Sales & Marketing

SyteLine (CloudSuite Industrial) and Process CRM

• 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

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Configure, Price, Quote

• 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.

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Estimating ​

Turn more Quotes into Sales with quick, comprehensive professional estimates.

SyteLine (CloudSuite Industrial) computes a cost estimate that includes:

• Material
• Labor
• Burden
• Outside services

SyteLine (CloudSuite Industrial) allows you to:

• Copy an Estimate from another Estimate, a work order, or Bill of Material, then make modifications as necessary
• Work with what-if Scheduling
• Gain quick access to pricing tables
• Track all events and documentation connected with the estimate and sale

When awarded a contract, simply create both a sales order and a work order from the Estimate.

Customer Order Entry and Invoicing

Give your Customer Service Representatives 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 help decision makers track everything from customers to sales representatives.

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.

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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.

eCommerce Storefront

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.

iShop is the only storefront specifically designed for SyteLine. Since it communicates across your entire enterprise, it saves time for both you and you customers, streamlines the ordering process and improves customer satisfaction while driving sales.

All the features you would expect and more are included in iShop, providing you with a complete out-of-the-box solution to get your internet storefront up and running quickly. Customer portal included.

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