AllProWebTools vs. Infor CRM

It works very well for my cooking business.

If you have a mobile workforce, it likely wouldn't be as appropriate (keep in mind we're using the desktop client, and have very limited experience with the web app). It is well suited if your business needs lots of custom processes- find a good vendor. We utilize SimpleSoft out of Ohio, and they have been excellent. Key question: think about where your business is going to be in 5-10 years, and will this CRM solution be able to grow with us?

Incentivized

• The CRM holds all of my contacts and it is already integrated with all of my other tools.
• The Email Management system is already integrated with all of my other tools. This means that I do not have to download CSVs and upload them to a separate email program everytime I want to send out an email blast.
• I can take payments in the same system that has my email marketing and CRM. This means that I can create tags and send different email campaigns depending on if I have received payment or not.
• The website hosting means that I can use the same software to update my blog and gallery of food pictures.
• I can sell tickets to my cooking classes from the same software that manages everything else that I do in my business.
• I use the task manager that is built in to remind me of things I need to do. I really like that it is tied into my CRM so I can tag tasks to specific clients.
• The built in timecard system allows me to "clock in" to whatever client that I am working on so that my time and hourly rate are automatically calculated for me. My invoices are sent automatically on the first of each month.

• Saleslogix functionality can be managed to a very granular level for each individual using it. Within the users profile you can restrict access to modules, remove write permission, remove export privileges, etc.
• Saleslogix has one of the best sync engines I have ever seen. If you allow your outside sales reps to have their own database, they can modify customer record while off line and when they do have internet access they can sync changes in both directions. This functionality works great when you have inside and outside sales staff covering the same territory.
• Saleslogix can be customized using Visual Basic Code syntax. This is a positive aspect as well as a negative. Our existing Saleslogix is so customized that if we were to upgrade to 8.0 it would cost us over $20k to redo some of the customizations. Upgrades are frequently incompatible with customizations.

• QuickBooks Integration
• More email templates
• They do not have an app

• InforCRM has made dramatic improvements in the web client though in some cases it has been painfully slow to get the most needed things updated. An example is the slow speed of the web client. The newest update is supposed to fix this.
• The web client does not autosave, so users have to remember to hit the 'save' button at each screen. This is the biggest complaint of users going from the desktop client to the web client.
• I personally would like to see data panes (account, contact, etc.) with the capability to set up a different view for each team and/or security level that would access the data.

Incentivized

Because we've already made the investment in the original on-premise version, the cost per user is relatively low. The product has grown with us and we can now choose a LAN or Web client version and host the site internally, giving us total control of our data. The iPhone and iPad versions allow the sales team quick access in the field and the voice-to-text option is quite handy. SalesLogix doesn't require that our technology stack be constantly up to date which again, keeps our cost down. They are always making enhancements to the product and we can choose to update/upgrade when those enhancements appeal to us enough to justify adding the service pack.

It can be a bit slow at times. Its that refresh don't always need to refresh slowing down the user.

Incentivized

We utilize the support of a local-ish vendor. SimpleSoft is their name. they are great, and very responsive

Incentivized

I used to use Microsoft Excel to organize my business - but it got pretty crazy pretty fast.

We selected INFOR CRM over Salesforce simply because it was affordable and didn't have so many 'bells & whistles' that Salesforce has that we were not using. We didn't realize that the compatibility with upgrades were going to be such an issue.

Incentivized

• It just makes it easier for me to track what is going on in my business.
• I like having everything in one place, instead of a bunch of different programs.

• It's a CRM, so using a CRM as opposed to not using one is typically a step in the right direction.
• Slightly lower TCO than other CRMs.
• Complete end-to-end workflows allow you to quantify and analyze every step in the business process, leading to improved efficiency.

Incentivized