CRM – the Customer–Relationship Management

Technical notes about the CRM

Principal module objects

• Address book (derived from business area)
• Subject
  • Person (derived from subject)
  • Company (derived from subject)
  • Division (derived from subject)
• Subject group
• Subject's contact
• Communication with clients / subject

Module dependencies

Human resource module uses FRM, SYS, TSK modules. The principal module object – Staffer relates both with sysUser and crmSubject.

The CRM functionality is strongly dependent on the task-management modules. Sales campaigns, key account management tasks and other CRM care is managed by tasks and methodology derived by the tsk module.

• Module it tightly integrated with the VoIP and email services from the system module.
• The sales module uses the CRM for management for offers and sales orders.
• CRM is also strongly used for helpdesk functionality.

Module data objects

The basic data scheme of the CRM module:

Addressbooks

CRM servers not only for the business purposes but provides general functionality for the contact management including synchronisation with mobile devices or external applications like Mozilla Thunderbird or outlook. The synchronisation actually depends on the Saber module.