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Infor CRM – Mobile

Whether it’s banking from a soaring aeroplane or food shopping in the bath, mobiles have provided the ultimate anywhere solution to our everyday needs. Infor CRM’s richly developed Mobile client is no exception, delivering CRM functionality across multiple mobile platforms via a customizable, browser-based application. Infor Mobile CRM provides robust capabilities to the users who spend most of their time on the road and in the field. They can edit all account and contact information, view KPIs, access charts, and keep track of their schedule and activities.

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Missing your sales quotas?

There is no point implementing a CRM solution if your workforce wont use it. Giving them mobile access leads to a high user adoption and quota attainment. Infor CRM Mobile can be customised to deliver the specific capabilities your mobile workforce demands.

  • Create, view, and edit key customer information including Accounts, Contacts, Leads, Opportunities, and Tickets on the go.
  • View and schedule activities, record important notes, and access detailed history records.
  • Manage meeting schedules, personal activities, phone calls and to-dos.
  • New mobile KPIs, charts and menus empower you with handheld customer intelligence.
  • Enhanced list views provide at-a-glance customer information with quick action menus.
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Encourages fast adoption

Infor Mobile CRM is as easy to use as any other of your mobile apps.It will put all of the information and tools you need to be more effective at your fingertips.

  • Perform key actions quickly and easily with a task-oriented user interface and embedded context menus.
  • Interact with native device applications and functions easily – including mapping, dialing, and email – in one click.
  • Personalize the application and settings to match your unique requirements and drive 100% user adoption.
  • Improve customer interactions using data in context to identify real customer insights.
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Browser-based for today’s mobile workforce

Utilise the flexibility of a browser-based application, optimized for use on today’s smartphones and tablets.

  • Access your Infor CRM data on a wide range of popular devices such as the iPhone®, iPad®, and Android™.
  • Easily customise the application to improve your unique business processes and data requirements in the field.
  • New mobile features for growing enterprises: multi-currency, opportunity products, SpeedSearch, lazy load lists, and more!
  • View your KPIs and dashboards in Infor Mobile for Opportunities, Contacts, Leads, Accounts, and Tickets.
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Automate tasks and respond quickly

  • Automate standard tasks or schedule tasks with assigned due dates, ensuring that your activities are accomplished in a timely and efficient manner.
  • Respond quickly to customer requests with a full library of information you build into your CRM, including collateral, price sheets, and manuals.
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