Infor CRM 8.4.03 will include Forecasts & Quotas

Included in the next release of Infor CRM is an all-new Forecasts and Quotas capabilities.  Many customers have been asking for this and it will part of the next update, 8.4.03 for the web client.  Managers can establish a goal for a specific user or team of users and then track their progress towards achieving that goal within the specified time frame.  Opportunities are what drives the results against a goal.

Forecast and Quota Management allows Managers to set sales targets and Teams to see their goals and associate Opportunities to keep track of progress.

  • Forecast Management
  • Forecast Pipeline
  • ForecastSnapshot
  • Quota Management

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ABOUT THE AUTHOR

Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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