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