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Saleslogix, now known as Infor CRM, is a versatile software that is widely utilized across various departments and industries. With its …
Overview
What is Infor CRM?
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…
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Popular Features
- Custom fields (9)10.0100%
- Interaction tracking (8)10.0100%
- Customer data management / contact management (8)8.484%
- Integration with email client (e.g., Outlook or Gmail) (8)5.454%
Pricing
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What is Infor CRM?
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…
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Product Demos
InboxGuru Demo
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Infor CRM and VISUAL Integration Demo by Simplesoft and Infor CRM
YouTube
TimeLinx: Bringing Project Management to Infor CRM
YouTube
Infor Xbar v1.4 Demo
YouTube
Creating and Using Tickets in Infor CRM Web v8.2
YouTube
Fourth Shift Infor CRM Demo Webinar
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What is Infor CRM?
| Infor CRM software empowers organizations with features and functionalities to drive impactful customer interactions and achieve sales excellence. With its comprehensive customer profiles, businesses gain a deeper understanding of their customers' preferences, purchase history, and communication history across multiple touchpoints. This enables sales, marketing, and support teams to tailor their strategies and interactions to meet customer needs. The productivity tools offered by Infor CRM streamline sales activities, enabling sales teams to track leads, manage opportunities, and forecast sales. By centralizing sales data and automating repetitive tasks, the software aims to boost sales efficiency and enable sales representatives to focus more on building relationships and closing deals. Furthermore, the advanced analytics capabilities provide valuable insights into sales performance, customer behavior, and market trends. This data-driven approach empowers organizations to make informed decisions, identify growth opportunities, and optimize their sales strategies for maximum impact. With proactive alerts and notifications, Infor CRM helps to ensure that critical events and tasks are not missed. Sales teams receive notifications about approaching deadlines, important sales opportunities, or customer issues, enabling them to take prompt action and deliver exceptional customer service. The software also facilitates team and territory management, enabling businesses to allocate resources efficiently, improve collaboration, and drive sales growth across different regions or segments. Infor CRM is a comprehensive solution that empowers organizations to strengthen customer relationships, streamline sales processes, and drive revenue growth. With its rich customer profiles, productivity tools, advanced analytics, and proactive alerts, the software helps businesses to enhance their sales effectiveness, make data-driven decisions, and deliver exceptional experiences to their customers. |
Infor CRM Features
- Supported: Tools that help drive new business and deliver exceptional customer experience
- Supported: Functionality on smartphones and tablets
- Supported: Actionable insights to enable informed decision making and strategic prioritization
- Supported: Flexibility and control in how the CRM is deployed and used
Infor CRM Screenshots
Infor CRM Competitors
Infor CRM Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows |
| Mobile Application | Apple iOS, Android, Windows Phone, Blackberry |
| Supported Countries | 41 Countries |
| Supported Languages | Russian, German, Italian, English, with partner localization in over 18 languages |
Frequently Asked Questions
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 teams.
Infor CRM serves companies around the world and operates in a wide range of industries, including manufacturing, distribution, logistics, hotels and restaurants, healthcare, retail, contact centers, property management, and financial services.
Aras PLM, Oracle Siebel Enterprise Marketing Suite (discontinued), and Salesforce Sales Cloud are common alternatives for Infor CRM.
Reviewers rate Workflow management and Interaction tracking and Channel / partner relationship management highest, with a score of 10.
The most common users of Infor CRM are from Mid-sized Companies (51-1,000 employees).
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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- Pros
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Saleslogix, now known as Infor CRM, is a versatile software that is widely utilized across various departments and industries. With its robust capabilities, it serves as the backbone for critical processes such as billing, support ticketing, and sales management. Users appreciate its flexibility and ability to integrate with other systems, allowing them to make quick changes to adapt to their business needs.
One of the key use cases of Infor CRM is its role as a central repository of customer information. Acting as a single source of truth, the software efficiently tracks customer interactions, logs support issues, and manages prospects, opportunities, and closed sales for sales teams. It also offers customized process logic tailored to meet specific business requirements. By integrating with other databases, such as TigerPaw, Saleslogix brings in limited service contract data, empowering users with comprehensive insights into their customer relationships.
In addition to sales management, Infor CRM is extensively used for marketing purposes. Users rely on the software to track leads, clients, and opportunities while effectively managing communications with customers and measuring campaign ROI. The system's ticketing feature streamlines technical support by capturing and assigning tickets across multiple divisions and teams.
Furthermore, Infor CRM finds application in areas beyond sales and marketing. Its versatility enables departments such as service and support, event management, project management, and time tracking to leverage the software for their unique needs. Custom tabs can be set up to cater to specific business areas like farmer pool management and certification departments.
The accessibility of Infor CRM is highly valued by users who can access the system from anywhere, including directly in Outlook. This allows them to retrieve essential information about accounts, contacts, opportunities, leads, products, returns, campaigns, and tickets conveniently.
Overall, Infor CRM proves invaluable in managing various aspects of customer relationships across organizations. Its comprehensive functionality supports businesses in achieving efficiency and effectiveness in critical processes like sales management, marketing automation, support ticketing, and department-specific requirements.
Flexibility and Customization: Many users have praised the multi-faceted solution of Saleslogix for its flexibility, allowing for individual customization for each user. The ability to easily undo changes and the granular level of control over functionality were also appreciated.
Stability and Performance: Users have highlighted the stability of Saleslogix, with rare issues being attributed to their own mistakes. The software was able to handle a large number of accounts and tickets without significant performance issues, making it reliable for day-to-day operations.
User-Friendly Interface: Infor CRM has been commended by users for its simple and intuitive user interface. Novice as well as advanced users found it suitable for their needs. Additionally, the tabbed view feature was seen as helpful in providing quick visibility into multiple aspects of accounts and opportunities.
Poorly Designed Menus: Some users have expressed frustration with the UX/design of Infor CRM, specifically pointing out that certain menus are poorly designed and lacking thought in terms of user interface and tab sequencing.
Unreliable Support: Several reviewers have mentioned that support for the product was unreliable when it was owned by Sage. They found it difficult to find qualified technical support staff, which hindered their ability to resolve issues effectively.
Numerous Bugs in Releases: Many users have reported that each release of Infor CRM tends to have numerous bugs. This indicates a need for a better Quality Assurance staff and testing plan before public release, as these bugs can negatively impact the user experience and overall efficiency of the software.
Attribute Ratings
Reviews
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October 18, 2019
Great support app, but cumbersome
We use Infor for technical support with all of our customers. It is a very cumbersome system, but thoroughly captures the problem and assigns tickets across multiple divisions, continents, and teams. It has brought teams together between 4 different support teams plus offshore support.
- Collaboration.
- Ticketing.
- Support.
- Minimizing clicks.
- Mobile app.
33.333333333333336%
3.3
66.66666666666667%
6.7
N/A
N/A
N/A
N/A
N/A
N/A
25%
2.5
50%
5.0
N/A
N/A
N/A
N/A
N/A
N/A
- Hard to measure ROI on collaboration.
- Front
Front doesn't do ticketing, while Infor does. I could actually use Front with Infor as it handles the client communication very well.
December 15, 2017
InforCRM at a Billion Dollar Cooperative
We currently use InforCRM to support multiple business areas. For example, we have custom tabs set up for use by our farmer pool management team. Our certification department uses InforCRM to keep track of our production plants and partners. On the sales side, we use InforCRM internally to manage sales data and contact information. We also use it extensively for ticketing (work tracking) as well as exported reports to our demand team on sales opportunities.
- It is fairly easy to use, though I prefer the retired desktop client. We are in the process of upgrading to the newest version, which should help immensely with the user experience.
- It is easy to modify, even at an administrator level. For example, we have separate tabs set up for areas across the business to make their specific data easily accessible.
- You can fairly easily pull data into Business Objects for analysis and integration with data from other systems.
- 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.
43.33333333333333%
4.3
16.666666666666668%
1.7
20%
2.0
36.666666666666664%
3.7
53.33333333333333%
5.3
20%
2.0
85%
8.5
35%
3.5
15%
1.5
50%
5.0
- We're launching a new project where we will be building a sales funnel, including sales metrics and KPIs, sales process, and reporting/dashboarding. This is going to be a huge shift in our thinking and how we manage our sales. I'm expecting a substantial ROI on this work.
- We've automated a lot of tasks that required attaching items to emails and duplicating work. For example, instead of attaching sample order picks to an email then sending it to our fulfillment group, we assign them the ticket. All communication is done via the ticket process. Once the order has been shipped, the UPS information is added to the ticket and it is assigned back to the original user for tracking. This has saved us so much time, not only in errors, but in missed orders and trying to get tracking information after the recipient has already not received their package.
- We really needed to build in functionality that would allow separation between the different types of teams (procurement, certification, sales, etc) that we've had all trying to use InforCRM vs investing in multiple platforms. This is our fault more than InforCRM, but again, being able to have different 'views' based on department and role would be a really nice improvement for the next update.