One application that lets me reference my notes easily

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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.

What specific problems in your company were solved by this product?

The goal is to have just one application that lets the user take notes, manage customer interactions, arrange customer hierarchies, do emails, organize and link documents, schedule the calendar, etc. Infor CRM does some of these functions well. Overall, it is a lot better than just Outlook or ACTI and is simpler to use.

Are you a current user of this product?

Yes