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 Relationship Management (CRM) enables you to create, record, and track sales and marketing data in a flexible way. Using 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.

CRM master data

Before you can use CRM, you must define the master data.

For more information, refer to CRM – master data.

CRM functionality

You can use CRM to execute the following:

  • Carry out opportunities.
  • Define activities.
  • Create letters.
  • Create selection expressions.
  • Create reports.

For more information, refer to CRM – functionality.

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.

Synchronize CRM contacts and activities to Microsoft Exchange

Contacts from LN can be synchronized to Microsoft Exchange.

Activities of the type Call and Appointment can be synchronized as calendar events between LN and Microsoft Exchange. Calendars are synchronized in both directions.

For more information, refer to Synchronizing CRM contacts and activities to Microsoft Exchange.

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