Saleslogix is considered a premium CRM offering. It was developed in 2002 as a mid-market sales automation application. Over time, Infor has built out capabilities for marketing and service to enhance the software and make it a more comprehensive CRM offering. It is now a customer relationship management solution targeted at mid-market organizations with fewer than 1,000 users. Infor CRM has a sizable customer base, with over 6 million clients worldwide. It has specific expertise with financial, manufacturing and service organizations, and has garnered several industry awards over the past 15 years.
Saleslogix maintains its strength in sales force automation (SFA), but its capabilities extend to marketing automation, campaign management, workflow automation, and budget and revenue tracking, among others. Infor CRM boasts strong support for international organizations and its customer base extends to multiple countries across the globe.Infor CRM also has mobile capabilities, enabling users to manage accounts, contacts, and opportunities all from their mobile devices.
Saleslogix offers multiple deployment options including on-premise, hosted, and mobile. These options provide a level of consistency for users whether they are accessing information online, offline, or on their mobile devices. Infor CRM runs on Microsoft SQL and Oracle database servers. Integration with Microsoft Exchange, Outlook or Lotus Notes lets users leverage the email solution they prefer.
MIGUEL from Toros Insurance Agency
Employees number: 1 employee
THIS PRODUCT IS VERY EASY TO USE COMPARED TO OTHER SOFTWARE OUT THERE. THERE'S NO DOUBT THAT ANYBODY NEW TO CRM COULD LEARN ON THERE OWN WITH IN 30 MINUTES OF USE.
THE ACCURACY OF THE RATING, I DON'T HAVE TO WORRY ABOUT UPRATES LATER IN THE FUTURE. WHAT YOU SEE IS WHAT YOU GET.
THE ONLY CON AND ITS A VERY MINOR CON IS THAT SOMETIMES IT WILL LAG FROM ONE PAGE TO ANOTHER, BUT AGAIN IT'S JUST A VERY MINOR LAG.
Andrew from Monarch Brands
The Outlook integration is seamless (if you run PCs). Record history, documents, new contacts and accounts directly to the CRM without leaving the comfort of outlook... Ignore all of the above if you have MACs - Infor doesn't support it.
Infor and Sage advertised by Brainsell as a seamlessly integrated CRM. However, a third party software 'Starfish' is needed to translate between the two products. Starfish is far from efficient, and struggles with custom ERP integration.
Gain a full understanding of what 'seamless integration' means to the vendor. I envisioned a straight pass-through of data, this is not the case.
Ensure you're using the right CRM for your reps. Our 'seasoned' sales force has had difficulty adjusting to Infor after using Sage alone for the past 10 years.
Response: Aaron, Swiftpage
Date: August 2016
We take your comments very seriously and will attempt to contact you to discuss your issues. Our customers are very important to us and we are committed to ensuring the highest level of satisfaction.
Kim from Johns Eastern Company
The product is user friendly and our consultant has been very helpful getting us set up.
We have had a few conversion issues, but our consultant fixes any outstanding issues.
Really review your current sales/marketing process. Infor had every wish item we needed for half the cost of the leading competitors.
Jeff from George Products Company
Customization options are extensive but the ability to just 'jump-in' and start using the product right away was very easy and a big plus for us. The user-interface was logical and easy to pick-up and you could customize your personal dashboard very easily to view only the items that are important to your role. The ability for us to create our own sales process was a big plus -- that is, taking an opportunity from our first meet to a sale told us a lot about where to focus our time and efforts and when to call an opportunity closed. Our vendor support was always excellent and responsive although we were unclear on what level of support we could expect with our plan and what was 'extra'.
We felt that we needed to employ a full-time administrator to manage everything and since we're a small company that wasn't an option for us. There were issues for us with administrator rules and with permissions that we didn't have someone on site dedicated to managing. Again, the support from the vendor was very good but it was difficult to know the difference between a CRM issue and a vendor issue. With our most recent vendor the support was good and the people we spoke with were able to resolve any issues we had in one phone call or email.
Do as much homework as possible about what your needs are versus what the product offers. The strength of the product is its customization options while we were looking for something more 'off-the-shelf'. There were a lot of layers with sharing files and folders among users where we wanted a product that when all of our users signed in, we all saw the same things. When you tried to share things with other users there were permission rules about sharing that made things overly complicated for what are needs are.
Nimesh from Ovivo USA, LLC
It's modified to our applications. It has worked well for what it is designed for.
Graphical appearance or the working platform. Apart from this, it's good for people like me, a non IT guy.
A better working platform and some easy guideline videos.
Colleen from Tusing Builders
The product is able to run from different platforms and runs easily inside of Outlook.
You can't add a new vendor through Xbar. We had some issues installing the software in-house, but it's working now.
Check the server requirements if you're purchasing a standalone system.
Kerri from Mayo Health System
Specialty: Healthcare / Medicine
They are very proactive in taking care of any issues we have with the product.
There is nothing that I could suggest to change about this product.
Try it out and see what it can do for your business.
Brodie from Holihan Lokey
Saleslogix is highly customizable. The desktop client is very responsive performance wise. The CRMs flexibility makes it a viable alternative to other CRMs that are cloud-based and less adjustable.
The language the desktop front end is written in needs to be updated to C# or another .Net technology.
I would like the desktop client to provide quick performance once loaded.
Elaena from PennyMac
Coming from the developer perspective, it is the most customizable CRM of the ones that I've worked with. It's not configurable; it's customizable! The vendor was very available to us for support. We felt that we were important to them as a client.
There were some glitches and issues, but nothing that we couldn't work around. Their syncing process was not great, so we ended up using Citrix.
I’ve looked at a number of CRMs, and if you have a business that requires something different - something that most of the out-of-the-box CRMs don’t offer - SalesLogix is a viable option. It is easy to customize, package, and deploy. It does its own versioning and security, and if you understand it well, it can be your best friend. Also, with all of that, it is very SOX friendly.