Case Studies

Calforex Currency Services

Calforex originally purchased Infor CRM (SalesLogix) to replace their Microsoft CRM system which they found inflexible and lacked some of the advanced security setting they needed for compliance and reporting regulations imposed on all money services businesses. Initially deployed in the call center it expanded its reach and usefulness to other areas of the business including the foreign exchange trading floor, operations and compliance.

“Infor CRM plays a critical role in helping us keep track of our clients, manage client interactions while staying fully compliant to the laws surrounding know-your-client and other regulations. ¬†It works very well for us and we couldn’t operate without it.” Kevin Copping, Director Corporate

 

 

McLean & Partners

When looking for a highly customizable, easy to use CRM solution McLean & Partners looked at all the most popular solutions on the market.

The final decision to go with SalesLogix was decided because of several factors:

  • Value for the price
  • Available Features
  • Best Integration with Outlook and MS Office

“After 8 years of use Infor CRM continues to be a core system that all of staff rely upon daily. ” Russ Mackay – Portfolio Manager