Infor CRM Training & Consulting

In a fast-moving business environment, delivering seamless customer experiences across sales, marketing, and service teams is essential. At CRM Coach, we specialize in training and consulting services for Infor CloudSuite CRM, the state-of-the-art CRM solution designed to provide a unified view of customer interactions across your organization.

Here’s how our Infor CloudSuite CRM training and consulting services help solve common challenges:

• ✅ Disconnected Customer Data Across Departments
  Centralize customer insights. We’ll help you integrate data from sales, marketing, and customer service into one unified platform, ensuring teams collaborate effectively and respond with precision.
• 📊 Limited Visibility Into Performance Metrics
  Transform your decision-making with advanced reporting and analytics. We’ll guide you in setting up dashboards and proactive alerts to track KPIs, forecast accurately, and shape strategic priorities.
• 🛠️ Inefficient Manual Processes
  Streamline workflows with automation. We’ll configure Infor CloudSuite CRM’s process automation tools to eliminate repetitive tasks and free up your team for high-value activities.
• 📱 Challenges in Managing a Mobile Workforce
  Empower your mobile team with Infor’s robust mobile capabilities. We’ll train your workforce to leverage mobile access for real-time data, offline functionality, and task efficiency on the go.
• 🔗 Difficulty Integrating Systems
  Break down silos with seamless ERP and tool integration. Using Infor ION® and other connectors, we’ll ensure your CRM integrates effortlessly with existing systems for enterprise-wide visibility.

Let us help you make Infor CloudSuite CRM the backbone of your customer engagement strategy. Together, we’ll optimize workflows, enrich customer relationships, and position your team for success in today’s competitive landscape.

Infor CRM Training

Hands-on training to help you master Infor CRM. Hands-on learning with live instructors provides everything you need to optimize your Infor CRM instance. Customized private training is also available.

Infor CRM Consulting

Expert consulting to optimize your CRM for success.

Why Choose Our Infor CRM Services?

Expertise and commitment to your success.

Need Help With Infor CRM CRM?

Professional Services: Work one-on-one with a Infor CRM expert who takes time to understand your company's goals and deliver training, consulting, and technical services customized to your business and goals.

Technical Consulting: Receive one-on-one guidance from a Infor CRM technical expert who will provide consultative support to help you solve your API, design, and account customization needs so that you can ensure Infor CRM is properly integrated with all your business software.

Migration Services: Whether you need help with a single import or collecting your entire addressable market, we’ll provide everything you need to ensure your data migration is a success.

Frequently Asked Questions