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Importance of CRM and ERP Integration

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Click image for 2 minute video

 


Challenges CRM users face without back office integration

If your business is like most, the organizational systems you use have evolved over time, creating a complicated technology landscape. Disconnected systems and information silos result in inefficiencies, costly maintenance requirements, and ultimately  - missed opportuniites.

Easily integrate both Infor and third-party software applications with Infor's innovative intelligent Open Network (ION).  This purpose-built middleware application provides a simple buy powerful and scaleable framework, allowing you to eliminate operational silos, dramatically improved exception management, and achieve unparalleled end-to-end efficiency.

Pain Points

  • Point-to-Point integration between enterprise apps
  • No visibility into hetergeneous landscape
  • High IT effort to permeate business process across the organization
  • Processes are manual with no exception control

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  • Lead Quality down
  • Lead conversion low

Sales

  • Orders:  size, frequency, cross/up selling
  • Sales Cycle: time, cost, close ration, forecasting, repeatable

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  • Customer satisfaction
  • Customer retention
  • Customer repeat orders

Where Value is Realized

  • Common, lightweight platform for all enterprise applications

  • Clear visibility into business processes across the organization

  • Ability to create workflows and alerts to manage exceptions faster

  • 3rd party connectors for easy integration between Infor and non-Infor apps

  • Adopt other Infor solutions & technology as ION is the fabric of the "true' enterprise

Who Buys ION

  • IT director/ Office of CIO
  • All decision makers with focus on cost and intergration approaches & methods

Integration with Infor ION = Intelligent Open Network

With Infor ION you are able to:Ion.png

  • Easily integrate both Infor and third party software applications.
  • Create workflows and alerts that dramatically improve exception management.
  • Easily monitor your entire business and make better decisions faster

http://www.infor.com/solutions/technology/ion/ 

Four Key Capabilities of ION

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Best-in-class solutions:

Infor ION enables intelligent business operations by simplifying integration between disparate systems, while combining contextual business intelligence, common reporting and analysis, streamlined workflow and business monitoring in a single, consistent architecture. The solution also unifies reporting services, mobile services, and cloud services into one elegant network built on four principal elements:

Infor ION Workflow
Get a framework to create, standardize, and monitor business processes, and make changes without needing IT involvement.

Infor ION Event Management
Take a proactive approach to identifying and resolving problems with rule-based notifications and alerts that are automatically delivered to the employees who need them.

Infor ION Pulse
Get a flexible, lightweight messaging system that moves information through the ION network between your connected applications and components of the ION system, allowing your systems to work together more effectively.

Infor Enterprise Search
Quickly, easily, and securely search your enterprise data in Infor and non-Infor systems with this intuitive application that is similar to popular Internet search engines.

Infor ION Technology Connector
Integrate Infor and non-Infor applications with minimal effort and minimize the disruption and complexity of upgrades by decoupling your integrations.


Infor ION Desk is the appliction where you can configure the business process integration between applications, either Infor to Infor OR Infor to 3rd party. The ION desk is an HTML 5 application made available through Infor Ming.le

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Infor ION Desk Home page.

Doc flows is for the management of publish and subscribe capabilities.  It is the configuration of event flows from one application to another.

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Example work flow from sale order

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Infor CRM and ERP Integration with Infor ION

 

Articles:

 

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What’s new in Infor ION 1.2 video

Learn all about how Infor ION® 12 technology in the new Xi platform, and how this new middleware release makes it easy to integrate ERP with nearly any other business software you use. You'll be able to create your own workflows, monitor business events, and improve business performance. Hosted by Massimo Cappocia, Infor SVP of Product Management and Development.


Infor CRM 8.x Integration view of ERP Information

Obtain 360 degree view of All the customer information from your ERP system

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View ERP AR invoices

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Drill into ERP Invoice Details

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View ERP sales orders for customer

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View ERP shipments for the customer

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Show product returns from ERP system

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ION provides ERP configuration for field level integration

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ION Features beyond ERP integration

Connect

  • Communication and secure sharing of data across multiple platforms
  • Connection Infor and non-Infor applications on-premise and cloud

Workflow

  • Automated task routing and approvals through Workflows

Event Management

  • Business task completion monitoring and proactive alerting of expectations

Pulse

  • Follow business documents and messages

 


Demonstrations

Learn all about how Infor10 ION technology makes it easy to integrate ERP with nearly any other Business Software you use. You'll be able to create your own workflows, monitor business events, and improve business performance. Hosted by Phil Lewis, Director, Infor Business Consulting.

 

Other Detail Component Demonstrations:

Intro: Workspace
http://youtu.be/y_5eLNWHHJ0?t=1m36s 

Demo: Workspace interface, ION integration 
http://youtu.be/y_5eLNWHHJ0?t=5m12s 

Demo: Workspace web parts
http://youtu.be/y_5eLNWHHJ0?t=6m54s 

Demo: Workspace in context business intelligence
http://youtu.be/y_5eLNWHHJ0?t=8m25s 

Demo: Speeding your work with ActivityList
http://youtu.be/y_5eLNWHHJ0?t=9m45s 

Demo: Monitoring your business with ActivityDeck
http://youtu.be/y_5eLNWHHJ0?t=11m27s 

Demo: Mobile Field Service example
http://youtu.be/y_5eLNWHHJ0?t=13m58s 

Demo: Approval process
http://youtu.be/y_5eLNWHHJ0?t=16m27s 

Demo: Purchase order control
http://youtu.be/y_5eLNWHHJ0?t=19m51s 

Briefing: Infor's ION strategy 
http://youtu.be/y_5eLNWHHJ0?t=23m2s 

Demo: Integrating solutions from multiple vendors with ION 
http://youtu.be/y_5eLNWHHJ0?t=32m51s 

Demo: Creating custom connection points without major IT intervention
http://youtu.be/y_5eLNWHHJ0?t=35m36s 

Demo: Creating a workflow/document flow
http://youtu.be/y_5eLNWHHJ0?t=39m31s 

Demo: Creating Alerts, Building Event management monitors
http://youtu.be/y_5eLNWHHJ0?t=43m39s 

Demo: Seeing the results of integrated workflows across multiple applications
http://youtu.be/y_5eLNWHHJ0?t=51m32s