Infor CRM SLX: Workflow management in Infor CRM SLX

Written by Greg Simmons

Greg is a seasoned professional with a passion for leveraging technology to enhance outcomes in both the for-purpose and for-profit sectors. With expertise in outcome measurement, fundraising, and CRM systems, he champions data-driven strategies to empower organizations for greater social impact.

May 8, 2024

Get ready for the second in the series of Infor Webinars in the mission to help Infor CRM SLX customers to get more from their CRM implementation!

Infor CRM SLX webinar 2: Workflow Management​​​​

Tuesday, June 4, 2024
The first webinar, held in March, focused on system shortcuts, accelerators and newly added quick links, and took a deep dive on Dashboards. If you missed it, the link to the recording in is the comments.
In this session Ed Heinsius, Principal Solution Consultant, Infor be focusing on Workflow Management, with a deep dive into key features and strategies such as:

Navigating the Visual Workflow Builder:

Learn how to design and customise workflows that are tailored to your organisation’s unique requirements.

Process Optimisation and Automation:

See how automation reduces manual effort, as well as real-world examples of how workflows in Infor CRM SLX streamline operations across sales, marketing and customer service teams.

Ensuring Seamless Information Flow:

Discover how workflows facilitate communication and enhance co-ordination between teams, so they can respond promptly to customer needs and adapt swiftly to market demands. Join Ed to find out how to optimise your workflow management practices and get more out of your Inform CRM SLX solution.

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