Infor VISUAL vs. YetiForce CRM

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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YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.

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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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• Detailed customization
• Stability and speed
• Customer support

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• 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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• Lack of documentation
• No auto updates
• Server requirements

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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.

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

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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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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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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

The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.

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• I cannot comment on business impact.

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• Cost savings
• More flexibility with the number of users
• Improved project management results

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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