What is Infor CRM Sales Intelligence?

Use Infor CRM Sales Intelligence to view the likelihood that a customer will purchase a product within the next 30 days and recommendations of what products they may buy.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

The Sales Intelligence groups on the Contact and Account List views display all contacts or accounts with the following columns:

• Purchase Likelihood Score - The calculated probability that a customer will purchase a product within the next 30 days, represented as a percentage.
• SI Category - The recommended product family for the contact or account.
• SI Product - The recommended product for the contact or account.

You can also filter the groups by SI Product Recommendations and Purchase Likelihood Score.

If you cannot find the Sales Intelligence group, on the Groups menu, scroll to Sales Intelligence and select the check box. You may have to clear some other group check boxes in order to see the Sales Intelligence group.

How Do I?

View Contact Recommendations tab

View Account Recommendations tab

Administrative users only

Configure Sales Intelligence Integration