Customer Services Representative

Sales representatives often face challenges in prioritizing accounts because of limited visibility into customer value and churn risk, with critical data, such as order issues and customer history, stored in multiple systems.

To address this challenge, an advanced workspace integrates sales order analytics with AI-powered Customer Grade insights. A machine learning algorithm scores customers monthly based on behavior, purchase history, and engagement. Visual alerts highlight grade drops, significant changes, and gaps. Enhanced widgets show delayed or stopped orders and order trends.

The integrated workspace enables sales representatives to engage proactively with at-risk customers, focus on high-value segments, and work efficiently through a consolidated, insight-rich interface.

You can use these widgets as part of the standard setup for the role-based workspace:
  • My Day
  • Open Sales Orders Report
  • Stopped Sales Orders by Payer Report
  • On Your Radar
  • Customers
  • Quick Actions
  • Important Links
  • Customer Return
  • Price and Availability
  • Item Details

See the CloudSuite Library for the required M3 industry and select Industry Content > Standard Content > Customer Services Representative.

Advanced widgets for Customer Profitability

Customer Ordering and Profitability Insights use Infor's Artificial Intelligence to analyze customer ordering patterns, detect ordering anomalies, and identify which customers have a positive or negative impact on profit.

This table shows the widgets in this workspace that uses advanced insights solution:

Widget Description
Customer Grades Analysis Use this widget to view the key performance indicators or measure the customers with these categories:
  • Customers with grades
  • Customers who lost their grades
  • Customers who have no grades.
Customer Grades Use this widget to view the number of customers categorized by grade for the current period in a donut chart visualization.

For these advanced widgets, you can use the Edit Description option to change the widget name, subtitle, and description. To ensure that the insights are updated, you may use the Refresh option from the widget menu.