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SalesLogix review from a Service Organizaion Perspective
Updated October 07, 2015

SalesLogix review from a Service Organizaion Perspective

Steven Marchesi | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

SalesLogix 8.0

Modules Used

  • CRM

Overall Satisfaction with Infor CRM

SalesLogix is used by our company in sales and service to track new sales opportunities and service
contract renewal, upsell and cross selling. It shares cross linked information with our service database, TigerPaw to bring limited service contract data/information into SalesLogix. The data within SalesLogix is often exported to create customized reports not available within the SalesLogix reporting tool due to some of its limitations.
  • 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.
  • Has provided visibilty to pipeline management that did not previosly exist at our company.
  • Increased efficiencies in service contract renewal management.
  • Increased efficiencies that had not existed with prior CRM platforms at our company
  • Saleforce.com
SaesLogix lacks some of the built in dashboard and report development simplicity that could improve it. The user interface in SalesLogix is more stark and less user friendly. In my experience, SaleLogix is much slower on click to click basis than Salesforce.com.
Ensure that the size of the company will match the capability. Our company has outgrown SalesLogix after only 2 1/2 years. A CRM deployment needs to be a long term investment to avoid multiple system implementations during short term to avoid stemming growth. The built in quote tool is useful, along with the ability to develop customized process tools as [we] have done, but be sure to understand what limitations exist and understand the data sharing capabilities of other databases (service and finance) if using multiple platforms.

Infor CRM Feature Ratings

5.6
Customer data management / contact management
7
Workflow management
3
Territory management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
4
Contract management
4
Quote & order management
6
Interaction tracking
6
Channel / partner relationship management
5
Customer Service & Support ()
Not Rated
4.0
Lead management
4
4.5
Task management
5
Reporting
4
5.0
Pipeline visualization
5
Customizable reports
5
7.5
Custom fields
8
Custom objects
7
8.5
Role-based user permissions
8
Single sign-on capability
9
Social CRM ()
Not Rated
4.0
Marketing automation
4
Platform ()
Not Rated