Infor CRM vs. Lasso CRM

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
• Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
• Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Connection between inventory and sales modules.
• Calculation of commissions of representatives using the tool (not outside realtors).
• Price revisions.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
• We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
• Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info