With an integration in place, your customer data will automatically be sent between both systems. The standard procedure is that a customer account is first created in Salesforce, usually as a lead, and then forwarded to Infor M3 when the account has become a customer. You then create a flexible customer journey and make it easier for your employees to maintain their customer relationships.
Price lists and information about your products are sent automatically to Salesforce from Infor M3. This means that you get all prices in both systems. The exchange rate can also be updated continuously, for example every day or every five minutes.
If you create a quote in Infor M3, it is then forwarded to Salesforce, where, for example, your sales team can receive it. You can also send orders between the systems.
During 2022, additional functions within finance will be developed.
How do you create a Salesforce & Infor M3 integration?
Niklas Larsson is our Solution Architect behind the Salesforce integration template for Infor M3. In this article, he shares his insights about how it all started.
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