Infor VISUAL CRM (Customer Relationship Management) provides the tools you need to manage your prospects, customer accounts, contracts, and sales and marketing campaigns. Infor VISUAL CRM includes a Contact Center foundation module, as well as five optional, add-on modules to address your company’s individual requirements: Sales, Help Desk, Field Service, Marketing, and Remote Sync.
- Improve the effectiveness of your sales team.
- Develop price quotes and accurately configure products using the optional Parametric Configurator.
- 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 VISUAL Enterprise’s Estimating Window.
- Assign quotas by sales representative, territory, business unit, branch, or division.
- Develop and analyze revenue pipelines.
- Track customer calls and create a knowledge base of issues and resolutions.
- Manage information with Help Desk’s automated record keeping and helpful search tools.
- Log calls according to Part ID, serial number, product categories, and service contracts.
- Prioritize calls and assign them to specialists for resolution.
- Track the history of each resolution attempt, complete with a time, date, and user ID stamp.