back to top

From Leads to Loyalty: Practical Workflow Strategies with Infor CRM SLX

Wednesday, May 14 | 10 AM EST

Effective business processes don’t happen by accident—they’re built. In this live session, Infor’s Mike Strieder, Solution Architect – CX Team, and Ed Heinsus, Director, Solution Consulting – CX Team, will show how real businesses are using automated workflows in Infor CRM SLX to improve lead management, sales efficiency, and customer support.

Join this webinar for a focused, practical walkthrough of workflow use cases that deliver results.

During the session, you’ll learn how to:

  • Build workflows that capture and convert leads with less manual effort
  • Streamline opportunity management to help your team close deals more efficiently
  • Enhance customer service with automated ticket resolution processes
  • Improve coordination across sales, marketing, and support teams
  • Get a first look at the upcoming xBar feature and how it simplifies everyday CRM tasks

Whether you’re responsible for driving sales, managing customer relationships, or improving team productivity, this webinar will give you the tools to turn everyday CRM tasks into repeatable, efficient processes.

Don’t miss this opportunity to see what’s possible with workflows in Infor CRM SLX—and how to put it into action.

Register Now

Contact Customer FX for your CRM project
We let our expertise speak for itself - let us know how our all-star team can help on your CRM project
About the Author

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Infor CRM SLX 10.0: Delegate Ownership Changes for “Everyone” Records

Learn how the new EveryoneOwnerAssignment secured action in Infor CRM SLX 10.0 allows designated users to change ownership of Everyone-owned records without requiring Administrator access.

Related Articles

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Related Videos