M3 Customer LifeCycle Management overview

Infor M3 Customer LifeCycle Management (M3 CLM) is a comprehensive customer relationship management solution that works in conjunction with the Infor M3 ERP solution.

Using M3 CLM, you can perform these key tasks:

  • Manage client and prospect information including contacts, notes and addresses
  • Manage sales budgets
  • Create pre-sales activities
  • Keep track of your competitors
  • Set and save appointments to your calendar
  • Create opportunities and use these to trigger quotations into Infor M3 ERP
  • Create and manage customer issues and their resolutions
  • Manage major projects
  • Create checklists to ensure that sales contracts are prepared and completed efficiently and on time

Through M3 CLM, your sales department can organize and synchronize work and become more efficient. M3 CLM can help you manage the whole sales process from receiving a lead to creating an order. M3 CLM helps to build a strong corporate memory for each customer relationship.

Automating sales department processes can result in significant cost savings and revenue increases. Use M3 CLM to help automate your sales process from the moment you receive a lead and to support you throughout the opportunity management phase through the quotation process to order entry. The user-defined sales dashboards will allow you to visualize the status of your sales process and organization.

Salespersons can organize their scheduled day-to-day activities in to-do lists, which can be accessed in popular email and calendar systems. They can view their to-do lists according to various time scales such as today, this week, or this month.

Using M3 CLM mobile application, sales teams can continue to manage their customer activities while on the road or when working offline.