Customer relationship management (CRM) functionality can fall into four categories: core functionality; non-core functionality; vertical, industry-specific features; and accounting-related features. When evaluating and selecting a CRM solution, enterprises must be aware of the potential issues associated with functions and features that are not part of core CRM functionality.
return on investment metrics
for processes, like managing return material authorizations (RMA), job and project management, time tracking, and commission tracking, each of these processes ultimately should result in entries (or access to additional information from an entry) to an accounting system. The more of this type of functionality that a standalone CRM solution offers, the more difficult, time consuming, and expensive it may be to integrate it to a back-office accounting system. CRM Configuration and Customization No two