Infor CRM - formerly SalesLogix - in an enterprise-level customer relationship and experience management tool that offers a number of industry specific solutions. Infor manages all your customer interactions from one place and provides intelligence on the value of interactions, providing suggestions on cross-selling, up-selling and issue resolution. Infor CRM integrates marketing, sales and customer service features that help to generate insights and provide recommendations on how to increase retention and revenue.
Infor CRM is tailored to meet the needs of a number of specific industries. The CRM app serves the financial services, hospitality and gaming, retail, telecom, fashion, healthcare, high tech, manufacturing industries and more. Infor integrates an enterprise-level CRM, CXM and a social CRM tool into one complete customer management application.
Infor CRM is offered as part of the Infor Epiphany package. The CRM solution you adopt can be tailored to meet the specific needs of your industry. Infor Epiphany include a marketing resource management tool to manage all marketing campaigns and activities, ensuring marketing resources are utilized in the most effective way.
Epiphany Marketing and Analytics allows you to understand customer data and use it to carry out targeted, multi-channel campaigns. The Epiphany Sales and Service tools allow you to access customer transactional history and current data to provide personalized offers and issue resolution to key clients.
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.
I call it Infor Saleslogix (ISLX) CRM Enterprise because Infor has a number of CRM offerings (Inforce, Epiphany, Infor CRM Business, etc). ISLX Enterprise, although, long-in-tooth, provides the most comprehensive Customer Relationship Management solution on the market Out-Of-The-Box. Besides being one of the most intuitive, and easiest to use offerings, ISLX Enterprise includes Sales Automation, Marketing Automation, Customer Service Automation, Complete Mobile CRM, highly advanced Outlook and Gmail Integration, and 100GB of Data Storage for each 50 users (which is often overlooked when comparing Cost and ROI. Infor SLX Enterprise is available as a Cloud, On-Premise, or Hybrid Offering. At 48% the cost per user of SFDC Lightning (excluding storage), ISLX CRM has an overall productivity rapid-return-on-value built-in.
Easy-to-Use, Robust Out-of-the-Box, Configurability,, Flexibility, Rapid Return-of-Value, ROI generally less than 1 year (usually 6-8 months); Fast and Easy Navigation. Price-to-Value; and Rapid Implementation. Outstanding Outlook and Microsoft Office Integration (Outlook, Excel, Word, Sharepoint).
Beauty and Speed are usually not Congruent. Infor Hook and Loop designers need to step-up and close the gap on the user interface. Infor needs to focus on an greatly robust application eco-system (1st 3rd party integration -not just ION, vertical industries providers, re-invest in business partners, increase marketing awareness with success stories, and product collateral; use competitive wins that make sense. Finally, WIN Something BIG, and let everyone know you are in the game, or Go Home.
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.
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.
The milestone updates and integration with Microsoft Outlook are easily my most used and favoirte features.
The user interface isn't very intuitive and often prevents me from grouping data sets in ways that are helpful for analysis.
Thank you for your review. We highly value customer input and are committed to ensuring the highest level of satisfaction. Infor CRM has several ways to build and filter list views and we'd be happy to spend a few minutes showing you how. Please contact [email protected] to schedule a convenient time.
This software is very robust. It is somewhat difficult to understand and the included help is less than helpful. It's much like learning a new programming language without any instruction so you can spend a great deal of time struggling through the syntax. Previous development/programming experience is definitely required to set this up properly unless you are doing very basic configurations. It does allow you to integrate SQL calls to tables outside of the included table structure which is a great way to pull in the data if it already exists elsewhere. It has a lot of great features however often times the help documentation will simply say "Custom Feature" and give you no clue how to use it! I like to be able to research things myself without having to reach out to customer support frequently and the documentation is so lacking you definitely end up reaching out, also documentation frequently neglects to use the correct syntax, omitting necessary punctuation! Overall I really like the product but would love to see some enhancements to the documentation and also some additional space to add your own documentation in the option list and matrices structure. (Option list Groups could definitely use this!)
We appreciate your feedback and comments. Infor CPQ takes pride in ensuring customers like you receive great experiences and we welcome the opportunity to connect with you to discuss your review further. Please contact us at [email protected]
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Infor CRM offers the following pricing plans:
Pricing model: Subscription
Free Trial: Not Available
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We do not have any information about what devices Infor CRM supports
Infor CRM integrates with the following applications:
Anypoint Platform, Clear Spider, CloudHub, DATABASICS Time & Expense, Esker, Infor ERP, KBMax 3D CPQ, Mule ESB, Nexus, Salesfusion
Infor CRM offers the following support options:
Online Support, Phone Support, Video Tutorials