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Manufacturing sales rep - from opportunity to quote to sales order

Using the Infor Customer Experience - Sales Suite

Integrated CRM (Customer relationship management) + CLM (contract life cycle management) + CPQ (configure, price & quoting)

Take a look at how a Manufacturing Sales Rep could work with a Dealer and create a new pricing contract. And the dealer can create their own quote using Enterprise Quoting.

All of this increases the accuracy of orders, reduces your end to end processing time and costs.

This amounts to increased customer satisfaction and provides you with centralized insights into your organization.

View the whole process in less than 6 minute video:

  • Creation of the sales opportunity by mfg. rep in CRM
  • Configure and link to new pricing contract
  • Dealer creation of quote with product selection
  • Generation of Sales order
  • Business KPI for centralized insights

Why it's important



This post first appeared on Business Success With CRM, Implementer & Guide, please read the originial post: here

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Manufacturing sales rep - from opportunity to quote to sales order

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