Republic of the Philippines

Tarlac State University

College of Business and Accountancy
A.Y. 2017-2018

Customer Relationship
Management
Submitted by:

GROUP 1
Mateo, Elaine Joy S.
Alfonso, Maria Cristina B.
Cariaga, Ann Hazel E.
Del Rosario, Francine Rose D.
Espinosa, Lieanne Claire D.
Ocampo, Ma. Angela Paula O.
Rentiquiano, Kriselle Ann C.
Sunga, Pamela D.
BSACT 4A

Submitted to:
Ms. Olivette P. Flores
Accounting Information System Instructor
 CUSTOMER RELATIONSHIP MANAGEMENT SOFTWARE SOLUTIONS

Customer Relationship Management (CRM) simplifies company-client relations by

providing a centralized repository for collecting information on perspective customers and
established clientele. The ideal CRM system synchronizes your various marketing efforts and
optimizes your marketing efforts by automating customer communications. Business owners
should consider a CRM platform if they find it difficult to maintain regular interactions with clients
or lack a comprehensive system for communicating with customers. The best CRM platforms will
enhance client interactions through a number of tools designed to fit your company size and needs.

According to Business-software.com, the top CRM softwares are the following:

1. Salesforce Sales Cloud

Ideal for: businesses looking for a platform that provides
forecasting, analytics and real-time updates.
Business size: large, SMEs and small markets
Key features: Data importing, mobile accessible, analytics,
email marketing, email integrations and multichannel
support
Additional feautures: Manages and tracks campaigns across multiple channels, securely
share files, email and calendars, real-time updates on contacts and accounts.
Users: NBCUniversal, Siemens, Dr. Pepper Snapple, HP
Users in the Philippines: PLDT
2. NetSuite CRM+
Idea for: Companies seeking a solution with integrated order management
Business size: large markets and SMEs
Key features: Data importing, mobile accessible, analytics, email
marketing, email integrations and multichannel support
Additional features: Competitor tracking, real-time sales
forecasting, quote and order management, commissions management
Users: AMPRO, Oakland Athletics, Document Sciences
Users in the Philippines: GlobalOne and Pan Pacific Computer Center
3. C2CRM
Ideal for: Businesses that want a solution with advanced
marketing and relationship management functionality
Business size: Small markets and SMEs
Key features: Data importing, mobile accessible,
analytics, email marketing, email integrations and
multichannel support
Additional Features: Sales management includes all areas under relationships, sales force
automation, customer service tracks post-sales activities
Users: Verizon Wireless, Dean Foods, Douglas Machines
4. Infor CRM
Ideal for: Any size company looking for a software solution with
advanced customization capability
Business size: large, SMEs and small markets
Key features: Data importing, mobile accessible, analytics, email
marketing, email integrations and multichannel support
Additional features: Standard open APIs and integration options, seamless integration with
back office systems, advanced customization capabilities
Users: Amica Life Insurance, Uni-First, Meridian Bioscience
5. Sage CRM
Ideal for: Smaller companies that would benefit from outlook
and exchange integration
Business size: Small markets & SMEs
Key features: Data importing, mobile accessible, email
marketing, email integrations and multichannel support
Additional features: Relationship management graphs, customizable graphical workflow,
create accurate quotes, quickly execute marketing campaigns
Users: Panasonic, Armstrong, Caber Sure Fit, NYSE
6. Bpmonline CRM
Ideal for: Companies that are looking for a software that provides a lead and case
management functions.
Business size: large, SMEs and small markets
Key features: Data importing, mobile accessible,
analytics, email marketing, email integrations and
multichannel support
Additional features: Opportunity and pipeline management, orders and invoices, field sales
management, sales forecasting, project management, service catalog
Users: Heineken, Bayer, Allianz, Heinz, Pelco by Schneider Electric
7. HubSpot CRM
Ideal for: Companies of any size that need a solution with deep marketing integration.
Business size: large, SMEs and small markets
Key features: Data importing, mobile accessible,
analytics, email marketing, email integrations and
multichannel support
Additional features: Drag-and-drop communicator, social media integration, email
templates, tracking and scheduling, personalizable views and filtering
Users: Care.com, PennyMac, PhaseWare, ShoreTel, WeDo Technologies
8. Insightly
Ideal for: Any size organization that wants a platform with API capability and social CRM
functionality.
Business size: large, SMEs and small markets
Key features: Data importing, mobile accessible,
analytics and email integrations
Additional features: Task and calendar
management, contact management, opportunity reports to management key sales metrics,
project management
Users: NY State Assembly, Reddit, Centercode, Yeproc Records
9. Gold-Vision CRM
Ideal for: Businesses that are looking for a quote management software with social media
integration.
Business size: large, SMEs and small markets
Key features: Data importing, mobile accessible,
analytics, email marketing, email integrations and
multichannel support
Additional features: Integrated marketing automation and email marketing, device-
independent mobile access, lead management and scoring capabilities
Users: Ordnance Survey, British Chambers of Commerce, Cosworth, Bridgestone
10. Base CRM
Ideal for: Companies that are looking for a solution to increase real-time sales visibility.
Business size: large, SMEs and small markets
Key features: Data importing, mobile
accessible, analytics, email marketing and
email integrations
Additional features: Real-time visibility into your sales pipeline, automatically track and
share your email communications, base document repository access
Users: Barnes & Noble, Expensify, Wayfair, Sartorius