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Infor CRM – Application Integration

Infor CRMInfor CRM – Application Integration

Rely on Infor CRM as the hub of your commercial operations by creating comprehensive customer profiles built by capturing information and interactions from across your organisation and from external sources.

Integration with business management applications, desktop productivity tools and web services empowers everyone in your organisation – from sales and marketing, to accounting and finance, to support and shipping – to work together, efficiently, in the business of building profitable customer relationships.

Infor CRM Customer Services

Create a holistic view of your customer

  • Create extensive customer profiles by capturing information and interactions from across your organisation and from external sources.
  • Build profiles of your customers and prospects to help you differentiate your service with online intelligence and profiles, including social media.
  • View information from other applications, such as ERP and accounting solutions, to have a holistic view of customer interactions across the company.

Collaborate across your organisation

  • Integrate with business management applications, desktop productivity tools and web services to empower everyone in your organisation to work together, efficiently, in the business of building profitable customer relationships.
  • Enables employees to interact with other applications, they use every day – in context of the tasks they are performing – seamlessly from within Infor.

Exceed customer expectation with real-time information

  • Integrate with critical business management applications such as ERP, accounting, industry-specific solutions, manufacturing, and HR.
  • View and share data in real-time such as invoices, pricing and order information, credit status, payments and returns.
  • Information entered in another system can be viewed instantly from within Infor.
  • Enable employees to quickly identify cross-sell and up-sell opportunities, locate pricing and availability of products, generate accurate quotes and proposals, and assist customers with order and shipment status.

Streamline work processes

  • Enable employees to interact with other applications they use every day – in context of the tasks they are performing – seamlessly from within Infor.
  • Integrate Infor with office productivity suites, email and calendar applications, file sharing and document management systems, Computer Telephony Integration solutions and more.
  • Share email, contacts, calendar appointments, attachments, and account info between Saleslogix and other applications users rely on throughout their day.
  • Stay productive by using drag-and-drop, one-click, screen pops and other time-saving shortcuts when working with Infor and other familiar desktop applications.
  • About Collier Pickard

    Collier Pickard has been trading since 2004. The core team, however, has been together for more than 20 years – which means we have a great deal of experience as an independent CRM consultancy.

    Head Office

    Collier Pickard Limited
    The Old Calf House
    Chevening Road
    Sundridge
    Kent
    TN14 6AB
    United Kingdom

    t: +44 (0)1959 560410