TrustRadius Insights for Infor CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Flexibility and Customization: Many users have praised the multi-faceted solution of Saleslogix for its flexibility, allowing for individual customization for each user. The ability to easily undo changes and the granular level of control over functionality were also appreciated.
Stability and Performance: Users have highlighted the stability of Saleslogix, with rare issues being attributed to their own mistakes. The software was able to handle a large number of accounts and tickets without significant performance issues, making it reliable for day-to-day operations.
User-Friendly Interface: Infor CRM has been commended by users for its simple and intuitive user interface. Novice as well as advanced users found it suitable for their needs. Additionally, the tabbed view feature was seen as helpful in providing quick visibility into multiple aspects of accounts and opportunities.
We use Infor for technical support with all of our customers. It is a very cumbersome system, but thoroughly captures the problem and assigns tickets across multiple divisions, continents, and teams. It has brought teams together between 4 different support teams plus offshore support.
Pros
Collaboration.
Ticketing.
Support.
Cons
Minimizing clicks.
Mobile app.
Likelihood to Recommend
This is a very enterprise-grade product. I wouldn't recommend it to a small company, but a distributed team, or a larger company with multiple teams, could use this tool for collaboration.
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.
Pros
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.
Cons
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.
Likelihood to Recommend
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.
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!
Pros
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.
Cons
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.
Likelihood to Recommend
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.
We implement Infor CRM for end users. It's been used for any number of departments, in addition to a sales team, in a wide variety of capacities: service and support, event management, marketing, project management, time tracking, etc. As a CRM it provides the standard suite of information management tools, that is, a repository for information about accounts and contacts along with whatever else the business needs: opportunities, leads, products, returns, campaigns, tickets, etc. Business users who have access to the system can retrieve this information from anywhere, including directly in Outlook.
Pros
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.
Cons
Customization is difficult due to the weird IDE.
Lingering bugs that don't get addressed.
Spotty performance and high hardware requirements.
Likelihood to Recommend
With such a wide variety of CRMs available to IT managers, it's difficult to recommend Infor CRM when at a similar price point products with a larger user base and more recognized brand are available. However, because of its underlying framework (.NET) just about anything can be accomplished. Infor CRM can be more of a business application framework than some of its more restrictive competitors, and a wide variety of third-party extensions are available.
VU
Verified User
Consultant in Information Technology (1-10 employees)
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.
Pros
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.
Cons
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.
Likelihood to Recommend
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, formerly known as Saleslogix, is the CRM of choice for Coverall's sales organization. It allows our sales team to manage prospects efficiently, offer professional proposals, organize opportunities, and complete them in a mostly paperless environment quickly and with little training on process. As the CRM admin, developer and integration expert, it offers me a wide range of freedom to hook into other systems and make changes in the way our business works quickly. For companies who want to be agile to keep up with the times, its a great CRM choice.
Pros
Infor CRM is well designed for sales teams that require minimal computer training.
Infor CRM has great support from partners who understand the backend of the system very well.
Infor CRM has excellent formatting and User Interface applications allowing a wide range of customization if required.
Cons
Infor, the new owners of the CRM, could work with the end-user companies that own the product a little more.
The software, though easy to use and manage, can run a little slower with a high volume of users.
Likelihood to Recommend
For smaller companies that need a Salesforce type solution, but don't have the assets to support that type of expenditure, Infor CRM is a great selection.
We use Infor CRM to manage our investor base, including tracking addresses and other information, distributing investment related information, querying database for distribution reasons.
Pros
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.
Cons
Some complex functions are slower to run.
Likelihood to Recommend
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 CRM is being used to capture all dialogue between us and our public. Every person in the company is responsible for documenting their conversation with prospects, customers and vendors. In addition, our internal projects are tracked in CRM.
Pros
The UI of Infor CRM is very simple. It allows novice users to get what they want as well as advanced users.
Infor CRM works well on all browser platforms making it easy for users to have a choice in what they want to use.
Infor CRM is very flexible in terms of creating a solution that can fit many industries.
Cons
Infor CRM tends to operate a bit slow. This is makes a little harder for advanced users.
Infor CRM requires all contacts to have an account. This forces a company to have a data structure that may not fit their needs.
Infor CRM doesn't allow for ease of sharing information with non-crm users.
Likelihood to Recommend
Nothing against the product itself. My fear is in the company which currently owns the product. It has been bought and sold several times in just 3 years and a big name change. It has gone through a lot and not sure what the motivation behind the current owner may be. Infor CRM could be in danger since it has lost so much market share.
My Telesales group has been using Infor CRM for the last 7 months, with plans to roll it out to the rest of the inside sales group and field sales within 2 - 3 months.
Pros
Appears to be detailed and customizable to roll out to other groups within company.
Day-to-day use by Telesales reps is, for the most part, user friendly
Cons
Look and feel seems outdated
Back-end admin work to make simple changes is very difficult and easy to make mistakes.
Microsoft interface & integration needs a lot of work
Likelihood to Recommend
Since Infor purchased Saleslogix things have slowly gotten better and I am holding out hope they will improve significantly. I have been researching Salesforce.com in the event that we decide as a company to switch, and the help & support materials with Salesforce is dramatically better then Infor.
Saleslogix (SLX as we call it) is the backbone of our billing, support ticketing, and sales processes. It provides a "single source of truth" about our customers and their activity. Support- we use it for tracking customer interactions, as well as the type of issues that come up. Sales - Prospects, opportunities, and closed sales with customized process logic that fits our business. Billing/Operations - Again, we have custom logic built in for automated processes that make our fulfillment and operations teams more efficient. The only department that doesn't interact with SLX much is our development team, although that is changing.
Pros
Multi-faceted solution. There is a lot of flexibility inherent in the design. We are using the desktop client, although there is a mobile and web client as well.
Stable- the only (rare) issues we have are those we cause ourselves by releasing changes that aren't fully tested. Changes to SLX are done in bundles,so you can easily undo things.
Scale - we have around 20,000 accounts, with well over half a million tickets, and the performance is still ok. not lighting fast, mind you, but acceptable.
Cons
UX/design- some of the menus are poorly designed from a user interface standpoint. there is no thought given to tab sequencing, for example.
Speedsearch- this is a utility that is supposed to be a way to find relevant info in Tickets and Defects, but it often doesn't work, and the interface is clunky.
Likelihood to Recommend
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?
