Business Benefits

Implementing Infuse does not have to happen all at once like some other ERP/CRM offerings. It is often desirable to turn the integration on in stages, in a manner that makes sense to your organization. Maybe you aren’t ready for a fully-integrated order process but want the benefits of improved information in Dynamics CRM. Infuse is designed so you can turn on only those points of integration that you desire. Then later, when you want more data exchanged between the systems, it can easily be done.

By integrating your customers’ product purchase history into Dynamics CRM, you can combine critical customer information with your sales productivity system. Bringing these together not only supports better decision making, but enables your entire team to instantly act on those decisions, taking your sales and marketing organization to a whole new level of execution, a level your competition will be unable to match.

Infuse provides proactive customer activity monitoring which allows your sales team to receive alerts and e-mail notifications for action items that are attached to new customer purchases. These alerts can be created as activities in Dynamics CRM and even include the customer order information via an html presentation for instant access at their fingertips. Proactive alerts can be set for activities such as large orders, orders shipping late, accounts placed on credit hold, overdue invoices, etc.