Infor CRM - useful and efficient database management system
Anonymous | TrustRadius Reviewer
January 30, 2015

Infor CRM - useful and efficient database management system

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

8.1

Overall Satisfaction with Infor CRM

We use Infor CRM to manage our investor base, including tracking addresses and other information, distributing investment related information, querying database for distribution reasons.
  • 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.
  • Streamlined investor (customer) relations
  • Reduced amount of paper files as a result of electronic file capability
If you do need your system customized, its important that you have a competent database administrator (preferably in-house), as there are always tweeks or changes to be made.

Infor CloudSuite CRM Feature Ratings

Customer data management / contact management
8
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
9
Task management
Not Rated
Billing and invoicing management
Not Rated
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
8
Custom fields
8
Custom objects
8
Scripting environment
Not Rated
API for custom integration
8
Single sign-on capability
8
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated