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Working with OpenERP by Greg Moss

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Chapter 3. Exploring Customer Relationship Management in OpenERP

Until recently, most ERP systems had very product-focused designs. While records and fields maintained basic customer information, processes and reporting typically revolved around product-related transactions. While the business was centered around products before, the shift is now to center the business around the customer. Customer Relationship Management systems, or CRM in short, provide the tools and reporting necessary to manage customer information and interactions.

The topics we cover include the following:

  • Developing a plan for implementing our CRM system
  • Installation and configuration of the CRM module
  • Defining our sales staff and assigning them to customers
  • Managing new leads ...

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