Micromanaging your business’ relationships with individual customers is so 2008. CRM software has been making marketers, sales teams, and managers’ lives easier for years. Today we have a faceoff between two CRM industry giants — Salesforce and Infor CloudSuite CRM.

While both are some of the top solutions on the market, Salesforce is the clear winner due to its robust and high-level capabilities. We’ve further broken this Infor CRM vs. Salesforce comparison down feature by feature to help make your decision a little easier.

Compare Infor CRM and Salesforce Sales Cloud Against Your Needs

Table of Contents

• Features Comparison
  • Account and Contact Management
  • Customer Communication Management
  • Dashboards and Reports
  • Lead Management
  • Opportunity/Deal Management
  • Quote, Order and Contract Management
  • Sales Performance Management
  • Team Collaboration
  • Workflows and Process Automation
• Next Steps

Features Comparison

Infor CloudSuite CRM is an award-winning, state-of-the-art technology solution that enables businesses to fully optimize the value of their most important corporate asset — customer data. Infor CRM’s exceptional usability and versatile configuration capabilities allow rich, personalized user experiences, helping companies to ensure adoption and productivity.

Salesforce Sales Cloud is also an award-winning solution created by Salesforce as part of its extensive sales and marketing solutions under the Salesforce brand, including separate systems for analytics, marketing, service and more. This software helps track all customer information and interactions in one location to follow more leads.

Find out how Infor CRM vs. Salesforce stack up in individual features:

Account and Contact Management

Infor CRM gives AI-based sales recommendations that can predict the likelihood of a customer buying a product. Users can easily create and grant permissions to certain accounts, creating hierarchical access to information. With different contact management views, you can gain in-depth visibility or look at contacts from a bird’s eye view.

Infor CRM has an edge in locating contacts on a map, while Salesforce uses third-party integrations like Google Maps. When it comes to group appointment scheduling, the system outperforms Salesforce yet again with advanced calendar capabilities.

Sales Cloud offers a comprehensive view of clients, including key contacts, activity history and internal account discussions. It pulls in social data from Facebook, Twitter, LinkedIn and other sites to provide customer insights. Sales reps can add account hierarchies, schedule meetings, invite leads and track customer profiles.

The solution has AI features like its sales cloud Einstein but needs additional modules to perform its best. However, it’s better at organization charts that help visualize contact relationships.

Both solutions excel at territory management but also lack email verification and suggestions.

Winner: Infor CRM triumphs over Salesforce in this round due to its contact mapping, appointment scheduling and AI capabilities.

Customer Communication Management

Overall, Infor CRM lacks dynamic and well-rounded communication features. However, it does provide good email management functions such as integration, scheduling, templates and mass emailing. Infor CRM also excels at call recording and helps keep track of events and activities.

Salesforce has an edge in all the capabilities mentioned above. It also consistently beats Infor CRM in terms of features like — AI email management, a built-in caller, call recording, reminders, call tagging, and SMS analytics and templates. Users can easily associate emails with leads and contacts in the system to streamline interactions.

Winner: Salesforce is clearly the superior choice in this section. With partner integrations and additional modules, it can provide some of the best communication functionalities in the industry.

Dashboards and Reports

With email reports, Infor CRM lets you analyze factors such as delivery, bounce and click rates. The system has two out-of-the-box dashboards that help plan the day and show critical pipeline details. Along with pre-built reports, Infor CRM also has report-sharing and preview capabilities that allow users to verify data before publishing.

Salesforce enables you to build custom reports and dashboards using drag-and-drop fields, filters, groupings and charts. Detailed reports on opportunities, deals, leads, campaigns, products and assets help analyze critical sales and performance metrics. Pre-built reports and dashboards, activity reports, and user homepages are other notable features.

Winner: With its dynamic activity reports and call analytics, Salesforce wins this round.

Compare Infor CRM and Salesforce Sales Cloud Against Your Needs

Lead Management

Infor CRM uses AI during lead management and conversions and predicts which products are likely to gain a client’s interest. You can create customer profiles and capture data across the organization and external sources. While Infor CRM fully supports such data enrichment capabilities, Salesforce needs partner integrations.

Infor CRM also has better win-loss analysis, key performance indicators and data visualization views. Both solutions have robust lead-capturing functionalities but poor prospect capturing from Linkedin, with Infor CRM having a slight edge.

Salesforce allows users to automatically distribute leads to relevant sales reps at the right time based on predefined criteria. You can score leads on factors like demographics, company size and actions taken by prospects. The solution also has card scanner features, enabling salespeople to capture and store data from QR codes or business cards.

Winner: Salesforce wins with a narrow margin, thanks to its lead distribution and scoring capabilities.

Opportunity/Deal Management

With Infor CRM, you can schedule and set up calls and meetings at a specified time and duration. The solution has better AI and provides intelligent insights, conversational UX and NLP. The journey designer helps create personalized customer journeys and automatically sends follow-up campaigns.

Both systems are good at opportunity management and probability. You can create and delete opportunities and record in-depth information. They also divide sales processes into various steps and assign probabilities of winning opportunities for each stage.

Salesforce is endowed with multiple sales pipelines and allows you to categorize opportunities into various process lists. The system has dynamic opportunity update reminders and Kanban views that display visual record summaries.

Winner: Our analysts rated Salesforce higher for its sales pipeline features in this Infor Salesforce debate.

Quote, Order and Contract Management

Both platforms rank highly for contract creation and management. They help keep track of contract details and additional agreements. The systems excel at order history and quote generation capabilities, enabling sales reps to add quotes with relevant buyer information.

They also allow you to create sales orders with standard templates and track their status. However, you can’t create and edit orders in Infor CRM if integrated with an accounting platform.

Salesforce also has the upper hand in order segmentation with built-in filters and data views. The solution has supply and payments schedule and automatic order creation features, but Infor CRM doesn’t support these requirements.

Winner: With its order generation, creation and segmentation capabilities, Salesforce wins over Infor CRM in this module.

Compare Infor CRM and Salesforce Sales Cloud Against Your Needs

Sales Performance Management

Infor CRM helps set goals for specific users or teams and monitors their performance over a particular period of time. You can create different types of sales campaigns like emails, calls, advertising, social media and PR. The solution lets you forecast sales revenue, provides campaign response rates, and offers best-case and worst-case scenarios.

Salesforce enables users to operate similar features along with other robust functions. The system excels at target management and lets you customize and track sales goals. It provides unique gamification tools where you can give milestone-based badges and points to high-performing sales reps to encourage healthy competition.

Its AI software, “Einstein Analytics,” detects errors and predicts future anomalies based on past performance. However, Infor CRM is slightly better at providing AI-based coaching insights like success predictions and key recommendations to meet goals.

Winner: Salesforce wins this round due to its gamification and anomaly detection features.

Team Collaboration

Infor CRM allows you to tag other individuals and groups and helps with record sharing. It provides a centralized collaborative space where teams can share documents, photos and videos, all of which are captured and searchable. Private one-on-one chats and user groups are other notable features.

Salesforce ranks higher for everything mentioned above and takes it one step further with other dynamic capabilities. Geotagging helps check in/check out locations and plan and manage routes. You can use various tags on records for efficient data organization. The system also enables teams to securely send internal messages and attachments.

Winner: Thanks to its advanced collaboration tools, Salesforce takes the cake in this module yet again.

Workflows and Process Automation

Infor CRM allows you to set up and automate the approval process for various business requests, reports and documents. The system helps automate and customize workflows with predefined templates. You can schedule sales actions to improve efficiency.

Salesforce enables you to automate standard internal operations and set validation rules. With add-ons like Process and Flow Builder, you can set up automated approval procedures and create sales processes.

Winner: Our analysts rated Salesforce as the winner for its validation rules and sales process editing features.

Compare Infor CRM and Salesforce Sales Cloud Against Your Needs

Next Steps

Salesforce and Infor CRM are big names in the CRM industry and offer various dynamic functionalities. Both these CRM platforms have their pros and cons, and the right software for you depends on your business size and needs. That being said, in our Salesforce vs. Infor CRM comparison, our analysts found that Salesforce consistently performed better.

Our analysts rated Salesforce higher for eight out of the nine modules we mentioned, including customer communication management, dashboards and reports, lead management, opportunity management, contract management, sales performance management, workflows and collaboration tools. Infor CRM had the upper hand in account and contact management due to its advanced AI capabilities.

If you’re still not sure which one’s the best for you, check out our free comparison report for side-by-side comparisons of modules you care about.

Which product is your top choice and why? What requirements are you looking for? Let us know in the comments below!

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