Sales Force Automation (SFA) Comparison Guide InsideCRM

[Pages:3]Targeted Company Size Number of Users Type of Solution Modular Deployment Pricing

Alternative Editions

Dashboards for End Users Mobile Device Access Mobile Device Synchronization Offline Access Enterprise Application Integration

Customization

Sales Force Automation (SFA) Comparison Guide



Avidian Technologies Inc.

Prophet 5 Enterprise Server SMB* 5 to 300 Microsoft Outlook plug-in No $499.99 per user

Entellium Corp.

eSalesForce SMB* 1 to 500; most customers have less than 100 users SFA SaaS (software as a service) No $50 per user, per month

Sage Software

ACT! Premium 2008 SMB* 10 to 100 Installed contact and customer-management software No $399.99 per user

Frontrange Solutions Inc.

GoldMine Enterprise Edition: Sales Management Midmarket/Small Enterprise* Aimed at SMBs (small- to medium-sized businesses) Installed CRM suite Yes Undisclosed

Landslide Technologies

Landslide Midmarket/Small Enterprise* 5 to unlimited; current customers are mostly SMBs Hosted sales production system Yes Starts at $125 per month

Professional and Personal Yes

eSuite package includes eSalesForce, eMarketing and Customer Service modules

Yes

ACT! and ACT! Premium for Web Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

eMarketing and Customer Service modules; uses Web services and Sage accounting products, including Peachtree, QuickBooks and

APIs (application programming interfaces) to integrate with third- Sage MAS 200

party applications

Customize fields in opportunity and company windows, track types in opportunity notes and the product or service list; create custom email, appointment and task templates

Customize fields, change field values, change look of application, customize business rules at record and queue level, build multiple sales processes and Web services API

Add fields and tabs, customize page layouts and add custom priority, activity and history types

Premium, Corporate and Standard

Field Sales, Inside Sales, Basic

Yes

Yes

Available via Goldmine Mobile

Yes

Available via Goldmine Mobile

Yes

Available via Goldmine Mobile

Available via VIP Assistants

Oracle, and Microsoft SQL; other FrontRange products , Webex, Seibel, PeopleSoft and BAAN; APIs for 3rd party integration

Customize home pages and tailor business processes

Completely customizable database fields as well as sales process

Software Developer Toolkit

No

No

No

No

No

Sales Tools

Lead Management Opportunity Management Sales Forecasting Sales Analytics Account Management Contact Management Quote Management Order Management Contract Management Pipeline Management Territory Management 360-Degree View of Customer Customizable Reports Activity Management Team Selling Email Integration

Shared Calendar

Desktop Applications Integration

Sales Methodologies Workflow Automation Customizable Workflow Competitor Tracking PRM (Partner Relationship Management) Incentive Management

Yes Yes Yes No Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Microsoft Outlook

Yes

Microsoft Excel and Word

Yes Yes Yes No No No

Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Microsoft Outlook

Yes

Microsoft Excel

Yes Yes Yes Yes No No

Yes Yes Yes No Yes Yes Yes No No Yes Yes Yes Yes Yes No Microsoft Outlook and Lotus Notes

Yes

Microsoft Excel

No Yes Yes No No No

Sales Information Tools

Product Catalog

No

Document or Literature Management

No

Pricing Management

No

Yes

Yes

Yes

No

No

No

Marketing Automation Tools

Campaign Management

No

Yes

No

Email Templates for Salespeople

Yes

Yes

Yes

* According to : SMB solutions generally range from 40 to 250 usersmidmarket/small enterprises solutions generally range from 250 to 500 users and large enterprise solutions generally are more than 500 users

Available via Marketing Automation module Yes Yes Yes Available via Relationship Management module Available via Relationship Management module Yes No No Yes Yes Yes Yes Yes No Microsoft Outlook Yes

Microsoft Office

Yes Yes Yes Yes Available via Relationship Management module No

No No No

Available via Marketing Automation module No

Yes Yes Yes Yes Yes Yes No Yes No No Yes Yes Yes Yes Yes Microsoft Outlook Yes

MS Excel, Word and Adobe Acrobat

Yes Yes Yes Yes Yes No

Yes Yes No

Yes Yes

Copyright Tippit 2008. All Rights Reserved.

Targeted Company Size Number of Users Type of Solution Modular Deployment Pricing

Alternative Editions

Dashboards for End Users Mobile Device Access Mobile Device Synchronization Offline Access Enterprise Application Integration

Customization

Software Developer Toolkit

Sales Tools Lead Management Opportunity Management Sales Forecasting Sales Analytics Account Management Contact Management Quote Management Order Management Contract Management Pipeline Management Territory Management 360-Degree View of Customer Customizable Reports Activity Management Team Selling Email Integration Shared Calendar

Desktop Applications Integration

Sales Methodologies Workflow Automation Customizable Workflow Competitor Tracking PRM (Partner Relationship Management) Incentive Management

Sales Information Tools Product Catalog Document or Literature Management Pricing Management Marketing Automation Tools Campaign Management Email Templates for Salespeople

Sales Force Automation (SFA) Comparison Guide



Maximizer Software Inc.

Maximizer CRM 10 Enterprise Edition Midmarket/Small Enterprise* 10 to unlimited; designed for SMBs Installed integrated CRM suite No Starts at $499 per user

NetSuite Inc.

NetSuite: Sales Force Automation Midmarket/Small Enterprise* 1 to 500 CRM SaaS Yes Starts at $499 per month plus $99 per user, per month

RightNow Technologies Inc.

RightNow On Demand CRM: RightNow Sales Midmarket/Small Enterprise* 5 to 100 CRM SaaS Yes Starts at $100 per user

Professional, Group and Entrepreneur

No

No

Yes

Yes

Yes

Yes

Yes

Vendor can configure product to make it accessible to mobile

di

Yes

Yes

Yes

Yes

Yes

Use the Customization Suite's Accounting API to integrate with ERP, Use SuiteFlex to connect to legacy and third-party applications and

accounting and other systems

content providers

Yes

Achieved via the RightNow Connect SOA (Service-Oriented Architecture)-based framework

Sage Software

SageCRM 6.1: Sales

Midmarket/Small Enterprise* 10 to 1,000 Installed integrated CRM suite No Starts at $595 per user and $1,495 for the server; $69 per user, per month for the SaaS edition

Sage Software

Sage SalesLogix 7.2.2 Midmarket/Small Enterprise* 10 to 1,000 Installed CRM suite No Starts at $795 per user and $2,995 for the server

No

Yes Yes Yes Yes Sage accounting and back-office financial applications

Yes Yes Yes Yes Sage accounting and back-office financial applications

Configure custom fields and custom windows by user with "click not code" tools

"Click not code" customization includes configuration, records and tables, terminology, customer fields and more. With SuiteFlex, customize end-to-end business processes; build new functionality, workflows and processes; and personalize roles

Customize every aspect of the application with "click not code" tools

Customization Suite available as an add-on

SuiteFlex, the toolkit for customization, verticalization and business- No process automation within NetSuite BOS platform

Make user-specific modifications to interfaces and data Yes

Customize user interface, data fields, industry-specific business processes, sales methodologies and purpose-built applications

Yes

Yes Yes Yes No Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Microsoft Outlook and Exchange

Yes

Microsoft Office

Yes Yes Yes Yes Available via PRM functionality No

Avilable via Market Automation module Yes Yes; standard and advanced Yes Yes Yes Yes Yes Limited Yes Yes Yes Yes Yes Yes Microsoft Outlook, Lotus Notes, Yahoo! Mail and America Online

Yes

Microsoft Word and Excel

Yes Yes Yes Yes Available via PRM module Yes

Yes Yes Yes Available via Analytics module Yes Yes Yes Available via partner solutions Yes Yes Yes Yes Yes Yes Yes Microsoft Outlook

Yes

Connect to applications via SOA integration framework

Yes Yes Yes Yes No No

Available via Marketing functionality Yes Yes No Yes Available via Customer Care functionality Yes Yes No Yes Yes Available via Customer Care functionality Yes Yes Yes Microsoft Outlook

Yes

Microsoft Office

No Yes Yes No No No

Available via Marketing functionality Yes Yes No Yes Yes Yes Yes No Yes Yes Available via integration with ERP applications Yes Yes No Microsoft Outlook

Yes

Microsoft Office

Yes Available via Marketing functionality Yes No No No

Available via Order Desk module Available via Business Productivity functionality No

Available via Marketing Automation functionality Available via Marketing Automation functionality

Yes Yes Yes

Available via Market Automation module Available via Market Automation module

Yes Yes Yes

Available via Marketing module Yes

Yes Yes No

Available via Market Automation module Available via Market Automation module

Available via integration with Sage back-office applications Yes No

Available via Marketing functionality Yes

Copyright Tippit 2008. All Rights Reserved.

Targeted Company Size Number of Users Type of Solution Modular Deployment Pricing

Alternative Editions

Dashboards for End Users Mobile Device Access Mobile Device Synchronization Offline Access Enterprise Application Integration

Customization

Software Developer Toolkit

Sales Tools Lead Management Opportunity Management Sales Forecasting Sales Analytics Account Management Contact Management Quote Management Order Management Contract Management Pipeline Management Territory Management 360-Degree View of Customer Customizable Reports Activity Management Team Selling Email Integration Shared Calendar

Desktop Applications Integration

Sales Methodologies Workflow Automation Customizable Workflow Competitor Tracking PRM (Partner Relationship Management) Incentive Management

Sales Information Tools Product Catalog Document or Literature Management Pricing Management Marketing Automation Tools Campaign Management Email Templates for Salespeople

Sales Force Automation (SFA) Comparison Guide



CDC Software

Pivotal Sales Large enterprise* 1,000-plus Installed integrated CRM suite Yes Undisclosed

No

Yes Available via Mobile Client application Available via Mobile Client application Available via Mobile Client application Several products, tools and APIs available within an integration framework; custom integration supported via XML, OCX and .NET APIs

Customize all aspects including the data model, the user interface and the business processes

Infor

CRM Epiphany: Sales

Microsoft Corp.

Dynamics CRM 4.0 Enterprise: Sales

Oracle PeopleSoft

PeopleSoft Enterprise CRM: Sales Solution

Large enterprise* 30 to 10,000-plus Installed integrated CRM suite Yes Starts at $25,000 for 15 users

Industry-specific solutions; Business and Enterprise editions are planned for release in April 2008 Yes

Large enterprise* Unlimited Installed integrated CRM suite Yes Undisclosed

Professional Server and Workgroup Server

Yes

Large enterprise* Contact vendor Installed CRM application; integrates with PeopleSoft Enterprise CRM Yes $6,500 per user for Sales edition; $1,250 per user for Mobile Sales edition

On-demand and industry-specific solutions

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes Achieved via SOA and J2EE application technology

Yes

Contact vendor

Microsoft products and technologies, including the 2007 Microsoft PeopleSoft Enterprise applications Office system, Microsoft Office SharePoint Server 2007 and Windows Vista

Customize most aspects throughout the solution, including adding Customize forms or change the way to capture and look at customer Contact vendor

third-party components

data with Web-based design tools

SAP

CRM On-Demand Solution Large enterprise* Contact vendor CRM SaaS Contact vendor Contact vendor

No

Yes Contact vendor Contact vendor Contact vendor Contact vendor

Contact vendor

Pivotal Toolkit and Pivotal Web Services Generator

Yes

Microsoft CRM 3.0 SDK

Contact vendor

Contact vendor

Available via Marketing Automation module Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Microsoft Outlook Yes

Microsoft Office

Yes Yes Yes Yes Available via Partner Manager module No

Yes Available via Marketing Automation module Yes

Available via Marketing Automation module Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Includes own email client; integrates with Microsoft Outlook and others via SOA Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes No

Microsoft Outlook

Yes

Yes Contact vendor Yes Yes Yes Contact vendor Yes Yes Contact vendor Yes Yes Yes

Contact vendor Contact vendor Yes

Microsoft Outlook and Lotus Notes

Yes

Any via SOA

Microsoft Word, Excel, SharePoint and SQL Server Reporting Services Contact vendor

No

Yes

Contact vendor

Yes

Yes

Contact vendor

Yes

Yes

Contact vendor

Yes

Yes

Contact vendor

No

No

Available via PRM module

No

No

No

Yes

Yes

Yes

Yes

Yes

Yes

Available via Marketing module

Yes

Yes

Yes

Yes Contact vendor Yes

Available via Marketing module Contact vendor

Available via Marketing module Yes Yes Yes Yes Yes Contact vendor Contact vendor Contact vendor Yes Contact vendor Contact vendor Contact vendor Contact vendor Contact vendor Microsoft Outlook and Lotus Notes Yes

Contact vendor

Contact vendor Contact vendor Contact vendor Contact vendor No No

Contact vendor Contact vendor Contact vendor

Available via Marketing module Contact vendor

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