In today’s hyper-competitive digital landscape, Customer Relationship Management (CRM) solutions are no longer optional — they are essential. Among the top-tier CRM systems, Infor CRM (formerly known as Saleslogix) has emerged as a powerful and customizable platform designed to elevate customer engagement, improve sales performance, and provide unmatched scalability for businesses of all sizes.
This comprehensive guide explores everything you need to know about Infor CRM, its core features, deployment options, integrations, industry applications, and how it compares to other CRMs in the market.
What is Infor CRM?
Infor CRM is a robust, cloud-based and on-premise customer relationship management platform that enables businesses to manage interactions with customers, prospects, and partners effectively. Developed by Infor, a global leader in business cloud software, Infor CRM is built to support sales, marketing, and customer service processes through data-driven insights, process automation, and customizable workflows.
Key Features of Infor CRM
1. 360-Degree Customer View
Infor CRM provides a comprehensive, real-time view of every customer, enabling teams to make informed decisions. Users can access complete customer profiles, including sales history, service interactions, and marketing touchpoints — all in one centralized dashboard.
2. Advanced Customization and Extensibility
Unlike many one-size-fits-all CRMs, Infor CRM offers deep customization capabilities through tools such as the Application Architect and the Web Modeler. Businesses can easily tailor the interface, workflows, and fields to meet unique business requirements.
3. Integration with Infor ERP and Third-Party Systems
Infor CRM integrates seamlessly with other Infor ERP systems such as Infor LN, Infor CloudSuite Industrial (SyteLine), and Infor M3. Additionally, it supports integration with Microsoft Outlook, Gmail, SAP, Oracle, and various third-party platforms, enabling unified data access across the enterprise.
4. Mobile and Offline Access
Infor CRM Mobile offers full access to CRM data on iOS and Android devices, with offline capabilities that allow users to continue working without an internet connection. This feature is especially valuable for field sales teams and remote staff.
5. Powerful Analytics and Dashboards
With built-in business intelligence (BI) tools, Infor CRM provides customizable dashboards, reports, and data visualizations. Users can analyze sales performance, monitor KPIs, and forecast revenue with actionable insights.
6. Marketing Automation and Campaign Management
Infor CRM includes tools for email marketing, campaign tracking, lead scoring, and segmentation. It also integrates with marketing automation tools like Infor Marketing Resource Management (MRM) and third-party platforms like Marketo and HubSpot.
Infor CRM Deployment Options
One of the defining advantages of Infor CRM is its flexibility in deployment:
- On-Premise: For organizations requiring full control over their data and infrastructure.
- Cloud (SaaS): For businesses looking for scalability, quick deployment, and reduced IT overhead.
- Hybrid: Combines the benefits of both on-premise and cloud systems, providing flexibility and control.
This choice enables businesses to select the model that aligns best with their IT strategy, compliance requirements, and budget.
Industry Applications of Infor CRM
Infor CRM is uniquely designed to cater to multiple industries through configurable modules and vertical-specific functionalities.
Manufacturing
With its integration into Infor CloudSuite Industrial, Infor CRM helps manufacturers manage dealer networks, track customer interactions, and improve post-sales service.
Distribution
Distributors benefit from real-time inventory insights, customer segmentation, and sales performance analytics that drive effective account-based selling.
Healthcare
Infor CRM enables healthcare organizations to manage patient outreach, physician relationships, and referral tracking, while maintaining compliance with HIPAA and other regulations.
Financial Services
The platform supports wealth management, customer onboarding, and compliance tracking, with secure access to client portfolios and history.
Professional Services
Consulting and legal firms use Infor CRM to manage client projects, proposals, billing, and time tracking, resulting in better client retention and service delivery.
Infor CRM vs. Other CRM Platforms
| Feature | Infor CRM | Salesforce | Microsoft Dynamics 365 | HubSpot CRM |
|---|---|---|---|---|
| Customization | High | Medium | High | Low |
| On-Premise Deployment | Yes | No | Yes | No |
| Industry Focus | Manufacturing, Distribution, Healthcare | General | General | General |
| Integration with ERP | Deep (Infor ERP) | Limited | Medium | Limited |
| Mobile Access | Yes | Yes | Yes | Yes |
| Cost | Competitive | High | Medium | Free/Paid |
While platforms like Salesforce and Dynamics 365 are popular, Infor CRM stands out due to its industry-specific features, ERP integration, and flexible deployment options. It is often the go-to solution for businesses in manufacturing and distribution that need a CRM built around operational processes.
Why Choose Infor CRM for Your Business?
Choosing a CRM is a strategic decision that affects every department. Infor CRM excels in areas where other CRMs often fall short:
- Tailored Solutions: Highly configurable for unique business needs.
- Scalability: Grows with your business from SMB to enterprise level.
- Security: Advanced role-based security and data access control.
- Ease of Use: Intuitive UI with fast user adoption.
- Support & Community: Backed by Infor’s global support and partner ecosystem.
How to Successfully Implement Infor CRM
1. Define Objectives and KPIs
Before implementation, outline clear goals: increasing sales, improving service response times, or enhancing marketing ROI.
2. Engage Stakeholders Early
Involve sales, marketing, IT, and leadership early in the process to ensure alignment and buy-in.
3. Choose the Right Deployment Model
Select the cloud, on-premise, or hybrid model based on your business’s infrastructure and compliance needs.
4. Customize Thoughtfully
Leverage Infor’s customization tools to adapt the platform to your processes without overcomplicating it.
5. Provide Training and Support
User adoption is key. Offer role-specific training and ongoing support to empower users and reduce resistance.
Conclusion
Infor CRM is a powerful and flexible platform tailored for businesses that require a scalable, customizable, and deeply integrated CRM system. Whether you are in manufacturing, healthcare, or professional services, Infor CRM delivers enterprise-grade capabilities designed to foster customer loyalty, drive revenue, and optimize operational efficiency.
By offering robust integration with Infor’s ERP systems, mobile accessibility, and advanced analytics, Infor CRM stands out as a comprehensive solution for businesses aiming to build meaningful and profitable customer relationships.