The most valuable feature is an easily obtainable total overview and customization flexibility.
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The most valuable feature is an easily obtainable total overview and customization flexibility.
The product's pricing needs improvement.
We have been using Dynamics 365 Sales for half a year.
The platform is stable. We haven't encountered any bugs or glitches. I rate the stability an eight out of ten.
Our executives who are training in Dynamics have used the technical support services. It works well.
We used Salesforce before.
The initial setup process is straightforward. It takes half an hour to complete.
The platform is expensive.
The platform helps streamline sales pipeline management by defining and tracking the process. The sales agent feature has had the most significant impact on sales productivity. It integrates well with other Microsoft products, enhancing sales workflow.
I rate it an eight.
We primarily use Infor CloudSuite CRM for booking orders, tracking customers, managing estimates, and handling codes and related information.
One feature of Infor CloudSuite CRM that I find most beneficial is the transmission of information. Workflow management and collaboration tools enhance operations and facilitate seamless interaction among departments.
They could include marketing automation for the product.
We have been using Infor CloudSuite CRM for 15 years.
The platform has supported our business scalability and growth over time by enhancing productivity and expediting processes. It enables us to respond to customers more quickly and reduce order lead times, resulting in higher customer satisfaction and improved margins.
I rate the scalability a nine out of ten.
The technical support services are good.
Positive
The Infor team creates the instance, so the initial setup is straightforward. For a mid-sized organization, the software would be deployed in a maximum of three months.
The product is expensive. I rate the pricing a five out of ten.
We store all customer information and transaction details within Infor CloudSuite CRM, which is also integrated with our ERP system.
It has significantly impacted our sales and marketing strategies. It is a transactional system with features like workflow management and document control capabilities. This integration allows seamless communication and collaboration between our field teams, engineering, and sales departments.
While integrating with Infor ERP systems is relatively straightforward, connecting with third-party systems may require technical assistance. It is possible to integrate with external systems with the necessary technical support.
I advise others to look at the digital transformation tools in addition to the CRM. That will bring higher value.
I rate it a nine out of ten.
