How does QuoteWerks work with SalesLogix / Infor CRM?
Integration OverviewThis video demonstrates the QuoteWerks integration with SalesLogix.
CompatibilityQuoteWerks integrates with SalesLogix / Infor CRM 8.3, 8.2, 8.1, 8.0, 7.5, 7.2, 7.0, 6.2, 6.1, 6.0, 5.2, and 5.0.
QuoteWerks pulls SalesLogix / Infor CRM contact information into the quote
From our Sold To / Ship To tab of the QuoteWerks quote workbook, with a simple click of a button, QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that is currently selected in SalesLogix. You will never have to re-type your customer information. QuoteWerks can also search your entire SalesLogix database to find the contact that you want to use in the quote.
QuoteWerks Creates/Updates attachment links in SalesLogix / Infor CRM
When saving a quote, QuoteWerks automatically creates an attachment under the SalesLogix contact's Attachments tab. When you are in SalesLogix and select the Attachments tab, you will see all the quotes that you have done for this SalesLogix contact. You can even double-click on the attachment link, and QuoteWerks will open and display the quote the attachment link refers to. This feature is very useful for organizing and finding your quotes from within SalesLogix.
QuoteWerks Creates/Updates Opportunities in SalesLogix / Infor CRMPlease note, this feature is only available in the Corporate Edition of QuoteWerks and requires SalesLogix 6.2 Advanced/Premier edition and higher with "SalesLogix Advanced Bundle" installed.
When saving a quote, QuoteWerks automatically creates an opportunity under the Opportunities tab in SalesLogix . When you are in SalesLogix and select the Opportunities tab, you will see the forecasted sale amounts for each quote you have created for this SalesLogix contact. The forecasted sale feature is very useful in determining your projected cash flow. In SalesLogix, you can run forecasted sale reports that tell you how much income will possibly be generated from all the quotes you have generated. These reports also let you know when these quotes are estimated to become orders which again helps you estimate your cash flow. If you need to forecast your sales for each individual product you are selling in the quote, QuoteWerks has a built-in reporting module that can create such a report.
QuoteWerks Creates/Updates Closed Opportunities SalesLogix / Infor CRMPlease note, this feature is only available in the Corporate Edition of QuoteWerks and requires SalesLogix 6.2 Advanced/Premier edition and higher with "SalesLogix Advanced Bundle" installed.
We create quotes in the hopes that the quotes will become orders. When the customer accepts the quote, QuoteWerks will convert the quote to an order and also convert your existing SalesLogix opportunities into won opportunities. If no opportunities exists in SalesLogix (This would be the case if a customer called to place an order without requesting a quote first), then QuoteWerks will simply create a new won opportunity in SalesLogix . In SalesLogix, you can run reports that tell you how much income was generated from the orders you have received. QuoteWerks also has a built-in reporting module that can create similar reports.
QuoteWerks Schedules Calls in SalesLogix / Infor CRMPlease note, this feature is only available in the Corporate Edition of QuoteWerks and requires SalesLogix 6.2 and higher.
When saving a quote QuoteWerks offers to schedule a follow up call for you in SalesLogix. By scheduling follow up calls you increase your chances of closing the sale! The follow up call will be listed under the Activities tab in SalesLogix.
QuoteWerks pulls other SalesLogix / Infor CRM contact/account information into the quoteWhen you select the SalesLogix contact to use in the quote, our innovative DataLink feature can automatically pull other information from SalesLogix into the quote such as customer terms, customer sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.
QuoteWerks prints information pulled from other SalesLogix / Infor CRM fieldsQuoteWerks has a built-in print layout designer that allows you to customize the look of your quote. The print layout designer also allows you to easily insert data fields from SalesLogix / Infor CRM into the QuoteWerks print layout. Then, when you print the quote, QuoteWerks will pull data from the SalesLogix contact/account fields that you inserted into the print layout resulting in a printed quote that includes information from your SalesLogix contact record. This feature is different from the DataLink feature (described above) in that this extra data is pulled from SalesLogix and printed, but not saved with the quote. When you need to save the information pulled from SalesLogix into the quote, you would use the DataLink feature. So, for example, if you are using a field in SalesLogix to store the contact's assistant's name, you can insert that SalesLogix field into the print layout so that when the quote is printed, the assistant's name will be printed on the quote, but not saved with the quote.