Infor CRM Reviews & Product Details

We've been able to tailor SalesLogix information capture and extraction to match our business rhythms very effectively over the last 15 years, growing with the product. We're pleased with the web and mobile capabilities we're now offering our teams, and like the option to host the system internally to manage our own risk for vulnerabilities.

It's been a long wait to get to where Swiftpage is now with valuable investment in the product--Sage was letting SLX languish a bit with their other products getting more attention and funding.

We use SLX heavily to track opportunity information but are more slowly growing into the more traditional contact, account, and activity management functions.

I work on SalesLogix LAN Client as a developer and unlike many CRMs around today, it is very customizable. The development environment is well structured and the implementation process is structured in a way that can keep things organized and keep roll-outs quick and easy. The Architect offers its own versioning and that is it a nice feature. Other than the “old Windows” look of the client application, if you don’t like anything about it you can change it.

The biggest complaint from our users has been the “old Windows” look of the LAN Client application. For those reading this review, I have to say that our SalesLogix is running in Citrix with Themes turned off, so the user gets the ugliest version of the look of the application possible. If you run it as a local client on Windows 7, it doesn't really look that bad at all.

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The administrative panel is attractive and intellectual for the users. Another best part is you can get the data analysis done easily by taking up data from business tools. Additionally, the software doesn't need highly skilled professionals for command executions and the average person will easily understand working on it. You can get the free trial for some days to understand the panel completely.

There are multiple drawbacks of this tool but the worst one is the incapability of this software to navigate through various systems. Thus, there come various compatibility issues and many find it frustrating at the start. There is a need for dramatic amendments by the developers which should improve the client's satisfaction rate. The software is quite slow to run and takes a long time for executing the command. Therefore, many users get a bit reluctant when choosing its premium plans and in addition, the auto-saving feature is also not present.

There are broad ranges of advantages that this CRM platform provides. If you are searching for a tool with the best communication services and the auto database recording feature then, this one is ready to serve you with all the quality attributes.

I like how you can view the ticket history on a client, which helps me prepare for my proactive outreaches. I can see what they called support for and the comments on ticket activities. Seeing notes from other team members is great for our collaborative effort to find the best solutions for our clients.

Reports can be tricky in that they have a lot of steps. I usually have to request assistance from one of my senior colleagues that has more experience with reporting.

We can track support tickets to ensure they receive follow-up promptly and nothing falls through the cracks. Seeing opportunities submitted and the notes from the assigned sales rep helps us to focus our efforts towards untapped upsell opportunities.

The ability to hold a wide range of data.

Correcting or updating information could be easier.

Running reports to collect close ratio information.

The interface is intuitive, customizable and easy to use. Reporting is very good as well

Tends to operate slower than I expected, esp when compiling reports, but that may be other factors.

Managing prospect relationships effectively and efficiently to reduce sales cycle time. It is excellent at keeping a history of interactions and at calendar management.

The ability to access the data in the cloud, no matter where I am. We are a large organization and high data volumes aren't an issue with this product.

The user interface could be improved to flow better and be a little more user friendly.

Tracking of our sales pipeline has been difficult before Info CRM

Nice layout and design. Even as someone who has never seen an interface like this before it was very easy to navigate through it. Setting up accounts was easy and users were able to work on the same day of creating their accounts. Mail integration is also great and people would not need to have both their mail and CRM open.

Updates come in slow and with the rapid speed that other companies are moving, I feel that they lag behind them and therefore we have to lag behind them too. Windows 10 is starting to roll out in Microsoft environments yet CRM does not work for Windows 10. It is inevitable that support will end for Windows 7 by Microsoft in the near future so if Infor does not make their software compatible with more recent operating systems, that may be their downfall.

Managing and keeping track of sales and services. Before we would need to have a local database to control where things were being sold and Infor has made it easier. Another problem we faced was that when customers would email about our products, we would need to find our email archives to retrieve that information which would usually take minutes to find. But now everything is sorted to each customer and we can view their history in seconds.

Application is easy to use/under friendly

Customizing fields to meet our business needs

Verifying every business entity has been communicated via person. Updated business contacts Better understand employer needs

I do like the ticketing system and how we were able to set up teams or individuals on certain issues that were addressed in the ticket. There is a lot of configuration with this system as I would imagine with other CRMs as well. I know that if were to spend more time and resources into customizing this for our business that we would be able to work more efficiently.

I would say that out of all the things that I would have on my 'wishlist' would be a better way to show a user is already working on the ticket. As it works right now is that the user has to 'punch-in' when they access the ticket and our staff is not very good about that.

We came off an older ticketing system and so being able to drill down on what issues are clients are experiencing is a nice bonus. We are working with clients on a regular basis that have issues/concerns with our current software.