Tuesday, June 3 | 11AM CDT
If you’re an Infor CRM Administrator looking to get more out of your system, this upcoming webinar is designed with you in mind. Ed Heinsus and Mike Streider of Infor will walk through practical, real-world methods for creating effective customer journeys and workflows that boost efficiency and reduce manual work.
Why Customer Journeys Matter in Infor CRM
Customer journeys in Infor CRM SLX help you track and manage how your leads and customers move through your sales process. But to truly unlock their value, they need to be aligned with meaningful data—like your Estimated Close Date.
In this webinar, you’ll learn how to create tailored journeys that adapt to your sales cycle. You’ll go step-by-step through building journeys that not only guide users but also improve visibility into deal progress.
Build Smarter Workflows—Without the Headaches
Workflows are one of Infor CRM’s powerful features, but they’re often underutilized or overcomplicated. During this webinar you’ll learn how to create and launch workflows that respond to key triggers such as:
- Screen Events: Automatically schedule activities when users interact with key fields or forms.
- Backend Integrations: Trigger actions behind the scenes, without manual input.
- Nested Workflows: Reduce redundancy by calling one workflow from within another—perfect for streamlining common tasks across processes.
Automate Your Customer Journey
One of the biggest time-savers? Triggering workflows based on journey progress. As users move through stages—like Lead Qualification, Proposal Sent, or Contract Review—you can set up workflows to activate when users progress through Customer Journey steps.
Whether you’re maintaining complex processes or just starting to explore automation, this session will give you practical tools to improve both the efficiency and security of your CRM.
