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Side-by-Side CRM Vendor Comparison

 

Company

CRM Features

Company Strengths

Cost

ePartners

Suited For: Small, Mid-size Companies

Opportunity management, Sales process management, Quotes, Order management, Sales force management, Email/Direct Marketing, Case/Service management, Email Response Management, E-mail management, Searchable knowledge base, Marketing campaign management
  • In 2005 ePartners was the largest supplier of Microsoft business solutions in the United States.
  • No other solutions provider has more experience deploying, integrating and customizing Microsoft CRM to meet the specific needs of a given organization.
  • With ePartners and Microsoft CRM, clients can quickly develop profitable customer relationships through lead and opportunity management, incident management, a searchable knowledgebase, reporting tools, and more.
  • ePartners assesses a customer’s business processes and technology infrastructure and then designs an implementation and integration plan that will meet each customer’s specific needs.
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PhaseWare

Suited For: Small, Mid-size Companies

Customer Information, Information Screens, Service level-agreement tracking, Billing and support package tracking, Incident tickets, Incident templates, Problem management, Quick Incidents, Incident classification, Dashboard indicators, Solutions knowledgebase, Search capabilities, Email features
  • Auto-escalate and receive alerts for high-priority tickets.
  • Automatically create incidents from the emails you receive—with customer, contact, subject, and problem already defined.
  • Send customers an email update on their open tickets.
  • Get automatic alerts on unusual customer or problem activity—based on thresholds you set.
  • Get automatic alerts when ticket queues exceed pre-designated thresholds.
  • Send automated emails or surveys to your customers when tickets are closed.
  • Get automatic alerts if you’re close to missing a service level agreement.
  • Get automatic emailed reports on customer, agent or trouble ticket activity.
  • Increase internal efficiencies.
  • Reduce internal costs
  • Provide a truly unique level of customer service and support
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