Infor CRM Reviews & Product Details

I love the ability to customize, connect all aspects of the company and pull much more helpful reports than previously.

It is sometimes difficult to get to where I need to go (too many tabs/pages)

We have found so much more helpful information in the connectivity of our entire company and it has made us more profitable and helpful to our customers.

It’s a very simple design that works well between sales and purchasing platforms. I like how you are able to track shipments and see a time log of when orders where received and invoiced.

We have multiple locations and when entering an order it auto defaults to the home location. I’m constantly forcing the correct warehouse when inputting an order

It’s easy to look up information and communicate with purchasers and factories

Infor SalesLogix CRM is the easiest to use and most comprehensive integrated CRM in the market today. It includes Sales Automation, Marketing Automation, Customer Service and Support Automation. Infor SalesLogix comes standard with Infor Mobile CRM, Website Lead Capture, and 100/GB of Storage per 50 users. Infor SalesLogix is more comparable to Salesforce.com Enterprise at roughly 30% - 50% the cost.

I would like to see basic e-mail Marketing integrated into the standard offering, upgrade dashboard visualization and more effort to build a Ecosystem of add-on product and industry products.

Infor SalesLogix CRM helps me streamline my business by bring all leads and customer data in one repository that I can share with my partners, staff, and clients. Infor Saleslogix Sales Process Automation on-boarding new marketing and sales much faster, thus reducing their time to bring value to my organization.

- The lead system is awesome! (support is a lot better) - The marketing campaign - The ability to integrate to email

Not an efficient way to send out marketing campaigns (i.e. print fulfillment)

Not solving any particular business issues. Benefits we've realized are more efficient lead tracking as mentioned above. Increased bookings with all the new features.

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 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

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.

It is cost effective for those of us with a lot of concurrent users.

Too many clicks to do things on version 8.1

Sales - More and more of our sales people are becoming proficient and using it regularly.

The application is intuitive - users find it easy to add and retrieve information. Also, the application is integrated with ERP, which eliminates duplicate data entry.

We are currently on the LAN version, and the integration with Infor ERP exists only in the Web version. This requires a major switch, although I'm not sure that's a bad thing - just a significant drain on resources.

Optimize the performance of our Inside Sales team. Increased communications between inside and outside sales.

Infor CRM has make one of the fastest turnaround i have ever seen. They quickly rollout a new look and feel which is clean and simple to use. Everything is one click making it the easies product to use. Best features include: Xbar the best outlook integration i have ever seen, clean mobile client, timeline view -- if you are visual this gets you a quick summary of activity history and sales process tool which make sales activity tracking very easy

Still needs work on workflow and ability to upgrade

Opportunity tracking, customer service, campaign management and lead tracking.

The ability to customize SalesLogix to meet our business process needs. Our programmer has done a wonderful job customizing the interface to be user-friendly as well as productive in mining information useful to many departments.

Standard look up feature is less than intuitive. Adding new contact & account records had too many layers to complete data entry. We have created our own interface with a single layer of all fields to be completed.

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Infor CRM is great for creating a database of vendors and clients. I use it to look up types of vendors in an area, which saves me time.

I wish it were easier to reduce clutter in CRM and combine entries when a vendor has different managers for different cities.

I spend less time on google looking for vendors, especially since I can go into CRM and see notes on the experiences of other coworkers with particular vendors.

This is a mobile version but not a native app. It has come in very handy when travelling to be able to look up client information and add notes on their record..

We aren't able to choose the Remember Me option and there are some important pieces of data missing that keep me from using this on a day to day basis when working with our clients.

Being onsite with clients, this solution allows me to look up the clients information, see who has talked to them from different departments within our company and add Notes on their records on the fly so I don't have to wait until I get back to my hotel to log into our main system.

As a developer I find the customization of the LAN client fairly straightforward. You can achieve basic modifications to the system relatively quickly and it is easy to track these modifications within the Architect client app using version numbering and project bundles. When needing to make more complex customizations, the standard controls are adequate for most scenarios with the ability to expand into .NET extension scripts in order to use custom controls and a variety of other window layouts that can't be achieved through VBScript.

The customization process for the web client is very complicated and can often be quite unreliable. Transferring custom development from the LAN to Web clients can be a lengthy process. The Application Architect script editing tools are very minimal (though you can develop in Visual Studio before copying back in to your Web deployment).

The ease of LAN customization allows for the product to be expanded well beyond its standard functionality. This includes adding C# .NET extensions, which can be used to connect to varying web APIs in order to bring more value into the out of the box client functionality.

Great functionality. The system is fairly easy to figure out and use. There are a lot of features already built into the system so we didn't need to customize much. The way you can create complex groups of data easily without programming knowledge is great. A skilled user (non-IT) can pull a lot of complex information. This allowed me (a non-IT user) to create useful dashboards for our sales people to easily see relevant data. It's great because users know what they want to see so having them able to get it themselves instead of waiting on IT to do it for them is really helpful. Plus, it's not just pulling a simple list. I haven't seen any other program with as sophisticated grouping options as this program offers. We also track capital equipment and the asset system is much more robust than other products. We like how you can add products to a sales opportunity and convert them to assets when the sales is won.

It is slow on the cloud and somethings don't always work properly. We've tried putting every single person on the same operating system, same exact browser and still had some people have issue with the desktop integration sometimes working and sometimes not working. It makes sense if something never works, but is really annoying when sometimes it does and sometimes it doesn't. There doesn't seem to be reason why. It's very frustrating. We've also upgraded our networks internally and externally to have a fast connection, but it still is slow. We previously used the LAN version which didn't have any speed issues. Sometimes it is quick, but sometimes it can really hang. I really like what the software can do, when it actually does it.

Our primary purpose of this software is be an aid to sales people in tracking sales opportunities. We also use it to store information about capital equipment owned by our customers that is used in the Ticket process. In addition to Tickets we also use it for tracking marketing activities. The campaigns allow us to easily see which events have been most profitable. It's also helpful to simply keep track of the activities required for carrying out those events. So it has been useful for Sales, Tech Support and Marketing.

Infor automatically adds your emails communication to the correct contact within the database and tracks this information.

The software,though easy to use and manage,can run a little slower with a high volume of users

We track all opportunities and quotes.