TrustRadius
Infor not for everyone
https://www.trustradius.com/crmInfor CloudSuite CRMUnspecified8.333101
Penny Bell profile photo
December 05, 2017

Infor not for everyone

Score 3 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Infor CRM

We are using Infor CRM to track our leads, clients and opportunities from the sales side of the organization. Infor tracks the contacts within each organization and also the opportunities. We need a CRM that does all of that, plus tracks communications with the customer, tracks the ROI of our campaigns, tracks sales forecasts for the sales team, and aids the administrative positions to generate merged proposals for potential opportunities. This CRM does all of those functions!
  • 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.
  • A negative impact as we are currently changing CRMs. The cost to us every time Infor updates their software is becoming way too much. This is because we have many custom fields.
We selected INFOR CRM over Salesforce simply because it was affordable and didn't have so many 'bells & whistles' that Salesforce has that we were not using. We didn't realize that the compatibility with upgrades were going to be such an issue.
If there are only a very few users within your organization using the software and you all have the same type computer / software and don't plan on updating (unless it is a pre-approved compatible computer/software), then it would work great. Also, if you don't mind spending the money to have a 3rd party vendor do all your custom page layouts, reports, AND when Infor updates their software - you have to pay a 3rd party vendor IF you have ANY customizations! If you just want to use the CRM out of the box with no changes - then this would be perfect for you.

Infor CloudSuite CRM Feature Ratings

Customer data management / contact management
10
Workflow management
Not Rated
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
5
Email marketing
Not Rated
Task management
6
Billing and invoicing management
Not Rated
Reporting
1
Forecasting
1
Pipeline visualization
Not Rated
Customizable reports
1
Custom fields
10
Custom objects
7
Scripting environment
Not Rated
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated