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Getting Started Right  

Considerations Before Engaging in a CRM Initiative

New to CRM?  Check out "How to Choose CRM Software - Starting Point Guidelines".

Looking for helpful checklist of the considerations to discuss as an organization before engaging or re-engaging a CRM initiative? 

Click on this link to download the eBook: "Executive CRM Decision ebook: Which CRM is Right for you"- a 5-Point Checklist to Find the Right Mix of  Features, Delivery and Deployment Options that Meet Today's Evolving Business Needs:

  • Can a CRM Solution Satisfy a Company's Operational Requirements?
  • Can a CRM Solution Enable a Dynamic Workforce?
  • Can a CRM Solution Keep a Company's Data Secure?
  • Will Users Adopt the CRM Solution We Choose?
  • Does the CRM Solution Offer the Flexibility We Need?


Hear industry analysts discuss CRM solutions either on-premise or in the Cloud. Listen to the future of Cloud Computing and Business Applications, found here.

Infor CRM (formally Saleslogix) Cloud - Best of Both Worlds


Why Choose When You Don't Have Too:

Infor CRM Cloud offers the best of both worlds-the flexibility and rapid time-to-value of a traditional CRM SaaS solution, combined with the benefits of an on-premise solution like security and control. With payment and subscription options, data ownership, greater data storage, and advanced customization, Infor CRM Cloud provides a better choice for your business.

Top Differentiators



The Infor CRM Cloud offers unique advantages over SaaS CRM vendors including:

  • Peace of Mind - your data is secure and accessible by you, not intermingled with data of thousands of other companies.
  • Don't Get Nickled & Dimed on Storage - receive greater storage space per users right from the start.
  • CFO Friendly - variety of flexible payment, subscription, and license options that fit your business requirements.
  • Plays Well With Others - since the Infor CRM Cloud is built on a flexible, standards-based platform that enables integration with other business management solutions.

You're in Control of the CRM Experience - you have control of upgrades so you can perform them when it's right for your business.

The Infor Advantage - provides a comprehensive portfolio of business management solutions.  You work with our firm as your business partner during the design and implementation of your  CRM initiative.

Full Featured CRM:

  • Account/Contact Management
  • Opportunity Management
  • Microsoft Outlook and Office Integration
  • Google Gmail Integration
  • Process & Workflow Automation
  • Sales Forecasting & Territory Alignment
  • Lead Qualification & Management
  • Multi-channel Campaign Management & ROI E-marketing
  • Customer service/support- Ticket Management
  • Defect Tracking & Returns
  • Mobile Access
  • Business Analytics & Reporting
  • Back-office Integration
  • Data Mashups Capability
  • Advanced Customization Capabilities

Frequently Asked Questions about Cloud offering found here.....  

More about the advantages of the Infor CRM (Saleslogix) Cloud click on link.

How Do You Get Started?

A full-featured evaluation demo is available by calling Dick Wooden at 269-445-3001.