Increase productivity and adapt easily and quickly to the evolving distribution landscape with Infor CRM. Manage thousands of transactions, suppliers, and customers while tracking millions of inventory items at the same time.
- Be able to offer both complicated as well as more traditional value-added services
- Keep control over vast inventory
- Actively manage correct inventory levels at your customer’s in-site locations
- Help your customers target additional revenue streams and execute growth strategies
Overcome the challenges of doing business globally by attaining a 360-degree view of your customers. Easily keep track of all customer transactions to improve sales and accurately forecast demand based on seasonal and economic trends. Integrate and share data across departments to support your organization’s workflow.
- Maintain a comprehensive database of vendors and suppliers to enable your organization to effectively manage supply and demand
- Integrate with back-office systems to access key customer information and manufacturing data
- Centralize service ticket data to create continuity between service and support to help your staff solve problems with speed and ease
- Leverage advanced analytics to make informed decisions with real-time visibility into your CRM-related data
Manage relationships with clients, contractors, and prospects in one central location. Keep track of all interactions, communications, and documentation throughout the duration of the project. Integrate and share data across departments with one database accessible both in and out of the office, so you can improve productivity and focus on growing your business.
- Keep track of communications with job leads, subs, clients, and appointments
- Create, assign, and manage client service issues from initial contact through to resolution
- Report on bids by client, region, industry sector, and discipline to identify trends and opportunities
- Work from anywhere
Whether for advisors, hedge fund and portfolio managers or other client-facing teams, Infor CRM gives you a 360-degree view of client interactions to help you provide better service, have more meaningful conversations, and anticipate client needs. Increase sales advisor or portfolio manager productivity through the opportunity cycle and drive deals to close.
- Track important financial information in one consolidated view
- Receive alerts when thresholds are met based on your clients’ portfolio performance to facilitate quick responses
- Securely access and work with client data on any mobile device
- Manage deals with opportunity management and forecasting features
Provide quality services to your constituents while dealing with fewer resources and smaller budgets whether at the local, state, or national level. Boost efficiency and reduce costs with better access to information and streamlined communications with constituents, businesses, vendors, and partners. Increase productivity by integrating and sharing data across departments.
- Create and send sophisticated, compliant emails to your constituents and nurture them automatically using drip engagement campaigns
- Access all contact information quickly, consistently, and securely by anyone on your team
- Leverage more than 70 pre-built reports to assess performance around constituent interaction, including communication and support, in order to guide management decisions
- Create, assign, and manage constituent complaints, such as service and infrastructure issues or social cases, from initial contact through resolution
Manage relationships between patients and providers, referrals, consulting physicians, payers, the community and prospective employees. Secure and enhance these relationships so you can maximize your reimbursements, and reduce patient “leakage” by providing efficient, effective care for patients that helps achieve better outcomes.
- Quickly access detailed patient information regarding referrals, account and interaction history, and the current communication they are receiving
- Keep track of associated medical providers in one place
- From your database, send health-related messaging and offers based on various demographics
- Design automated workflows for providers, patients, referrals, administrative support, sales and marketing professionals
Gain deeper insights into your customers and vendors to help make better-informed decisions for your business. Take advantage of cross-selling opportunities, build customer loyalty, and reach new audiences. Take advantage of capabilities to help you gain a competitive edge with the knowledge you need to improve visitor experiences, expand services, and increase repeat business.
- Leverage customer data to build promotions, incentives, and packages to improve sales opportunities
- Draw from historical data to create proactive communications and secure repeat business from vendors
- Offer flexible payment options to your customers, such as debit and prepaid cards, and integrate Infor CRM with other back-office systems
- Streamline marketing campaigns by automating standard tasks
- Track campaign success with real-time response and revenue data
Deliver relevant, timely information so you can build meaningful connections with customers. Gain the insight you need to create a personalized shopping experience, improve customer service, and build long-term loyalty. Access your customer data wherever you are with Infor CRM mobile.
- Understand your customer and increase your wallet share
- Develop a more personalized approach to marketing and advertising by using the intelligence gathered from the tracking of your customers’ behavior
- Tailor merchandise and inventory based on the buying preferences of your most valuable repeat customers
- Anticipate and meet customer demand for product or quality improvements—as well as customer shopping preferences—through detailed analysis of customer information