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How Infor and Salesforce Integration Transforms Modern Business Operations

Explore the benefits of integrating Infor with Salesforce, from improved data flow to enhanced collaboration, and learn how to transform your business operations today.
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Introduction

In today’s hyper-connected digital economy, operational efficiency and superior customer engagement are paramount. Businesses striving to stay competitive must eliminate information silos and ensure consistent, real-time access to data across departments. That’s where Infor and Salesforce Integration comes into play.

This powerful integration bridges the gap between enterprise resource planning (ERP) and customer relationship management (CRM), providing businesses with the tools they need to optimize workflows, enhance collaboration, and deliver exceptional customer experiences.

In this comprehensive guide, we explore the full potential of integrating Infor with Salesforce, highlight best practices, and show how B2Sell Integrations can help you unlock transformative business value.

Why Integration is Critical for Modern Businesses

Disconnected systems are one of the biggest obstacles to business efficiency. Without seamless data flow, companies suffer from outdated information, duplicated effort, and poor customer experiences.

Why Integration Matters:

  • Faster Time-to-Market
  • Reduced Operational Costs
  • Improved Customer Retention
  • Data-Driven Decision Making

By integrating ERP and CRM systems like Infor and Salesforce, companies can achieve synchronized operations and build a scalable foundation for innovation and growth.

What is Infor and Salesforce Integration?

Infor is a leader in industry-specific ERP software solutions such as Infor CloudSuite, Infor M3, and Infor LN. Salesforce, on the other hand, is the world’s #1 CRM platform.

Infor and Salesforce Integration bridges your business's operational backend—like inventory, finance, and logistics—with front-end systems for sales, marketing, and customer engagement.. The result is a 360-degree view of your customer, real-time data exchange, and streamlined workflows.

Core Integration Areas:

  • Infor CRM Integration with Salesforce
  • Infor ERP Integration (M3, LN, CloudSuite)
  • Salesforce ERP Integration for financial & inventory sync
  • Bidirectional data sync for orders, accounts, pricing, and support

Major Benefits of Integrating Infor and Salesforce

1. Unified Customer View

Track every customer interaction, order, invoice, and touchpoint in one system. Sales, service, and finance teams can access the same customer data, leading to improved collaboration and decision-making.

2. Real-Time Data Access

Enable real-time data sharing between sales and operations for faster response times. This improves agility and helps businesses quickly adapt to changing market demands.

3. Automation of Repetitive Tasks

Reduce manual data entry with automated workflows for quotes, orders, and invoices. Automation improves productivity, reduces errors, and accelerates cycle times.

4. Enhanced Reporting & Forecasting

Leverage accurate, cross-system data to forecast demand, monitor KPIs, and optimize business performance. Generate customized dashboards and reports that combine ERP and CRM insights.

5. Improved Customer Experience

Deliver consistent, personalized experiences with up-to-date data across departments. Faster order processing, precise delivery timelines, and smooth communication workflows lead to enhanced customer satisfaction.

6. Scalable Integration Framework

Support growing operations with a scalable architecture that handles increased data volumes, multiple departments, and complex workflows without disrupting performance.

7. Faster Quote-to-Cash Cycles

Streamlined integration enables sales teams to generate quotes based on real-time pricing and inventory data, convert them to orders, and initiate fulfillment and billing without delays.

8. Data Accuracy and Compliance

Minimize duplication and maintain data consistency across platforms. Accurate data supports better audit trails, financial compliance, and governance.

Infor Salesforce Connector: Seamless Middleware Explained

The Infor Salesforce Connector enables smooth A

  • Prebuilt templates for faster deployment
  • Customizable field mappings
  • Real-time and batch sync options
  • Error-handling and rollback support
  • Robust logging and audit trails
  • Support for on-premise, cloud, and hybrid deployments
  • Scalable architecture to support enterprise-level integrations

B2Sell's Connector elevates this experience by adding intelligence, scalability, and 24/7 support.

What is the Step-by-Step Process to Integrate Infor with Salesforce?

Step 1: Define Integration Goals

Clarify what you want to achieve (e.g., lead-to-cash automation, inventory sync).

Step 2: Choose the Right Integration Partner

Partner with experts like B2Sell Integrations with domain experience.

Step 3: Perform Data Mapping

Identify and map fields across systems (e.g., Account ↔ Customer, Quote ↔ Sales Order).

Step 4: API Configuration

Use REST/SOAP APIs or middleware tools to establish connectivity.

Step 5: Testing and Validation

Simulate real-world scenarios to ensure successful data sync.

Step 6: Go Live and Monitor

Deploy the integration and monitor logs and alerts for data issues.

B2Sell Integrations: Your Trusted Partner for Seamless Connectivity

B2Sell Integrations excels at creating reliable and secure integrations between Salesforce and Infor.

Why Choose B2Sell?
  • Industry-Specific Templates for fast deployment
  • Real-Time Sync between ERP and CRM
  • Highly Customizable Workflows tailored to your use case
  • Dedicated Support Team available 24/7
  • Proactive Monitoring and Alerting to minimize downtime
  • Expert Consultation for strategy, implementation, and training

Whether you use Infor M3, CloudSuite, Syteline, or LN, B2Sell delivers pre-built and custom integrations to align with your unique needs.

Top Features of Infor and Salesforce Integration by B2Sell

  • AI-Powered Sync Intelligence: Detects anomalies in data flow and auto-corrects mappings in real-time.
  • Multi-Entity Support: Supports global operations with region-specific rules, currencies, tax structures, and languages.
  • Advanced Security Protocols: Includes role-based access control, encryption in transit and at rest, and audit trails.
  • Self-Healing Mechanisms: Automatically retries failed sync jobs and notifies teams of critical issues.
  • Flexible Data Models: Support for complex data hierarchies including parent-child relationships and custom Salesforce objects.
  • Custom Event Triggers: Fire specific workflows (e.g., alerts, email notifications) based on business rules and data thresholds.
  • Drag-and-Drop Workflow Editor: Manage mappings, transformations, and rules via an intuitive visual interface.
  • Smart Dashboards: Real-time visibility into integration health, sync status, system loads, and SLA adherence.

Common FAQs on Infor and Salesforce Integration

What is the most efficient way to integrate Infor with Salesforce?

Using a trusted middleware like the B2Sell Connector ensures a secure, real-time, and scalable integration.

What types of data can be synchronized between Infor and Salesforce?

Accounts, contacts, orders, products, pricing, inventory, invoices, and shipment tracking data.

Can Infor CRM and Salesforce coexist?

Yes. You can synchronize leads, activities, and pipeline data for cross-functional alignment.

How long does integration take?

Standard integrations with B2Sell can go live in 2-4 weeks depending on customization need

Conclusion and Next Steps

Integrating Infor and Salesforce is no longer an option—it's a strategic imperative for digital transformation. From enhanced productivity to smarter decision-making, the benefits are substantial.

B2Sell Integrations brings the tools, expertise, and support to ensure your journey to integration is smooth and successful.

Call to Action

Ready to elevate your business operations?

Contact B2Sell today for a free consultation and see how our Infor and Salesforce integration solutions can drive efficiency and growth across your enterprise.

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