Introduction

Did you know that nearly 40% of sales teams say manual processes slow them down? When tasks are left to individuals, they’re often inconsistent, time-consuming, and prone to error. That’s where workflows in Infor CRM become key.

Workflows are more than just automation; they’re structured maps that guide how work moves through your system. At our recent Infor CRM SLX User Group Event, we explored how to design workflows effectively, avoid common pitfalls, and unlock their full potential for improving consistency, visibility, and business outcomes. Below is a summary of that discussion.  

‍

Designing Workflows for Success

When building workflows in Infor CRM, it’s important to start with clarity and intentionality. A workflow isn’t just a set of actions; it’s a step-by-step framework that ensures tasks happen the same way, every time.

Here are some key elements to consider:

• Triggers - Define how the workflow starts: manual (user-initiated), automatic (based on a record update), scheduled, or date-driven (e.g., contract renewal reminders).

• Conditions - Add criteria to control when a workflow runs, such as status changes or probability thresholds on opportunities.

• Actions - Automate repetitive tasks like sending emails, creating tickets, assigning activities, or updating records.

• Decisions - Use branching logic for approvals, escalations, or conditional outcomes.

• Stops - Always end workflows with clear stop points, making logs easier to track.

The best practice? Map it out on paper first. By visualizing the flow, you can anticipate complexities and design modular components that can be reused across workflows.

‍

Real-World Applications

Workflows in Infor CRM are already helping organizations:

• Sales teams streamline opportunity approvals, ensuring large deals are reviewed by the right managers within a set timeframe.

• Customer service teams escalate tickets automatically, making sure high-priority issues never slip through the cracks.

• Finance teams monitor account status changes (like credit holds) with instant alerts and historical tracking.

One example from the session highlighted how an “Approval Workflow” can automate a quote-to-order process. If a quote is denied, it circles back for revision. If approved, it advances in engineering - ensuring nothing moves forward without proper checks.

‍

Key Takeaways

• Workflows in Infor CRM help standardize processes, reduce manual work, and improve accuracy.

• Always start with a clear goal and mapped-out design before building inside the system.

• Use modularity - break workflows into components you can reuse.

• Test in a staging environment before applying changes to live data.

• Name steps clearly to make workflow logs easy to read and troubleshoot.

‍

Conclusion

Workflows in Infor CRM aren’t just technical features - they’re powerful tools for driving efficiency, consistency, and accountability across your business. By thoughtfully designing triggers, conditions, and actions, you can reduce bottlenecks and free your teams to focus on what matters most: building customer relationships.

Whether you are planning an upgrade or just want to learn more about how your company could leverage workflows, our team at Simplesoft can help. Contact us today at support@simplesoft.net to learn how we can optimize your workflows for real-world impact.

‍