XC01 XA CRMi Introduction
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1 XC01 XA CRMi Introduction David Foster, Business Solutions Consultant Copyright 2010 Infor. All rights reserved.
2 CRMi Definition Why is there CRMi? Manufacturing customers need CRM functionality Manufacturing customers usually don t need a lot of CRM functionality Available options tend to be overkill and expensive What is CRMi? All the things you need, nothing you don t Marketing support Prospect to Customer support Lead to Quote to Order support Sales Management support After Sales support 2 Copyright 2009 Infor. All rights reserved.
3 3 Copyright 2011 Infor. All rights reserved. The 800 Pound Gorilla
4 Existing Financial Applications Infor has announced a relationship with SalesForce.com. Now What? 4 Copyright 2009 Infor. All rights reserved.
5 What is Sales Force.com? CRMi, only much more Infor is adding supplementary applications in quote to order and marketing support SFDC adds extensive social networking and communication capability SFDC adds more remote access The Infor+SFDC offering will be basically the same functionality as CRMi but MUCH deeper 5 Copyright 2009 Infor. All rights reserved.
6 6 Copyright 2011 Infor. All rights reserved. Infor ERP XA CRMi
7 What is CRM i Edition? CRM application from Infor Customer Relationship Manager System I Edition Runs on the System i Imbedded into Infor XA Real Time Customers Real Time Sales People Real Time Item Definitions Real Time inventory availability and status Industry Leading Interface Internet Enabled 7 Copyright 2010 Infor. All rights reserved.
8 Multiple Roles Real Time Information Management Tool KPI Sales Activity Sales Cycle Sales Probability Customer Service Tool Convert Prospect to Customer Customer/Prospect Communications 8 Copyright 2010 Infor. All rights reserved.
9 Multiple Roles Sales Tool Contacts Quotes Prospects Activities Sales Administration Sales Teams Sales Periods Quota Management Forecasting Calendar 9 Copyright 2011 Infor. All rights reserved.
10 Comprehensive Contact Management Contacts Prospect Quotes Orders Sales Process Management Leads, Opportunities Quotes Orders Marketing campaigns Global Management Mass Mailings Precision Market Definition Alerts 10 Copyright 2010 Infor. All rights reserved.
11 Ease of Use Best in Breed user interface Deliver Information to the Business User Real Time Data in Context Easy to Use Flexible Customized to how the user works Personalizable Customizable Process Templates Internet Enabled Immediate deployment! Modifiable By design Release transparent 11 Copyright 2010 Infor. All rights reserved.
12 Business Benefits Improved Customer Service Improved Customer Loyalty One Touch Call All customer related information available while conversing with customer All historic communications Electronic documents attached MS Outlook attachments 12 Copyright 2010 Infor. All rights reserved.
13 Information Visibility Live Reporting Views Subsets Color highlighting Export PDF s, Text, HTML Workbenches 13 Copyright 2010 Infor. All rights reserved.
14 Demonstration 14 Copyright 2010 Infor. All rights reserved.
15 Contact Management 15 Copyright 2011 Infor. All rights reserved.
16 Opportunity Management 16 Copyright 2011 Infor. All rights reserved.
17 Campaign Management 17 Copyright 2011 Infor. All rights reserved.
18 Contact Management - Employees 18 Copyright 2011 Infor. All rights reserved.
19 Contact Management - Contacts 19 Copyright 2011 Infor. All rights reserved.
20 Contact Management - Accounts 20 Copyright 2011 Infor. All rights reserved.
21 Contact Management 21 Copyright 2011 Infor. All rights reserved.
22 Opportunity Management - Leads 22 Copyright 2011 Infor. All rights reserved.
23 Opportunity Management Opportunities 23 Copyright 2011 Infor. All rights reserved.
24 Campaign Management 24 Copyright 2011 Infor. All rights reserved.
25 Workbench Examples 25 Copyright 2011 Infor. All rights reserved.
26 Key Performance Indicators 26 Copyright 2011 Infor. All rights reserved.
27 CRMi Version 3 27 Copyright 2011 Infor. All rights reserved.
28 CRMi Version 3 The After Sales Release Planned for December release Will also be delivered as a PCM Functional Features Customer Incidents Customer Support Plans Solutions Activity steps for incidents, etc. Planned step duration and actual duration Quote and Order summary through customer hierarchy and Sales Calendar 28 Copyright 2009 Infor. All rights reserved.
29 Customer Incidents Enter from ERP object Order Invoice Credit Etc. Visible from the Account, Employee and Incident # cards Estimated time to complete can be totaled from Activity/Tasks assigned to incident Suitable for post sales incidents, service and support requests Can be used with System i Service Management (Field Service, Depot Repair) 29 Copyright 2009 Infor. All rights reserved.
30 Infor CRMi David Foster Business Solutions Consultant
Infor EAM (Enterprise Asset Management) for Transportation. Copyright 2008 Infor. All rights reserved. www.infor.com.
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