JD Edwards CRM: Connect Sales with Operations
Live Webinar | 23 November | 16:00 CET
Discover how JD Edwards CRM can connect customer conversations with the operational information your teams need to move business forward.
A customer asks for a quote. Sales needs accurate pricing. Someone checks stock availability, while another colleague searches for the latest order update. The information exists, but bringing it together takes time.
For businesses running JD Edwards, managing customer relationships extends beyond tracking opportunities. It means connecting commercial decisions with pricing, inventory, orders and the people responsible for delivery.
Join Steltix to explore a broader approach to CRM, built on Nextworld and connected to JD Edwards. Through practical workflow examples, we will show how bringing commercial activity and ERP information closer together can support clearer decisions, smoother handovers and a more complete customer view.
Who Should Attend This JD Edwards CRM Webinar?
This session is designed for organisations using JD Edwards where customer-facing teams need better access to operational information. It will be particularly relevant to sales and commercial leaders, customer service managers, operations teams, and IT or ERP managers.
If preparing a quote means checking several systems, asking colleagues for updates or maintaining separate spreadsheets, the discussion will feel familiar. We will explore how these everyday gaps affect customer conversations and what a more connected way of working could look like.
Why Operational Context Matters
A sales opportunity does not exist in isolation. What you can promise a customer depends on pricing, product availability, order status and your organisation’s ability to deliver. When that information is disconnected from commercial activity, even straightforward requests can involve repeated checks and manual handovers.
Our JD Edwards CRM webinar will explore the relationship between customer activity and operational processes. The focus is on helping teams understand the information they need, where it comes from and how it can support the next step in a customer interaction.
What Will the Session Cover?
We will begin with the reasons CRM projects can struggle in operational businesses, including fragmented customer views, disconnected workflows and low adoption. We will then discuss why pipeline tracking alone does not address every requirement of an ERP-driven organisation.
From there, we will explore commercial operations more broadly: connecting customer visibility, quoting, orders, forecasting and service with ERP information. A focused demonstration will bring selected workflows to life, followed by a live Q&A where you can raise questions about your own business.
The demonstration will centre on practical scenarios and business outcomes. Specific examples are being finalised to keep the session relevant and focused.
How Do I Join?
Complete the registration form on this page to reserve your place. You will receive a thank-you email confirming your registration, followed by a reminder before the webinar. Your joining link will be emailed one day before the event.
The webinar starts at 16:00 CET, making it accessible to audiences in Europe and North America. You can bring questions about disconnected processes, customer visibility or the relationship between CRM and your JD Edwards environment.
What Happens After the Webinar?
After the session, we will invite you to request a personal, guided demo. This is an opportunity to explore your organisation’s priorities in more detail and discuss the workflows most relevant to your teams.
Whether your starting point is quoting, customer information or operational handovers, the follow-up conversation can help identify where a more connected approach could add value.
