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features
design
support

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Description

Why should we confine automation and optimization solely to outbound marketing efforts? True collaboration occurs when all teams unite consistently. With the implementation of COA, there are no longer any justifications for missing out on valuable opportunities. When you view your business from the perspective of your customers, they perceive it as a unified whole, rather than as disparate lines of business or departments. It is essential for you to adopt a similarly comprehensive perspective that transcends individual functions such as Sales, Marketing, Underwriting, or Service. COA provides that all-encompassing, integrated view. It connects marketing with sales, sales with service, and continues this linkage throughout the organization. With COA, every team member and their contributions are synchronized and held accountable. This system creates a dynamic customer profile, which can be tailored to suit your organizational culture and specific needs. By design, COA systematically identifies and ranks new customer opportunities based on your priorities, including factors such as valuation, context, urgency, and the unique skill sets of each team member involved in the process. As a result, your organization can maximize the potential of each opportunity that arises.

Description

Infor CRM transcends the role of a mere database; it offers a comprehensive perspective on all customer interactions. This software for Customer Relationship Management (CRM) delivers insights into every point of contact with customers throughout an organization’s various divisions, including sales, marketing, customer service, and support. By utilizing detailed customer profiles and tools designed to enhance sales productivity, users can pinpoint opportunities that boost the effectiveness of each engagement while optimizing sales processes. With its suite of analytics, sales management features, and proactive notifications, businesses can facilitate precise forecasting, make informed decisions, and manage teams and territories more efficiently. As a cloud-based solution, Infor CRM encompasses sales, customer service, marketing analytics, and reporting, seamlessly integrating with Infor ERP solutions, Birst® Networked BI, and other components of Infor’s Customer Experience Suite. By managing the entire customer lifecycle within a single platform, organizations can leverage future sales opportunities while ensuring outstanding customer experiences. Ultimately, Infor CRM serves as a vital tool for driving business growth and enhancing customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP Onboarding No 
ADP StandOut No 
Ariane Systems No 
Canary Digital Tipping No 
Forge No 
GA Connector No 
Hotelbird No 
Knowde No 
MRO360 No 
RFID4U No 
Responder360 No 
SimpleLegal No 
SkyStem ART No 
Syniti Data Connectivity No 
TCS MasterCraft TransformPlus No 
TimeLinx No 
eRep No 
envivo No 

Integrations

ADP Onboarding Yes 
ADP StandOut Yes 
Ariane Systems Yes 
Canary Digital Tipping Yes 
Forge Yes 
GA Connector Yes 
Hotelbird Yes 
Knowde Yes 
MRO360 Yes 
RFID4U Yes 
Responder360 Yes 
SimpleLegal Yes 
SkyStem ART Yes 
Syniti Data Connectivity Yes 
TCS MasterCraft TransformPlus Yes 
TimeLinx Yes 
eRep Yes 
envivo Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Advanced Software Applications

Founded

1992

Country

United States

Website

www.asacorp.com/coa.jsp

Vendor Details

Company Name

Infor

Founded

2002

Country

United States

Website

www.infor.com/products/customer-experience-suite/crm

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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