On-Air Summit: Infor VISUAL

Transcription

1 On-Air Summit: Infor VISUAL Empower your Workforce Tuesday Mar 11 th, :00 EST, 16:00 GMT

2 On-Air Summit: Infor VISUAL Mar 10 th - You Asked and Infor VISUAL Delivered Mar 11 th - Empower your Workforce Mar 12 th - The Future is Now with VISUAL Mar 13 th - Increase sales, Decrease Costs and Differentiate your Brand Mar 14 th - Infor Mongoose in Action: Infor Quality and VISUAL v8.0

3 Agenda Introductions and welcome Salesforce.com and Inforce Demonstration Infor EPAK Demonstration Q&A

4 Inforce & Salesforce.com Mike Bristol

5 Agenda Goal, Objectives, Strategy, Solution VISUAL, ION, Inforce & Salesforce Demonstration Q & A

6 Goal, Objective, Strategy, Solution Goal: grow revenue and profit Objective: Acquire & Retain Customers Strategy: Marketing, Sales, Service Process: Campaign > Lead > Opportunity > Quote > Order > Fulfillment > Serve > Reference Quality Quantity Lead Order conversion Leads Orders Size Frequency Margin Time & cost of sale Fulfillment Satisfaction Re-Order Loyalty

7 Goal, Objective, Strategy, Solution Goal = Profit Objective = +Customers Strategy = Marketing, Sales, Service Solution: Customer Relationship Management VISUAL has CRM that is Good functionality and embedded in VISUAL But if you need more CRM, it must result in effectiveness & advantage Provide comprehensive CRM functionality Be designed for non-erp users - and optimized for mobility Share customer information and processes between Visual & CRM Customers, Contacts, Products Quotes, Orders, Shipments, Invoices, Payments, Returns Be VISUAL-savvy by embracing multi-company, multi-site, multi-installs

8 SyteLine, ION, Inforce & Salesforce Salesforce is #1 Effective Adoption Customer Success Inforce is an application built for Infor ERP customers CRM Functionality Customer Product Campaign Activity ERP Integration Contact Quote Territory Order Lead Opportunity Case Knowledge What can you do with the #1 CRM that is synchronized with VISUAL Invoice Shipment Payment Return Quote Forecast Partner Article loaded with customer data enhanced for Infor customers?

9 VISUAL, ION, Inforce & Salesforce Connect Enhance Inforce Quote Contact Order VISUAL ION Customer CRM Shipment Return Invoice Payment

10 VISUAL, ION, Inforce & Salesforce Customer Contact Invoice Quote Payments Order Returns Shipment +++ Products/Territories/Codes Bill-to, Ship-to, Pay-from Products/Territories/Codes Account Contact Invoice Quote Payments Order Returns Shipment +++ Bill-to, Ship-to, Pay-from Products/Territories/Codes

11 VISUAL, ION, Inforce & Salesforce Customer Contact Invoice Quote Payments Order Returns Shipment +++ Products/Territories/Codes Bill-to, Ship-to, Pay-from Products/Territories/Codes Account Contact Invoice Quote Payments Order Returns Shipment +++ Bill-to, Ship-to, Pay-from Products/Territories/Codes

12 Inforce Demonstration Jeanne Aguilera

13 Proven Solution #1 Sales Force Automation Inforce: built for Infor customers Connected with ION Certified with Visual Salesforce.com customer survey results

14 Infor EPAK Christopher Edmondson

15 What is EPAK? Get the most from your software Personalized Your Business Your Data Your Scenarios Your Configuration Fastest way to create materials Automate Pre-built content Document just once

16 Many Outputs for the Effort of 1 EPAK Business Process System Process Document User Manual Demo Video Stand-Alone Executable Web-Based Test Tools Instructor Guide Practice Simulation ipad / Mobile Optimized Traditional Test Script Power Point Online Help 508c Compliant Test Suite Compatible Script Job Aid Process Assessment LMS (Learning Mgmt Sys) Concept Assessment

17 EPAK Demonstration

18 Where to Learn More About EPAK Recorded demos Technical specifications FAQ Customer quotes Key features Benefits at-a-glance

19 Q&A with Panel

20 On-Air Summit: Infor VISUAL Mar 10 th - You Asked and Infor VISUAL Delivered Mar 11 th - Empower your Workforce Mar 12 th - The Future is Now with VISUAL Mar 13 th - Increase sales, Decrease Costs and Differentiate your Brand Mar 14 th - Infor Mongoose in Action: Infor Quality and VISUAL v8.0

21 For more information Visit or Call