Infor CRM Software

Pros

There is not much to like about this product. I have to put in 100 characters in order to submit my review, so that is what I am doing.

Cons

Continually run into errors or the system just logs you off in the middle of doing a task. We have many service requests in and only a small amount get done or if they are done they are done incorrectly. Software updates ALWAYS causes havoc--there are always bugs that need to be worked out. When one area is fixed, another area starts having issues. Often, it works in beta and when it is rolled out live it does not work.

Sending Outlook messages to CRM is usually touch and go--it works if it feels like it. SLOW response time when saving--I call it the spinning wheel of death. It is a slow process to move one contact to another account--Attachments do not follow the contact (there should be an option to select if the user wants the attachments to follow.)

DQ software (an extra purchase to weed out duplicate accounts and contacts) is slow and does not pick up the majority of the duplicates. I have more success sorting and reviewing the Account and Contact data myself. Using DQ does not allow the user to sort the lists in any order--results are in groups, so if you see an account or contact in another group that you want to combine with another group, you are unable to do so. When working within a group not all the columns can be used for filtering the list (group).
We have two modules that were designed for our company and there are always bugs--The program often freezes or does not respond when saving. More often than not, when saving notes/history--you think it is frozen, you hit save again and maybe again to be safe, but when the program finally responds, it actually saves the information multiple times.

Running reports (they take forever and may even error out, so they have to be run again) and making groups is more trouble than it is worth. Many fields you would think would be available (all fields with a person's name). Many times the only selection is a nondescript user number. This is useless.

When sorting through lists, if you select an item in the list and go back to the list the program takes you back to the top of the list instead of where you left off in the list. This is a big time waster.

Group Deleting is not available/errors out. Each item must be opened and deleted. Big time waster if you know there are several in a group that need to be deleted.
Unable to have one contact associated with multiple offices. You must have duplicate contacts to achieve this goal.

Pros

Only takes a week to really understand the functionality of the tool. Great for 1st time sales teams but eventually they are going to need a much more intuitive product.

Cons

Clunky, looks like it was made in the 1980, and really is not that reliable because it crashes at times

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.

Pros

THE ACCURACY OF THE RATING, I DON'T HAVE TO WORRY ABOUT UPRATES LATER IN THE FUTURE. WHAT YOU SEE IS WHAT YOU GET.

Cons

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.

Advice to Others

GET IT!

Likes Best

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.

Likes Least

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.

Recommendations

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.

Likes Best

The product is user friendly and our consultant has been very helpful getting us set up.

Likes Least

We have had a few conversion issues, but our consultant fixes any outstanding issues.

Recommendations

Really review your current sales/marketing process. Infor had every wish item we needed for half the cost of the leading competitors.

Likes Best

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'.

Likes Least

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.

Recommendations

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.

Likes Best

It's modified to our applications. It has worked well for what it is designed for.

Likes Least

Graphical appearance or the working platform. Apart from this, it's good for people like me, a non IT guy.

Recommendations

A better working platform and some easy guideline videos.

Likes Best

The product is able to run from different platforms and runs easily inside of Outlook.

Likes Least

You can't add a new vendor through Xbar. We had some issues installing the software in-house, but it's working now.

Recommendations

Check the server requirements if you're purchasing a standalone system.

Likes Best

They are very proactive in taking care of any issues we have with the product.

Likes Least

There is nothing that I could suggest to change about this product.

Recommendations

Try it out and see what it can do for your business.

Likes Best

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.

Likes Least

The language the desktop front end is written in needs to be updated to C# or another .Net technology.

Recommendations

I would like the desktop client to provide quick performance once loaded.

Likes Best

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.

Likes Least

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.

Recommendations

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.