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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 Onboarding Yes 
ADP Succession Management Yes 
Apex-Pro Systems Yes 
Ariane Systems Yes 
ChangeEngine Yes 
CompuFACT Yes 
CyberPlan Yes 
IRIS Guest Yes 
IST Ship-Link Yes 
Infor LX Yes 
Knowde Yes 
Logistics Vision Suite Yes 
Longview Transfer Pricing Yes 
Maileon Yes 
NextGate Yes 
Objective 3Sixty Yes 
Responder360 Yes 
TCS ADD Yes 
TCS OmniStore Yes 
Whistle Messaging Yes 

Integrations

ADP Onboarding No 
ADP Succession Management No 
Apex-Pro Systems No 
Ariane Systems No 
ChangeEngine No 
CompuFACT No 
CyberPlan No 
IRIS Guest No 
IST Ship-Link No 
Infor LX No 
Knowde No 
Logistics Vision Suite No 
Longview Transfer Pricing No 
Maileon No 
NextGate No 
Objective 3Sixty No 
Responder360 No 
TCS ADD No 
TCS OmniStore No 
Whistle Messaging 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

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