Infor CRM vs. Zoho CRM

If you have a mobile workforce, it likely wouldn't be as appropriate (keep in mind we're using the desktop client, and have very limited experience with the web app). It is well suited if your business needs lots of custom processes- find a good vendor. We utilize SimpleSoft out of Ohio, and they have been excellent. Key question: think about where your business is going to be in 5-10 years, and will this CRM solution be able to grow with us?

Incentivized

This is very useful and handy software for initial use and sometimes later on. Its low price and rich features make it one of the most suitable software for small and midsize organizations. Customer management and tracking make your daily tasks easier.

Incentivized

• 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.

Incentivized

• Zoho CRM has so much space to capture lots of information.
• Zoho CRM can be customized for your organization's needs.
• Zoho CRM is great for running reports to help make business decisions.
• We love all the different dashboards we can create.

Incentivized

• 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.

Incentivized

• Need some way to switch a field type without losing the pre-existing data.
• The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
• Frustrating that only 3 custom lookup fields are allowed per module in our license.

Incentivized

We have too much invested in customizations to walk away from it. Once again, the ability to customize Saleslogix is both a positive and negative attribute. Saleslogix is offering a cloud based solution so they recognize where the future is moving to. Unfortunately it is still an enormous amount of cost, training and functionality to move to that solution. At the time of this writing CustomerFX doesn't have a cloud solution for that quoting module our sales staff depend on. And if we move that direction we will have to pay again to get the cloud based modifications performed. We're on the hamster wheel of technology.

We are generally very satisfied with the zoho crm. Some extras are just added to improve productivity but overall Zoho CRM is highly recommended over many competitors. You can start with a few clicks to configure your needs. As you become an expert, you will be able to activate and configure the modules and integrations that you require. I know we still have a lot to discover so we're sticking with Zoho CRM, we're not interested in new options at the moment

Incentivized

It can be a bit slow at times. Its that refresh don't always need to refresh slowing down the user.

Incentivized

Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.

Incentivized

In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.

Incentivized

I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.

Incentivized

We utilize the support of a local-ish vendor. SimpleSoft is their name. they are great, and very responsive

Incentivized

We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.

Incentivized

I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable

Incentivized

There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.

Incentivized

This should have been a project run by IT and implemented by IT but instead was implemented by Sales team and managed by them. Since this was the case our implementation has had many issues. Starting at the company required me to dig in and correct a lot of stuff within the initial set up.

Incentivized

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.

Incentivized

We required a full-featured corporate working tool, and Hubspot wasn't the most excellent alternative. We were guaranteed that Zoho CRM may fill up the holes in our earlier framework. Furthermore, Zoho is fantastically cost-effective for indeed the most minor endeavors, giving everything they need. All things considered, Zoho CRM has upgraded our client intelligent and assisted our operations.

Incentivized

We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.

Incentivized

• 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.

Incentivized

• It is very cost-effective. It has all the features we need at a significantly lower cost than the alternatives.
• It is also very customizable; we created our own set of objects, etc., based on our workflows.
• It is easy to integrate into your systems.

Incentivized