Infor CRM

What differentiates Infor CRM from other similar products?

Integration with InforERP

What is your favorite aspect of this product?

For InforERP users, it‘s easy to learn using InforCRM

What do you dislike most about this product?

Limited capabilities

What recommendations would you give to someone considering this product?

Don‘t use it unless you are on Infor ERP

What differentiates Infor CRM from other similar products?

It’s simple to organize my customers and alter dropdowns for code. I also use the Swift Page module to send many newsletters and e-blasts while keeping a record of the send-in contact record – the opt-out option included helps keep my email from being blacklisted. The ability to use tickets to construct workflows and produce visibility without paperwork getting stuck in someone’s inbox is the finest feature for me. I’ve never seen another program with as many advanced grouping choices as this one. I can also keep track of capital assets. Furthermore, the asset system is far more resilient than other products.

What is your favorite aspect of this product?

The system is simple to understand and utilize. I didn’t need to customize anything because the system already has a lot of functions. It’s fantastic because I can easily generate complex collections of data without any programming skills. A skilled user (non-IT) can retrieve a large amount of complex information. This enabled me (a non-IT user) to develop meaningful dashboards for my salespeople to view key data quickly. It’s fantastic because users know what they want to see, so allowing them to acquire it themselves rather than relying on IT is quite beneficial. Furthermore, it isn’t just a straightforward list.

What do you dislike most about this product?

The cloud is slow, and some features don’t always work properly. I tried putting everyone on the same operating system and browser, but some folks still had issues with the desktop integration working sometimes and not working other times.

What recommendations would you give to someone considering this product?

I enjoy the ticketing system and how we were able to form teams or individuals to work on specific concerns stated in the ticket. This system, as I’m sure other CRMs do, has a lot of customizing options. I know that if I put more time and effort into customizing this for my company, I will be able to operate more efficiently.

What differentiates Infor CRM from other similar products?

For users, the administration panel is appealing and intellectual. Another advantage is that I can simply conduct data analysis by utilizing data from business tools. Furthermore, the software does not require highly skilled individuals for command execution, and the typical person can readily comprehend how to use it. I can get a free trial for a few days to fully comprehend the panel.

What is your favorite aspect of this product?

Infor is an excellent product for storing information about businesses, individuals, opportunities, support requests, documents, and so on. As a marketer, it is simple for me to create groups and segment data for marketing purposes, and then export this to other marketing applications. The system is also useful for keeping track of prospects and recent business contacts. For marketing purposes, I can also link campaigns and lead sources to opportunities and measure the total number of leads generated by a particular campaign, which is quite useful.

What do you dislike most about this product?

There are several disadvantages to using this instrument, the most serious of which is its inability to travel through numerous systems. As a result, many compatibility issues arise, which many people find frustrating at first.

What recommendations would you give to someone considering this product?

I enjoy how I can check a client’s ticket history, which helps me prepare for proactive outreach. I can see the “support for” and “comments on ticket activities.” The ability to see notes from other team members is beneficial to our collaborative effort to identify the best solutions for our clients. There are far too many ways to accomplish the same task. The user interface is “clogged.” It can be a little intimidating and “clunky.” It should be rethought.