Best Practice Playbooks
Best Practice Playbooks offer detailed instructions that showcase CRM.COM’s key features and optimal setup approaches. These guides are designed to help you set up CRM.COM effectively, streamline operations, and unlock its full potential.
Product Playbook: From Strategy to Setup
Gain insight into the CRM.COM product model to enhance your product strategy, enabling you to create a scalable, flexible, and impactful product catalogue.
The CRM.COM Wallet: A Business’s Branded Wallet
Discover the CRM.COM Wallet and best practices to choose the setup that fits your business needs, along with instructions on how to configure your business’s CRM.COM Wallet model.
Understanding Settlement: What, Why and How
Understand CRM.COM’s Settlement, why it matters and how to get it right. Learn what, why and how CRM.COM ensures accurate fund transfers within the Business Network based on Wallet transactions.
The B2B & e-Commerce Model
Find out about the different organisation roles within the business network, including how they collaborate, share and manage products, and handle order fulfilment.