Infor CRM - Detailed Review
Business Tools
Infor CRM - Detailed Review Contents
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Infor CRM - Product Overview
Introduction to Infor CRM
Infor CRM is a comprehensive Customer Relationship Management (CRM) software solution developed by Infor, aimed at small to medium-sized companies and departments within larger enterprises.
Primary Function
The primary function of Infor CRM is to manage and integrate all customer interactions across various departments, including sales, marketing, customer service, and support. This integration provides a 360-degree view of customer interactions, enabling businesses to streamline their operations, improve customer experience, and increase revenue.
Target Audience
Infor CRM is designed for a diverse range of industries, including healthcare, professional services, public sector, manufacturing, distribution, and fashion/retail. The software is particularly suited for organizations with 60-300 employees and revenues between $1 million and $10 million.
Key Features
Sales Module
- Powerful salesforce automation
- Comprehensive customer relationship management
- Contact and account management
- Opportunity management
- Sales revenue forecasting
- Integration with email clients like Microsoft Outlook
- Interactive KPI sales dashboards and reporting
- Territory management and sales team management
Marketing Module
- Marketing campaign management
- Social media integration
- Lead scoring
- Marketing dashboards and reports
- Email marketing
- Targeted group marketing
- Outbound telemarketing activities
- Surveys and website activity tracking
Customer Service & Support Module
- Sophisticated support knowledgebase
- Case management for incident support
- Service level agreement management
- Ticket management
- Automated workflows
- Advanced issue tracking and resolution tools
- Customer support web portal
Additional Features
- Highly configurable, flexible, and scalable
- Deployment options include cloud and on-premise
- Advanced mobile CRM
- Integration with Microsoft Office and Outlook
- Interactive reports and dashboards
- Customization to meet specific business needs
- Sales and support integration
Infor CRM’s modular approach allows different teams to work together seamlessly, recording all customer interactions in a central database. This holistic view helps in improving operational efficiency, reducing customer frustration, and increasing the value of every customer transaction.
Infor CRM - User Interface and Experience
User Interface of Infor CRM
The user interface of Infor CRM is crafted to be intuitive and user-friendly, ensuring a positive and productive user experience.
Ease of Use
Infor CRM boasts an easy-to-learn-and-use interface that helps users get up and running quickly. The system is designed with a low learning curve, which means new users can rapidly adapt and start utilizing the CRM effectively without extensive training.
User Interface Features
The interface is characterized by its simplicity and clarity. Here are some key aspects:
- Clear Layout: The CRM presents a clean and organized layout, making it easy for users to find and access the information they need.
- Customizable: Users can customize the interface to fit their specific needs, ensuring that the most relevant customer information is readily available.
- Mobile Accessibility: Infor CRM Mobile offers a task-oriented user interface that allows users to perform key actions quickly, both online and offline. This includes interactions with native device features such as mapping, dialing, and email, further streamlining the mobile user experience.
Key Features Enhancing User Experience
- 360° View of Customers: Infor CRM provides a comprehensive view of all customer interactions across sales, marketing, customer service, and support teams. This holistic view helps users manage customer relationships more effectively.
- Advanced Outlook and Gmail Integrations: Users can access CRM data directly from within Outlook or Gmail, ensuring seamless integration with their email systems.
- Workflow & Process Automation: The system allows users to automate proven sales processes and other important business processes, which helps in driving opportunities to a close and increasing team productivity.
- Calendar and Activity Management: Users can organize and track their activities, meetings, phone calls, and more, helping them manage their days efficiently.
Overall User Experience
The overall user experience is enhanced by several factors:
- Accessibility: Infor CRM is accessible from smartphones and tablets, allowing users to stay productive on the go, even when disconnected from the internet.
- Integrations: The CRM integrates seamlessly with other business systems, such as Infor ERP and e-commerce platforms, providing a cohesive and integrated business environment.
- Analytics and Reporting: The system offers a range of reporting and analytics tools, from basic lookup and reporting capabilities to interactive dashboards and custom reports. This helps users make informed business decisions based on actionable insights.
In summary, Infor CRM’s user interface is designed to be intuitive, easy to use, and highly accessible, ensuring a positive and productive user experience across various business functions.
Infor CRM - Key Features and Functionality
Infor CRM Overview
Infor CRM is a comprehensive customer relationship management system that offers a wide range of features and functionalities, particularly enhanced by AI integrations. Here are the main features and how they work:Account & Contact Management
Infor CRM provides a 360° view of all customer interactions across your organization, including sales, marketing, customer service, and support. This feature allows you to manage accounts and contacts efficiently, ensuring all teams have a unified view of customer data.Opportunity Management
This feature enables you to access vital opportunity data, forecast revenue, adjust territories, and drive more deals to closure. It helps in managing the sales pipeline effectively and making informed decisions about sales strategies.Lead Management
Infor CRM allows you to import leads, perform lead de-duplication, qualify leads, and create activities to process leads more effectively. It also automatically distributes hot leads to your teams, ensuring timely follow-up and higher conversion rates.Customer Service and Support Management
This feature enhances the customer experience by providing a 360° view of customers, managing tickets, tracking defects, and offering powerful search capabilities. It helps in building loyal relationships through better service and support.Calendar and Activity Management
Infor CRM helps you organize and track activities such as meetings, phone calls, and other tasks. This ensures you can manage your day effectively and perform your job with greater efficiency.Workflow & Process Automation
The system automates proven sales processes and other important business processes to drive opportunities to closure and increase team productivity. This automation reduces manual work and streamlines business operations.Mobile Access
Infor CRM offers access to vital customer data from your smartphone or tablet, anytime and anywhere, even when disconnected. This ensures you have all the necessary information at your fingertips without sacrificing features or functionality.Advanced Customization
The CRM allows for advanced customization to personalize and configure the system according to your unique business environment. This flexibility ensures the CRM fits your sales culture and processes without requiring significant changes to your business practices.Reporting and Analytics
Infor CRM provides a suite of powerful reporting and analytics tools that give you visibility into sales activities, service and support calls, and marketing campaigns. These tools enable users at all levels to make more informed decisions based on actionable insights.AI Integration
Through partnerships like the one with Proton.ai, Infor CRM integrates AI to enhance customer relationships and revenue growth. Proton’s AI-powered CRM offers insights into customer and product data, helping distributors identify high-priority customers, detect products due for reorder, and identify potential wallet-share gaps. This integration leverages transactional data from Infor’s ERP and ecommerce platforms to provide AI-guided recommendations, improving sales efficiency and customer engagement.Infor AI
Infor AI, integrated into Infor CRM, uses machine learning and advanced analytics to automate routine tasks, provide predictive insights, and foster operational efficiency. It bridges gaps between databases, ERP systems, and cloud platforms, making complex analyses accessible through user-friendly Natural Language Processing (NLP). This AI integration enhances decision-making by providing accurate forecasts and data-driven strategies, and it improves customer satisfaction through better service and proactive engagement.Conclusion
These features collectively make Infor CRM a powerful tool for managing customer relationships, enhancing sales productivity, and driving business growth through advanced analytics and AI-driven insights. Infor CRM - Performance and Accuracy
Evaluating Infor CRM Performance and Accuracy
Evaluating the performance and accuracy of Infor CRM in the business tools category involves examining its key features, benefits, and areas for improvement.
Performance
Infor CRM is known for its comprehensive view of customer interactions, which significantly enhances sales, marketing, and customer service processes. Here are some key performance highlights:
Efficiency and Productivity
Infor CRM streamlines sales activities by providing proactive alerts, accurate forecasting tools, and efficient sales management features. This helps in identifying opportunities quickly and streamlining sales processes for maximum efficiency.
Integration
The system integrates seamlessly with other business systems, such as Infor ERP and e-commerce platforms, ensuring centralized data access and real-time operational and sales data. This integration enhances overall business intelligence and analytics capabilities.
Mobile Access
Infor CRM offers mobile functionalities, allowing users to access the system on-the-go, which is crucial for field teams and ensuring prompt customer service.
Accuracy
In terms of accuracy, Infor CRM provides several features that ensure reliable and actionable insights:
Rich Customer Profiles
The platform offers detailed customer profiles that help in personalizing customer experiences and providing accurate customer support.
Sales Intelligence
Infor CRM transforms historical data into actionable insights, enabling businesses to make informed decisions that align with their market strategies. The sales intelligence tools are integrated with Infor’s Birst® Networked BI, offering industry and role-specific content.
Analytics and Business Intelligence
The system provides comprehensive analytics features that offer visibility into the sales process, driving accurate forecasting and decision-making. This ensures that businesses can maintain a competitive edge by making data-driven decisions.
Limitations and Areas for Improvement
Despite its strengths, Infor CRM has some limitations and areas that need improvement:
Manual Updates
One significant drawback is the reliance on manual, time-consuming updates that often require hiring a third-party consultant. This can lead to businesses using outdated versions of the software, causing compatibility issues and affecting efficiency.
Cost
Users have noted that Infor CRM is expensive, and some features may be missing or not fully developed. The high cost can be a barrier for some businesses, especially smaller ones.
User Interface and Customization
While users appreciate the customization options, some have mentioned that the user interface could be more intuitive and user-friendly. Additionally, the need for frequent customizations and updates can be challenging.
Conclusion
In summary, Infor CRM performs well in terms of streamlining business processes, providing rich customer profiles, and offering strong analytics and integration capabilities. However, it faces challenges related to manual updates, cost, and user interface usability, which are areas that could be improved to enhance overall performance and user satisfaction.
Infor CRM - Pricing and Plans
Pricing Structure
The pricing structure of Infor CRM is varied and caters to different business needs, particularly for medium to large enterprises. Here’s a breakdown of the available plans and their associated costs:License Types
Infor CRM offers two main types of licenses: Named User Licenses and Concurrent User Licenses.Named User Licenses
- On-Premise: These licenses start at £782.00 per user.
- SaaS (Cloud): Named user licenses in the cloud start at around £48.00 per user, per month.
Concurrent User Licenses
- On-Premise: These licenses start at £1425 per user.
- SaaS (Cloud): Concurrent user licenses in the cloud start at around £75.00 per user, per month.
Additional Costs
- Implementation: The implementation process involves additional costs that are bespoke to each installation. This includes scoping, installation, implementation, system development, and training.
- Support and Maintenance: Support packages start at £156.00 per year for on-premise installations. The pricing depends on the type of support package required.
Features Across Plans
While the pricing varies, the core features of Infor CRM remain consistent across different plans. Here are some key features:- Account & Contact Management: Provides a 360° view of all customer interactions across the organization.
- Opportunity Management: Allows for revenue forecasting, territory adjustments, and driving deals to closure.
- Lead Management: Includes lead import, de-duplication, qualification, and automatic distribution to teams.
- Customer Service and Support Management: Enhances customer experience with ticket management, defect tracking, and powerful search capabilities.
- Calendar and Activity Management: Organizes and tracks activities, meetings, phone calls, etc.
- Workflow & Process Automation: Automates sales processes and other business processes to increase productivity.
- Mobile Access: Provides access to vital customer data from smartphones or tablets, even when disconnected.
Free Options
There is no mention of a completely free version of Infor CRM. However, a free trial is available, allowing potential users to test the software before committing to a purchase. In summary, Infor CRM’s pricing is structured around the type of license and deployment method chosen, with additional costs for implementation and support. The features are comprehensive and aimed at enhancing customer service, sales, and marketing processes. Infor CRM - Integration and Compatibility
Integration with ERP Systems
Streamlining Business Processes
Infor CRM can be integrated with Infor’s ERP systems to streamline business processes. For instance, Infor ERP LX can be integrated with Infor CRM (CRMi) to manage the entire sales process, from lead origination to order placement and customer servicing. This integration allows for the conversion of CRMi prospects to ERP LX customers, and it enables the use of standard ERP LX order and quote processing for CRMi accounts.Integration with External CRM Platforms
Comprehensive CRM Solutions
For a more comprehensive CRM solution, Infor CRM can be integrated with external CRM platforms such as Salesforce and Microsoft Dynamics 365. Commercient’s SYNC application, for example, allows for seamless data integration between Infor CloudSuite and Microsoft Dynamics 365 CRM, eliminating the need for manual data entry and reducing the risk of human errors. This integration syncs data such as customer information, sales orders, jobs, and invoices between the two systems.Cross-Platform Compatibility
Mobile Access and Features
Infor CRM is compatible with various platforms and devices. It supports mobile access, allowing sales teams to manage tasks and access CRM data via iOS, Android, and Windows apps. This mobile capability is part of the Extended CRM module, which also includes features like social CRM, quoting and order management, and industry-specific capabilities.Software and Browser Compatibility
Performance Requirements
The Infor CRM system has specific software and browser requirements for optimal performance. For example, earlier versions of Infor CRM (up to version 8.1) are not compatible with 64-bit versions of browsers. Additionally, certain integrations, such as those with Sage ERP X3, are not compatible with Firefox and require the use of supported versions of Microsoft Internet Explorer.Data Integration and Synchronization
Ensuring Consistent Updates
The integration of Infor CRM with other systems ensures data synchronization across platforms. For instance, Commercient’s SYNC application provides two-way data integration between Infor CloudSuite and Microsoft Dynamics 365 CRM, ensuring that data is consistently updated in both systems. This includes syncing invoice data, customer data, products, and custom workflows.Industry-Specific Capabilities
Supporting Various Industries
Infor CRM is designed to support various industries with industry-specific capabilities. It integrates tightly with other Infor applications, such as those for manufacturing and distribution, which require tighter CPQ (Configure, Price, Quote) integration. This integrated approach centralizes data and promotes ease of use for sales teams across different industries.Conclusion
By integrating Infor CRM with other business tools and ensuring compatibility across different platforms and devices, businesses can enhance their sales processes, improve data accuracy, and increase overall efficiency. Infor CRM - Customer Support and Resources
Support Options
For support, you can contact Infor CRM through various channels, particularly if you are working with a partner like Technology Advisors:
- Email Support: You can open a case by emailing the support team directly. For example, with Technology Advisors, you would email support@techadv.com.
- Support Portal: Many support providers offer a Support Portal where you can open, track, and respond to cases. Ensure you include the Case Number in the email subject to avoid creating new cases inadvertently.
- Authorized Contacts: Only authorized contacts within your organization should reach out to the support team. If you are not sure who your authorized contact is, you need to go through them to open a case.
Response and Resolution
- Response Time: The response time varies depending on the support plan. For free support, you can expect an emailed response within 48 hours, excluding weekends. For paid support contracts, responses are typically more immediate and may include hands-on screenshare sessions to diagnose and resolve issues.
- Case Closure: Cases are closed once they are resolved or after 48 hours without a customer response, excluding weekends.
Additional Resources
Infor CRM provides a wealth of resources to help you troubleshoot and manage the system:
- Documentation and Guides: Extensive documentation is available, including user guides, implementation guides, and administrator help. These resources cover topics such as installing Infor CRM, managing users and teams, and using mail merge features.
- Quick Reference Card: This card provides commonly used buttons, email configuration options, and tips for working with groups and Outlook Integration, accessible from the Help menu.
- Community and Knowledge Base: Searching the Creatio Documentation and Community can provide feedback on most issues you may encounter.
- Training and Videos: Additional resources, including videos explaining features and compatibility information, are available through the InforXtreme Portal.
Module-Specific Support
Infor CRM is modular, with specific support features in each module:
- Sales Module: Includes tools for managing sales activities, opportunities, and revenue forecasting. Support resources help you effectively manage all aspects of the sales cycle.
- Marketing Module: Provides support for marketing campaign management, lead scoring, and email marketing. Resources help you track campaign response rates and manage workflows.
- Customer Service and Support Module: Offers a sophisticated support knowledgebase, case management, and ticket management. Resources help you manage service level agreements, track problems, and assign support cases to teams and users.
By leveraging these support options and resources, you can ensure that any issues with Infor CRM are addressed promptly and efficiently.
Infor CRM - Pros and Cons
Advantages of Infor CRM
Infor CRM offers several significant advantages that can enhance business operations, particularly in sales, marketing, and customer service.Comprehensive Customer View
Infor CRM provides a 360-degree view of customers by consolidating sales, marketing, support, and service information. This comprehensive view helps in managing contacts and customers more effectively and in identifying sales opportunities accurately.Sales Productivity and Automation
The system features powerful salesforce automation, contact and account management, and opportunity management. It streamlines sales activities, automates routine tasks, and provides proactive alerts to identify opportunities faster. Sales teams can manage leads from start to finish, create quotes and orders, and forecast sales revenue with greater accuracy.Customer Service and Support
Infor CRM includes a sophisticated support knowledgebase, case management, and ticket management. It helps in providing high-quality incident support, managing service level agreements, and tracking problems from start to finish. The customer support web portal and advanced issue tracking tools enhance customer satisfaction and reduce frustration.Integration and Flexibility
Infor CRM integrates seamlessly with other Infor products, such as Infor ERP, and with external systems like Microsoft Office and Outlook. This integration ensures centralized data access across all departments, providing real-time operational and sales data. The software is highly configurable, flexible, and scalable, allowing for deployment in the cloud or on-premise.Business Intelligence and Analytics
The platform offers advanced analytics and business intelligence features, including integrated Birst® Networked BI. These tools transform historical data into actionable insights, enable accurate forecasting, and support informed decision-making. The interactive reports and dashboards provide comprehensive visibility into the sales process.Mobile Accessibility
Infor CRM Mobile allows sales and support teams to engage with customers productively while on the go. The mobile app provides access to advanced customer data, real-time pricing, and warehouse availability, making it easier to make sales decisions on the move.AI and Automation
While Infor CRM itself may not be heavily AI-driven, it can be enhanced with Infor’s AI solutions, such as those provided through the Coleman AI platform. These solutions can automate routine tasks, provide predictive insights, and integrate with various data architectures to enhance productivity and innovation.Disadvantages of Infor CRM
While Infor CRM is a powerful tool, there are some potential drawbacks to consider:Learning Curve
Although Infor CRM is described as easy to use and customizable, it may still require some time for users to fully adapt to its features and functionalities, especially for those without prior CRM experience.Cost
Implementing and maintaining a CRM system like Infor CRM can be costly, especially for smaller businesses. The cost includes not only the software but also potential customization, training, and integration with other systems.Limited AI in Sales Processes
Currently, Infor’s AI capabilities are more focused on inventory and warehouse management rather than sales processes. This might limit the AI-driven insights and automation specifically within the sales domain compared to other CRM systems.Customization Needs
While the software is highly configurable, extensive customization to meet specific business needs can be time-consuming and may require additional resources or support from Infor or third-party consultants. In summary, Infor CRM is a sophisticated CRM solution that offers numerous benefits in sales productivity, customer service, and business intelligence. However, it may have a learning curve, significant costs, and limited AI integration in sales processes. Infor CRM - Comparison with Competitors
Comparing Infor CRM to Competitors
When comparing Infor CRM to its competitors in the business tools and AI-driven product category, several key features and differences stand out.Sales Automation and AI Capabilities
Infor CRM is notable for its strong sales automation features, covering 92% of salesforce automation capabilities, which is well above the industry average.Key Features:
- It offers AI-based sales recommendations, predicting the likelihood of a customer buying a product and providing win-loss analysis and key performance indicators.
- In comparison, Salesforce Sales Cloud also has AI features, such as Einstein, but these often require additional modules to perform optimally.
Mobile Functionality
Infor CRM excels in mobile functionality, providing a rich, customizable CRM experience on smartphones and tablets. It allows for mobile-only subscriptions, which is particularly beneficial for mobile-heavy sales teams.Integration Capabilities
Infor CRM stands out with its industry-leading integration capabilities, especially with Infor ERP systems through ION integration. This allows for a holistic view of customers by integrating data from front-office and back-office enterprise applications.Comparison:
- Salesforce, while strong in integration, often relies on third-party integrations for certain features, such as mapping and social data integration.
Customization and Flexibility
Infor CRM offers advanced customization capabilities, allowing businesses to personalize and configure the CRM to fit their unique needs. This includes C# extensions and open APIs for extensive customization.Customization Options:
- Salesforce also offers customization options but may require more effort and additional modules to achieve the same level of personalization as Infor CRM.
Customer Service and Support
Infor CRM provides a 360-degree view of customer interactions, including interaction history, warranties, and associated documents. It also supports self-service portals and intelligent chatbots to enhance customer service.Strengths of Competitors:
- Salesforce Sales Cloud is strong in customer communication management, offering features like AI email management, built-in caller capabilities, and SMS analytics, which Infor CRM lacks.
Reporting and Analytics
Infor CRM has strong reporting and analytics tools, offering pre-built reports and dashboards, as well as report-sharing and preview capabilities. However, Salesforce Sales Cloud is more versatile in building custom reports and dashboards using drag-and-drop fields.Potential Alternatives
If you are considering alternatives to Infor CRM, here are a few options:- Salesforce Sales Cloud: Strong in customer communication management, AI email management, and custom report building. However, it may require additional modules for full functionality.
- Other CRM Solutions: Depending on your specific needs, other CRMs like SugarCRM or industry-specific CRMs might offer different strengths and weaknesses. For example, SugarCRM is known for its open-source flexibility but may be harder to configure compared to Infor CRM.
Conclusion
In summary, Infor CRM’s unique strengths lie in its mobile functionality, advanced customization, and integration capabilities, particularly with Infor ERP systems. However, it may fall short in areas like customer communication management and dynamic report building compared to competitors like Salesforce Sales Cloud. Infor CRM - Frequently Asked Questions
Frequently Asked Questions about Infor CRM
What is Infor CRM and what are its primary functions?
Infor CRM is a comprehensive customer relationship management system that streamlines sales, marketing, and customer service processes. It provides a complete view of customer interactions, enhancing productivity and customer satisfaction across various touchpoints. Key features include rich customer profiles, omnichannel campaign management, and sales intelligence tools.How much does Infor CRM cost?
The cost of Infor CRM varies based on the type of license and deployment method. Named User Licenses start at £782.00 per user, while Concurrent User Licenses start at £1,425 per user for on-premise installations. For a SaaS hosted subscription, prices start at around £48.00 per user per month for named users and £75.00 per user per month for concurrent users.What types of businesses is Infor CRM suitable for?
Infor CRM is highly scalable and suitable for medium to large businesses with an average turnover of £1m – £500m. It can be used across various industries and requires a minimum of 5 users.What are the key features of Infor CRM?
Key features include rich customer profiles, omnichannel campaign management, and sales intelligence tools. It also offers back-office integration, mobile functionalities, and powerful analytics and reporting capabilities. This allows for efficient sales pipeline management, effective marketing campaigns, and enhanced customer service.How does Infor CRM integrate with other business systems?
Infor CRM integrates seamlessly with other business systems such as Infor ERP and e-commerce platforms. This integration ensures synchronized and impactful customer interactions across the enterprise, providing robust business intelligence and analytics capabilities.What are the benefits of using Infor CRM for marketing and sales?
Using Infor CRM, businesses can create and execute campaigns in 50% less time and manage campaigns with 30% fewer employees. It also increases response rates by up to 400% and reduces direct mail by up to 95%, making contacts more frequent and on-message.Does Infor CRM offer mobile access?
Yes, Infor CRM provides mobile functionalities that allow users to edit account and contact information, view KPIs, access charts, and keep track of their schedule and activities across multiple mobile platforms.What kind of support and maintenance does Infor CRM offer?
Infor CRM includes support and maintenance packages to ensure the system remains operational. Support packages start at £156.00 per year for on-premise installations, and additional costs may apply for bespoke implementation, scoping, installation, system development, and training.How does Infor CRM enhance customer service?
Infor CRM enables service and support teams to quickly resolve customer issues by providing a complete view of every customer touchpoint. This helps in delivering a quality customer experience, building loyal and profitable customer relationships.What are the user reviews and satisfaction ratings for Infor CRM?
User reviews indicate that Infor CRM is appreciated for its comprehensive feature set and robust analytics, but some users have reported issues with frequent errors, missing data, and an outdated user interface. The overall user satisfaction rating is 72%, with many users recommending the product despite some drawbacks.How does Infor CRM handle analytics and reporting?
Infor CRM offers powerful analytics and reporting capabilities that help increase individual effectiveness and maximize organizational and customer intelligence. It provides insights into business and team performance, enabling better decision-making and targeted marketing efforts. Infor CRM - Conclusion and Recommendation
Final Assessment of Infor CRM
Infor CRM is a comprehensive and powerful customer relationship management system that offers a wide range of benefits for businesses looking to enhance their sales, marketing, and customer service processes.Key Benefits
Comprehensive Customer View
Infor CRM provides a complete view of every customer touchpoint across sales, marketing, customer service, and support teams. This integrated approach ensures that all interactions are synchronized and impactful, leading to improved customer satisfaction and productivity.
Efficient Sales Management
The platform includes sales intelligence tools that help users pinpoint opportunities accurately and initiate effective sales actions. It also streamlines sales pipeline management, allowing for better visibility and performance tracking.
Advanced Marketing Capabilities
Infor CRM’s marketing module enables businesses to create and automate campaigns, manage leads from multiple sources, and track the effectiveness of these campaigns through powerful dashboards and reports. It supports multi-channel campaigns, including email, events, SMS, web pages, and phone calls.
Automated Workflows
The system allows for the automation of standard and scheduled tasks, such as scheduling follow-up activities after initial contact. This feature enhances efficiency and ensures that no lead is left unattended.
Integration and Mobility
Infor CRM integrates seamlessly with other business systems like Infor ERP and e-commerce platforms, providing robust business intelligence and analytics. It also offers mobile functionalities, allowing users to access and manage customer data on-the-go.
Who Would Benefit Most
Infor CRM is particularly beneficial for businesses operating in various industries, including:Healthcare
Hospitals, clinics, and healthcare providers can manage patient data, billing, and operations more efficiently.
Manufacturing
Manufacturers can optimize production processes and supply chain management.
Distribution
Wholesale distributors and logistics companies can improve inventory management and order fulfillment.
Fashion/Retail
Fashion brands and retailers can manage inventory, sales, and customer relationships effectively.