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 KnowledgeSync

Infor 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".

  1. Identify: Infor CloudSuite CRM KnowledgeSync identifies critical, time-sensitive data from your applications, incoming E-mail, and operating system.
  2. Notify: Infor CloudSuite CRM KnowledgeSync notifies employees, partners, and customers via e-mail, fax, pager, PDA, and the web.
  3. Update: Infor CloudSuite CRM KnowledgeSync updates your applications, delivers reports, and takes corrective actions to keep you running smoothly.

Whether it’s generating invoices, work orders, or picking lists, pushing critical information to a web portal, or executing workflow to schedule intelligent follow-up activities, Infor CloudSuite CRM KnowledgeSync is an enterprise-level solution that brings corporate awareness to a whole new level.

Version 10 New Features

Version 10 is chock-full of new features, including:

  1. Native SMS alerting
  2. Report generation via Microsoft SQL Server Reporting Services
  3. A more powerful chart design module
  4. A more powerful Visual Basic scripting tool
  5. Sending standard forms, charts, reports, and files via Secure FTP (SFTP)
  6. Multi-Tenancy has been expanded and includes “Roles” and “Users” definitions
  7. OLE/DB has been added as a connection method for queries
  8. .NET Provider has been added as a connection method for queries
  9. When building a query, you can “quick-search” for specific table and column names
  10. Drag-and-drop is supported when selecting query and event components
  11. An event may be triggered by a combination of data returned from queries and from web APIs
  12. An HTML editor has been added to the Email alert message design option
  13. The Event Monitor includes date-sensitive selection criteria, access to expanded triggered event details, and HTML alert message display

REST Web Service API

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."

 

- Pete Haley, Managing Partner
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