(Business)Accounts can be a vendor or customer. An account can be extended to either. There is always a business account when you create a customer. The Business Account screen requires CRM and has some CRM Friendly information in a single screen to view open cases, open opportunities, leads, marketing campaigns etc. When you begin to follow a workflow from CRM, it becomes clearer why this is necessary.
How can this software be integrated for Hospitals. Applications involve Projects, daily work orders, supply inventory, Vendors, PO and financial funds budgeting. Thanks
We can handle all of these functions very well. But a discussion with us to understand the entire business flow would be help to apply a context to it all.
I really enjoyed your video!
Glad you enjoyed it!
Thank you.
great video, would you be able to explain the dif between a customer vs an account? thanks
(Business)Accounts can be a vendor or customer. An account can be extended to either. There is always a business account when you create a customer. The Business Account screen requires CRM and has some CRM Friendly information in a single screen to view open cases, open opportunities, leads, marketing campaigns etc. When you begin to follow a workflow from CRM, it becomes clearer why this is necessary.
How can this software be integrated for Hospitals. Applications involve Projects, daily work orders, supply inventory, Vendors, PO and financial funds budgeting.
Thanks
We can handle all of these functions very well. But a discussion with us to understand the entire business flow would be help to apply a context to it all.