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Side-by-Side CRM Vendor Comparison

 

Company

CRM Features

Company Strengths

Cost

Workbooks

Suited For: Small, Mid-size Companies

Sales Force Automation (SFA), Marketing Automation, Sales Order Management, Customer Service and Support, Purchase Order Management, Invoicing and Cash Collection
  • Workbooks CRM improves the efficiency and effectiveness of marketing; increasing the flow of leads and measuring marketing ROI.
  • Sales force automation (SFA) within Workbooks CRM improves and measures sales team performance and boosts productivity by streamlining sales processes including quoting for new business.
  • The customer relationship management tools of Workbooks CRM streamline helpdesk organisations. Best practice customer support processes help to improve customer service whilst at the same time reducing delivery costs.
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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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