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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

In today's market, consumers have unprecedented options for researching and buying products. To successfully attract and retain customers, businesses must deliver a seamless and enjoyable experience across all platforms. The Infor Customer Experience Suite plays a vital role in unifying customer data throughout the organization, ensuring that interactions are consistent, outstanding, and tailored to individual preferences at every stage of the customer journey. This suite offers specialized CX software designed to oversee the complete sales process, encompassing everything from customer engagement to sales automation, configuration-to-quote, and contract management. The ability to understand and adapt to customer behavior has significantly advanced. With features such as marketing resource management, decision-making tools, and comprehensive campaign management, the marketing solutions within the Infor Customer Experience Suite empower companies to harness data in innovative ways to engage their customers more effectively than ever before. By focusing on the customer's evolving needs, businesses can foster deeper relationships and drive loyalty.

Description

An entirely FREE CRM solution designed specifically for professionals in the insurance and financial sectors. Streamline your workflows to conserve both time and financial resources. Experience the power of immediate communication through mobile and social media channels. Enhance your communication effectiveness like never before. Enjoy a steady lead flow from various sources without the concern of where your next prospect will originate. Access to top commissions is available from more than 500 carriers across life & health as well as property & casualty lines. Utilize our software at your convenience, without the need for contracts. This platform empowers you to focus on growing your business without unnecessary barriers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ProspectBoss

Integrations

ProspectBoss

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Infor

Founded

2002

Country

United States

Website

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

Vendor Details

Company Name

RetireCo

Founded

2009

Country

United States

Website

agent.retireco.com/professionals

Product Features

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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Alternatives

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