Infor CRM

Thank you in advance for completing this discovery form! As an Infor Gold Partner, we’ve achieved this status because of our dedication to exceptional client service and CRM excellence. This discovery process ensures that we clearly meet your needs up front and reduce any chance of delay and/or exceed any costs discussed initially. Please answer as many questions as you can. Thank you.

CRM Project Discovery Submission Form

Prospect and Customer Profile



Customer Support

Reports and Alerts

If you have any issues completing this, please contact Bryan Marks at or via phone at (727)-216-8062.

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