Infor CRM vs. Setmore

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?

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SetMore is getting aged as it is. we have been moving progressively to other solutions for scheduling with far better integration. however, SetMore is a good tool to implement in start-ups and small business where you need to have plans and activities scheduled with individuals inside and outside of the organization. As mentioned, this tool is used internally with the support team, sales team, RRHH. This last uses with recruitment prospects that can go to the website and schedule its interview with an assigned person considering the availability of it.

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• 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.

• Good/fair price compared to competitors.
• Every user on the account gets their own personalized appointment scheduling link.
• Flexibility with services you can make available.

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• 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.

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• Would like if it could sync directly to Google calendar (i.e have a direct plugin) without going through the website.
• Could have a "how to" tutorial for booking appointments for users.

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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.

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

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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.

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SetMore is so much simpler while providing great features. The ease of use makes this a better product for our clients and staff without sacrificing many of the bells and whistles that others tout. The online booking pages ability to schedule without creating a login has led to more visitors scheduling appointments instead of clicking away when scheduling.

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• 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.

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• Planning meetings
• Schedule Demos or Coaching with prospects and customers
• Recruitment interviews set up without making a call and confirming both sides for availability to arrange the meeting
• Web interface for internal and external users

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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