Department

Sales & Marketing

Sales & Marketing

Sales, Customer Service, & Relationship Management

Increase revenue and improve your customer experience through real-time access to customer information and greater visibility to sales leads and opportunities.

SyteLine (CloudSuite Industrial) and CRM

The features in CRM provide an integrated solution between your front and back offices. It delivers productivity gains by streamlining sales and customer service processes, decreasing the cost of sales and cost to serve, and ultimately increasing revenue. What more could you want?!

  • Convert prospects to customers
  • Track the entire sales process from lead generation to sale completion
  • Complete CRM integration to all functional areas within the business to allow for complete customer visibility
  • Save time by creating orders from customer estimate requests
  • Attach contacts to multiple records such as customers, prospects and opportunities
  • Assign prospect and customer data by role or geographic territory
  • Manage sales forecasts and opportunity pipeline
  • Real-time access to customer delivery information
  • Fully Integrated with ERP

Configure, Price, Quote (CPQ)

  • Increase sales by making every sales person, customer service rep, dealer, and distributor a product expert.
  • Decrease costs by reducing the need for engineering support in sales and other processes.
  • Eliminate errors in product specification and pricing.
  • Enable growth with the ability to quickly train new employees and sales partners.
  • Speed new product introduction by reducing or eliminating the need to distribute product and pricing updates.
  • Streamline production and improve quality by providing accurate configuration-specific information to manufacturing.
  • Differentiate from the competition by becoming “easy to do business with” when dealing with your customized products.

Customer Order Entry and Invoicing

Make the life of your Customer Service Representatives easier, and more efficient, with real-time access to all the information they need to receive, process and manage customer orders, including:

  • Material and resource availability
  • General customer information and credit status
  • Instantly confirm customer due dates
  • Customer contract pricing
  • Promotions and rebates
  • Surcharges for variable material content
  • Order backlog
  • Order acknowledgments
  • Commissions
  • Shipping information

SyteLine (CloudSuite Industrial) allows you to generate comprehensive sales analysis reports to help decision makers track everything from customers to sales representatives. They’ll have eyes on everything they need.

Sales Portal

Infor Sales Portal is a comprehensive quoting and ordering system for selling both configured and standard products through all your channels, including dealers, distributors, and/or your direct sales force.

Sales Portal provides a full range of capabilities to guide your sales people, reps and channel partners through product selection, configuration, pricing, quoting, proposal, ordering, and status inquiry.

Electronic Data Interchange (EDI)

Automate your interactions with your customers with electronic inbound POs, order acknowledgements, advanced shipping notices and invoices.

Infor SyteLine (CloudSuite Industrial) EDI imports and exports transactions to and from your translator. The EDI translator interface supports multiple demand and supply side transaction set.

SyteLine (CloudSuite Industrial) EDI complies with the American National Standards Institute (ANSI) X12 and EDIFACT (International) standards.

iShop – eCommerce Storefront

The only storefront specifically designed for SyteLine.

While many off-the-shelf storefronts exist, they lack the features needed to efficiently conduct business between businesses, and most importantly, are not integrated with your ERP system.

Learn more

Marketing

  • Track all elements of a marketing or sales campaign through Opportunities
  • Manage contact information and basic company information of your competitors
  • Create and manage campaigns
  • Maintain territory information, SIC code, company revenue and number of employees for each customer
  • Cross reference your sales contacts with customers and prospects
  • Mail Merge and email blasts

Let’s See if We’re a Good Fit For Your Needs

Our knowledgeable team is ready to answer your questions and see if we can help.

Request a consultation