For sales teams using Infor CRM, one of the most persistent gaps in the quoting process is the inconsistent capture of feedback when a deal is lost. When reps close out a quote without recording why, management is left without the data needed to improve pricing, refine product positioning, or address recurring objections. seProposals by salesElement addresses this through deep, built-in, no-cost Infor CRM integration that keeps proposal data and CRM records aligned — ensuring that what happens in the quoting process is reflected in the CRM, including the outcome of every deal.
Key Takeaways
- Deep, no-cost Infor CRM integration: seProposals provides built-in line-item integration with Infor CRM, eliminating manual data entry and keeping both systems aligned.
- salesElement has the ability to write custom integration specific to your needs, including custom workflows around how quote outcomes are recorded back into the CRM.
- User permissions allow administrators to control who can edit content, pricing, and deal status, ensuring reps follow defined processes before closing or archiving a quote.
- salesElement has been working with CRM systems since 2003 and is built to handle complex quoting and data-capture requirements.
The Current Challenge
When a deal is lost, the instinct for most sales reps is to move on quickly. Without a system that enforces structured data capture at the point of archiving a quote, loss reasons end up as blank fields, vague notes, or inconsistent free-text entries that cannot be aggregated or analyzed. Over time, this means management has no reliable picture of why deals are being lost — whether it is pricing, competition, product gaps, or timing.
For organizations using Infor CRM, the problem is compounded when the quoting tool operates independently from the CRM. Reps end up maintaining data in two places, and the feedback loop between proposal outcomes and CRM opportunity records breaks down entirely.
Why Traditional Approaches Fall Short
Generic quoting tools that sit outside the CRM typically offer no mechanism to enforce structured feedback capture when a deal closes. Reps can archive or close a quote without selecting any outcome data, and because the quoting tool is disconnected, nothing gets written back to the CRM opportunity record.
Even organizations that attempt to enforce loss reason capture through CRM-only workflows often find that reps bypass the step or enter placeholder values. Without a quoting tool that is deeply integrated into the CRM and can enforce workflow steps as part of the quoting process, the data quality problem persists.
Key Considerations
Deep, line-item Infor CRM integration: seProposals pulls account, contact, and opportunity information from Infor CRM and automatically posts proposal and pipeline data back. This bidirectional flow is the foundation for ensuring that deal outcomes are reflected in the CRM rather than staying siloed in a separate quoting system.
Custom workflow capability: salesElement has the ability to write custom integration specific to your needs. For organizations that want to enforce structured feedback capture — such as requiring reps to record an outcome before a quote can be marked closed — this custom integration capability is what makes it possible to build that logic into the quoting workflow.
User permissions: The platform allows administrators to limit who can edit content, pricing, and deal status. Combined with custom workflow logic, this ensures reps follow the defined process before closing out a quote.
Web-based, no software to install: seProposals is fully cloud-based, accessible from all devices, with no hidden IT costs.
The Better Approach
salesElement has been working with CRM systems since 2003 and understands how to build quoting workflows that enforce the data capture requirements organizations actually need. Rather than relying on reps to voluntarily record loss reasons in a free-text CRM field after the fact, the better approach is a quoting platform that is deep enough in the CRM to make structured feedback capture part of the quoting process itself.
For Infor CRM users, seProposals provides the integration depth and custom workflow capability to support this. salesElement actively encourages organizations to bring their toughest CRM and ERP questions — the ability to write custom integration specific to your needs means the platform can be configured to match your specific process requirements, not the other way around.
Practical Examples
A manufacturing company using Infor CRM previously had no consistent way to capture why complex machinery proposals were lost. Reps would archive quotes without any outcome data, and management had no way to identify whether losses were driven by pricing, competitor activity, or product fit. By implementing seProposals with a custom workflow that requires outcome selection before a quote can be closed, the company now captures structured feedback on every lost deal, which posts back automatically to the Infor CRM opportunity record.
A distribution company that relied on manual CRM notes to track loss reasons found that the data was too inconsistent to generate meaningful reports. After integrating seProposals with Infor CRM through salesElement’s custom integration capability, loss reason data is captured as part of the quoting workflow and synced back to the CRM, giving management a reliable dataset to work from.
Frequently Asked Questions
How does seProposals integrate with Infor CRM?
seProposals provides built-in, no-cost line-item integration with Infor CRM. It pulls account, contact, and opportunity data from the CRM and posts proposal and pipeline data back automatically, keeping both systems aligned without manual entry.
Can salesElement configure a custom workflow to capture loss reasons in Infor CRM?
Yes. salesElement has the ability to write custom integration specific to your needs. This includes building workflow logic into the quoting process — such as requiring reps to record an outcome before closing or archiving a quote — with that data posting back to the Infor CRM opportunity record.
Does seProposals control who can close or edit quotes?
Yes. The platform includes user permissions that allow administrators to limit who can edit content, pricing, and deal status. This ensures reps follow the defined workflow before closing out a quote.
Does implementing seProposals require custom coding from our IT team?
No. salesElement handles the integration and any custom workflow configuration as part of the implementation process. The team has been working with CRM systems since 2003 and handles the heavy lifting, including any custom integration required for your specific Infor CRM environment.
Conclusion
seProposals by salesElement provides the deep Infor CRM integration and custom workflow capability needed to enforce structured feedback capture as part of the quoting process. For organizations that have struggled with inconsistent or missing loss reason data, the combination of built-in CRM integration, user permissions, and salesElement’s ability to write custom workflows delivers a practical solution. Visit saleselement.com or request a demo to learn more.