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. Review collected by and hosted on G2.com.

What do you dislike about Infor CloudSuite Customer Relationship Management (CRM)?

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. Review collected by and hosted on G2.com.

Recommendations to others considering Infor CloudSuite Customer Relationship Management (CRM):

We beta tested this for over a year. I was one of a handful of "guinea pigs" elected to do this. Painful experience for me, but helped us to work out the bugs before deploying it across the company. Our backoffice people still aren't proficient with it, so we need to do a better job of bringing all users into the fold. Review collected by and hosted on G2.com.

What problems is Infor CloudSuite Customer Relationship Management (CRM) solving and how is that benefiting you?

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. Review collected by and hosted on G2.com.

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Infor CloudSuite Customer Relationship Management (CRM) Overview

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What is Infor CloudSuite Customer Relationship Management (CRM)?

Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise.

Infor CloudSuite Customer Relationship Management (CRM) Details

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Infor CloudSuite Customer Relationship Management (CRM) Community

Languages Supported

German, English, French, Italian, Russian

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Product Description

With Infor CRM, connecting with your customers is easy, engaging, and affordable. From tracking prospect calls and meetings, to updating sales forecasts, it's all readily available for you and your team - both in the office and in the field.

How do you position yourself against your competitors?

Infor CRM offers the most flexible and comprehensive pricing options in the market, allowing Infor CRM to consistently be the lowest TCO solution. Offering full license flexibility with Cloud, on-premise, and traditional licensing, Infor CRM uniquely gives users a choice of named, concurrent or a mix-and-match option to truly fit your needs. In 2013, Infor CRM introduced “Mobile-Only” pricing at 40% off the normal user price as part of our “Mobile First” strategy. Infor CRM offers industry leading front-office and back-office integration and configuration capabilities with the ability for CRM to be embedded inside Microsoft Outlook and Gmail, bringing CRM inside the applications users know and love. With a mobile platform that sits on top of REST-based API, Infor CRM delivers an adaptive architecture to deliver purpose-built apps to CRM users.

Seller Details

Seller

Infor

Year Founded

2002

HQ Location

New York

Twitter

@Infor
18,941 Twitter followers

LinkedIn® Page

www.linkedin.com
21,238 employees on LinkedIn®

Phone

800-260-2640

Description

Infor is a global company that offers robust and scalable end-to-end software solutions that are industry-specific, cloud-based, data-driven, and designed to help organizations meet present and future challenges in an era of rapidly evolving technology. Infor is dedicated to collaborative partnerships, helping forward-thinking organizations become what they need to be as emerging technology continues to drive the way success is achieved locally and around the globe.

Overview Provided by:

Aaron Stein

Demand Gen | Digital Marketing | Product Marketing

Recent Infor CloudSuite Customer Relationship Management (CRM) Reviews

11/25/2024

SUMIT G.Mid-Market (51-1000 emp.)

5.0 out of 5

"infor sun systems"

infor Sun System we used for accounting purposes , user friendly option , much detail concept

3/27/2024

Verified UserMid-Market (51-1000 emp.)

3.0 out of 5

"infor great for CRM"

its easy to log in anywhere and keep my customers satisfied.

10/31/2023

Hector I.Mid-Market (51-1000 emp.)

5.0 out of 5

"It was a great experience."

Infor CloudSuite CRM is very helpful in growing businesses.

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Infor CloudSuite Customer Relationship Management (CRM) Media

Infor CloudSuite Customer Relationship Management (CRM) Demo - Infor CRM (Account Timeline)

One consolidate and easy view of your account history witin Infor CRM.

Infor CloudSuite Customer Relationship Management (CRM) Demo - Infor CRM (Lead Detail)

Everything you need to know about your leads is right in front of you within Infor CRM.

Infor CloudSuite Customer Relationship Management (CRM) Demo - Infor CRM (Welcome Screen)

As you enter Infor CRM, you're presented with everything you need to organize your day, including key opportunities, activities, lead metrics, and more in this fully customizable dashboard.

Infor CloudSuite Customer Relationship Management (CRM) Demo - Infor CRM Mobile (Login Screen)

Infor CRM Mobile provides you easy access to your CRM data, anywhere, anytime.

Infor CloudSuite Customer Relationship Management (CRM) Demo - Infor CRM Mobile (Opportunities)

All opportunities at a quick glance, including key performance indicators (KPIs), and all relevant opportunity details.

Infor CloudSuite Customer Relationship Management (CRM) Demo - Infor CRM (Account Detail and Activities)

A quick view of account details with quick actions for scheduling an activity and adding relevant notes, this view will keep you fully functioning in the field and keep all data updated in real-time.