Introduction

The CRM Step 1 project enables the Daimler AG-dealerships to enable Customer Relationship Management in Autoline.

The CRM Step 1 project consists out of the following points:

• A number of specific data fields have been added to the Marketing Target record
• Two reports with specific CRM information have been created
• A new 'CRM' form has been created
• The possibility to validate addresses with Fuzzy!Post

Modules involved

The modules used in this interface are described below:

Manufacturer Systems Module

The CRM Step 1 parameters are located in the Manufacturer Systems module, also is the Fuzzy! Post Batch Validation program located in the Manufacturer Systems module.

Marketing Module

The Marketing module contains the extra CRM fields on the Target and Company record.

Systems Utilities Module

Two reports, which have been created specially for the CRM Step 1 project can be run in Timed Operations.