Infor CloudSuite Customer Relationship Management (CRM) Reviews & Product Details - Page 5

I am not a power-CRM user, but being a developer it is not very difficult to make customization to the SalesLogix/Infor-CRM product. The back-end DB schema is very easy to follow and can easily be queried from outside the application. Review collected by and hosted on G2.com.

Can be difficult to push out new SQL views to remote users. Review collected by and hosted on G2.com.

Right click capabilities. Disconnected access, can work without internet. Review collected by and hosted on G2.com.

Difficult & costly upgrades. If on client server version it's more involved to implement and or upgrade. Review collected by and hosted on G2.com.

Infor CRM is very versatile, when it is set up correctly. It has many options to choose from and a lot of information to work with. Review collected by and hosted on G2.com.

Slow, bulky page loads. The web version is quite obviously just a skin on the old LAN client interface. While it is on the web, navigation is the same as the web client. The skin is also not the prettiest design, which does count for alot when you are competing with the shiny slick feel of other CRMs like salesforce. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It is cost effective for those of us with a lot of concurrent users. Review collected by and hosted on G2.com.

Too many clicks to do things on version 8.1 Review collected by and hosted on G2.com.

The Infor "XBar", Infor's Outlook Integration, is one of the best new features since SalesLogix became Infor CRM and is one of the best Outlook integrations on the market. Infor has listened to their customer base and is putting in tons of time and resources into the product. Infor also has one of the very best (and easiest to use) mobile clients for mobile sales teams. Review collected by and hosted on G2.com.

Infor CRM doesn't have as many integrations as Salesforce or SugarCRM. Also, Infor is harder to customize than Salesforce or Sugar.

Some user may also find that Infor isn't for their particular industry. It is a very horizontal product, but I see it working best for manufacturers and heavily-mobile sales teams. Review collected by and hosted on G2.com.

Application is easy to use/under friendly Review collected by and hosted on G2.com.

Customizing fields to meet our business needs Review collected by and hosted on G2.com.

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.

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.

It is easy to organize your customers and easily edit dropdowns for coding. We also use the Swiftpage module to send multiple newsletters and eblasts while recording a note of the send in the contact record - the included opt out feature helps protect our email from getting blacklisted.

The best feature for us is the ability to use tickets to create workflows and to generate visibility without documentation getting 'stuck' in someone's email. Review collected by and hosted on G2.com.

You can't do zip code range searches (e.g. 40 miles of 42011), and there are some common sense groups that you can't make without creating joins (which I just can't figure out), such as associations. It would be great if we were able to have advanced customer hierarchies for CPG.

For inside sales/telemarketing, I wish that activities could be sorted more, and that there were more options - almost like being able to create groups. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.