This Blog is authored by our trusted Infor CRM Partner, Simplesoft Solutions, Inc.
By: Jessica Wert, Marketing Coordinator at Simplesoft Solutions, Inc.
March 31st, 2020
Often we see manufacturers utilizing the latest and greatest technology in their factories and making the investments in ERP software to keep production efficient. What about where it all begins….the sales department.
Are you arming them with the best tools to generate more orders? Are you able to see all the crucial parts of the quote to order process in one place?
Bringing Infor CloudSuite CRM to your sales process can complete the picture. Infor CRM allows manufactures’ to build a complete sales process customized to their business. With functions like Opportunity, Activity, Lead and Account Management you can create a process that drives sales growth.
Sales professionals have a lot to keep up with; emails, quotes, bid due dates, customer visits and the list goes on. It is near impossible to keep up and remember everything. With an opportunity management process to create and follow up on quotes with customers; leadership and sales can stay in the loop on what needs done and by when. Combined with the activities and alerts in CRM sales staff will never miss a bid deadline or forget to follow up. Infor CRM also gives you mobile and Outlook versions that all sync in real time, making it extremely efficient. Record emails and notes directly from your Outlook with Xbar and have customer information in the palm of your hand with Infor CRM mobile. Using a CRM to control your sales process leads to more closed opportunities.
Another piece that is important to manufacturers is the Infor ION Integration. This Infor CRM out of the box Integration brings CRM, ERP and even your Configure Price Quote (CPQ) software together. Not to mention other 3rd party software tools you may be using. Having your software “talking” back and forth creates a cohesive business environment. Giving access to data across departments for sales, production, accounting and service will lead to increased sales and pipeline visibility. Creating this visibility to quotes, orders and general sales notes helps other departments jump in when needed to help close a sale. Now forecasting, setting quotas and communicating lead times are easier than ever.
Ask yourself; why not invest more in one of the most important departments in your company? Sales! Arm your team with all the tools to succeed. Remove the road blocks of forgotten information so that they can focus on selling. Infor CloudSuite CRM can do some of the heavy lifting for them; making them more efficient and better sales professionals!
Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm. We provide implementation, integration, development and training for Infor CloudSuite CRM. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.
RenaissanceTech has over 200 successful CPQ implementations and is the only Infor CPQ specific channel partner. The founders of RenaissanceTech worked on the initial development of the infor CPQ solution. If you want to work with the experts in CPQ implementation, servicing, and support, contact RenaissanceTech today.