Likelihood to Recommend 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?
Read full review I would highly recommend SAP Concur as it's the best tool for managing all our business travel and expenses in one place. It's very easy to use and has a very dedicated and supportive customer team available 24/7. The mobile app makes it easy to manage all our expenses through an intuitive and user-friendly interface.
Read full review Pros 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. Read full review SAP Concur has mobile applications for iOS and Android devices. It offers capabilities that automate complex and repetitive accounting processes. In addition, SAP Concur offers invoice, travel, and expense modules in one place. It eradicates errors when paying vendors by matching POs, invoices, and receivables. Read full review Cons 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. Read full review Data syncing between the mobile app and the web platform may occasionally experience a little delay. That is not a major problem, but it can cause small inconsistencies in real-time data. Concur's setup features may seem a little complicated to certain administrators. Concur offers a number of powerful reporting services, but some users might want more in-depth options for tailoring reports to their own business requirements. Read full review Likelihood to Renew 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.
Read full review Now that we are fully on Concur, switching is not an option. Concur has become ingrained in our expense reporting process. Furthermore, Concur continues to improve its offering. Each month, they release updates and changes, many of which were client requested. Concur's constant evolution means it is adapting with my business
Read full review Usability It can be a bit slow at times. Its that refresh don't always need to refresh slowing down the user.
Read full review I think it is very easy to use, especially once you are acquainted with it. I think the UX could be improved so some things, like accessing old reports, are more intuitive once you learn it though it is not difficult to replicate.
Read full review Reliability and Availability In prior years I would have given them a 9.5 for availability. Unfortunately in 2015 so far this rating has dropped to a 7 overall. We have experienced far too many interruptions - from admins to employees who rely on it for day to day booking of travel and submission of expense reports. Server errors, slow system response time and spinning wheels are too common place. Those things should be a rare occurrence, not a daily interruption. While Conur still has great product offerings overall, they are currently not offering world class or best in class product (and customer service) availability. Remaining hopeful they step up and get their A game going again soon.
Read full review Performance Pages always load quickly, reports are always completed in a quick and efficient time frame, and everything about the experience is swift. I've never had any frustrations or complexities that can't be handled easily
Read full review Support Rating We utilize the support of a local-ish vendor. SimpleSoft is their name. they are great, and very responsive
Read full review I have never had to use customer support when using Concur Expense - the UX could be a bit nicer on the eyes or easier to understand, but there have never been any problems when using Concur Expense that I have had to ask or reach out to customer support to help me with anything.
Read full review In-Person Training My Seniors were the ones who taught me about Concur. Concur Support team has sent me training links and answered me in their tickets too. Usually they are helpful and knows their stuff. There are times when webex meetings is conducted for reporting training. They were very patient and took down all the details from me.
David Tay Senior Customer Solution Specialist – R2P
Read full review Online Training To the point and adapted to user
Read full review Implementation Rating There are different implementation teams for each module of the product you purchase, so implementation is not a 'one size fits all' environment. Also, the different implementation teams have different ways of doing things, so Concur could stand some standardization and streamlining in this area. A Project Manager can make or break an implementation so don't be scared to ask for a new one if things are rocky.
Read full review Alternatives Considered 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.
Read full review We have not used any other product for travel and expense management. Earlier this process was manual through HR and Accounts department. SAP Concur now makes the bookings and reimbursements process online and easy for us. SAP Concur also keep track and records of all expenses done. Therefore, it helped our teams to manage financials.
Read full review Scalability This program has been very helpful, user friendly and has been a great asset to use to assist with time management. Not only are leadership involved with using this program but all staff as well. This is also a great way to hold each accountable. Easy startup with not many means for hands on training
Read full review Return on Investment 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. Read full review One of the things that I can notice the most through the use of this software is the ease with which I can make travel reservations for business meetings in other cities. As it is a multifunctional software, it allows us to carry out different tasks, and we can finish in record time, so we can also focus on different tasks that are also important for the proper development of the company. Read full review ScreenShots