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Infor CloudSuite CRM offers a complete customer view

Infor CloudSuite™ Customer Relationship Management (CRM) software provides a view of every customer touch point across an organization’s sales, marketing, customer service, and support teams. Rich customer profiles and sales productivity tools can help users to identify opportunities to maximize the impact of each interaction and streamline sales activities. Drive accurate forecasting, informed decision making, and effective team and territory management with a robust selection of analytics, sales management tools, and proactive alerts.

  • Track all elements of a marketing or sales campaign through Opportunities
  • Manage all tasks associated with an opportunity using the Opportunity Tasks form
  • Manage contact information and basic company information of your competitors
  • Create and manage campaigns
  • Track estimate orders assigned to prospects or customers
  • Maintain territory information, the SIC code, company revenue and number of employees for each customer
  • Cross reference your sales contacts with customers and prospects
  • Assist prospects and customers from initial interest through order placement using the Prospects and Leads forms
  • Convert prospects to customers
  • Organize prospects and customers by Territories
  • Create and manage sales teams for customers, prospects, and opportunities
  • Track communications with sales contacts, prospects, and customers
  • Maintain basic information about your sales contacts
  • Create sales forecasts
  • Add opportunities to a sales forecast
  • Create sales periods
  • Sales person homepage
  • Mail Merge and email Blasts
  • Visibility into the lifecycle of a customer order through the Customer Order Document Lifecycle form.
  • Determine how much money and time current promise-and-expedite scheduling is costing your company by using the Customer Service Impact form

Sales & CRM within CloudSuite™ Industrial (SyteLine ERP)

CRM is a customer relationship management module that provides an efficient method for managing the entire sales process within Infor CloudSuite Industrial, from customer lead origination and sales opportunity tracking through converting prospects to customers and placing the order.

The features in CRM provide an integrated solution between your front and back offices. It delivers productivity gains by streamlining sales and customer service processes, decreasing the cost of sales and cost to serve, and ultimately increasing revenue.

In the digital space, it’s about effectively communicating with fans and our wider community, and driving messages through all the noise—so they hear what we’ve got to say and know that it’s important. We can’t do that on our own, because we don’t have the resources. But when you have great companies partnering with us, like Infor—with their track record, knowledge, expertise, and technology—then we’ve got a much better chance of connecting.

HAMISH RIACH, CEO, The Crusaders

Official Channel Partner of Infor

Top 3, world-class business software vendor.

Support we received from Frontstep's consultants during the implementation was of great importance for the successful completion of the project

Georgi Lazarov, IT Mnager at Watts Industries

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Enriching your SyteLine ERP solution