Infor CRM

What differentiates Infor CRM from other similar products?

It forecasts margins and assigns the target for the team suitably. We can observe the forecasts as per the salesperson, territory, and team. In addition, the forecasting helps track the productions of the sales department and spot the achievers.

What is your favorite aspect of this product?

A significant advantage of Infor CRM is its interface. The simple design makes it possible to access customer information at the right time and it allow us to customize the dashboard to include the most relevant data.

What do you dislike most about this product?

Appointments/events are automatically marked as closed when the data arrives. Reminders need more options like 1 week, 2 weeks, etc.

What recommendations would you give to someone considering this product?

Features-wise, Infor CRM stacks up well against the competition and it even beats some of the industry leaders in certain areas. It is doing a lot more for form building and optimisation than most CRM providers.

What differentiates Infor CRM from other similar products?

Its powerful process automation capabilities help sales teams apply best practices and operate more efficiently. Although there are many customization choices, we found it to be a significant positive that we could quickly hop in and use the product straight away. You may quickly create your personal dashboard to show only the items that are crucial to your function by using the logical and simple user interface.

What is your favorite aspect of this product?

This is a method I use every day at work, and it is far superior to one we previously used for years. This one is a lot more useful; I like how you can change the layout and access various client data in a number of different ways. I adore using every day. Only a few takes you need and then you can easily use this software.

What do you dislike most about this product?

Again, the vendor's help was excellent, although it was challenging to distinguish between CRM issues and vendor issues. The support we received from our most recent provider was good, and the personnel we worked with were able to handle any problems we encountered in just one phone call or email.

What recommendations would you give to someone considering this product?

Even at the administrator level, changes are simple to make. For instance, we have distinct tabs set up for various business areas to make their particular data easily accessible. It enables us to keep track of all chances that are open, closed, or pending for each account so that you always know who your top clients are.

What differentiates Infor CRM from other similar products?

Infor CRM offers tools to help people, groups, and organizations perform better in sales as well as insights to improve planning and execution for sales, marketing, and customer service. Rich customer data from conversations and transactions all across company is made available to sales teams by Infor CRM, which also fits the current flexible workforce with different access options.

What is your favorite aspect of this product?

Our freedom to design our own selling process was a major asset; going from a first meeting to a sale taught us a lot about where to concentrate our time and energy and when to declare an opportunity closed. Although we were unsure of the kind of assistance we should expect with our plan and what was extra, our vendor support was consistently good and timely.

What do you dislike most about this product?

Since we are a little business, we didn't have the resources to hire a full-time administrator to handle everything, as we felt that was necessary. We experienced problems with administrator rules and permissions because we lacked a dedicated manager on site.

What recommendations would you give to someone considering this product?

Although I still prefer the discontinued desktop client, it is fairly simple to use. We are currently updating to the most recent version, which should greatly enhance the user experience. For analytics and integrating with data from other systems, you can fairly quickly pull data into Business Objects.