Highrise CRM (discontinued) vs. Infor VISUAL

We chose to work with the Basecamp product and along with it came Highrise. They're a great 37 signals package together. So we chose to work with Highrise because of Basecamp

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I struggle to identify a scenario where VISUAL is an appropriate solution. We used VISUAL because it was a legacy system and the cost/complexity of changeover seemed daunting. The user interface is poor as is the interconnectedness of the various screens and menus. This might be an acceptable piece of software for a continuous manufacturing environment with little variation of basic design, but we have had to write multiple add-on macros in order to get VISUAL to work effectively for us.

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• Easy batch upload of new contacts - if you gathered names and contact info for a bunch of people at an event or conference or what have you, put it in a spreadsheet and upload it for easy and efficient adding to the database.
• Simple communication and outreach tracking - each user has an individualized dropbox email address; you can BCC:, CC:, or forward an email to or from a client or contact, and Highrise automatically associates and records that email with the contact in the database.
• Task assignments - users can create and task assignments associated with specific contacts (ie - Send Suzy J. a gift box on Oct 1; Follow Marla K. and Billy Z. on Twitter & Facebook; Get an updated address from Nathan R.)
• Tags - easily create lists of contacts who fit certain needs (I need a: food blogger, in TX, who has a Facebook page - we have "food blogger", "TX," and "Facebook" tags in our system) that is then exportable; also useful for knowing the important associations of a particular contact.

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• Infor Visual has a standard way of addressing business operations: sales orders, invoicing, reporting. It is easy to train operators used to using a manual or other ERP system.
• Material control is easy for production runs, R&D material lists and repairs. The process of receiving, issuing and returning material to inventory is facilitated by standard interfaces that are easily learned by material control operators.
• Engineering changes to bills of material are facilitated by the "engineering Master" flexible editing capability. The version control for the BOM's can be as detailed or vague as the process designed dictates. One item of a BOM or the entire BOM can be changed quickly and approved for production that day.

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• Im actually pretty happy with the system as it is. The best aspect of Highrise is that it is very easy to work with - no need to struggle with manuals and lengthy training.
• Not really a problem I suppose but I pay for Highrise as part of a suite which includes other products - Basecamp, Backpack and Campfire. It would be nice to see more integration between these products.

• VTA has been extremely unreliable. I would not recommend it. It is not customizable at all. There is no logical way to handle shift differentials which is a huge issue with a company that runs 24/7.
• If you do not have a schedule set up, they cannot clock in. This poses a problem for anyone that gets called in on a shift they don't normally work on.

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Highrise is easy to use, has a nice UI overall, quick to load, and does most of what we need.

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Good Technical and Customer Support during and after implementation tasks. Good Project Plan and Management support for implementation and post implementation. Financial functionality could be more comprehensive particularly with Budgeting and Cash Management. Inventory Management capability was adequate but could be more comprehensive as well. "Out of the Box" functionality was adequate but requested add-ons and enhancements seemed to be a bit pricey.

It's quick and easy to setup and use. There isn't any feature "bloat". Nothing to struggle with

Because of use cases and easy implementation and the vertical and horizontal scaling.

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They are quick and SO nice. They are very friendly and are eager to help.

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As we have seen the live environment and the use cases where we implement.

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Could have used more hands-on approach. There are multiple webinars and information sessions but until you actually use the system, these are not very helpful.

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Highrise is simple to use and is run by the same folks who build Basecamp and 37Signals. We wanted something that would do the essentials without the cumbersome bells and whistles. Salesforce is almost too complicated if you don't have a whole sales operation and analytics division. One day we will probably outgrow Highrise, but not yet.

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We unfortunately did not evaluate any other ERP software. VISUAL was a legacy system and we determined that changing systems would be too difficult, and not cost effective. We reached out to our local VISUAL rep who knew how the software functioned, but not how to apply it more appropriately to our business model, so we continued on with what we had rather than looking elsewhere.

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• Better customer service, I am able to look up client info in a more organized way
• I feel that our efficiency has really increased. Highrise is a lot faster than our old program
• Highrise keeps us very organized. but it would be helpful if there was a project management section we could implement

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• I cannot comment on business impact.

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