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Infor CRM

Infor CRM

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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Recent Reviews

TrustRadius Insights

Saleslogix, now known as Infor CRM, is a versatile software that is widely utilized across various departments and industries. With its …
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Popular Features

View all 31 features
  • Custom fields (9)
    10.0
    100%
  • Interaction tracking (8)
    10.0
    100%
  • Customer data management / contact management (8)
    8.4
    84%
  • Integration with email client (e.g., Outlook or Gmail) (8)
    5.4
    54%
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Pricing

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N/A
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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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

InboxGuru Demo

YouTube

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

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.8
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.3
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

2.5
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

4.2
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

4.2
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.6
Avg 7.6

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.

10
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

3.5
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

2.9
Avg 7.1

Platform

5
Avg 7.5
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Product Details

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

Screenshot of Infor CRM (Lead Detail)Screenshot of Infor CRM (Account Detail)Screenshot of Infor CRM (Mobile)

Infor CRM Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry
Supported Countries41 Countries
Supported LanguagesRussian, 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.

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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Comparisons

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Reviews and Ratings

(34)

Community Insights

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!

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

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
October 01, 2015

Honest Infor CRM Review

LeVar Berry | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Infor CRM is being used to capture all dialogue between us and our public. Every person in the company is responsible for documenting their conversation with prospects, customers and vendors. In addition, our internal projects are tracked in CRM.
  • 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.
Nothing against the product itself. My fear is in the company which currently owns the product. It has been bought and sold several times in just 3 years and a big name change. It has gone through a lot and not sure what the motivation behind the current owner may be. Infor CRM could be in danger since it has lost so much market share.
Sales Force Automation (9)
80%
8.0
Customer data management / contact management
100%
10.0
Workflow management
60%
6.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
50%
5.0
Interaction tracking
60%
6.0
Channel / partner relationship management
70%
7.0
Customer Service & Support (3)
66.66666666666667%
6.7
Case management
90%
9.0
Call center management
60%
6.0
Help desk management
50%
5.0
Marketing Automation (2)
60%
6.0
Lead management
50%
5.0
Email marketing
70%
7.0
CRM Project Management (1)
70%
7.0
Task management
70%
7.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
100%
10.0
Customization (4)
90%
9.0
Custom fields
100%
10.0
Custom objects
80%
8.0
Scripting environment
90%
9.0
API for custom integration
90%
9.0
Security
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • Infor CRM has allowed us to be more efficent. We all able to see and manage the open tasks.
  • With Infor CRM we are able to resolve customer issues much faster as a team.
  • We are able to automate reporting needs and make better decisions.
Infor CRM is a great product. It is among the best of the best. MS Dynamics may be better for most as it too has made a lot of great improvements. However, Infor CRM's UI seems to be the easiest to use. It allows our users to get in and get out quickly.
1
SQL, C# , Javascript , HTML, Networking, IIS , Windows 2008/2012
  • Adding Tasks/Activities
  • Viewing History
  • Looking up Accounts/Contacts
  • Viewing Reports
  • Creating Groups
  • Exporting History
Yes
Its a great way to have all your contacts at your fingertips. Very easy to look up a name, see key information, and dial the phone.
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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