Infor CRM Reviews & Product Details

The multiple deployment options are great - iPad, mobile etc. - to be fair, this is what one should expect these days. Charts and dashboards are intuitive and similar in nature of what you see with MSCRM. There is a great community for SalesLogix with many companies having implemented it. Available in the cloud or on-premise.

I'm not mega keen on the look and feel, although this is more up to date than other reviews have suggested.

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Reasonably straightforward to use CRM system. Does what is expected in terms of monitoring customer information, collating data, and managing contracts and sales opportunities. Managing groups is multi faceted and versatile.

It is difficult to monitor opportunity close dates as the dates on the summary do not reflect the actual estimated close dates within each opportunity, which makes the monthly reviews a clunky process.

Infor CRM is in integral part of my day to day work environment and is used extensively with my dealings with customers from all areas from customer service to marketing. Infor allows me to monitor when customers are last contacted and visited so we can identify those needing contact. We have a wealth of information which also allows me to tailor my comminications and sales/service efforts in a way which is most relevant to the customer in question.

We look at Infor CRM as a platform as opposed to an application. Our business loves that we can build pretty much anything they need within the application. Because this is an in house solution for us, we can make customizations without having to pay a third party. We have also found that Infor CRM has kept up changes in technology by introducing mobile and web versions of the application while still supporting their fat client. This allows us to keep our power users happy internally, but get critical information into the hands of our sales force using a slimmed down web version.

First and foremost, we have not been able to get over the name change. SalesLogix was a great name. Overall the application has worked very well, but there are instances where support lacks. For example, the web client was rolled out with inadequate documentation. We spent a lot of development cycles trying to learn how the application worked instead of just reading about it. I would also like to see an upgrade path from the fat client to the web client. While we have built new pages with less data, we are now in a position where we have to maintain both versions. At some point we would like to only run the web version of the application but this will require a tremendous amount of work unless a migration tool is provided.

We use Infor CRM to record our interactions with our customers for all of our products and services. The main benefit that we have realized is that we have a very high adoption of the product. There are two reasons. First, the application is very intuitive and easy to use at a variety of levels. Second, developing new functionality is fairly easy which allows us to keep the application relevant and get needed features into the hands of our users in a timely manner.

I think the best part is that you can start small and then configure and customize the product for any purpose, turning it into a system that allows for very different audiences to access the same DB.

I think users find it too unconfortable and unfriendly to navigate.

We managed to replace an old Redmine version for support and maintenance tickets. INFOR allows the categories to be configured to display customizable fields and build different experiences for the different users. The DB is a little messy to explore with a BI, but a lot of it is customizable, so I understand.

I like being able to attach documents. Our customized version allows me to view individual notes or scroll down through a continuous sales history, depending on what I want to do. When attaching doc's, I like being able to change the "description" so that the document name is easier to access within the contact record based on topic, while my general document storage is based first on the account name, then topic. Creating groups and associations lets me easily reference similar accounts meeting criteria that I define. Our customized version has a "description of business" window on the main contact window that is where I put my "crib notes" and important facts I want to easily reference, such as name pronunciation, what the company does, etc. - again user-defined.

Search function is a little clunky. Speed search will give you every instance of that word, but it's usually too much to be useful. If you want to search a person's name, you first have to select contacts, then lookup contact, and then define your term carefully or it won't register. If you input the first and last name and try to look up "name equal to", it won't find it because it only registers the last name. I've tried to do an eBlast using SLX but was unable to get it to work. I hate that the system crashes unless I use the Firefox browser. I much prefer Chrome or even I.E. I can't believe SLX chose not to support those browsers. I hate that I can enter a bunch of data, and if I have to change a window quickly, I lose everything unless I obsessively click the "save" icon all the time. Very frustrating. I dislike that I can't rearrange the toolbar that contains the Contacts, Activities, Attachments, etc. I should be able to rearrange them to suit my needs rather than some arbitrary configuration. I use 7 out of 18 tabs, and I have little or no use for the rest of them. Our company uses the Opportunity tab as the location from where we salespeople generate deal write ups - however this process is plagued with problems, for example how the deal write up is linked to the contact record. The buttons that define the deal stages are balky and don't always function correctly. Would prefer the ability to use fonts and colors to highlight my notes. This function existed in ACT but disappeared in Saleslogix. I've occasionally used the mobile version and find it difficult to manage. Hard to find what I need with a difficult-to-navigate interface.

The goal is to have one integrated application that lets the user take notes, manage customer interactions, arrange customer hierarchies, do emails, organize and link documents, schedule the calendar, etc. SLX does some of these functions well, others not so well or not at all. There's some overlap, but I still rely on Outlook as my primary calendar and email application and Windows Explorer as the best way to find a hard-to-locate document. . Overall, SLX is a lot better than just Outlook or ACT!, simpler to use than the Goldmine application I used with another employer - not sure if I like it as much as Salesforce.

The web capability for contact management is easy to use and simple to understand.

The graphical interface is not flexible enough.

We are tackling our telemarketing campaign with this system, to be able to manage a lot of contacts and keep everything up to date, even for email blasts.

Prior to Infor acquiring Saleslogix I was not happy with the back end support and training materials availble from Saleslogix. Since Infor has taken over they seem to be really working hard to improve this. For the short time that Infor has had this CRM program I have noticed a substantial effrot being made to improve things. As a company, Infor has impressed me tremendously. I will hold my grade/review for the CRM itself to a Neutral rating in hopes that Infor will continue to improve.

Back end (admin ) work needed to make changes to the system. Outlook integration has been spotty at best Over all look and feel of product was dated

Account & lead management for Telesales group.

Infor is a great product for holding information about companies, people, opportunities, support tickets, documents etc... For me as a marketeer it is quite easy to create groups and segment the data for marketing purposes and export this across to other Marketing software. The system is also beneficial for keeping track of opportunities and recent contact with companies. For marketing purposes you are also able to associate campaigns / lead sources to opportunities and track the overall amount of leads generated from a single campaign which is pretty handy.

I find infor to be very clunky and slow most of the time, it is definately not the most modern CRM system out there but it does do the job. It also crashes if my computer goes into 'sleep mode' and I need to relaunch it again. Not being able to have multiple windows / accounts open at once to switch back and forth from can is frustrating as I only have a 1 screen function when using infor. The system is quite dated in terms of reporting needs, we aren't able to get the reports and therefore have to manually use Excel.

I would say when we first got the software it solved a lot of problems in terms of holding data and tracking companies and opportunities. However now we are wanting to upgrade to a more reliable software that is smoother and has more functionality in terms of reporting etc..

The tool is very customizable. You are working with a 3rd party contractor who will do the majority of your development work, at a cost. The tool is web based, has a mobile site, and has recently seen some investment in product design improvements and upgrades, after years of very little of either.

Although the cost of ownership is small compared to some competitors, it is very easy to be nickle and dimed along the way for every little change or customization you'd like to make. The user community is small, and finding answers to common problems can be difficult. Although recent investments have improved the product, overall it is still very much far behind more current competitors like Salesforce.

We use the tool across an enterprise of 300 users for sales, marketing, service and support, and more.

Saleslogix is extremely customizable. This is beyond the leading factor for selecting this product. The mobile client is also very fast and doesn't require a special app to work on iPhone, iPad and related.

Well when I purchased and implemented this product (moving from SageCRM) it's a lot more difficult than average product to get rolled out for the on-premise version. Requires too many separate applications to configure (admin, architect, application architect), wayyyyy behind in integrating with other web apps that have become standard, outlook integration is poor and have to look to a third party for decent tool. Web client is buggy at times. I do not use LAN Client as the method of database connection is old and dated along with look and feel. Poor on advanced workflow as well as found I. sageCRM.

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Not much here, but honestly, I have not used in over 6 years. It is good for very, very small business CRM, but that's it.

UI needed updating. Not a good platform for large Enterprise. It was client based, so integration to main database was a nightmare. Very slow.

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The easy access to the développement environment and the ease to manage contacts. We use the on premise version and an online portal to merge properly the contacts.

The bulky and combursome aspect of the on premise client. We have issues with the client loading itself. We use remote desktop to offer the client at a faster speed, but it can barely help. We also didn't have all the documentation of the customization and so we can't offer the web experience.

We track all opportunities and quotes. We use the CRM combined with different analytical tools to extract the data and stategize accordingly.

The system seems passable for the price point.

My primary dislike is Infor as a company. It's difficult dealing with them. There seems to be a few humans over there but I often get heavy handed responses. Don't bother thinking they will budge an inch for anything. Ever. One particular example involves storage. They say you get 100 gigs and in the contract it says, "Infor CRM SaaS storage subscription 100 GB". Great, one of the reasons I picked this platform over Salesforce is because of data overage charges. Now the database I'm migrating from is 11.4 gigabytes. Seems like i'm in the clear right? Nope. It is impossible to know this as an outsider, but that 100 gigs of storage is FILE STORAGE, it is NOT available for your operating database. They have a 10 gig partition for the database engine, and that's what you are stuck with. I pointed this out that the contract says I have 100 gigs of cloud storage and it would be impossible for me to know that my database size was limited to 10 gigs. I asked if we could increase that size and I get: “It is not our process, as all new customers get the designed AMI. The designed AMI is considered standard, and when more space is required or requested it must be purchased. " Help and training are also surprisingly expensive and lackluster. When I'd pose questions to their normal support (infor Xtreme) they will point you to a $3000 course that barely covers the topic. So I signed up for a Developing for the Web course. They didn't have enough instructors for their web-video class (think Udemy $10 course btw) and I was provided someone that is not an expert in the topic. When I asked that guy questions during the course he got back to me the next day with an answer that he couldn't elaborate on when I had follow up questions. There were show stopping bugs during the workshop that I wasted 4 or 5 hours on before the guy told me the next day, "oh we know about that one, you have to do ...". Great, thanks for giving me a heads up in advance. In fact, there were many bugs that I learned about that need workarounds. Now that I have received an official certification, you'd think you'd be able to get some help now right? No, I get referred to my business partner. My original business partner charged $175 / hr and couldn't answer my coding questions appropriately. So get this, I spend $3000 on a course, then when I need help I get pointed to a business partner that charges $175/hr and doesn't have the knowledge to answer my questions. As to dealing with Infor and your business partners. I use the plural, partners, because I've had the (dis)pleasure of needing to swap out business partners because in all honesty, one person cannot know and understand the entirety of this system that has had multiple homes with various development companies. We've been paying Infor for their system for 8 months. We've spent tens of thousands on development already and we had to scrap everything from our first business partner and now we have to start over.

We have realized zero benefits after 8 months of work.

Customizable features and the XBar Outlook mail feature

Visibility among users, issues with upgrades and browsers

Greater follow-up/task scheduling than with previous CRM.

Infor CRM was inferior to more robust CRM solutions in every way.

Slow to load next page, slow to load search results, search query needs to be typed in exactly as it appears in the system, for example, if Wal-Mart is in the system, "Wal Mart" or "Walmart" would not load any results. Leads would randomly disappear from the CRM for 4 hours at a time which was attributed to a technical issue.

Infor CRM may be better than having no CRM at all, but not by much.

The system seemed customizable to our particular business.

Terrible, non web interface. The desktop app was slow, requiring VPN access to the UK just to use it. Since the system was self-hosted and separate from the rest of the firm's systems, there was simply no coordination. The system was in the UK, making it absurdly slow for US users. It was not intuitive at all and I was unable to see my own pipeline or do simple searches.

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It gets the job done... eventually.

Part of my problem with this software is my employer's implementation of it. You have to use the Windows remote desktop to log into this thing, so you essentially can't log into it from your own computer. It's slow. Logging emails is a pain, and when you do log them they are in plain text. I have to like it because a lot of stuff I use is in it, but that's about it.

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Used to be one of the best CRMs around, however today, there is nothing unique are sexy about it.

The UI looks old and windows 3.1ish. Very clunky. the generation of reports look really poor. Graphs look really amateurish compared to SFDC or other CRMS reporting. Sage is no longer developmeing as they are driving SageCRM

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Great collaboration with system database. Real time data

Refresh rate need to imrpove . Few operation takes time to open.

Infor Customer Relationship Management (CRM) software provides a view of every customer touch point across an organization’s sales, marketing, customer service, and support teams.

A Stable product. Well Organised and easy to use

Web base administration configuration is difficult

Sales Team. Sales History. Manage Leads. Contacts and Accounts.