In the ever-evolving landscape of Customer Relationship Management (CRM) solutions, Infor CRM SLX stands out with its Version 9.2, delivering a suite of enhancements aimed at elevating the user experience, streamlining processes, and broadening integration capabilities.
As businesses continue to navigate the complexities of customer engagement in an increasingly digital world, the upgrades in Version 9.2 and the anticipated features of Version 9.3 are poised to offer significant advantages.
The Advancements in Version 9.2
Enhanced Remote Capabilities
In today’s hybrid work environment, the ability to manage CRM operations remotely is invaluable. Version 9.2 introduces several remote capabilities, such as the installation of SXB bundles, activity realignment, and managing licenses. These features not only facilitate a seamless transition between in-office and remote work but also ensure that customer service remains uninterrupted, regardless of where the team is operating.
Improved Customer Service Options and User Monitoring
Version 9.2 enhances customer service options and provides a real-time view of logged-in user status, thereby enabling managers to allocate resources more effectively. The introduction of ticket auto-assignment further streamlines customer service workflows, ensuring that inquiries are promptly addressed by the most appropriate team member.
Reporting and UI Enhancements
The update brings significant improvements to reporting and the SpeedSearch UI. Enhanced reporting capabilities allow businesses to glean deeper insights into customer behaviours and sales trends, enabling data-driven decision-making. The improved SpeedSearch UI enhances usability, making it easier for users to find the information they need quickly.
Security and Integration Enhancements
With the addition of enhanced error handling, BOD load balancing, and Microsoft OLE DB Provider for SQL Server, Version 9.2 strengthens the CRM’s security posture and improves its integration capabilities. This not only helps safeguard sensitive customer data but also ensures that the CRM can seamlessly integrate with other business applications.
What’s Coming in Version 9.3
Looking ahead, Version 9.3 is set to introduce a range of new features and improvements, further extending the capabilities of Infor CRM SLX.
Remote Administration and Database Management
The upcoming version emphasises remote administration features, such as SpeedSearch setup/management and comprehensive database management. These enhancements are designed to simplify the maintenance and administration of the CRM system, reducing the need for on-site IT support, and thereby lowering operational costs.
Workflow Improvements and User Experience Enhancements
Version 9.3 plans to introduce workflow improvements that cover more start/trigger scenarios, providing users with greater flexibility in how they automate and manage their processes. Additionally, usability enhancements are on the horizon, including auto-scheduling for soon-to-expire quotes and keyboard entry enhancements, aimed at improving efficiency and user satisfaction.
Expanded Capabilities: AI and Customer Journeys
Perhaps most exciting are the planned expansions in capabilities, including AI-powered cross-selling forecasts and lead scoring/qualification. These features leverage advanced analytics and machine learning to provide users with actionable insights, enhancing sales strategies and customer engagement. The addition of customer journey account 360 and new account summary views offer a more comprehensive understanding of customer interactions, enabling businesses to tailor their approaches for improved customer experiences.
Technology Upgrades
Version 9.3 is also set to deliver significant technology upgrades, such as performance enhancements, multi-factor authentication, and data lake integration. These advancements not only promise to improve the overall stability and security of the CRM system but also enhance its scalability and integration with other technologies.
In conclusion, Infor CRM SLX’s Version 9.2 introduces a host of features designed to enhance remote work capabilities, streamline customer service processes, and improve user experience through better UI and reporting tools. With the anticipated release of Version 9.3, businesses can look forward to even more robust remote administration features, workflow improvements, and advanced capabilities powered by AI. These continuous improvements underscore Infor’s commitment to evolving its CRM solution to meet the dynamic needs of businesses, ensuring that they remain at the forefront of customer engagement strategies.
