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

ABOUT THE AUTHOR

Scott Weber

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

Submit a Comment

Your email address will not be published.

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!