Infor Customer Relationship Management (CRM) Reviews & Product Details

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/user 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.

The strength in the Infor CRM product(SalesLogix) is and has always been the flexibility of the application. They have provided a framework where we can customize and mold the application to fit our business needs and strategy. Their long-range goals of providing an application that can be accessed in a variety of different ways have always made this a superior product for people who don't have a cookie-cutter business. Review collected by and hosted on G2.com.

If I were to complain about the product it would be to address the Hotfix and upgrade capability of the application. Infor comes out with HF and service patches at a quick pace which doesn't allow a large organization like mine to move as quickly as they do. Review collected by and hosted on G2.com.

Great functionality. The system is fairly easy to figure out and use. There are a lot of features already built into the system so we didn't need to customize much. The way you can create complex groups of data easily without programming knowledge is great. A skilled user (non-IT) can pull a lot of complex information. This allowed me (a non-IT user) to create useful dashboards for our sales people to easily see relevant data. It's great because users know what they want to see so having them able to get it themselves instead of waiting on IT to do it for them is really helpful. Plus, it's not just pulling a simple list. I haven't seen any other program with as sophisticated grouping options as this program offers. We also track capital equipment and the asset system is much more robust than other products. We like how you can add products to a sales opportunity and convert them to assets when the sales is won. Review collected by and hosted on G2.com.

It is slow on the cloud and somethings don't always work properly. We've tried putting every single person on the same operating system, same exact browser and still had some people have issue with the desktop integration sometimes working and sometimes not working. It makes sense if something never works, but is really annoying when sometimes it does and sometimes it doesn't. There doesn't seem to be reason why. It's very frustrating. We've also upgraded our networks internally and externally to have a fast connection, but it still is slow. We previously used the LAN version which didn't have any speed issues. Sometimes it is quick, but sometimes it can really hang. I really like what the software can do, when it actually does it. Review collected by and hosted on G2.com.

Prior to Infor acquiring Saleslogix I was not happy with the back end support and training materials available 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 effort 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. Review collected by and hosted on G2.com.

Back end (admin) work needed to make changes to the system. Outlook integration has been spotty at best. Overall look and feel of product was dated. Review collected by and hosted on G2.com.