FAQ

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General Questions
What is CRM?
 

CRM stands for "Customer Relationship Management." CRM is a business strategy and a collection of technologies that enables seamless coordination between sales, marketing, customer service, field support and other functions that handle customer contact for an enterprise.

What is the difference between Contact Management & CRM?
 

Contact Management:

  • Anyone who manages contacts and relationships

  • Individuals, small workgroups, or specific department(s) within a company

  • Organizations with franchise sales forces who are individually managing leads

  • Those who:

    • Are interested in centralizing customer information and improving business relationships

    • Want to have a customizable solution implemented immediately

    • Possess varying levels of computer literacy

    • May not have a large budget

    • Are likely seeking minimal integration capability with back-end systems


Customer Relationship Management

  • High growth, sales driven businesses or divisions of large organizations with 10-2000 users, interfacing with common client accounts

  • Those who:

    • Want to automate key aspects of the sales cycle

    • Are looking for quick implementation and return on investment

    • Require ease of use, scalability and customization on a workgroup level

    • Want integration of information across multi-channel selling environment

    • Expect integration flexibility with existing back-end systems

    • Want data access regardless of locale

    • Are using collaborative and Internet-based selling models

    • Desire sophisticated performance tracking (multiple variables or information layers)

What are the benefits of using Contact Management / CRM Software?
 

CRM software helps to organize sales and marketing teams for greater efficiency, manage customer service issues seamlessly and share customer information in real-time with colleagues. Contact management and scheduling tools are key features of almost any CRM application. Some CRM solutions also offer analysis tools that can help you drive sales and marketing efforts and improve customer service.

How do I determine if my Sales & Marketing organization needs Contact Management / CRM?
 
  • Do you have one central location for your organization to access prospect & client information?

  • Can you immediately measure the effectiveness of your marketing?

  • Do you have the ability to accurately and efficiently receive forecast information from your sales reps?

  • Can you view customer transactions from your back office system to get real time spending information?

  • Is your solution tailored to your specific business requirements?

If the answer to any of the above questions is NO, a customer relationship management system can help your business.

How do I determine what CRM application is right for my business?
 

Infinity Info Systems can help you determine what CRM application best fits the needs of your organization based on business size, needs, industry, etc. Infinity works with a wide range of contact and customer relationship management products, including:

  • ACT!

  • SalesLogix

  • SageCRM

  • MSCRM

Contact us at (800) 354-4228 or email sales@infinityinfo.com for more information on the CRM products and services Infinity offers.

I have a failed CRM implementation. Can Infinity Help?
 

Yes. Infinity has a proven record of success in helping clients recover from a "failed" CRM installation. If you have a failed CRM implementation, Infinity can help. Simply contact us at (800) 354-4228 or email sales@infinityinfo.com for more information.

Service Specific
Can I buy training without consulting?
 

Yes. Infinity offers both "open enrollment" classes (open to the general public) as well as private, customized trainings. Infinity firmly believes that effective training is the key element in achieving end-user buy-in, and we are proud to offer an extensive roster of private and public classes. For more information and a schedule of public classes, please contact our training department at training@infinityinfo.com or view of training page.

Can I buy consulting without purchasing software licenses?
 

Yes. Infinity is happy to provide consulting services to anyone requiring assistance with sales technology, whether or not you purchased the software through us. For more information contact us at (800) 354-4228 or send an email to sales@infinityinfo.com.

Do I need to host these applications on my own servers or is there an ASP model that can be used?
 

Each application is unique and the answer will depend on the application, your needs, your data and your environment. We can provide information regarding different hosting models that are available depending on the user base, budget, etc. For more information contact us at (800) 354-4228 or send an email to sales@infinityinfo.com.

I see you are headquartered in New York. Does Infinity also work on national and global implementations?
 

Infinity Info Systems has offices located across the United States and has successfully completed implementations in Europe, South America, Asia and Australia. No matter where your business is located, Infinity has the staff, resources and experience to ensure your implementation's success. For more information, contact us at (800) 354-4228 or email to sales@infinityinfo.com.

I need a highly-customized system that is specific to my industry. Can Infinity help?
 

Yes. Infinity Info Systems has the ability to customize a CRM application to your business and industry needs. Infinity has worked with clients of all sizes across numerous industries, including Financial Services, Life Sciences, Media & Entertainment, Manufacturing & Technology among others. Contact us at (800) 354-4228 or email sales@infinityinfo.com for more information.

What other products and services does Infinity offer besides CRM?
 

Infinity Info Systems is pleased to offer our clients a full-range of front-office technologies and enhancements, including Business Analytics, mobile CRM, SharePoint integration and more. Contact us at (800) 354-4228 or email sales@infinityinfo.com for more information.

Product Specific
I currently have licenses I purchased elsewhere. Can I engage Infinity to assist with my upgrade?
 

Yes. Depending on the types of licenses you currently own, customizations done on your system and your maintenance agreement with your software vendor, we are able to assist you in migrating to the latest version. For more information contact us at (800) 354-4228 or send an email to sales@infinityinfo.com.

What are the hardware requirements for Act! by Sage, SageCRM, Sage SalesLogix and MSCRM?
 

Many specs are already available on this site. If you do not see the specifications for the software you need or for more information, contact us at (800) 354-4228 or send an email to sales@infinityinfo.com.

How many records can be effectively managed by each application?
 

Many variables impact the number of records each application can handle. For more information contact us at (800) 354-4228 ext. 204 or send an email to sales@infinityinfo.com.

Can I use my current email system with ACT! by Sage, Sage SalesLogix, SageCRM or MSCRM?
 

Most likely your current email system is compatible with either ACT! by Sage, Goldmine, Sage SalesLogix, SageCRM or MSCRM.

Can I access my database from the Internet?
 

There are many types and strategies for web access. To discuss your specific requirements or for more information contact us at (800) 354-4228 or send an email to sales@infinityinfo.com.