JD Edwards EnterpriseOne CRM Application Fundamentals Overview

This guide discusses the JD Edwards EnterpriseOne Customer Relationship Management Foundation system from Oracle, and how the applications in this system provide the basis for all customer relationship management (CRM) business processes that the organization uses. To use any of the JD Edwards EnterpriseOne Customer Relationship Management products, including JD Edwards EnterpriseOne Sales Force Automation, JD Edwards EnterpriseOne Case Management, and JD Edwards EnterpriseOne Service Management, you must also use the JD Edwards EnterpriseOne Customer Relationship Management Foundation system.

You can use the JD Edwards EnterpriseOne Customer Relationship Management Foundation system to perform these tasks:

• Set up CRM constants, which are used to determine how the system processes CRM information.

• Enter CRM information for employees, customers, contacts, and partners.

  You can enter and maintain employees, customers, contacts, and partners using CRM applications. You can also manage and maintain CRM information for employees, customers, and partners that were entered into the system using applications from other JD Edwards EnterpriseOne products.

• Enter and maintain product item and item catalogs, which can be used in sales, service, and support business processes.

• Set up email lists, and use email merge functionality to communicate similar information to large groups of people.

• Create call plans to assist service and support employees.