Customer Relationship Management

By LSA Australia

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.

Help Desk

  • 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.