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Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

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

You have Successfully Subscribed!