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Feature Vendors


Company

CRM Features           

Company Strengths           

Cost

Maximizer

Suited For: Small, Mid-size Companies
|
Sales, Marketing, Customer Service & Support, Outlook Integration, Business Intelligence, Wireless Access, Partner Management
  • Pre-built Industry-specific Solutions
  • Web-base Access to Data
  • Completely integrated sales and support management solution
  • Low Cost On-premise CRM for small and medium business
Starting at $599 5-User Pack
Entellium

Suited For: Small, Mid-size, Large Companies
|
Sales force automation, Contact Management, Customer Service & Support, Mobile CRM, Opportunity management, Sales process management, Pipeline management, Activity management, Lead management, Service Resolution Management, Real-time dashboards, Live Collaboration/Chat, Contract management, Bidirectional Outlook synchronization, Report generator, Searchable knowledge base, Offline access
  • Consistently ranked #1 in Usability, Value, and Customer Service.
  • Attractive month-to-month pricing. Additional savings for 1 year commitment
  • Unique Activity Center is a "one-stop shop" for tracking all sales & service activity
  • 99.97% uptime in 2005, Entellium offers a rebate if they do not hit 99.7% uptime.
Starting at $50 per user per month
Oncontact

Suited For: Small, Mid-size Companies
|
Account Management, Marketing, Customer Service
  • Focus serving mid-market organizations
  • Depth of Functionality & Increased Automation
  • Robust customization and integration capabilities
  • Greatest Value & Lowest TCO
Starting at $89 per user per month
Aplicor

Suited For: Mid-size, Large Companies
|
Sales Force Automation, Marketing Management, Customer Service, Project Office, Offline Edition, Reporting & Analysis, Mobile & Wireless, Business Intelligence, Dashboards, Data Warehousing, OLAP, Outlook/Exchange/Lotus Notes Sync, ERP.
  • Focused on serving mid-market and large organizations
  • Offers complete suite of CRM solutions including sales, marketing, and service
  • Specializes in providing hosted CRM service
  • Named CRM Product of the year by Technology Marketing Corporation (TMC™) and Customer Inter@action Solutions® magazine
  • Named Best Product Development Organization in North America two years in a row by the American Business Awards.
Starting at $49 per user per month
Soffront

Suited For: Small, Mid-size Companies
|
Sales Automation, Marketing Automation, Customer Support, Defect Tracking, Order Processing, CRM Portal, Employee Support, Knowledge Management, Asset Management, Mobile CRM
  • Focus on providing CRM Software to mid-size companies
  • Offers complete suite of CRM solutions
  • Provider of both hosted and on-premise CRM Software
  • Stable company that has been around for more than 10 years
N/A
ADAPT Software

Suited For: Small, Mid-size Companies
|
Marketing Campaign Management, Real-Time Accounting Integration, Sales Opportunity Management, Service Ticket Management
  • Specializes in serving the needs of small to medium size business.
  • Highly customizable and easy to adapt to your company's needs.
  • Focus on serving mid-size companies
  • Affordability
Starting at $1,000 to $1,500 per user license
Avidian

Suited For: Small, Mid-size Companies
|
Create and Manage Contacts in Outlook, Manage Sales Opportunities in Outlook, Track incoming and outgoing Email, Send Personalized Group Emails, Customize Opportunities for your Business, Create and customize reports, Share Sales data via Email or Peer-to-Peer, Share data through central Server, Centralize Reporting for your Team, Automate follow-ups with Sales Assistant, Automate Workflow Activities, Advanced User Permissions
  • Complete Contact and Sales Management in Microsoft Outlook
  • Attractively priced for small business
  • Intuitive and familiar UI based on Microsoft Outlook
  • Server edition available for central data sharing
Starting at $149/user
Epicor

Suited For: Mid-size, Large Companies
|
Customer Support, E-mail Marketing, Sales, Self Service Portal, Web-based Surveys
  • Highly customizable CRM application/platform
  • Familiar Microsoft Outlook-like user interface
  • Robust reporting engine for shareing between users in a variety of formats, including Excel, HTML, PDF, XML and CSV.
  • Attractive pricing model for small and medium business
N/A
InsideSales.com

Suited For: Small Companies
|
Sales Automation, Marketing Automation, Customer Support Automation
  • Hosted CRM with robust dialing & messaging features
  • Includes tools specifically for lead generation, telesales, and reps-at-home
  • Affordable hosted solution with sales, marketing, and customer service capabilities
  • Power, Predicative and Phone Dialer Integration
$45/user/month
Kana

Suited For: Mid-size, Large Companies
|
Email Response Management, Web Collaboration, Secure Messaging, Contact Center Support, Knowledge Management, Service Resolution Management, Customer Self Service, Email Escalation, Live Collaboration/Chat
  • Focused on serving large enterprise companies
  • Core competency lies in customer service solutions
  • Deep feature set for customer service solutions
  • Provides indutry-specific solutions for a number of industries
N/A
Microsoft

Suited For: Small, Mid-size, Large Companies
|
Opportunity management, Sales process management, Quotes, Order management, Sales force management, Email/Direct Marketing, Case/Service management, Email Response anagement, E-mail management, Searchable knowledge base, Marketing campaign management
  • Highly customizable CRM application/platform
  • Familiar Microsoft Outlook-like user interface
  • Robust reporting engine for shareing between users in a variety of formats, including Excel, HTML, PDF, XML and CSV.
  • Attractive pricing model for small and medium business
N/A
NetSuite

Suited For: Small, Mid-size Companies
|
Sales Force Automation, Marketing Automation, Customer Service & Support, Employee Management, Real-time Dashboards, Order Management, Incentive Management, Project Tracking, Website & Analytics, Partner Management
  • Offers the best opportunity management and forecasting capabilities in the industry.
  • The only hosted CRM application that offers order management / fulfillment, commission / incentive management, channel / partner management, website & analytics, and project tracking.
  • The only hosted business application that supports your entire company with a in a single, integrated solution — from customer relationship management (CRM) to accounting / ERP to Web capabilities.
  • Includes customizable, real-time dashboards for each employee in your company, providing instant snapshots of key performance indicators (KPIs), such as new leads, opportunities, sales orders, commissions, support cases and forecasts.
Starting at $79/user/month
Oracle

Suited For: Small, Mid-size, Large Companies
|
ORACLE E-BUSINESS SUITE, PEOPLESOFT ENTERPRISE, JD EDWARDS ENTERPRISEONE, JD EDWARDS WORLD, SIEBEL
  • Oracle is one of the largest application software companies in the world offering virtually everything a company needs to run it's business.
  • Oracle has acquired PeopleSoft and Siebel in the past 2 years and customers can purchase either CRM software from either Oracle, Siebel, or PeopleSoft's offerings.
  • Oracle is working on a CRM Fusion product that will be based on Siebel's CRM solution as well as leveraging PeopleSoft and Oracle's CRM solutions
N/A
Parature

Suited For: Mid-size, Large Companies
|
Customer Support, Helpdesk, Customer Service
  • Specialist in customer service & helpdesk software
  • Advanced features for managing customer service
  • Focus on serving mid-size companies
  • Free Trial Available
N/A
RightNow

Suited For: Mid-size, Large Companies
|
RightNow Service, RightNow Sales, RightNow Marketing, RightNow Voice, RightNow Analytics, RightNow Locator, RightNow CORE Services
  • Customer service console and self-service features
  • Workflow capabilities
  • Slice and dice analytics
  • Reporting tools and predefined reports
  • Staff-management tools to define user roles and permissions
  • Outbound marketing tools
$75-$100/user/month
Sage

Suited For: Small, Mid-size Companies
|
Sales Force Automation, Marketing Automation, Customer Care, Outlook Integration, Offline Access for SageCRM.com, Web Self-Service, Campaign Management, Segmentation & Groups, Lead Management, Web Lead Capture, Lead Qualification, Workflow Automation
  • Award-winning Sage SalesLogix is the CRM solution that enables businesses to acquire, retain, and develop profitable customer relationships by increasing sales and marketing performance and maximizing customer satisfaction and loyalty.
  • Used by over 300,000 users at 8,500 companies worldwide
  • Perfect for small to medium-sized businesses and divisions of larger enterprises, and is part of the Sage Software family of integrated business management solutions.
  • Sage SalesLogix provides organizations with the Freedom of Choice to select the access methods (Windows, Web, and /or Mobile) best suited for their teams, without sacrificing functionality, usability, or robust customization capabilities.
Starting at $1,495 per server and $495 per user license; Hosted Service $69/month/user
Salesboom

Suited For: Small, Mid-size Companies
|
Sales Force Automation, Marketing Automation, Document Management, Contract Management, Customer Service & Support, Reporting & Analytics, Enterprise Resource Planning, Email Marketing, Employee Collaboration
  • Integrated Suite of CRM & ERP Solutions
  • Breadth and Depth of features and functionality
  • Availability of CRM Appliance for on-premise installation
  • Great Value & Low TCO
Solo - $249/year | Team - $200/year (5 users minimum) | Professional - $40/month | Enterprise - $75/month
Salesforce.com

Suited For: Small, Mid-size, Large Companies
|
Sales force Automation, Marketing Automation, Document Management, Contract Management, Customer Service & Support, Analytics, Mobile CRM, AppExchange
  • Sales force automation
  • Ease of use
  • Intuitive interfaces
  • Established status
  • Flexible customization
  • Integration and extensibility
Starting at $65/user/month
SalesLogix

Suited For: Small, Mid-size Companies
|
Sales force automation, Marketing automation, Customer Service & Support, Mobiile CRM, Reportin & Analysis
  • Strong sales functionality
  • Support for mobile users
  • High configurability
  • Back-office integration
  • Broad software solutions to support growth needs
Starting at $5,995 per server, $995 per user license
Saratoga Systems

Suited For: Large Companies
|
Sales, Marketing, Support & Service, Wireless CRM, Analytics
  • Affordable solution for small and medium organizations
  • One of the most popular small business crm solutions in the market
  • Frontrange offers an integrated suite of contact center, helpdesk, and customer service solution
  • Easy upgrade path from single user versions to multi-user versions
N/A
Siebel

Suited For: Small, Mid-size, Large Companies
|
Marketing Automation, Sales Force Automation, Call Center and Service, Self Service & eBilling, Customer Order Mgmt., Partner Relationship Mgmt., Industry Solutions, Business Analytics, Siebel CRM OnDemand, Siebel Contact OnDemand, Customer Data Integration, Component Assembly
  • Leading provider of CRM Software to large enterprises
  • Deepest focus on industry-specific solutions
  • Provider of both hosted and on-premise CRM Software
  • Large company with lots of resources - Safe Buy
Siebel CRM OnDemand - $70/user/month | Siebel 7.8 - N/A
SugarCRM

Suited For: Small, Mid-size Companies
|
Sugar Enterprise, Sugar Professional, Sugar Cube, Sugar On-Demand
  • Customization
  • Sales force automation
  • Tab-based user interface
  • Affordability
<$50/user/month
Surado

Suited For: Small, Mid-size Companies
|
Account & Contact Management, Sales Force Automation, Marketing Automation, Customer Service/Help Desk, Dashboards, Interactive Workflows, Organizational Charts, Integrated Project Management, Custom Application Designer (CAD), Analytics & Reporting, Integration to MS Outlook and Exchange Integration to QuickBooks and MS Great Plains Dynamics
  • Complete CRM Suite with Focus on Small & Medium size Businesses
  • Custom Application Designer & Integration tools for a Complete 360-Degree View
  • On-Going Innovation with Many First to Market Features
  • Ranked #1 in 4 out of 6 categories when compared to Leading CRM Vendors in the B2B market space
Surado Small Business CRM Suite: starts at $500 /user

Surado Enterprise CRM: starts at $700 /user
ACCPAC

Suited For: Companies
|
Sales Automation, Marketing Automation, Customer Care, Microsoft Outlook Integration, Wireless PDA Access, Offline Synchronization
  • Accpac's end-to-end product line includes applications for accounting, CRM, human resources, warehouse management, manufacturing and point-of-sale.
  • ACCPAC CRM is already integrated with the other ACCPAC software solutions.
  • Focus on serving mid-size companies with affordable pricing.
  • Offers both hosted and on-premise software
Per user costs start at $995
ACT!

Suited For: Companies
|
Centralize critical contact and customer information and stay organized, Manage and grow business relationships through top-notch communications, Forecast and track sales opportunities for an improved bottom line, Access and report on information quickly for a complete view of customer interactions, Stay productive by taking critical information on the go
  • The most popular contact management software for small business
  • Great for small business who needs a simple to use contact and customer management software
  • ACT is attractively priced and affordable for small business
  • Integrates with the tools you use everyday, such as Microsoft® Office, Lotus Notes®, and handheld devices.
$199/user
amdocs

Suited For: Companies
|
Marketing, Sales, Ordering, Billing, Mediation, Support, Customer Satisfaction, Customer Interaction, Content Revenue Management, Service Fulfillment, Customer Relationship Management
  • Extensive customization capability
  • Out-of-box Integration with ERP systems
  • Focus on serving mid-size companies
  • Affordability
N/A
Appshore

Suited For: Companies
|
Contact Management, Sales Force Automation, Customer Relationship Management, Marketing Automation, Document Management
  • Extremely affordable hosted CRM that provides core CRM capabilities
  • Suited for small business who need robust CRM functionality at a reasonable price
  • Premium Edition provides all the features of Professional plus email campaign management, full customization, shared calendars, and a language translation table for localization of the program for non-English speaking users
AppShore pricing: Starts at $14 per user per month for Professional Edition, $24 per user per month for Premium Edition
Aprimo

Suited For: Companies
|
Marcom & Production Management, Fulfillment & Delivery Management, Planning & Financial Management, Customer Dialogue Management, Lead Management
  • Aprimo's suite of CRM products encompasses the technology spectrum of Marketing Resource Management and Campaign Management software.
  • Pure play specialist in marketing automation
N/A
Ardexus

Suited For: Companies
|
Customer Relationship Management, Marketing Automation, Sales Automation, Service Automation, MODE Reporter
  • Winner of ISM'S Top 15 CRM Award
  • CRM solution is targeted at mid-market companies
  • Full-function CRM suite with modules supporting Sales, Marketing , and Service fucntions.
  • Integrates sales methodology with SFA and that supports the full customer lifecycle with applications for marketing and customer service and support
N/A
Astea

Suited For: Companies
|
Contact Center, Depot Repair, DSE, Field Service, Logistics, Marketing, Professional Services, Sales
  • Provider of Service Lifecycle Management solutions for companies that market, sell, service and support equipment
  • Extend traditional Customer Relationship Management (CRM) to encompass supply chain and logistics functionality, all honed to service-oriented businesses
  • Offers web-based service management solution on the market that is fieldcentric
  • Offers industry-specific solutions for Medical, IT, Industrial Manufacturing, Retail, Banking, Imaging, Controls & Instrumentation, and HVAC industries
N/A
Aurum

Suited For: Companies
|
AURUM INTERACTIVE SELLING, ENTERPRISE INTEGRATION FRAMEWORK, AURUM CUSTOMER ENTERPRISE
  • Aurum's technology is created to assist leading companies benefit from improved processes and productivity.
  • Aurum is the only Customer Relationship Management vendor to offer a complete, fully integrated CRM system including opportunity and account management, an Interactive Selling Solution, and prepackaged enterprise integration.
  • Business intelligence is the cornerstone of Aurum's value building technology. Rather than just capturing information, the Aurum solution processes data into business intelligence which is then used by customers, salespeople, service personnel, and corporate management to benefit the vendor-customer relationship.
  • Business moves at the speed of change. Aurum's goal is to rapidly get our customers up and benefiting from Aurum's solution, while maintaining processes to ensure the success of each project.
N/A
Chordiant

Suited For: Companies
|
Chordiant Marketing, Chordiant Decision Management, Chordiant Decision Management for Basel II, Chordiant Contact Center, Chordiant Retail Channel, Chordiant Enterprise Platform
  • Offers industry-specific CRM solutions for Retail Banking, Card Services, Lending, Insurance, Telecommunications
  • Chordiant's suite of CRM applications to enhance the quality of every customer interaction, increase employee productivity, reduce costs and comply with regulations
  • Focus on serving large global companies
  • Adapt at helping organizations with complex CRM needs
N/A
Commence CRM

Suited For: Companies
|
Contact Management, Marketing and Campaign Management, Project Management, Sales Force Automation, Customer Service/Support, Accounting, Tele-Marketing
  • Provides a full suite of applications from contact management and
    sales automation to marketing campaign management and customer support (or
    help desk).
  • Provides both on-premise and hosted crm software
  • Focus on serving small and mid-size companies
  • Full featured product that rival offerings from more expensive and bigger rivals.
N/A
CSG Systems

Suited For: Companies
|
Marketing Solutions, Billing & Payments, Customer Care, Order Management, Workforce Management, Statement and Output Services
  • Specializes in providing billing, customer care and order management solutions.
  • CRM solutions targeted for cable television, direct broadcast satellite, high speed internet, digital voice and voice services, and IP services providers
  • Focus on serving mid-size companies
N/A
Dendrite

Suited For: Companies
|
Integrated Business Processes, Customer Insight, Integrated Application Suite
  • Specializes in providing CRM applications for pharmaceutical companies
  • Dendrite CRM solutions are a comprehensive set of products and services that enable pharmaceutical companies to integrate customer information across multiple channels, departments, and countries to build a level of customer intimacy and insight that creates higher productivity
  • Customers include the world's top 20 pharmaceutical companies
N/A
eGain

Suited For: Mid-size, Large Companies
|
Web self-service, Email management, Chat and cobrowsing, Phonecall tracking, Knowledge management, Collaboration with experts, Interactive business processes, Email campaigns, Notifications, Web surveys
  • eGain Service™ 7 receives #1 rating in Bull's Eye research report overall as well as in knowledge management, architecture, and analytics categories
  • Specializes in provider email management & customer service solutions
  • Focus on serving mid-size and large companies
N/A
Everest

Suited For: Companies
|
Link multiple tasks, Contact manager, Personal/company-wide calendar, Tasks/appointments/reminders, Intra company mail, Customer/vendor history calendar, Document history calendar, Auto preview and preview pane options in task browsers, Create tasks in a single click
  • All-in-one small business management solution including accounting software, inventory management, service, e-commerce, sales force automation, CRM, point of sale, and wireless connectivity for small and mid-size businesses.
  • one of the few vendors that provide software needed to run an entire small business and is best suited for enterprises with under 250 employees in the wholesale/distribution, retail, mail-order and e-commerce businesses
N/A
Infor

Suited For: Large Companies
|
Sales Force Automation, Interactive Selling, Order Collaboration/Configuration, Inbound Marketing, Outbound Marketing, Marketing Resource Management, Customer Service
  • Run campaigns that align with your customers' preferences
  • Tightly integrate marketing across all inbound and outbound channels
  • Manage marketing and sales resources more efficiently
N/A
JD Edwards

Suited For: Companies
|
Integrated Customer Service, Integrated Fulfillment Management, Multi-Channel Collaborative Selling, Customer Lifecycle Marketing
    "
  • JD Edwards EnterpriseOne Customer Life Cycle Management expands the definition of CRM to include all of the business processes and associated systems that touch a customer, including billing and delivery.
  • Offers complete suite of applications including Asset Lifecycle Management, Customer Relationship Management, Financial Management, Human Capital Management, Project Management, Supplier Relationship Management, and Supply Chain Management
  • "
N/A
LeGrand

Suited For: Companies
|
Account management, Contact management, Group Calendar / Tasks, Outlook interface, Marketing Campaigns & Events, Sales Opportunities, User Login control, DBF database
    "
  • Legrand CRM is a full CRM product, with customer service and item tracking modules having full integration with accounting products
  • Easy CRM software Installation and software pplete with several short demonstration videos
  • Focus on serving small companies
  • Integrates with Intuit Quickbook through Legrand CRM Accounting Link
  • "
Starting at $250/user
NetOffice

Suited For: Companies
|
NetOffice Essentials, NetOffice Plus, NetOffice Pro
    "
  • Provides group-ware/collaboration tools provide business, government, membership, and service organiza-tions with an affordable alternative to telephone and data network infrastructure invest-ments
  • Provider of integrated communications services that combine both telephone and data management capabilities.
  • Focus on serving small and mid-size companies
  • NetOffice solution pricing starts at $19.95/month per user
  • "
Starting at $19.95/month
Peoplesoft

Suited For: Companies
|
CRM Analytics, CRM Industry Solutions, CRM Operational Dashboards, Marketing Solution, Partner Relationship Management Solution
  • PeopleSoft CRM includes offerings from PeopleSoft's own CRM solution as well as the recently acquired JD Edwards EnterpriseOne and World CRM solutions.
  • Provides industry-specific solutions for Automotive, Banking and Capital Markets
    Chemicals and Lubricants, Communications, Construction, Consumer Products
    Energy, Federal Government, Field Service Organizations, Healthcare
    High-Tech Electronics, Higher Education, Homebuilder, Industrial Manufacturing
    Insurance, K-12 Education, Life Sciences, Paper and Packaging, Professional Services Organization, Real Estate, Retail Staffing, State and Local Government, and Utilities industries.
N/A
SalesJunction.com

Suited For: Companies
|
Marketing Campaign Management, Real-Time Accounting Integration, Sales Opportunity Management, Service Ticket Management
  • Extensive customization capability
  • Out-of-box Integration with ERP systems
  • Focus on serving mid-size companies
  • Affordability
N/A
Salesnet

Suited For: Companies
|
Sales Process Automation, Lead Management, Opportunity Management, Pipeline Management, Mobile CRM, Multi Browser
  • Low Cost
  • Ease of Use
  • Sales Process Automation
  • Reporting and Data Analysis Tools
  • Strong Integration API
$25 / User / Month
Visitar

Suited For: Companies
|
Manage information on accounts and contacts, Track leads, opportunities, and sales pipelines for individuals and entire sales teams, Create marketing campaigns that are e-mail or telesales driven, Track customer service issues and cases, Create projects to manage efforts that cross accounts, campaigns, and opportunities
  • Provides integrated communications solutions for such applications as phone, chat and e-mail “at a fraction of the cost of comparable alternatives that require products from multiple vendors, specialized on-premise equipment, extensive integration, and costly ongoing maintenance and support.
  • Provides complete CRM capabilites to manage contacts, sales efforts, and service activities combined with rich interaction facilities to enable inbound and outbound connections
  • Focus on serving small and mid-size companies
N/A
Infusion Software

Suited For: Small, Mid-size Companies
|
Marketing Automation, Sales Force Automation, Contact Management, Complete Email Management, Email Deliverability Assurance Programs, Integrated Shopping Cart, Automatic Credit Cart Processing, Powerful List Management, Lead Generation Web Forms, Online Sale Forms, Billing & Accounting, Affiliate Tracking, Calendaring & Tasks, Company File Box, Individual & Company Templates, Flexible Reporting
  • Complete all-in-one hosted solution for small businesses
  • Auto-pilot marketing including email, direct mail, fax and voice broadcast
  • Unlimited technical support with only 2 min. average wait time
  • Online training, basic implementation and monthly upgrades included
Licensing & Setup: $4,697 Monthly Membership: $297/month (includes first 5 users)
Dataforce CRM

Suited For: Companies
|
New Lead Reporter, Opportunity Reporter, Marketing Reporter, Lifecycle Reporter, Opportunity Workbenches, Forecasting, Change Management, Commission and POS, Change Management, Outlook Integration, Mobile Support, Sales Team Management, Sales Force Automation, VOIP Click to Call, Full Integrated Quoting, Integrated Pipeline and Forecast Management, Lead, Opportunity and Customer Management, Marketing Management, Case Management, Activity and Calendar Management, DataForceOne Visual Studio tools, Flexible Dashboards, Administration Tools, Professional Services, Customization, Full phone support during business hours, Unlimited Online and Email Support, Access to How do I...? Forums
  • Fast Speed to Deploy to Fast ROI for Your CRM Software
  • More Flexible to Meet Your Company Needs
  • Customizable CRM Software to Boost User Adoption
  • Powerful user friendly reporting to give you views into all aspects of your business
Bronze on-demand - $39 per user per month Silver on-demand - $65 per user per month Silver CRM in a box - $399 per user per year Gold on-demand - $99 per user per month Gold CRM in a box - $599 per user per year
BrainSell

Suited For: Small, Mid-size, Large Companies
|
Account Contact Management, Opportunity Management, Calendar Activity Management, Advanced Outlook Integration, Sales Process Automation, Contact Processes, Sales Forecasting, Integrated Customer Service, BackOffice Integration, Reporting, Customer Communications, Competitor Tracking, Literature Fulfillment, Reference Library, Territory Realignment, Integrated Marketing, Integrated Support, Windows, Web and Wireless
  • Beyond software, cross industry "hands on" implementation experience
  • Vertical CRM Software for: Commercial Real Estate, Construction, Medical Device, High Tech, Bio Medical (non sampling)
  • SMB focus
  • Best Business Practices Shared from our client community
Not Published
Zoho

Suited For: Companies
|
Sales force Automation, Marketing Automation, Support Management, Order Management, Reporting & Analysis, Workflow Management, Outlook Edition
  • Lowest TCO with a rich feature set at a competitive price
  • Flexible deployment options (On-Demand as well as On-Premise CRM solution)
  • Ease of usage with web-based user interface, and Total customizability
  • Affordability
Starting at $12/user/month
LeadMaster

Suited For: Companies
|
Marketing Campaign Management, Real-Time Accounting Integration, Sales Opportunity Management, Service Ticket Management
  • Extensive customization capability
  • Out-of-box Integration with ERP systems
  • Focus on serving mid-size companies
  • Affordability
N/A
Model Metrics

Suited For: Companies
|
Sales Force Automation, Service & Support, Marketing, Partner Relationship Management, Analytics
  • Applications delivered in weeks, not months.
  • A No Hardware model
  • Real-time flexibility
  • Low-risk implementations
  • "Elite 8" salesforce.com partner
  • Vertical industry expertise
N/A
PipelineDeals

Suited For: Small, Mid-size, Large Companies
|
Deal Management, Deal Reporting, Calendar, Manage Contacts, Lead Management and Tracking, Deal Archiving, Customization
  • Simpler & More Intuitive Design
  • No Contracts
  • Lower Total Cost of Ownership
  • No Software Bloat
  • Safe. Secure. 100% Web Based.
  • Easy Switching
PipelineDeals Simple Pricing
  • $15/user/month
  • First Month Free
  • No long term commitments
  • Tour de Force

    Suited For: Companies
    |
    Account Management, Administrative Interface, Anytime-Anywhere Access, Business System Integration, Collaborative Support Management, Collaborative Task Management, Contact Management, Template Management, E-Mail Logging, Expense Management, General Features, Manager's Console, Marketing Campaign Management, Opportunity Management, Outlook Integration, Project Management, Reporting-Exporting, Sales Activity Management, System Architecture
    • Tour de Force is Account-centric, not Contact-centric.
    • Robust & Flexible
    • Completely customizable
    • True Enterprise Collaboration
    • Easy conversion from other CRM products
    $1,800 and up
    VanillaSoft

    Suited For: Companies
    |
    Apointment Settings, Lead Generations, Sales by Phone, Surveys, Market & Opinion Research, Customer Acquisition Management, Lead Distribution Management
    • Improved sales Results
    • Visibility & Control of campaign
    • More sales calls in less time
    • Better sales calls
    • Validate performance via recording
    • Do Not Call Compliance
    • Detailed tracking and reporting
    • Ease of administration
    • Cost effective Web enabled service
    N/A
    Balgord Software Solutions

    Suited For: Small, Mid-size Companies
    |
    Build long-lasting customer loyalty and generate repeat sales from your best customers, Analyze, forecast, and report on key sales data, Quickly analyze, manage, and synchronize sales, marketing, and customer care activities across all points of contact, Easily identify, execute, and replicate effective marketing initiatives across your sales channels, Empower your staff with enterprise-wide access to vital customer, partner, and prospect information, Assign, schedule, and track marketing campaign activities, and measure the performance of every campaign, Access relevant customer data in real time, including purchases, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, and sales opportunities
    • Specializes in the implementation and ongoing support of Sage Software's extensive range of business application software.
    • Business solutions can be completely customized to your specific needs with custom development, additional options or third-party software.
    • Since their first installation in 1993, Balgord Software Solutions has delivered solutions that are implemented and installed the right way, the first time.
    • Committed to providing exceptional client-focused service.  
    • Team of highly trained, certified consultants who understand the business challenges organizations face when implementing a new software solution.
    Please submit a request for a price quote.
    Landslide

    Suited For: Companies
    |
    Dedicated portal for each customer, Define sales goals, Define sales activities, Define selling process, Customize selling process, Access to “Best Policies” documents, Integrate documents into selling process, Dedicated live VIP Assistant, Account management, Contact management, Task management, Opportunity management, Activity management, Document Library, Business Reports, Sales Effectiveness Reports, Reports by Selling Phase, Integrated web meetings, Offered as subscription service
    • Easily defines and implements the sales process of your choice
    • Integrates job aids and marketing collateral with your selling process
    • Generates sales effectiveness reports
    • Reduces your administrative workload by creating and updating your sales data
    Starting at $130/user/month
    C2CRM

    Suited For: Companies
    |
    Relationship Management & Tracking, Activity Management, Mail and Calendar, Sales Force Automation & Management, Opportunities & Forecasting system, Contact Management, Customer Service & Support, Project Management, Enterprise Resource Analytics, Performance Management, Workflow Management, Open Data Store, ERP Connector Cartridges, Marketing Management, Analytics & Knowledge Management
    • It's affordable. It's simple to learn and use. And its browser-based design means everyone can use it instantly.
    • Offers the power and flexibility usually reserved for CUSTOM CRM solutions, with the ease of use and implementation typically associated with contact managers.
    • C2CRM is sold as a software and hardware solution on quality IBM equipment.
    • C2 makes it easy to implement your CRM solution in stages that fits your business needs.
    N/A
    CRMG

    Suited For: Companies
    |
    Business Management Process, Sales and Pipeline Management, Account Management, Contact Management, Communication Management, Team Management, Document Management, Meeting Management, Workflow Management, Schedule Management
    • The only CRM with complete incoming e-mail integration (incoming emails are automatically copied to contact records).
    • Web based and client/server access to your database.
    • Unparalleled sales management tools with integrated workflow rules and automated alerts.
    • GUARANTEED SUCCESS IN YOUR CRM IMPLEMENTATION!
    N/A
    24SevenOffice

    Suited For: Companies
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    Document Management, Sales, Activity Management, Contacts Management, Sales Reports, Tasks Management, Project Management, Group Calendar, Email Management
    • Europe's #1 on-demand CRM and ERP
    • No need for installation, upgrades, servers, or worry about backup of data.
    • Everyone can view, update, and share information, activities, and appointments in real time from any computer connected to the Internet.
    • Unlike standalone contact managers that isolate customer information on individual desktops, 24SevenOffice CRM provides a common, shared system for customer information.
    Starting at $13 /user/month.
    CNP

    Suited For: Companies
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    Sales Forecasting, Lead Analysis, Reporting, Corporate Calendar, Email Management, Outlook Synchronization, Dashboard, Salesforce Automation, Opportunity Tracking, Sales Pipeline Tracking, Graphical Charts, Sales Team Management, Order Management, Project Management
    • Increased Sales Effectiveness: The most productive lead sources and sales staff are clearly identified on graphical charts.
    • Greater Sales Reach: Use the email marketing capabilities to execute and measure new promotional campaigns.
    • Reduced Administrative Costs: Information is only typed in once - CRM, product catalog, proposals, invoicing, customer service, project and resource management - all share the same data.
    • Improved Efficiency: Everyone in the business knows right away where to find information, without wasting time looking for it.
    • Happier Customers (and better customer retention!): Dealing with employees who now know more about them and what’s going on in their account.
    • Better Management: Sales pipelines that are much better understood provide clear visibility of any business upturn or downturn well before it represents an opportunity or risk for the business. 
    Please Check Pricing
    PhaseWare

    Suited For: Small, Mid-size Companies
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    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
    N/A
    Enterprise Wizard

    Suited For: Companies
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    Graphical Workflow, Business Rules Engine, Business Rules Wizard, Single SignOn, Interactive Reports, Graphical Charts, Trend Charts and Reports, Dashboards, Integrated Chat, Interactive FAQ, Standard Solutions, Automatic Reports, Alerts and Escalation, Self Registration, Automatic Login, Incoming E-mail Integration, Outgoing E-mail Integration, Email Hotlinks, Instant Messaging, History, HTML Editor, Automatic Hotlinks, Attached Files, Issue Tracking and Management, Full Text Search, Database Search/Sorting, Saved Searches, Ticket Links, Multi-language Support
    • Top-rated, 100% web-based CRM application
    • Powerful, affordable, and rapidly adaptable without programming
    • Suite of automation solutions within one CRM product at no additional charge (contact management, external support, internal support/helpdesk, sales, marketing, asset tracking, activities, and more)
    • Add new functionality, tables, fields, and reports using just a browser
    • Supports multiple branding and multiple concurrent languages
    N/A
    Revelation

    Suited For: Companies
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    100% web-based, Log a Call in 4 steps, Client History, Custom call types and sub-types, Personal activity monitor and timesheet, Linkout to additional resources, Integrated contact management, Fully searchable archive, Customize rate table per project, Save custom reports, Track service contracts , Export report data to Excel , Print calls and work orders, Access level for 3rd party support providers, Assign calls to individuals, support queues or both, Cusstomize interface, Brand with your logo, Automatic login, Automatic email alerts to your staff (inbox, pager, cell, etc.) and end users, Business rules can customize alerts, Define support queues and groups, Time tracking can expand to record billable and non-billable time, Track service contracts, Intelligent knowledgebase for your staff and end users, Spell Checker includes English (US, UK, US/UK combined, Canadian, Australian), and French language packs, Pre-Define Call Templates to save time and control processes, Attach existing documentation to cusstomers, departments, projects, calls, etc., Edit terms, phrases and filenames used throughout application, Clutter free interface, Universal Time, Transparent Features, Client service reports, System actions
    • Revelation gives you the tools you need, when you need them, wherever you are. Down the hall, across the state, or around the world.
    • Whether you are an internal or external support group, Revelation has the tools to support you.
    • Log a call in half the time it takes with other systems.
    • Revelation will help you make pro-active decisions that will improve results.
    • Your end users will notice the improvement immediately.
    N/A
    Exact Software

    Suited For: Companies
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    Customer-specific Reports and Statistics, Financial Management, Document Management, Integrated Portal Technology
    • Complete teamwork and rapid communication between you, your customers, business partners, suppliers and vendors through integrated portals.
    • Secure logins that provide immediate access to all customer activity from anywhere, at anytime, worldwide.
    • Recognition of customer problems or issues before they happen.
    • Centralized, detailed view of each customer, including workflow, financial transactions and support issues.
    • Ability of customers and partners to actively and privately manage their own accounts.
    Majestic

    Suited For: Companies
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    Process (re)engineering, Work flow design, Culture management, Project management, Business alerts, Sales/pipeline Reporting, Activity Reporting, Customer Service tracking, Customer Self-Service, Contract Tracking, Services and Product Tracking, Web accessibility, Other administrative work flow functions that can be automated or simplified
    • Timely Response (Service and Support)
    • Complete Documentation (including a Project Book for all new projects)
    • Detailed billing
    • Project Management (Reporting for all new projects and a manager for all project and Ad Hoc work)
    • Product expertise
    • Offer you software options (add-on's, add-in's and upgrades) to improve your work flow and increase efficiency
    • Lunch & Learns (Great for learning more about what your product can do and to network with other users)
    • Remote Support (Available for clients on support)
    • Remote Administration (Available for clients on support and type of on-going support required)
    • Monthly/Quarterly system maintenance plans (Available for clients on support)
    N/A
    Epicor

    Suited For: Mid-size, Large Companies
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    Incident management, Problem management, Change management, Configuration management, Service level management, Knowledge management, Self-Service, Fully Customizable, Built on Microsoft.net
    • Epicor ITSM enables you to set and monitor varying service levels based on specific agreements.
    • Epicor ITSM offers your service desk a powerful structured solution for IT management processes.
    • Epicor ITSM provides a robust set of service management features that provide support for the key IT processes outlined by the Information Technology Infrastructure Library (ITIL) and has been certified by Pink Elephant, a leading IT service management education and consulting provider
    • Using Epicor IT Service Management (ITSM) you can provide your end users with accurate, complete and clear information. You can easily create, trace, summarize and close incidents, problems and change requests.
    N/A
    Goldmine

    Suited For: Small, Mid-size Companies
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    Contact Management, Schedule Management, Document Management, Opportunity Management, Team-based Collaboration, Reporting, Contact Center, Customer Service & Support, Customer Self-Service
    • Affordable solution for small and medium organizations
    • One of the most popular small business crm solutions in the market
    • Frontrange offers an integrated suite of contact center, helpdesk, and customer service solution
    • Easy upgrade path from single user versions to multi-user versions
    N/A
    Consona CRM

    Suited For: Mid-size, Large Companies
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    Marketing Automation, Sales Force Automation, Service/Support Management, Contact Center, Partner Relationship Management, Customer Performance Management, Customer Process Management
    • Formerly known as Onyx
    • Core competency lies in automating multiple areas like sales, marketing and service
    • Known for ease of use and great customer service
    • Initial focus was in the SMB space but now also serving many large enterprises
    • Provides indutry-specific solutions for a number of industries
    N/A
    TechExcel

    Suited For: Small, Mid-size, Large Companies
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    Incident and Resolution Tracking, Knowledge Management, Sophisticated Workflow, Multiple Automated Notification Options, Built-in Reports and Analysis, Customizable Customer Web Portal, Manage Campaigns, Track Every Lead, Sophisticated Online Marketing Tools, Qualify Leads More Effectively, Integration with Sales Teams, Marketing Event-Triggered Surveys
    • Develop repeatable, measurable, documented and enforced processes
    • Develop more knowledgeable and efficient staff through better prioritization, process automation and user self-service
    • Create a high quality of service at a reasonable cost
    Not Published
    Commence

    Suited For: Small, Mid-size Companies
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    Account/Contact Management, Calendar & Activity Management, Time Management, Advanced Desktop Integration, Activity Tracking, Business Process Automation, Lead Management, Opportunity Management, Territory Management, Sales Process Automation, Quote/Proposal Generation, Sales Forecasting, Reporting & Analytics, Robust Database Architecture, Automated Processes, Remote Synchronization, Multi-level Security, Support for Handheld Devices, Web Integration, Desktop Integration, Encrypted Database Security, Performance Monitoring Tool, E-mail Integration, Application Programming Interface (API), Document Management
    • Rapid deployment, ease of use, customizability and low cost of ownership.
    • “Freedom of Choice” both on premise and hosted solutions.
    • Mobile support, integration with QuickBook’s and other accounting/ERP systems.
    • Award winning software, twenty years of industry experience and a proven track record of performance is what differentiates Commence from other CRM providers.
    N/A
    ePartners

    Suited For: Small, Mid-size Companies
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    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.
    N/A
    Stay-In-Front

    Suited For: Small, Mid-size Companies
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    Key Account Management, Buying Group Information, Relationship Strength Analysis, Key Performance Indicators, Event Calendar, Targeting, Direct Mail Production, Status Reporting, Multi-Select Capability, Configurable Status, Descriptions, Intelligent Control, Session Planner, Campaign Budget Tracking, Automated Email Marketing, Computer Telephony Integration, Call Scripting, Automated Workflow, Sophisticated Targeting, Blended Call Queuing, Multiple Queue Types, Integrated Task Management, Powerful Sales Forecasting and Funnel Analysis, Multi-currency Support, Support for Multiple Channels
    • Offers powerful data gathering and analysis
    • Guided analytics to help identify critical business challenges
    • Advanced multi-stage workflow
    • Low cost business intelligence
    N/A
    Pivotal

    Suited For: Mid-size, Large Companies
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    Sales, Marketing, Service, Partner Management, Analytics, Mobile CRM
    • Focused on serving mid-enterprise CRM Market
    • Core competency lies in automating multiple areas like sales, marketing and service
    • Public Company - Safe Buy
    • Provides indutry-specific solutions for a number of industries
    N/A
    SAP

    Suited For: Mid-size, Large Companies
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    Sales, Marketing, Service, E-Commerce, Interaction center operations and management, Channel management
    • Largest enterprise software company in the world
    • Serves the larges companies around the world
    • Offers integrated suite of CRM, ERP, Supply Chain, HR, Financial and other enterprise applications
    • Massive amounts of resources
    N/A
    Workbooks

    Suited For: Small, Mid-size Companies
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    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.
    N/A
    RunE2E

    Suited For: Small, Mid-size Companies
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    Sales Performance Management, Territory Management, Contact Management, Opportunity Management, Order Management and Pricing, Lead Management, Marketing Analytics, Call Center Service, Service Order Management, Service Contract Management, Complaints and Returns, Installed Base Management, Warranty Management, Resource Planning
    • The power of SAP. RunCRM is powered by SAP CRM 2007, a recognized CRM leader, according to Forrester Research, and the world’s leading provider of business software, serving 82,000 customers.
    • Affordability and value. RunCRM is pre-built and configured for fast setup and affordability. We provide total solution management—from hosting to the help-desk—to reduce your operational investment. We also provide budget-friendly financing to minimize your upfront spend.
    • Mobile CRM to go. In an increasingly mobile business environment, you need powerful smartphone (Blackberry and iPhone) access to your CRM data. That’s not a problem with RunCRM. Our RunMobile application puts CRM in the palm of your hand.
    N/A