Infor CloudSuite CRM Use Cases
We Don't Sell Software. We Build Solutions.
Technology Advisors has been an award-winning Infor partner and a Top 5 implementation partner for 19 of the last 21 years. Our extensive experience with CRM consultation, customization, and integration give us the skills to do so much more than simply sell Infor software. We help you outline your goals, build custom fields and functions, migrate your data, integrate additional systems, train your teams, and offer long-term support. The goal is to make investing in Infor simple and rewarding, building a relationship that provides far more value than a simple sales transaction.
Our Infor CloudSuite CRM Services
Technology Advisors offers a variety of Infor CloudSuite CRM services. Our most popular services are listed below. If you're curious about other Infor services, please contact us to discuss.
Technology Advisors implements your Infor CloudSuite instance quickly and effectively. We use an agile methodology to schedule sprints, manage your progress, document change requests, and keep you on track with your go-live date.
Technology Advisors' experts are certified with Infor CloudSuite and have helped many businesses just like yours successfully onboard their teams. We offer training for various roles within Infor, such as Administrators, Sales, and Services. Visit our training page for more information.
TAI customers receive free technical support for Infor CloudSuite CRM. However, depending on the complexity of your Infor implementation, you may desire to add-on to your support package. Visit our support page to learn more about what's available to you through TAI.
Migrating to Infor
Migrating from another CRM or Excel file to Infor? TAI can help you prepare your data and migrate it seamlessly to your Infor instance. Have custom fields? No problem. Need to migrate from a legacy application? We can handle it.
Integrating with Infor
Want to connect your Infor instance to one or more business solutions? We're expert integrators. TAI will integrate your solutions, including custom fields and functions, so you won't miss a beat.
Infor is an incredible solution, but that doesn't mean it fits every single criteria for your particular business. We can customize your Infor instance to reflect the fields and functions specific to your process and reporting needs.
Award-Winning Infor Partner
Technology Advisors has been consulting on, customizing, training, and integrating with Infor for more than 21 years. We’ve stuck with our Infor customers from the company’s origins as SalesLogix to its recent transition to CloudSuite, winning numerous awards throughout for our customer service and software expertise. As Infor’s solutions suite evolves, so do we.
Case Study: National Bureau of Property Administration
The prior implementation of Infor CRM wasn’t meeting the needs of the National Bureau. The former consultant had extensive, complex code in place which had been touted and sold as a necessity for proper relational table communications. Katie Testolin, Project Manager with National Bureau, stated it was a result of this code constantly “breaking” that prompted them to reach out to Technology Advisors Inc (TAI). In their initial assessment of the problems, TAI discovered even the simplest, out-of-the-box features, such as the Group Builder, were failing to perform due to the custom code.
Stellar Sales Intelligence
Proactive alerts, embedded analytics, and unified social, mobile, and Cloud capabilities arm sales teams with the automation and insights to drive superior sales experiences.
Mega Marketing Control
With rich customer profiles, easy-to-use lead management tools, and integration with e-marketing and social media solutions, Infor CloudSuite delivers the foundational elements that marketers need to build massively powerful campaigns.
Streamlined Customer Service
Accessible from wherever you are, the CloudSuite gives customer service agents real-time visibility into service interactions, past histories, and activities so they can stay on top of requests and in-tune with customer needs.
Other Popular Infor Products
Infor's business analytics solution
Powerful artificial intelligence
Infor Process Mining
Full process intelligence solution
The complete Infor Cloudsuite
What Customers Say About Us
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