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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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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 7.3

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

(1-17 of 17)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
December 05, 2017

Infor not for everyone

Penny Bell | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
October 09, 2015

Infor CRM - worth a look

Score 5 out of 10
Vetted Review
ResellerIncentivized
  • 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.
Steven Marchesi | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Kenneth Streetman | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
October 01, 2015

Honest Infor CRM Review

LeVar Berry | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
John Scales | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
  • 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
April 08, 2015

Infor CRM

Score 9 out of 10
Vetted Review
Verified User
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Christopher Composto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
November 10, 2014

Saleslogix CRM Review

John Collman | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Dave Mattingly | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
  • 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.
Connie Frederking | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
December 06, 2013

Salelogix Review

Score 8 out of 10
Vetted Review
Verified User
  • 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.
Score 10 out of 10
Vetted Review
Verified User
  • 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.
November 26, 2013

SalesLogix Review

Score 10 out of 10
Vetted Review
Verified User
  • 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.
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