SMARTCRM and Infor LN

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The 360° view of your customers

The interface between SMARTCRM and Infor LN accesses to your data managed in Infor and connects them with the relevant customer information. This provides field service and back office a panoramic view of customers and prospective customers – and thereby designs the indispensable foundation for all supervision and planning topics.

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 LN 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 LN:

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