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PeopleSoft Enterprise Infosync

Personal information management (PIM) solutions such as Microsoft Outlook and Lotus Notes create isolated pockets of customer data that are spread throughout the enterprise. The objective of your CRM solution is to unify all your customer information in a single source to offer all users a true 360-degree view of the customer.

PeopleSoft Enterprise Infosync Client and PeopleSoft Enterprise Infosync Server give you the ability to bring all contact, task, and calendar data into your CRM system. The result is a complete view of your customers that can be shared across your company regardless of where the information was initially entered.

Infosync is part of Oracle's PeopleSoft Enterprise family of Sales applications.

BENEFITS

PeopleSoft Enterprise Infosync Client delivers:

  • Bi-directional, user-initiated synchronization of local contacts, calendar, and tasks.
  • Support for PeopleSoft Enterprise CRM and Microsoft Outlook or Lotus Notes
  • Conflict resolution, eliminating duplicate entries by detecting and resolving conflicts automatically.
  • Ability to use Lotus Notes or Microsoft Outlook as the primary calendar, and access and view a group calendar.
  • Greater sales productivity by linking tasks created from a personal information management (PIM) solution to an associated lead or opportunity in PeopleSoft Sales.
  • Efficient meeting management through synchronization of meeting location and multiple attendees from a PIM solution to the PeopleSoft application.
  • Link from a PIM solution to a 360-degree view of all customer interactions across the enterprise.

PeopleSoft Enterprise Infosync Server delivers:

  • All of the features listed above for Infosync Client.
  • Bi-directional server-to-server synchronization of contacts, calendar, and tasks—user inputs into the PIM are automatically updated in PeopleSoft CRM.
  • Unicode support.
  • No client software install.
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