispatch & Reporting● Lean / Kanban
● Equipment Maintenance
PRODUCTION
● Quality Management
● Document Linking● Document Routing & Archiving
● Business Process Repository (BPR)● Label Management
DOCUMENTS
● AvaTax Sales Tax Gateway ● Fixed Assets
FINANCE● Job Cost ● Standard Cost
● Accounts Receivable ● Accounts Payable● General Ledger ● Cash Management
● Payroll ● Human Resources● Credit Card Gateway
Integration Objectives and
Benefits
Integration Objectives and Benefits
• Easier ERP Access for Sales• Reduce Duplicate Entry• Link Relevant Data Between CRM and ERP
• Opportunity-Quotation
• Incident-RMA-Liability Warranty
Integration Points & Methods
Find ERP Data within CRM
• Retrieved Directly from ERP on Demand• One Click View in the Company Form• Ad Hoc and Saved Queries• Accessible from both Web and Windows
Find ERP Data within CRM
• For All CRM Companies that are AR Customers:• Accounts Receivable Aging
• Open Customer Orders
• Invoiced Customer Orders
• RMA’s
• Liability Warranty
• Quotations
ERP Customer Information
Query ERP Data from CRM
Automatic Database Updates
• AR Customer à CRM Company• Name, Address Data
• AR Sold-to or Ship-to Connection to CRM Company
• Sales Rep Synchronization for Ship-To Connection
• Automatic, Real-Time Synchronization
ERP Customer Sync’d with CRM Company
Converting a CRM Prospect to a Customer• Available in AR Customer Maintenance• Look up CRM Prospect from AR Customer Add
• Pulls over Name, Address Data to the Customer Record
• Links the Company to Customer using Customer #
• Changes CRM Company Type to “Customer”
• All CRM Company Data are Retained in CRM!• Opportunities
• Activities
• Milestones, etc.
Convert a Prospect to a Customer
Data Connections Between CRM and ERP
• CRM Opportunity à ERP Quotation• ERP Quotation à CRM Opportunity• CRM Incident à ERP RMA, ERP L/W• ERP RMA, ERP L/W à CRM Incident• Data Fields Populated upon Add Function
Window Form Links Between CRM and ERP
• CRM Opportunity ß à ERP Quotation• CRM Incident ß à ERP RMA, ERP L/W• CRM Company ß à ERP Customer
ERP Quotationß à CRM Opportunity
ERP RMA, L/W ß à CRM Incident
Integration DemoLive Examples
Version by Version Capabilities
Version by Version Capabilities
IntegratingOnContact CRM and WorkWise ERP
• Integration Objectives & Benefits
• Integration Points & Methods
• Integration Demo
• Version by Version Capabilities
• Questions and Answers
IntegratingOnContact CRM and WorkWise ERP
Roger Miller and Russ Kahler