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Importance of CRM and ERP Integration


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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 opportunities.

Easily integrate both Infor and third-party software applications with Infor's innovative intelligent Open Network (ION).  This purpose-built middle ware 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 heterogeneous landscape
  • High IT effort to permeate business process across the organization
  • Processes are manual with no exception control


  • Lead Quality down
  • Lead conversion low


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

Service Integration_reduces_customer_care_costs_by_12_percent_annually.jpg

  • 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 integration 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


Four Key Capabilities of ION


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 application 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



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.


Example work flow from sale order



Infor CRM and ERP Integration with Infor ION













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 middle ware 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



View ERP AR invoices



Drill into ERP Invoice Details



View ERP sales orders for customer



View ERP shipments for the customer



Show product returns from ERP system



ION provides ERP configuration for field level integration




ION Features beyond ERP integration


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


  • Automated task routing and approvals through Workflows

Event Management

  • Business task completion monitoring and proactive alerting of expectations


  • Follow business documents and messages


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

Demo: Workspace interface, ION integration 

Demo: Workspace web parts

Demo: Workspace in context business intelligence

Demo: Speeding your work with ActivityList

Demo: Monitoring your business with ActivityDeck

Demo: Mobile Field Service example

Demo: Approval process

Demo: Purchase order control

Briefing: Infor's ION strategy 

Demo: Integrating solutions from multiple vendors with ION 

Demo: Creating custom connection points without major IT intervention

Demo: Creating a workflow/document flow

Demo: Creating Alerts, Building Event management monitors

Demo: Seeing the results of integrated workflows across multiple applications