Infor and Salesforce Integration | Configurator for Salesforce

A Small Addition with Big Benefits

Infor CPQ and Salesforce Integrations allow:

Integrating Infor CPQ and Salesforce allows you to:

Pull and provide customer information into CPQ
Pull and provide quote information into Salesforce CRM
Launch your configurator directly out of Salesforce
Add new products and offerings faster
Access one source of truth for information

CPQ and Salesforce Integration Fosters Better Communication

CPQ integration with Salesforce keeps all data connected. When you use the Infor and Salesforce integration, you can reap the following benefits:

Quickly pull customer information into configurator and launch CPQ from Salesforce
Sales teams and dealers only need to log into one system (Salesforce) when creating a quote to submitting an order
Pull in quote numbers and statuses from configurator and ERP into CRM for one source of truth across all applications of your business

Keep It All Together

When you integrate Salesforce CRM with Infor CPQ, giving you CPQ Salesforce, you unlock the following capabilities:

Always have the right customer information

With both systems connected, you can be sure that all customer information including shipping details will stay updated across all systems

Always know Order Status

You can easily communicate order statuses and order details from your CRM and CPQ systems

Quote from Anywhere

With an integrated product configurator, you can quote from wherever

Seamlessly Pass Information

Pass quote and customer information between your Salesforce system and CPQ

Our Capabilities Beyond Infor and Salesforce Integration

In addition to our CPQ and Salesforce integration capabilities, we have other standard integrations that can help encourage productivity and streamline processes. Our other standard integrations include the following:

Syteline (CSI)
XA
Visual manufacturing
Microsoft AX/Dynamics
Oracle

If these do not match your preferences, we also offer custom integrations that can help your processes further. Beyond these and our CPQ Salesforce, our custom integrations include:

Older ERP Systems
EDI

Learn About the RenaissanceTech Team

Since 2007, RenaissanceTech has been servicing and implementing CPQ software for customers in diverse industries. Our team has more than 200 successful implementations, which is due to our ability to meet your project’s requirements, timelines, and budget.

We find success in your success, and we strive to accomplish this by staying current on what’s trending in the industry. Our team adapting as the industry evolves gives you new ways to make the most of your CPQ, especially with an Infor and Salesforce integration.

Some of the benefits of choosing our services to connect Salesforce and CPQ include the following:

Multitiered quoting and ordering to achieve easy selection and configuration of materials
Innovative CPQ solutions that are guaranteed to improve the performance of your team
Over 30 years of combined experience from our founders, Ben Karam and Jeremy Finley
Quality-driven quote system solutions that are backed by customer-first experience and support

FAQs on CPQ and Salesforce Integration

What are some challenges that can be solved with the help of a CPQ Salesforce connection?

Complex ordering process – Make the ordering process a lot easier for complex and customizable products.
Slow sales cycle – Sell products faster and create more accurate quotes, speeding up your sales cycle.
Common errors and mistakes – Reduce errors in your quoting and ordering process with this integration and increase trust with your customers by improving accuracy. Connecting Salesforce and CPQ can also help reduce the risk of financial losses due to errors in the quoting and ordering processes.

What can CPQ and Salesforce integration do for my business?

Using an Infor and Salesforce integration gives you a competitive advantage because it allows you to create faster quotes, more consistent pricing, and personalized information. Other benefits include:

Improved accuracy – Create quotes with better accuracy because of advanced configuration engines.
Increased efficiency – Streamline your entire opportunity to quote process and take some of the load off your sales team.
Upsell opportunities – Gain visibility into upsell and cross-sell recommendations to increase your prospects.
Simplified administration – Choose an Infor and Salesforce integration tool and configure it to your needs, reducing the need for customization.

Which industries benefit from CPQ and Salesforce integration tools?

Any of the following industries can benefit from CPQ and salesforce integration tools:

Architecture and building
Agriculture, construction, and mining
Marine
Medical
Furniture production

Industrial machinery
Promotional product manufacturing
HVAC
Specialty vehicle production

If you don’t necessarily fall into any of these categories, feel free to contact us to see if we can assist with CPQ integration with Salesforce. Our custom solutions can help many fields, as we stay up to date on new trends and update our offerings to seamlessly integrate into our customers’ sales processes.

Integrate Your Critical Sales Tools and Empower Your Team with an Infor and Salesforce Integration

RenaissanceTech has implemented and supported both standard and custom integrations. Learn about our capabilities in Infor and Salesforce integration and beyond today. Have additional questions about Salesforce CRM and CPQ integration? Let’s talk!

Let’s Talk Today

Need Infor and Salesforce Integration? Discover Our Configurator for Salesforce

A CPQ That Integrates with Salesforce!