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…
Great support app, but cumbersome
InforCRM at a Billion Dollar Cooperative
Infor not for everyone
Infor CRM - worth a look
SalesLogix review from a Service Organizaion Perspective
Infor CRM is a good choice
Honest Infor CRM Review
Things are getting better.......
Infor CRM
Infor CRM - useful and efficient database management system
Excellent CRM, Perfect tool for Marketing and Sales
Saleslogix CRM Review
Saleslogix, the good, the bad, the ugly!
Great way to customize your CRM program!!!
Salelogix Review
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
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…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
What is Salesforce Sales Cloud?
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell…
What is HubSpot CRM?
HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive…
Product Demos
InboxGuru Demo
Infor CRM and VISUAL Integration Demo by Simplesoft and Infor CRM
TimeLinx: Bringing Project Management to Infor CRM
Infor Xbar v1.4 Demo
Creating and Using Tickets in Infor CRM Web v8.2
Fourth Shift Infor CRM Demo Webinar
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.4Customer data management / contact management(8) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 10Workflow management(7) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 5.4Territory management(6) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.4Opportunity management(6) Ratings
Users can track deals and create quotes.
- 5.4Integration with email client (e.g., Outlook or Gmail)(8) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 5.7Contract management(4) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.3Quote & order management(4) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 10Interaction tracking(8) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 10Channel / partner relationship management(8) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 10Case management(3) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 5Call center management(3) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 10Help desk management(3) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 3.9Lead management(7) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 1Email marketing(6) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 7.1Task management(7) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 3.6Billing and invoicing management(1) Ratings
This includes automated invoice creation and billing.
- 2.1Reporting(5) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 3.6Forecasting(4) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 7Pipeline visualization(5) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 2.1Customizable reports(8) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 10Custom fields(9) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 7Custom objects(7) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 7.2Scripting environment(4) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 10API for custom integration(6) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 10Single sign-on capability(6) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 10Role-based user permissions(6) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 4Social data(2) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 3Social engagement(2) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 3Marketing automation(4) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 2.7Compensation management(1) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 5Mobile access(4) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Competitors
- Tech Details
- FAQs
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
Comparisons
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Reviews and Ratings
(34)Community Insights
- Business Problems Solved
- Pros
- Cons
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
(1-17 of 17)Great support app, but cumbersome
- Collaboration.
- Ticketing.
- Support.
- Minimizing clicks.
- Mobile app.
InforCRM at a Billion Dollar Cooperative
- 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.
InforCRM is good for mid-sized companies that either have a strong in-house team of developers/architects or companies that can budget for outsourced development. The out of the box functionality is just 'ok' in my opinion. The out of the box reports are really not useful, so make sure you have a good service partner to help with that set up. In my opinion, SalesForce has a much better user experience but you are going to pay significantly more for it.
No matter which CRM you choose, you'll need a dedicated in house administrator just to manage training, users, and security. I think for most companies if you budget this with your CRM costs, InforCRM can work. But you have to have the resources to put behind making your user experience as great as possible.
Infor not for everyone
- Infor automatically adds your email communication to the correct contact within the database and tracks this information. You always know when your last communication was with the client.
- Tracks all opportunities open/closed/pending for each account so you know who your top clients are at any given time.
- Infor support has always been as helpful as possible as quick as possible.
- COMPATIBILITY ISSUES!!! These are critical but when you upgrade your computer, your Infor CRM may no longer be compatible with your new computer! This will generate multiple errors and you will not get anything done.
- COMPATIBLITY ISSUES - finding the answers to make your upgraded computer work with Infor. This is not happening. Computers and software updates are inevitable and happen frequently. Unfortunately, Infor does not keep up with those updates making half your users unable to use the CRM software.
- REPORTS - Customizing reports can be very difficult and unless you want to pay a 3rd party vendor to do this - you will not get some of the detailed reports you need/want
- THIRD PARTY VENDOR - Any time you want something changed within the CRM - page layout, customizations - you need to go through a 3rd party vendor so you are paying two parties for one software. All of these issues I have mentioned - mostly the compatibility issues - has made us look into another CRM that we are currently implementing to replace Infor.
Infor CRM - worth a look
- It has an improved interface which is fairly intuitive for end users.
- Available in both on-premise and in the cloud.
- Mobile is a particular strong point of the system and is blazing fast.
- Advanced Analytics is available which provides a suite of out-of-box BI tools.
- Customization is difficult due to the weird IDE.
- Lingering bugs that don't get addressed.
- Spotty performance and high hardware requirements.
SalesLogix review from a Service Organizaion Perspective
- Tabbed view visibiity to multiple aspects of accounts and opportunities - Allows quick visiblilty to multiple aspects quickly.
- Ability to create group views within Account and Opportunities - Allows creation of more customized subsets as required.
- Group view copy function - Allows customized modification of established group views to create more appropriate layouts without re-creating the wheel.
- Speed - SalesLogix tends to operate rather clunky (could be my company's deployment) in that it hesistates for long periods between clicks and frequent lockups occur.
- User Interface - Difficult to read data at times, the UI is tired looking.
- Group View Creation - While a positive, the creation path is very technical for the average user to understand and almost must have programming language capability to complete.
Infor CRM is a good choice
- Infor CRM is well designed for sales teams that require minimal computer training.
- Infor CRM has great support from partners who understand the backend of the system very well.
- Infor CRM has excellent formatting and User Interface applications allowing a wide range of customization if required.
- Infor, the new owners of the CRM, could work with the end-user companies that own the product a little more.
- The software, though easy to use and manage, can run a little slower with a high volume of users.
Honest Infor CRM Review
- The UI of Infor CRM is very simple. It allows novice users to get what they want as well as advanced users.
- Infor CRM works well on all browser platforms making it easy for users to have a choice in what they want to use.
- Infor CRM is very flexible in terms of creating a solution that can fit many industries.
- Infor CRM tends to operate a bit slow. This is makes a little harder for advanced users.
- Infor CRM requires all contacts to have an account. This forces a company to have a data structure that may not fit their needs.
- Infor CRM doesn't allow for ease of sharing information with non-crm users.
Things are getting better.......
- Appears to be detailed and customizable to roll out to other groups within company.
- Day-to-day use by Telesales reps is, for the most part, user friendly
- Look and feel seems outdated
- Back-end admin work to make simple changes is very difficult and easy to make mistakes.
- Microsoft interface & integration needs a lot of work
Infor CRM
- We used the CRM in conjunction with an external ESP provider. The tool was fantastic at creating key user segments that we leveraged to send targeted emails out to.
- The tool integrates nicely with various external providers and the data structure makes incorporating new data sets very easy.
- My only issue with the tool is the heavy use of windows or tabs when running reports. I believe this was corrected in the latest version.
- The tool is very robust. It is important to have the resources on site to be able to understand and play with all the bells and whistles.
Infor CRM - useful and efficient database management system
- Infor CRM has been customized to fit our needs. This is important because we are not a company focused on sales, but instead on existing investors, and we have a unique investment platform that requires this customization.
- The ability to create queries and then contact groups is essential for communications we send to investors, as not all investors are invested in the same product. The query function on Infor CRM works well and is extremely logical.
- The capability to use Infor CRM with Architect is useful, as we create templates through Architect which can be customized with individual investor information once merged through Infor CRM.
- Some complex functions are slower to run.
Excellent CRM, Perfect tool for Marketing and Sales
- Saleslogix is a full featured, comprehensive CRM program.
- Aided in consolidating company wide contacts - across divisions, departments and users.
- Helped to create a targeted campaign for marketing purposes.
- Server version was clunky and graphically outdated...screens were cluttered with information and often cumbersome for users to understand.
Saleslogix CRM Review
- Multi-faceted solution. There is a lot of flexibility inherent in the design. We are using the desktop client, although there is a mobile and web client as well.
- Stable- the only (rare) issues we have are those we cause ourselves by releasing changes that aren't fully tested. Changes to SLX are done in bundles,so you can easily undo things.
- Scale - we have around 20,000 accounts, with well over half a million tickets, and the performance is still ok. not lighting fast, mind you, but acceptable.
- UX/design- some of the menus are poorly designed from a user interface standpoint. there is no thought given to tab sequencing, for example.
- Speedsearch- this is a utility that is supposed to be a way to find relevant info in Tickets and Defects, but it often doesn't work, and the interface is clunky.
Saleslogix, the good, the bad, the ugly!
- 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.
- Support was very spotty when Sage owned the product. It was hard to find truly qualified technical support staff. Swiftpage recently purchased Saleslogix from Sage. I do not have any experience with technical support at Swiftpage but I have heard that it better than Sage.
- Each release tends to have quite a few bugs. A better Quality Assurance staff and testing plan is needed before releasing to the public. Due to the change in ownership I am not sure whether this situation will/has changed.
- Quoting module could be enhanced significantly. We elected to use Power2Quotes quote module from CustomerFX (a Plugin). Quoting module in Salelogix is very bland and minimal.
- The quoting module from CustomerFX is also customizable. We paid the license fee to yet further customize the quoting module to meet our exact business needs. Having said all this, I am simply stating the obvious fact regarding technology. That being if a company continually customizes applications to adapt to their business that they will become increasingly dependent on that product as the ONLY way to do business.
- Management will always look at what has been invested in the software (i.e. license costs, maintenance, customizations, third party extensions, etc.) and will be biased when evaluating new alternatives.
Great way to customize your CRM program!!!
- Great CRM!!
- Very easy to setup campaigns we do in marketing and associate with the contacts it is sent to. Then sales can track touch points easily thru the campaign with each contact, as well as customer service once it turns into an order.
- Very useful tool for management to see the activity/notes you log from your sales calls.
- User friendly, I was easily able to train old school sales rep how to use!
- The user interface could use a facelift.
Salelogix Review
- Custom Reports - Users are able to create their own custom reports to view data as desired. Results can be exported to Excel.
- Ease of devlopment - Programming new features is simple using the Saleslogix Architect. Additional functionality can also be added using .Net extensions.
- Administration - The Saleslogix Administrator allows administrators to easily control all aspects of a user account.
- Remote Office Syncing Problems : Syncing remote instances of the Saleslogix server was always problematic ( data out of sync).
- Extended user security controls.
- More form controls available to developers within the lan client architect application.
Amazing Product, User Friendly, Dependable :)
- SalesLogix works well with Eventix to sync the events with the customer's information for future reference.
- SalesLogix performance was great as we never experienced slowness with the application.
- SalesLogix support was always helpful during our upgrades to the system.
- SalesLogix would be great if it linked with contact management systems - for example; ZoomInfo, OneSource (Owned by InfoGroup), NetProspex.
SalesLogix Review
- Easy to use and learn.
- Connect the correct contacts to the correct accounts and opportunities even if there are multiple people with the same name (not an easy task in Salesforce.com).
- Version 8 has great analytics and BI accessibility.
- SLX Mobile is an excellent tool.
- Extremely customizable.
- Great teams and security functionality.
- Filtering/sorting on multiple columns at the same time within a group.
- Easier report configuration.
- Make it easier to use Word templates in mail merge.
- Add a "Last Accessed Date" field to groups in the administrator to delete old/inactive groups.