You are logged in. Enjoy!

Log in to watch:

VendorTag Description Image

Infor CloudSuite Industrial Syteline Day in the Life, Part 2 – Customer Service & CPQ

Share on:
Video Overview

SEO-Rich Description

This video demonstrates how Infor CloudSuite Industrial (CSI) empowers customer service professionals to efficiently manage customer interactions, sales quotes, and order processing within a single, cloud-based ERP platform. Designed to address the complex challenges of modern manufacturing, CloudSuite Industrial delivers the speed, agility, and real-time visibility needed to optimize both top-line sales and bottom-line profitability.

The video follows Claire Summers, a customer service representative at Progressive Industries, an industrial machinery and equipment manufacturer specializing in configured forklifts. Claire starts her day on her CloudSuite Industrial collaboration homepage, where she can quickly access customer information, orders, quotes, and communications in one intuitive interface.

By leveraging customer 360 views, Claire can review high-level account data such as credit status, outstanding orders, total sales, and service history. She can also drill down into detailed CRM information, including contacts, interactions, leads, and open quotes. Using the platform’s guided selling and configuration tools, Claire walks a customer through specifications, options, and pricing for a forklift, finalizing a quote quickly and accurately.

CloudSuite Industrial’s integrated collaboration tools enable Claire to communicate seamlessly with colleagues in purchasing, sales, and operations, ensuring real-time alignment and faster decision-making. With the flexibility of a browser-based ERP system, Claire can access and update critical information anytime, anywhere, making her more productive and responsive to customer needs.

In this part of the series, viewers learn how CloudSuite Industrial helps customer service teams: access complete customer information, configure products, generate accurate quotes, and collaborate effectively across the enterprise. Future videos will showcase how quotes are converted into orders and how other roles at Progressive Industries leverage the platform’s manufacturing capabilities.

Discover how Infor CloudSuite Industrial streamlines customer service, sales processes, and enterprise collaboration to help manufacturers stay competitive and customer-focused.


SEO Keyword List

Primary Keywords

  • Infor CloudSuite Industrial

  • CloudSuite Industrial ERP

  • Manufacturing ERP software

  • Customer service ERP for manufacturers

  • Industrial ERP system

Customer Service & Sales Keywords

  • Guided selling software

  • Configure price quote (CPQ) software

  • Customer 360 view ERP

  • Sales quote management ERP

  • Customer service automation

Collaboration & Productivity Keywords

  • ERP collaboration tools

  • Manufacturing team collaboration

  • Cross-functional ERP workflows

  • Browser-based ERP

  • Real-time ERP updates

Analytics & Visibility Keywords

  • Manufacturing business intelligence

  • ERP dashboards and KPIs

  • Sales analytics for manufacturing

  • Order and quote tracking ERP

  • Enterprise visibility software

Cloud & Mobility Keywords

  • Cloud ERP for manufacturers

  • Mobile ERP for customer service

  • Anytime anywhere ERP access

  • Tablet-friendly ERP platform

  • Cloud-based ERP solutions

Manufacturing Industry Keywords

  • Industrial machinery ERP

  • Forklift manufacturing software

  • Discrete manufacturing ERP

  • Configure-to-order manufacturing system

  • Industrial equipment ERP

Long-Tail Keywords

  • How customer service uses Infor CloudSuite Industrial

  • ERP software for manufacturing sales quotes

  • Cloud ERP for guided selling and quoting

  • Manufacturing ERP with integrated CRM

  • Real-time collaboration ERP for customer service

Related Videos...

hqdefault-144
hqdefault-143
hqdefault-142
hqdefault-141
hqdefault-140
hqdefault-139
Scroll to Top

Join For Free

Create an account to watch hundreds of hours of ERP related content.

 

No credit card required. 100% free for life.

Sign in

Already have an account? Sign in to access…