Infor CRM Overview
Infor CRM, formerly known as SalesLogix, is a sophisticated Customer Relationship Management (CRM) solution designed to enhance and streamline interactions across an organization’s sales, marketing, customer service, and support teams. This CRM software is particularly suited for small to medium-sized companies and departments within larger enterprises.
Key Functionality
Comprehensive Customer View
Infor CRM provides a 360-degree view of every customer touchpoint, consolidating sales, marketing, support, and service information into a single, centralized database. This holistic view enables teams to collaborate more effectively and respond promptly to customer inquiries and sales opportunities.
Modular Approach
The CRM is structured around core modules:
- Sales: Offers powerful salesforce automation, contact and account management, opportunity management, sales revenue forecasting, and territory management. It also includes features like follow-up scheduling, diary management, and interactive KPI sales dashboards.
- Marketing: Allows for marketing campaign management, social media integration, lead scoring, email marketing, and outbound telemarketing activities. It also includes tools for tracking campaign response rates, workflows, and budget and revenue tracking.
- Customer Service and Support: Enhances customer experience with features such as case management, ticket management, defect tracking, and support contract management. It also includes a sophisticated support knowledgebase and automated workflows.
Advanced Features
- Mobile CRM: Provides rich CRM functionality on leading smartphones and tablets, ensuring users stay productive on the go.
- Integration Capabilities: Seamlessly integrates with Microsoft Office and Outlook, Gmail, and other Infor products such as Infor ERP systems. It also supports integration with leading e-marketing solutions like Marketo, HubSpot, and SalesFusion.
- Customization and Flexibility: Offers advanced customization capabilities to personalize the CRM according to the organization’s unique needs. It supports multiple deployment options, including Cloud, On-Premise, and Hybrid, along with flexible licensing options (Named or Concurrent Licenses).
Reporting and Analytics
Infor CRM includes a suite of powerful reporting and analytics tools that provide visibility into sales activities, service and support calls, marketing campaigns, and more. These tools enable users to make informed decisions and track key KPIs effectively.
Workflow and Process Automation
Automates key business processes, such as sales workflows and marketing automation, to drive opportunities to a close and increase team productivity. This includes features like lead management, opportunity management, and calendar and activity management.
Benefits
- Improved Customer Experience: Reduces customer frustration by providing a single customer view and ensuring that customer service reps have all necessary information to build better relationships.
- Increased Efficiency: Enhances operational efficiency by streamlining sales activities, managing leads from start to finish, and providing tools for effective team management and territory allocation.
- Enhanced Collaboration: Facilitates better collaboration among sales, marketing, customer service, and support teams by centralizing all customer data and interactions.
- Advanced Insights: Offers reliable and accurate sales forecasting, detailed analytics, and reporting to provide valuable insights into customer interactions and business performance.
In summary, Infor CRM is a robust and flexible CRM solution that empowers organizations to maximize the value of their customer data, improve customer relationships, and drive business growth through advanced sales force automation, marketing, and customer service capabilities.