We use the tool mainly for customer data management. We create accounts and contacts.
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We use the tool mainly for customer data management. We create accounts and contacts.
The solution has a lot of features. The solution provides a lot of REST APIs to handle the data. The integration with other systems is easy. The tool provides approval workflows for each opportunity. We can also generate leads through the product. We can configure a lot of approvals at different stages. The approval workflows are very good. I like them the most. It is a developer-friendly application. We can learn it quickly.
Since it is a cloud-based product, we don't have access to the backend. So, it is difficult for the developers. If something is wrong, I cannot check the backend. We have to raise an SR, and the support team provides us with logs. The tool must allow developers to check logs. If the vendor gives options to download the logs, it will help us analyze the issues.
I have been using the solution for six years.
We have 50 to 100 users.
The product is deployed on Oracle Cloud. The installation can be done manually, or we can use Import and Export. Import and Export options must be more mature and stable. The deployment fails abruptly sometimes for unknown reasons. So, we end up doing it manually.
The solution is reasonably priced compared to other tools.
We also use Oracle for service request management. The customers raise service requests, and the agents track them and resolve the issues. I will recommend the tool to others. Overall, I rate the product an eight out of ten.
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.
