TimeLinx has been a proud Infor partner for over 20 years and is pleased to invite you to the second webinar in our 2024 series for CRM SLX customers. Over those two decades, we have helped hundreds of businesses get started with Infor Cloudsuite CRM and maximize its full functionality, from workflow definition to SpeedSearch query builder. This session focuses on Workflow Management—essential for optimizing processes and automating tasks across your organization, whether you are tracking contacts, accounts, opportunities, activities or events.
Infor’s robust CRM workflow engine—identical to ION workflows in other Infor Cloudsuite products—enables you to quickly move from onboarding Infor CRM to realizing measurable time savings across sales, marketing and customer service. Whether you are new to CRM SLX Infor or looking to advance your expertise, our webinar will guide you from initial setup through advanced topics like mail merge, reporting, SpeedSearch query optimization and troubleshooting common issues.
Key features and strategies covered in the session include:
- Navigating the Visual Workflow Builder
- Learn how to design and customize workflows tailored to your organization’s unique requirements, starting with an in-depth look at the Workflow Definition Detail View. We will also demonstrate embedding customer service or sales-quote widgets directly in your CloudSuite CRM client, ensuring users always have the right information at the right time.
- Process Optimization and Automation
- See how automation reduces manual effort by orchestrating contact processes, sales workflows and marketing mail-merge campaigns. We’ll share real-world examples of how workflows in Infor CRM SLX streamline operations across sales, marketing and customer service teams. Learn to harness reports, SpeedSearch queries and query-builder integrations to keep your data clean and actionable.
- Ensuring Seamless Information Flow
- Discover how workflows facilitate communication and improve coordination between teams, enabling prompt responses to customer needs and swift adaptation to market demands. We’ll showcase a customer-service overview of activities and events and demonstrate how CloudSuite CRM search functions allow staff to surface the exact records they need—whether a service ticket, meeting note or proposal—without switching screens.
Reserve your spot by clicking HERE
[timelinx-software-buyers-guide]
