Infor CRM Review

PROS: It is easy to organize our 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. But the best feature for us is the ability to use tickets to create workflows and generate visibility without documentation.

CONS: You can't do zip code range searches and there are some groups that you can't make without creating joins 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.

PROS: I do like the ticketing system and how we were able to set up teams or individuals on certain issues that were addressed in the ticket. I know that if were to spend more time and resources into customizing this for our business that we would be able to work more efficiently.

CONS: There could be a better way to show a user who's already working on the ticket. As it works right now is that the user has to "punch-in" when they access the ticket and our staff is not very good about that.

PROS: Infor CRM allows me to view individual notes or scroll down through a continuous sales history. Creating groups and associations lets me easily reference similar accounts meeting criteria that I define, or put my "crib notes" and important facts I want to easily reference.

CONS: Search function is a little clunky. It will give you every instance of a word, but it's usually too much to be useful. I hate that the system crashes unless I use the Firefox browser; I much prefer Chrome or even IE. Also, I hate that if I have to change a window quickly, I lose everything unless I obsessively click the "save" icon all the time. I can't even rearrange the toolbar to suit my needs rather than some arbitrary configuration.

PROS: Infor CRM is a very stable product, well organized and easy to use. It is providing great and really needed updates to the product making it even better and fixing issues that previously ignored.

CONS: It has a lot of legacy code and is behind in some technologies. The mobile version is very limited and there is no easy way to transfer the tools created for the LAN client into the web or mobile platform. If you add custom code it is going to be hard to apply updates.

PROS: "XBar", Infor CRM's Outlook integration solution, is one of the best Outlook integrations on the market. It's evident it put in tons of time and resources into the product. It also has one of the very best (and easiest to use) mobile clients for mobile sales teams.

CONS: Infor CRM doesn't have as many integrations as Salesforce or SugarCRM and is harder to customize. Some users may also find that it 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.

PROS: The strength of Infor CRM is its flexibility of the application. They have provided framework where we can customize and mold the application to fit our business needs and strategy. It is simply a superior product for people who don't have a cookie cutter business.

CONS: It would be the issues on the hotfix and upgrade capability of the application. They come at such a quick pace that it doesn't allow a large organization such as mine to move as quickly as they do.

PROS: As a developer I find the customization of the LAN client fairly straightforward. You can achieve basic or complex modifications to the system and it is easy to track these modifications within the Architect client app using version numbering and project bundles.

CONS: The customization process for the web client is very complicated and can often be quite unreliable. Transferring custom development from the LAN to Web clients can be a lengthy process. The Application Architect script editing tools are very minimal as well.

PROS: Infor CRM has a nice layout and design. Setting up accounts was easy and users were able to work on the same day of creating their accounts. Mail integration is also great and people would not need to have both their mail and CRM open.

CONS: Updates come in slow and with the rapid speed that other companies are moving, I feel that they lag behind them. For one, it does not work for Windows 10 at the moment and it will be detrimental to the software in the future.

PROS: We can build pretty much anything they need within Infor CRM. We can make customizations without having to pay a third party. We have also found that it has kept up changes in technology by introducing mobile and web versions of the application while still supporting their fat client, allowing us to keep our power users happy internally and get critical information into the hands of our sales force.

CONS: It has worked very well, but the web client was rolled out with inadequate documentation. I would also like to see an upgrade path from the fat client to the web client that we can refer should the need arise for our business in the future.