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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Infor CRM transcends the role of a mere database; it offers a comprehensive perspective on all customer interactions. This software for Customer Relationship Management (CRM) delivers insights into every point of contact with customers throughout an organization’s various divisions, including sales, marketing, customer service, and support. By utilizing detailed customer profiles and tools designed to enhance sales productivity, users can pinpoint opportunities that boost the effectiveness of each engagement while optimizing sales processes. With its suite of analytics, sales management features, and proactive notifications, businesses can facilitate precise forecasting, make informed decisions, and manage teams and territories more efficiently. As a cloud-based solution, Infor CRM encompasses sales, customer service, marketing analytics, and reporting, seamlessly integrating with Infor ERP solutions, Birst® Networked BI, and other components of Infor’s Customer Experience Suite. By managing the entire customer lifecycle within a single platform, organizations can leverage future sales opportunities while ensuring outstanding customer experiences. Ultimately, Infor CRM serves as a vital tool for driving business growth and enhancing customer satisfaction.

Description

The Infor Professional Services Automation (PSA) suite serves as a versatile solution for project portfolio management, enabling organizations to effectively track and oversee client projects. It encompasses various elements, including personnel, processes, technologies, and financial considerations, offering firms enhanced visibility and centralized oversight of client bids, sales proposals, and both billable and non-billable project activities while improving resource allocation efficiency. With an intuitive interface, Infor PSA equips project managers with the necessary tools to oversee costs, resources, and timelines, thereby maximizing delivery effectiveness, all within their familiar systems without any extensive setup requirements. Additionally, by integrating essential project financial information with key accounting systems, the Infor PSA suite empowers professional services organizations to achieve superior margin management and streamlined information flow, ultimately optimizing their entire portfolio of client projects for greater success. This comprehensive capability ensures that firms can efficiently respond to changing project demands while maintaining a high level of service quality.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP Enterprise HR Yes 
CC1 Lab Yes 
Cloud-Sync Yes 
GA Connector Yes 
LinkedIn Sales Navigator Yes 
Logistics Vision Suite Yes 
Objective 3Sixty Yes 
PeakCommerce Yes 
R Systems Yes 
Selectron Relay Yes 
Smart Inventory Planning & Optimization Yes 
StarfishETL Yes 
Syniti Data Connectivity Yes 
TCS ADD Yes 
TCS Intelligent Urban Exchange Yes 
TCS MasterCraft DevPlus Yes 
TCS MasterCraft TransformPlus Yes 
Whistle Messaging Yes 
Znode Yes 

Integrations

ADP Enterprise HR No 
CC1 Lab No 
Cloud-Sync No 
GA Connector No 
LinkedIn Sales Navigator No 
Logistics Vision Suite No 
Objective 3Sixty No 
PeakCommerce No 
R Systems No 
Selectron Relay No 
Smart Inventory Planning & Optimization No 
StarfishETL No 
Syniti Data Connectivity No 
TCS ADD No 
TCS Intelligent Urban Exchange No 
TCS MasterCraft DevPlus No 
TCS MasterCraft TransformPlus No 
Whistle Messaging No 
Znode No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Infor

Founded

2002

Country

United States

Website

www.infor.com/products/customer-experience-suite/crm

Vendor Details

Company Name

Infor

Founded

2002

Country

United States

Website

www.infor.com/products/professional-services-automation

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard No 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Task Management No 
Time & Expense Tracking No 

Alternatives

Alternatives

Infor MRM Reviews

Infor MRM

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