Codeless Platforms & Infor CRM
What does this task do ?
This automated Task takes the details entered by a person making an enquiry on the web site and checks them against the Infor CRM database. If it is a new enquirer, a new record is created in Infor CRM using the details supplied. In both cases, the appropriate Sales Person is informed of the enquirer’s details by SMS text message and the enquirer receives a response by email.
What are the business benefits?
Automating this process provides the following benefits:
- Provides real-time of notifications of enquiries to the right Sales Person the instant they are received.
- Improves customer service by providing an immediate response to the enquiry
- Frees up staff to do other tasks, rather than having to manually update Infor CRM, and contact the appropriate Sales Person.
How was the Task created?
The automated Task was created by simply dragging and dropping the following Tools onto a Task Plan:
This Event Tool was used to create the first Step in the process that triggers the Task to run when an email is received from an enquiry on the web site.
| Text Parser
This General Tool was used to create the second Step in the process that extracts the enquirer’s details from the email.
| Run VB Script
This Execute Tool was used to create the third Step in the process that runs a script to check the existing customer details in Infor CRM and creates a new record if no matching customer is found. An activity is also created.
| Format As Text
This Format Tool was used to create the fourth Step in the process that merges the enquiry details into a text document
| Send Message (SMTP)
This Output Tool was used to create the fifth Step in the process that sends an email to the enquirer acknowledging his enquiry and informing him that a Sales person will contact him shortly.
This General Tool was used to create the sixth Step in the process that directs the process depending on whether the Sales person is working internally or externally.
| Send SMS
This Output Tool was used to create the seventh Step in the process. If the result of the Decision Step is that the Sales Person is working externally, he is sent SMS text message that includes the enquirers contact details. If he has access remotely to Infor CRM, he may also look at the new customer record that has been created
| Send Message (SMTP)
This Output Tool was used to create the last Step in the process. If the result of the Decision Step is that the Sales person is working internally, he is sent an email that includes the enquirer’s details contained within smart tags that link directly to the new customer record created in Infor CRM.
Need to know more? – download the Codeless Platforms brochure for Infor CRM.