InforCRM at a Billion Dollar Cooperative
Tonya Payne | TrustRadius Reviewer
December 15, 2017

InforCRM at a Billion Dollar Cooperative

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Infor CRM

We currently use InforCRM to support multiple business areas. For example, we have custom tabs set up for use by our farmer pool management team. Our certification department uses InforCRM to keep track of our production plants and partners. On the sales side, we use InforCRM internally to manage sales data and contact information. We also use it extensively for ticketing (work tracking) as well as exported reports to our demand team on sales opportunities.
  • 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.
  • We're launching a new project where we will be building a sales funnel, including sales metrics and KPIs, sales process, and reporting/dashboarding. This is going to be a huge shift in our thinking and how we manage our sales. I'm expecting a substantial ROI on this work.
  • We've automated a lot of tasks that required attaching items to emails and duplicating work. For example, instead of attaching sample order picks to an email then sending it to our fulfillment group, we assign them the ticket. All communication is done via the ticket process. Once the order has been shipped, the UPS information is added to the ticket and it is assigned back to the original user for tracking. This has saved us so much time, not only in errors, but in missed orders and trying to get tracking information after the recipient has already not received their package.
  • We really needed to build in functionality that would allow separation between the different types of teams (procurement, certification, sales, etc) that we've had all trying to use InforCRM vs investing in multiple platforms. This is our fault more than InforCRM, but again, being able to have different 'views' based on department and role would be a really nice improvement for the next update.

InforCRM is good for mid-sized companies that either have a strong in-house team of developers/architects or companies that can budget for outsourced development. The out of the box functionality is just 'ok' in my opinion. The out of the box reports are really not useful, so make sure you have a good service partner to help with that set up. In my opinion, SalesForce has a much better user experience but you are going to pay significantly more for it.

No matter which CRM you choose, you'll need a dedicated in house administrator just to manage training, users, and security. I think for most companies if you budget this with your CRM costs, InforCRM can work. But you have to have the resources to put behind making your user experience as great as possible.

Infor CloudSuite CRM Feature Ratings

Customer data management / contact management
7
Workflow management
8
Territory management
3
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
3
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
3
Case management
Not Rated
Call center management
5
Help desk management
Not Rated
Lead management
3
Email marketing
1
Task management
8
Billing and invoicing management
Not Rated
Reporting
3
Forecasting
6
Pipeline visualization
7
Customizable reports
3
Custom fields
8
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
7
Single sign-on capability
10
Social data
4
Social engagement
3
Marketing automation
3
Compensation management
Not Rated
Mobile access
5