Solutions -> Workflow & Alerts...Workflow and Notification Alerts can help your business operate more effectively with less hands on intervention; lowering costs, allowing you to operate with less resources, and still staying in contact with customers at critical times in the sales cycle. Workflow using Contact Processes in Infor CloudSuite CRM will help you manage your customer interactions. You can use processes to automate repetitive tasks, implement a sales process, and provide a consistent automated way of corresponding with customers.
Infor CloudSuite CRM KnowledgeSyncInfor CloudSuite CRM KnowledgeSync is a comprehensive notification and alerts software tool. Infor CloudSuite CRM KnowledgeSync lets you define the critical business conditions and it will monitor your data pro-actively and automatically send business alerts when conditions are met. Using advanced Data Mining capabilities, Infor CloudSuite CRM KnowledgeSync can identify the precise conditions that are critical to the success of your organization. And unlike simple alerting solutions, Infor CloudSuite CRM KnowledgeSync's "Active Alerts" technology lets you do far more than just send out an "email reminder".
Version 10 is chock-full of new features, including:
The biggest of all enhancements put into version 10 is the support of web services via a REST web service API that allows for connectivity to web-based applications and may be used as both triggers for an event and as actions that are executed once an event is triggered.
"Infor CloudSuite CRM has given Gosiger a competitive edge in our industry and strengthened the relationship and credibility we have with our machine builders. It has simplified and streamlined the quoting process and eliminated thousands of unproductive hours from our business."