Customer Relationship Management (CRM)

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.

  • 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