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
  • Track of your competitors
  • Set and save appointments to your calendar
  • Create opportunities and use these to trigger quotations in Infor M3 ERP
  • Create and manage customer issues and their resolutions
  • Manage major projects
  • Create checklists to ensure that you prepare and complete sales contracts efficiently and on time

Through M3 CLM, your sales department can organize and synchronize work efficiently. You can manage the entire sales process, from receiving a lead to creating an order. M3 CLM also helps you to build a strong corporate memory for each customer relationship.

When you automate sales department processes, you can reduce costs and increase revenue. Use M3 CLM to help automate your sales process from the moment you receive a lead and to support you throughout the opportunity management, from quotation to order entry. You can visualize the status of your sales process and organization through user-defined sales dashboards.

Salespersons can organize their daily activities in to-do lists and access them in popular email and calendar systems. They can view these lists by time scale, such as today, this week, or this month.

With the M3 CLM mobile application, sales teams can continue managing customer activities while working on the road or offline.