CRM Sales

  • Improve the effectiveness of your sales team.
  • Convert quotes to estimates and orders automatically without redundant data entry.
  • Develop sales plans to chart the next step in a sales cycle.
  • Create estimates using a direct interface to Infor ERP VISUAL's Estimating Window.
  • Assign quotas by sales representative, territory, business unit, branch, or division.
  • Develop and analyze revenue pipelines
  • Develop price quotes and accurately configure products using the optional Parametric Configurator.