Hosted CRM Comparison Guide
Hosted CRM Comparison Guide
Focus Research
March 2009
Focus Research ?2009
Inc.
SalesBoom
Sage Software
RightNow
Technologies Inc.
Oracle
Salesforce
Enterprise Edition
On Demand CRM,
Enterprise Edition
RightNow CX
Oracle CRM
On Demand
Pricing
$125 per user, per month
$95 per user, per month
Starting at $69 per user,
per month
$110 per user, per month
Starting at $70 per user,
per month
SFA (Sales
Force
Automation)
Features
? Lead and opportunity
management
?A
ccurate revenue forecasting
? Real-time pipeline
management and analysis
? Relationship and opportunity
management
? Forecast management and
analytics
? Sales forecasting
? Analytics
?A
dvanced reporting engine
? Point-and-click reporting and
analysis
?R
eal-time sales views
? Territory management
? Insight into customer
interactions and purchase
history
? Lead and opportunity
management
?T
rend analysis
? New- and existing-account
management
? Microsoft Office integration
? Mobile CRM solutions
? Territory management
? Account and contact
management
?S
ales collaboration
?S
cheduling tools
? Approvals and workflow
? Sales process visibility
? Analytics and forecasting
? Complete customer view
? Documents and contracts
management
? Lead management
? Product catalog
? Genius: database of deals
? Integrated content library
? Google Apps integration
? Competitor tracking
Hosted CRM Comparison Guide
? Contact management
? Opportunity management
? Quote management
? Mobile device integration
? Microsoft Outlook integration
? Opportunity escalation
? Account and contact
management
? Calendar and task
management
? Offline and mobile access
? Lead routing
? Collaboration tools
? Business process
customization
? Quota management
? Product database
? Contract management
? Commisions management
Focus Research ?2009
2
Service and
Support
Inc.
SalesBoom
Sage Software
Salesforce
Enterprise Edition
On Demand CRM,
Enterprise Edition
? Agent console
?A
utomatic online ticket
generation
? Real-time access to
customer data
? Email management
?E
mail alerts for new cases
? Centralized customer data
? CTI (computer telephony
integration)
?K
nowledge-management
system
? Complete customer-history
data
?C
ase-user groups
? Central knowledge base
?C
ase-escalation system
? Service-agreement
management
? Call scripting
? Knowledge management
? Case and activity
management
? Resolution and activity
analytics
? Self-service customer portal
? Chat
? Case and incident
management
RightNow
Technologies Inc.
RightNow CX
? Customer inquiries are
handled by phone, chat,
email or in-person
? Service interactions are
leveraged across all channels
? Generate leads from service
interactions
? Knowledge base
management
? Community feedback
? Contact center
Oracle CRM On Demand
On Demand
? Service-request
management
? Historical reporting and
analytics
? Real-time knowledge base
? Asset and product
management
? Warranty and contract
tracking
? Integrated voice tools
? Solution management
? Social networking/Facebook
and Twitter integration
Oracle
? CVI, IVR, VoIP
Marketing
? Campaign management
? Email marketing
? Email auto-responder
? Search-based marketing
? Lead and list management
? Workflow automation
? Analytics and dashboards
?C
ustomer-life-cycle views
?C
ampaign ROI (return
on investment) and
effectiveness analysis
?A
utomated lead routing
?M
arket segmentation
?C
ontact-list managemen
?R
esponse tracking
?M
ass email marketing
?C
ustom reports and analytics
? Response tracking
? Auto-response email
Hosted CRM Comparison Guide
? Assign, schedule and track
campaigns
? Easy-to-use marketing
message system
? Lead assignment and
notification
? Advanced email management
? Create and distribute large
mailings
? Lead management and
tracking
? Anti-spam tools
? One-step lead conversion
? Track campaign results
and ROI
? Campaign management
? Outbound call management
? Real-time access to
prospects and campaigns
? Targeted and critera-based
list management
? Outbound call management
? Track responses
? Knowledge Foundation
supports proactive email
communication
? Real-time budget tracking
? Segmentation tools
? Email marketing
Focus Research ?2009
3
Pricing
NetSuite Inc.
Zoho
Microsoft Corp.
SugarCRM Inc.
NetSuite CRM+
Zoho CRM
Dynamics
CRM Online
Sugar Professional
Sugar Enterprise
$129 per user, per month
Free edition available for up to 3 users
$12 per user, per month for the
Professional edition
$44 per user,
per month
Professional: $360 per user, per year
? Lead-conversion and automation
tools
? Shared sales data among team
? Presentations and proposals for
customers
Enterprise: $600 per user, per year
$25 per user, per month for the Enterprise
edition
SFA
Features
? Team-selling and distributedcommissions tools
? Territory tracking and
lead routing
? Opportunity management and
competitor tracking
? Advanced sales forecasting and
reporting
? Offline sales tools
?Tiered commisions
?Team selling
? Purchase history
? Email merge
? Quote generation
? End-to-end lead management
? Web-based lead capture
? Automatic lead routing
? Lead to opportunity conversion tools
? Skype support
? Standard and customizable lead reports
? Sales tracking
? Built-in escalation process
? Generate quotes, sales orders and
invoices
? Track purchase history
? Centralized-account and contact
management
? Sales forecasting
? Export leads data to spreadsheet
software
? Identify referrals from accounts and
contacts
? Sales tracking
? Analytics tools
? Complex price-quote-generation tool
? Direct email marketing
? Set up territories and teams
? Create price lists, discounts and unit
groups
? Post sales best practices
? Role- and group-based permissions
? Account tracking
? Microsoft Office integration
? Pipeline management
? Mobile device support
? Monitoring of quota progress and
business performance
? Advanced reporting and dashboards
? Workflow and team security controls
? Mobile support
? Data services integration
? Sales forecasting
? Product catalog
? Quotes
? Mobile support
? Outlook integration
? Cloud console
? Upsell manager
Hosted CRM Comparison Guide
Focus Research ?2009
4
Service and
Support
NetSuite Inc.
Zoho
Microsoft Corp.
SugarCRM Inc.
NetSuite CRM
Zoho CRM
Dynamics
CRM Online
Sugar Professional
Sugar Enterprise
? Feedback management
? Issue tracking
? Notificiation, collaboration and
resolution management
? Product-version tracking
? Self-service customer portal
? Tracking and monitoring of all
customer-reported cases
? Web-to-case form
? Automated case routing
? Custom case-escalation
process
? Central knowledge base
? Solution management
Marketing
? Online lead forms
? Develop and manage
campaigns
? Central case management
? Central view of customer issues
? Automated routing
? Incident reporting
? Automatic-response email
? Issue escalation
? Email management
? Analytics to measure effectiveness
? Searchable knowledge base
? Service contracts and
scheduling
? Marketing-campaign
planning, automation and
management
? Lead and campaign management
? Campaigns generated and monitored across all channels
? Target customer segmentation
and personalization
? Track customer inquiries
? Target group creation
? Monitor campaign ROI
? Email-marketing
management
? Lead and referral tracking
? Automated email-response
system
? Customization and
automation capabilities
? Email marketing
? Reporting features integrate
with other Microsoft
applications
? Campaign-effectiveness
reporting
? Email marketing
? Anti-spam tools
? Marketing analytics
? Drip campaigning
Hosted CRM Comparison Guide
? Email-marketing management
? Create Web form pages for lead capture
? Use customizable ROI reports and dashboards
Focus Research ?2009
5
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- content marketing content marketing score
- tips for selecting real estate marketing automation software
- guide glimpse of the future a day in the life of an ai
- an information systems reference architecture for the crm
- email calendar integration with salesforce
- skilling up for the future salesforce
- strategic report inc
- product comparison chart
- sales force automation sfa comparison guide insidecrm
- competitive analysis the craft consulting
Related searches
- whole life insurance comparison chart
- flu vs cold symptoms comparison chart
- crm software comparison chart
- comparison of educational philosophy
- fidelity fund comparison tool
- personal finance software comparison re
- credit card comparison chart
- crm comparison chart
- crm feature comparison chart
- crm comparison chart 2018
- legal crm comparison guide
- microsoft hosted exchange