Infor CRM delivers tools for individuals, teams, and companies focused on increasing sales performance and the insights to optimize sales, marketing, and service strategy and execution. Infor CRM provides sales teams with rich customer information from interactions and transactions across the business and accommodates the modern flexible workforce with multiple access methods. Robust process automation capabilities enable efficiencies and the application of best practices across sales…
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Kofax Capture
Score 5.8 out of 10
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Kofax Capture is a suite of multichannel document capture applications.
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?
Kofax [Capture] meets our needs and for the most part is easy to use and setup. Configuration could be a little bit easier. The scripting language is a double edge sword if you will. It gives you nearly unlimited possibilities to script what you need, but the downside is you have to script it. Does a good job at batching and scanning documents. The tool integrates well into our workflow which makes our business partners happy and in turn provides for happy customers.
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.
The VRS application included with Kofax Capture is the best image pre-processing platform available on the market today. It can handle a wide array of common document problems such as skew, flipping, wrinkles, lines, and dots.
The platform is incredibly scriptable and can be customized to handle all sorts of unusual document contents to allow information to be extracted that many other platforms just struggle on. Table extraction, line item matching, and smart extraction are all strong points with this platform.
Through the use of SBL and .NET the platform can be expanded and scaled quite easily to allow for the software to be integrated into existing business processes and platforms with ease.
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.
We struggled with configuring Kofax with AP Automation. We used to receive vouchers in different formats by different companies, by different departments. The people from different departments used to scan those vouchers through regular scanners to a central location, which ended up as image pdfs. We fed these image pdfs through Kofax Capture for character recognition, which was painful as the accuracy of recognition was 50 to 60%.
Having a connectors with a workflow tool would be helpful where people can validate and approve the output.
More samples and documentation related to use of API in .NET applications would be a good improvement, that would help users to adapt the product easily into their organization.
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.
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.
Quality of data capture. Automatic data integration with Oracle and SAP ERP. Automatic image integration with Oracle and SAP ERP. Automatic invoice booking in Oracle and SAP ERP.
We were able to decrease personnel expenditures as there was not a need for individuals to index documents prior to incorporating them into the record.
