We primarily use Infor CloudSuite CRM for booking orders, tracking customers, managing estimates, and handling codes and related information.
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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.
The tool has been mainly meant for areas related to accounts, order entries, inventories, purchase orders, and invoicing for up to a year, so it serves as a limited CRM tool.
The most valuable feature of the solution stems from the fact that the inventory control part is good. Accounting and finance are also good areas for the tool. The scalability offered by the product is good. My company plans to add 20 more users to the product. It is possible to add users and access modules along with reports in the tool.
In the next upgrade, my company expects the tool to have the ability to apply travel expenses. In the next version of the product, I want the product to add the travel desk management module since it is an area that the tool currently lacks.
From an improvement perspective, the ability to make modifications to the product needs to be more user-friendly.
I have been using Sage CRM for two years. I use the solution's latest version.
Stability-wise, I rate the solution a nine out of ten.
Scalability-wise, I rate the solution a nine out of ten.
In India, my company has 80 users. At a global level, there are 105 users of the tool in my company.
The solution's technical support is fast to respond. Whenever my company needs to make changes to the product due to the government's changes in the tax structures, the tool's technical support team helps. I rate the technical support a ten out of ten.
Positive
The product's initial setup phase is not complex.
During the deployment process, users need to take care of areas like rescaling data, data storage, scalability, and ERP.
The solution is deployed on an on-premises model.
The solution can be deployed in two to three hours.
The solution can be deployed with the help of my company's in-house team members. There is also a local consultant in our country. If my company needs some kind of customization or changes in the data or table, the tool's local consultant will help us.
The product's benefit stems from its being a good tool for our company. We can access data at any time, generate reports, and send them via email.
Though my company has to have a perpetual license per user, there is a need to make annual payments towards the costs attached to the support my organization receives from Sage CRM's technical team. It is not an expensive product. It is a moderately priced product, meaning it is neither expensive nor cheap.
Speaking about the product's ability to improve sales processes, I would say that even though the tool offers project management capabilities along with ERP functionalities, my company doesn't use it for project management or HR-related areas. My company majorly uses the tool for finance, logistics, and inventory control.
I haven't had the need for my company to not integrate the tool with other products. Though my company uses the product separately, we can export Sage CRM into Excel, after which the data can be integrated with other software products. Though the tool can be integrated with other products, my company doesn't do it because Sage CRM is enough for us.
The analytical reporting part of the business product is good. The analytical reporting part of the product is used for financial years, along with the profit and loss reports and inventory reports. For the sales part in our company, we use the analytical reports generated by the product to help the sales people in a region-wise, sales-wise and product-wise manner.
In my company, one of the teams will be changing from Sage CRM to Microsoft Dynamics.
I recommend the product to others who plan to use it, especially since it is a tool suitable for medium-sized companies and not for enterprise-sized businesses. Medium-sized companies can use the product since it is an economical and reliable tool.
I rate the tool a nine out of ten.
