Using the Infor Customer Experience - Sales Suite
Integrated CRM (Customer relationship management) + CLM (contract life cycle management) + CPQ (configure, price & quoting)
Take a look at how a manufacturing sales rep could work with a Dealer and create a new pricing contract. And the dealer can create their own quote using Enterprise Quoting.
All of this increases the accuracy of orders, reduces your end to end processing time and costs.
This amounts to increased customer satisfaction and provides you with centralized insights into your organization.
- Creation of the sales opportunity by mfg. rep in CRM
- Configure and link to new pricing contract
- Dealer creation of quote with product selection
- Generation of Sales order
- Business KPI for centralized insights
Why it's important
Using CRM to create the sales opportunity:
Select account to create a new opportunity....
Create new opportunity with new pricing agreement added...
Click to CLM - contract management for new pricing contract
Create new Pricing agreement
Completed Pricing agreement
Click for CPQ - creation of new quote to sales order
Create the Quote
Select products and pricing
Order is submitted to ERP system
In CRM easily view sales order, account and KPI - key performance indicator
Completed Sales order view
Show KPIs in CRM
View of the completed sales opportunity
See the whole process in 6 minutes:
Just give Dick a phone call 269-445-3001 to discuss what you need to get accomplished.