The ERP connection for more efficient processes

Do you use Infor COM? SMARTCRM easily connects to Infor COM using our standard interface. This way, all customer-related data as well as extensive evaluations are centrally accessible in the CRM system and guarantee an efficient provision of information.

The interface that adapts

Needless to say, the principle of “custom-made suit yet ready-to-wear” applies to SMARTCRM.ERP. The standard interface to Infor COM offers many possibilities for data exchange between CRM and ERP systems and can be adapted and expanded according to your needs.

This way, you can exactly select the data you want to see in SMARTCRM from the following options:

  • Customers, suppliers, prospective customers
  • Relationships and hierarchies
  • Employees
  • Contacts
  • Visit reports
  • Product, multilingual product text modules, pictures, prices, price lists, product groups, merchandise groups
  • Quotation items, quotation pdf, automated tasks to follow up with quotation threshold
  • Incoming order items
  • Order back log items
  • Invoice items, contribution margin per item
  • Open items
  • Planning
  • Projects
  • Machines
  • Features
  • Complaints
  • Value tables
  • Discount prices
  • Targets
  • Orders, order confirmation, outstanding invoices

Upon request, the following data may also be provided to Infor COM:

  • Customers, suppliers, prospective customers
  • Contacts
  • Quotation items
  • Order items
  • Visit reports
  • Machines
  • DMS documents

SMARTCRM.ERP.InforCOM used by our customers

With the help of SMARTCRM, our new sales employees can gain an overview of top customers, top products, turnover and more within a few hours. After a short introduction, all sales representatives could quickly find their way through the system and arrange the first appointments the day after.

Yvonne Meßmer, Technical Sales and Marketing at B. Ketterer Söhne GmbH & Co. KG