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CRM Comparison 2008
CRM Comparison 2008
Question
Aplicor CRM
Commence CRM
Product Vendor
Version Contact Name Telephone Email Website Cost (Canadian dollars) Licence based Average cost per user Average no. of users Average cost Ratio - average implementation cost/licence cost Average implementation cost Total licence based
11
5.2
V2.1
RM 3.5.2
7.3.6
(based on ACT! Premium Solutions) $400 12 $4,800 $495 $1,500 20 $30,000 0.50 $0 $4,800 $15,000 $45,000
$35 per user per month U.S. plus the up front onetime cost per user for ACT! Premium for Web software $399 U.S. per user $100
Question
Aplicor CRM
Commence CRM
Average annual fee / user Average monthly fee / user Average no. of users Average fees - year one Average implementation costs / average fees - year one Average implementation costs NPV over 5 years (discount rate of 5%) Applications (Yes/No/Partly/Third party/By next year/Customization) Contact management Sales force automation Marketing automation Services management Billing Call centre Knowledge management Analytics Business intelligence Profile World head office location Canadian head office location
420 12 $5,040
$360 $30
$0 $21,821
$40,050 $269,337
Yes Yes Yes Third Party Partly Third Party Third Party Third Party Third Party
Newcastle-Upon-Thyme, UK Mississauga, ON Sage Group plc supports over 5.7 million customers worldwide
Folsom, CA None
Irvine, CA Mississauga,ON
450
20,000
21,000
Question
ACT! by Sage Premium 2009 (11.0) More than 2.8M registered users plus over 43,000 additional corporate accounts
Aplicor CRM
Commence CRM
No. of customers - worldwide - this product No. of customers - Canada - all products No. of customers - Canada - this product Revenue 2007 - CAD - all products - in millions Revenue 2007 - CAD - this product - in millions Revenue 2006 - CAD - all products - in millions Revenue 2006 - CAD - this product - in millions Target market Average revenue/customer (CAD) Average no. of employees/customer
300 50 20
$50M-$200M 100-499
$200,000 150
$0 - $10,000,000 1 - 100
$20,000,000 100
Industry classification based on the North American Industry Classification System (NAICS) - See http://www.naics.com/info.htm#Structure for more about NAICS (Approximate % of implementations) 11 Agriculture, forestry, fishing and hunting 21 Mining 22 Utilities 23 Construction 31-33 Manufacturing 42 Wholesale trade 44-45 Retail trade 48-49 Transportation and warehousing 51 Information 52 Finance and insurance 53 Real estate and rental and leasing 10% 3% 30% 10% 2% 10% 14% 10% 19% 2% 35% 15% 15% 20% 1% 2% 2% 1% 25% 5% 25% 5% 25% 5% 2%
40%
13% 5%
5%
Question 56 Administrative and support and waste management and remediation services 61 Education services 62 Health care and social assistance 71 Arts, entertainment, and recreation 72 Accommodation and food services 81 Other services (except public administration) 92 Public administration Total Technology Database (approximate % of implementations) Microsoft SQL Server Oracle Pervasive SQL IBM DB2 Sybase Informix Access Btrieve Proprietary FoxPro mySQL Progress Other Total Networks supported (approximate % of implementations) Microsoft Linux Unix AIX Novell Netware
Aplicor CRM
Commence CRM
1% 5%
100%
100%
yes
100%
100%
100%
95% 5%
yes
100%
Aplicor CRM
Commence CRM
.net Yes
java/c++
C++ No
Integration to ERP or accounting systems - which? % of application available from browser, not including use of Citrix or Terminal Services
accounting links to Peachtree, Simply Accounting, BusinessWorks, MAS 90 Aplicor ERP, others through and Quickbooks available open integration 95% via Web-based ACT! Premium client in market, 11.0 upgrade version 8/12/08 100% yes
Expected date for Web-based version Features Business intelligence Analyse performance related to CRM KPIs Forecasts of customer behaviour Contact management Multiple criteria used to create list for mail merge Mass update noting all clients that were updated Multiple addresses per contact Identify potential duplicates for new contact Duplicate merge process
Current
currently available
available now
already exists
Third Party Yes Yes Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Partly No Yes Yes Yes Partly Partly Partly
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Question Audit trail Date and person making change Full audit trail with what was changed Unlimited follow-ups with contact Unlimited notes per contact with date/time stamp Search for embedded text in notes Two steps to delete contact Contact hierarchy 2 levels - organization and employees (e.g., might want to view all lawyers in a specific legal firm) Default address information from organization but can override 3 levels - organization / location / employee French version Screens Reports Documentation Integration XML enabled Import processor API (application programming interface) Marketing automation Record temporary contact information and later convert to prospect Permission based Scripts for direct marketing Use Microsoft Exchange Server for e-mail blasts Use a SMTP Server for e-mail blasts E-mail history stored in CRM database Campaign management Auto responders - scan lead and forward to appropriate recipient Mass emails - no restrictions on number sent
ACT! by Sage Premium 2009 (11.0) Yes Yes Yes Yes Yes Yes Yes Yes
Commence CRM Yes Yes Yes Yes Yes Yes Yes Partly
Epicor CRM 7.3.6 Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Partly Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Partly
Yes Yes Yes Yes Customization By Next Year Yes Yes Yes Yes Yes No By Next Year Yes No Yes Yes
Yes Yes Yes Yes Yes Yes No No Yes No Yes Yes No No No Yes Yes Yes No
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes
Yes
Question Multiple relationships for each contact Primary relationship Four secondary relationships Ten secondary relationships Each relationship is a contact (set up once) Online E-commerce - orders, check status Self-serve - access product support information Prospects respond online Register for seminars Order processing Quotes Orders Invoices Sales force automation Track status of opportunity Proposal generation Security By employee By role Services management Maintain contract Can forward/re-assign support calls Reason codes - for analysis of problems Link emails to ticket/call Escalations based on rules Close out multiple incidents at the same time if they all relate to the same problem Ability to set priorities and severities Dispatching Synchronization Palm Pilot Windows CE BlackBerry
ACT! by Sage Premium 2009 (11.0) Yes Yes Yes Yes Yes No Partly No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No Yes Third Party Yes Yes Yes Yes Yes Yes Yes Third Party
Aplicor CRM Yes Yes Yes Yes Third Party Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Customization Yes Yes Yes Yes Yes Yes Customization Yes Yes Yes
AppShore Premium Edition Yes Yes Yes Yes No No Yes Yes Yes No By Next Year By Next Year By Next Year Yes Yes By Next Year Yes Yes Yes Partly No Yes Yes Yes Yes Yes Yes No No No No
Commence CRM Yes Yes Yes Yes Yes Partly Customization No Customization Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Customization Yes Yes Yes
Epicor CRM 7.3.6 Yes Yes Third Party Third Party Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No
Question Microsoft Outlook Lotus Notes Only business (not personal) contacts Call centre automation Computer telephony integration Predictive dialers Pop up name on incoming call with authorization from contact Statistics including call duration Technology Multi-user XML enabled Three-tier architecture Customizable Different view of screens by employee or role Without changing source code Add user-defined fields Unlimited Defaults Validation Move fields around screen Change tab order of fields Change fields to required, optional or invisible Change field captions and headings Add new sub-form and push buttons Apply to all or selected users Work flow Alerts - e.g., if date for follow-up is missed Electronic routings if approval required Audit trail on all approvals Escalation if late Name 1 to 3 unique or very important features of your product
ACT! by Sage Premium 2009 (11.0) Yes Yes Yes Yes Third Party No Third Party Third Party Yes Partly No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Aplicor CRM Yes Yes Yes Yes No Yes Partly Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Customization No Yes Yes Yes Yes
AppShore Premium Edition No No No No No No No No Yes No Yes Yes No Yes Yes No Yes No Yes Yes Yes Yes Yes No No
Commence CRM Yes Customization Yes Yes Customization Customization Customization Customization Yes Yes Yes Yes Yes Yes Yes Yes Partly Partly Partly No Customization Customization Customization Yes Partly Customization Customization
Epicor CRM 7.3.6 Yes Yes Yes Third Party Third Party Third Party Third Party Third Party Yes No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Question
Aplicor CRM
Commence CRM
Advanced contact management with notes, history, reports, groups, companies and opportunity tracking
Ease of Use
Online/offline capabilities with Windows and Web clients; synch with BlackBerry, Pocket PC and Palm. Integrated with Aplicor ERP
email marketing and advanced surveys .NET architecture with opt-in and opt-out, click tracking.
Tight integration with common apps incl Outlook, Lotus Notes, Peachtree, SaaS Solution accessible Quickbooks from anywhere in the world
Best Price
Epicor Information Worker ability to use Epicor CRM throgh MS Outlook, Excel or Word applications.
10
Question
eSalesTrack
Exact Synergy
Product Vendor
eSalesTrack Soleran
GoldMine Enterprise Edition GoldMine Premium Edition (GMEE) (GMPE) FrontRange Solutions FrontRange Solutions
Version Contact Name Telephone Email Website Cost (Canadian dollars) Licence based Average cost per user Average no. of users Average cost Ratio - average implementation cost/licence cost Average implementation cost Total licence based
8.5
4.1
Batch 383
v6.0.5
v8.0
Sales 877-765-4CRM
Sales 1-888-210-5717
sales@esalestrack.co info@exactsoftware.c jeff.moloughney@front jeff.moloughney@front m a range.com range.com www.esalestrack.com www.exactsoftware.ca www.goldmine.com www.goldmine.com
ASP (Application service provider) based Average setup or fixed fees $1,500 $1,000
11
Question
eSalesTrack
Exact Synergy
Average annual fee / user Average monthly fee / user Average no. of users Average fees - year one Average implementation costs / average fees - year one Average implementation costs NPV over 5 years (discount rate of 5%) Applications (Yes/No/Partly/Third party/By next year/Customization) Contact management Sales force automation Marketing automation Services management Billing Call centre Knowledge management Analytics Business intelligence Profile World head office location Canadian head office location
Yes Yes Yes Third Party Yes Yes Yes Yes Yes
Yes Yes Yes Yes By Next Year By Next Year Yes Yes Yes
Yes Yes Yes Yes Third Party Yes By Next Year Yes Yes
Yes Yes Yes Yes Third Party Yes Yes Yes Yes
Irvine, CA Mississauga,ON
Kansas City
Pleasanton, CA Toronto, ON
Pleasanton, CA Toronto, ON
21,000
3,500
130,000
130,000
12
Question
eSalesTrack
Exact Synergy
No. of customers - worldwide - this product No. of customers - Canada - all products No. of customers - Canada - this product Revenue 2007 - CAD - all products - in millions Revenue 2007 - CAD - this product - in millions Revenue 2006 - CAD - all products - in millions Revenue 2006 - CAD - this product - in millions Target market Average revenue/customer (CAD) Average no. of employees/customer
50
3,000
$50,000,000 200
$600 50
$5MM-$250MM 100
$100M - $1B 50
$0 - $500M 5 - 500
Industry classification based on the North American Industry Classification System (NAICS) - See http://www.naics.com/info.htm#Structure for more about NAICS (Approximate % of implementations) 11 Agriculture, forestry, fishing and hunting 21 Mining 22 Utilities 23 Construction 31-33 Manufacturing 42 Wholesale trade 44-45 Retail trade 48-49 Transportation and warehousing 51 Information 52 Finance and insurance 53 Real estate and rental and leasing 25% 5% 25% 5% 25% 5% 5% 20% 70% 15% 5% 30% 5% 5% 5% 1% 1% 2% 3% 22% 4% 9% 6% 2% 11% 10%
5%
5%
5% 20%
1% 5%
13
Question 56 Administrative and support and waste management and remediation services 61 Education services 62 Health care and social assistance 71 Arts, entertainment, and recreation 72 Accommodation and food services 81 Other services (except public administration) 92 Public administration Total Technology Database (approximate % of implementations) Microsoft SQL Server Oracle Pervasive SQL IBM DB2 Sybase Informix Access Btrieve Proprietary FoxPro mySQL Progress Other Total Networks supported (approximate % of implementations) Microsoft Linux Unix AIX Novell Netware
eSalesTrack
Exact Synergy
5%
3% 2% 12%
100%
100%
70% 30%
90%
100%
100%
100% 0% 0% 0% 0%
70% 30%
100%
14
eSalesTrack
Exact Synergy 0% 0%
VS .NET No
.Net C# No
.NET No No
Integration to ERP or accounting systems - which? % of application available from browser, not including use of Citrix or Terminal Services
Epicor 100%
Exact Globe, Exact Macola open api to connect to any ES, Exact JobBOSS, Exact BPML / web services based db driven application MAX, Other integration platform 100% 100% 100%
Expected date for Web-based version Features Business intelligence Analyse performance related to CRM KPIs Forecasts of customer behaviour Contact management Multiple criteria used to create list for mail merge Mass update noting all clients that were updated Multiple addresses per contact Identify potential duplicates for new contact Duplicate merge process
current
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes Third Party Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
15
Question Audit trail Date and person making change Full audit trail with what was changed Unlimited follow-ups with contact Unlimited notes per contact with date/time stamp Search for embedded text in notes Two steps to delete contact Contact hierarchy 2 levels - organization and employees (e.g., might want to view all lawyers in a specific legal firm) Default address information from organization but can override 3 levels - organization / location / employee French version Screens Reports Documentation Integration XML enabled Import processor API (application programming interface) Marketing automation Record temporary contact information and later convert to prospect Permission based Scripts for direct marketing Use Microsoft Exchange Server for e-mail blasts Use a SMTP Server for e-mail blasts E-mail history stored in CRM database Campaign management Auto responders - scan lead and forward to appropriate recipient Mass emails - no restrictions on number sent
Epicor CRM 8.5 Yes Yes Yes Yes Yes Yes Yes Yes
Exact Synergy Yes Yes Yes Yes Yes Yes Partly Yes
GoldMine Enterprise Edition (GMEE) Yes Yes Yes Yes Yes Yes Yes Yes
GoldMine Premium Edition (GMPE) Yes Yes Yes Yes Yes By Next Year Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes
Yes Yes Yes Customization Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Partly Yes Yes Yes Yes Yes Yes Partly Yes Yes Yes Yes Yes Yes
Yes Yes Yes No No No No Yes Yes Yes Yes Yes Yes Customization Yes Yes Yes Yes Yes Third Party
Yes Yes Yes No No No No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Third Party Yes
16
Question Multiple relationships for each contact Primary relationship Four secondary relationships Ten secondary relationships Each relationship is a contact (set up once) Online E-commerce - orders, check status Self-serve - access product support information Prospects respond online Register for seminars Order processing Quotes Orders Invoices Sales force automation Track status of opportunity Proposal generation Security By employee By role Services management Maintain contract Can forward/re-assign support calls Reason codes - for analysis of problems Link emails to ticket/call Escalations based on rules Close out multiple incidents at the same time if they all relate to the same problem Ability to set priorities and severities Dispatching Synchronization Palm Pilot Windows CE BlackBerry
Epicor CRM 8.5 Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes No
eSalesTrack Yes Yes Yes Yes Yes Third Party Yes Yes Yes Yes Yes Yes By Next Year Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Customization Customization Yes Partly Partly Partly Partly
Exact Synergy Partly Yes Partly Partly Yes Yes Yes Yes Yes Third Party Third Party Third Party Third Party Yes Yes Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Partly Partly Yes Yes
GoldMine Enterprise Edition (GMEE) Yes Yes Yes Yes No Third Party By Next Year By Next Year By Next Year Third Party Yes Third Party Third Party Yes Yes No Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes No No By Next Year By Next Year
GoldMine Premium Edition (GMPE) Yes Yes No No Yes No No Yes Yes No Third Party No Third Party Yes Yes No Yes Yes Yes Yes No Yes Yes Yes No No Yes No Yes Yes Yes
17
Question Microsoft Outlook Lotus Notes Only business (not personal) contacts Call centre automation Computer telephony integration Predictive dialers Pop up name on incoming call with authorization from contact Statistics including call duration Technology Multi-user XML enabled Three-tier architecture Customizable Different view of screens by employee or role Without changing source code Add user-defined fields Unlimited Defaults Validation Move fields around screen Change tab order of fields Change fields to required, optional or invisible Change field captions and headings Add new sub-form and push buttons Apply to all or selected users Work flow Alerts - e.g., if date for follow-up is missed Electronic routings if approval required Audit trail on all approvals Escalation if late Name 1 to 3 unique or very important features of your product
Epicor CRM 8.5 Yes Yes Yes Yes Yes Third Party Yes Third Party Yes No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
eSalesTrack Yes No Customization By Next Year By Next Year By Next Year By Next Year By Next Year Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Customization Yes Yes Customization Yes Yes Yes Yes Yes Customization
Exact Synergy Yes No Yes Partly Third Party Third Party Third Party Third Party Yes Yes No Yes Yes Yes Yes Customization Yes Yes Partly Partly Yes Yes Customization Yes Yes Yes Yes Yes Yes
GoldMine Enterprise Edition (GMEE) Yes Partly Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
GoldMine Premium Edition (GMPE) Yes No Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No Yes
18
Question
eSalesTrack
Exact Synergy
CRM embedded with Epicor Information Worker Workflow, Projects ability to use Epicor CRM Management and document throgh MS Outlook, Excel or Customizable, Web-Based Management, in ONE Configurable, wizard driven Word applications. SQL Reporting Engine system based platform
email marketing and advanced surveys .NET architecture with opt-in and opt-out, click tracking.
Highly configurable workflow, most applicable to SOA and BPML / web Compliance affected services based integration 5-way Video Conferencing companies (ISO9001, etc) platform
19
Question
Infusionsoft
InterAction
Landslide
Legrand CRM
Maximizer CRM 10
Product Vendor
Infusionsoft Infusionsoft
InterAction LexisNexis
Landslide Landslide
Version Contact Name Telephone Email Website Cost (Canadian dollars) Licence based Average cost per user Average no. of users Average cost Ratio - average implementation cost/licence cost Average implementation cost Total licence based
5.6
Summer 2008
v5.0
10
clate.m@infusionsoft.c melinda.phelps@lexis samanh@landslide.co om nexis.com m info@legrandcrm.com jennifermq@yapr.com www.infusionsoft.com www.interaction.com www.landslide.com www.legrandcrm.com www.maximizer.com
Prices are in USD
20
Question
Infusionsoft
InterAction
Landslide
Legrand CRM
Maximizer CRM 10
Average annual fee / user Average monthly fee / user Average no. of users Average fees - year one Average implementation costs / average fees - year one Average implementation costs NPV over 5 years (discount rate of 5%) Applications (Yes/No/Partly/Third party/By next year/Customization) Contact management Sales force automation Marketing automation Services management Billing Call centre Knowledge management Analytics Business intelligence Profile World head office location Canadian head office location
$0 $41,720
$0 $109,962
Yes No Yes
Yes Yes Yes Yes No Partly Partly Third Party Third Party
Oak Brook, IL
5000+
500+
5,000
120,000
21
Question
Infusionsoft
InterAction
Landslide
Legrand CRM
Maximizer CRM 10
No. of customers - worldwide - this product No. of customers - Canada - all products No. of customers - Canada - this product Revenue 2007 - CAD - all products - in millions Revenue 2007 - CAD - this product - in millions Revenue 2006 - CAD - all products - in millions Revenue 2006 - CAD - this product - in millions Target market Average revenue/customer (CAD) Average no. of employees/customer
500+
5,000
$1MM 5
Industry classification based on the North American Industry Classification System (NAICS) - See http://www.naics.com/info.htm#Structure for more about NAICS (Approximate % of implementations) 11 Agriculture, forestry, fishing and hunting 21 Mining 22 Utilities 23 Construction 31-33 Manufacturing 42 Wholesale trade 44-45 Retail trade 48-49 Transportation and warehousing 51 Information 52 Finance and insurance 53 Real estate and rental and leasing 10% Legal, Accounting, Financial Services, Management Consulting, Engineering 40% 8% 3% 5% 1% 7% 3% 14% 8% 4% 1% 16% 14% 4% 1% 1%
10% 20%
61%
14%
22
Question 56 Administrative and support and waste management and remediation services 61 Education services 62 Health care and social assistance 71 Arts, entertainment, and recreation 72 Accommodation and food services 81 Other services (except public administration) 92 Public administration Total Technology Database (approximate % of implementations) Microsoft SQL Server Oracle Pervasive SQL IBM DB2 Sybase Informix Access Btrieve Proprietary FoxPro mySQL Progress Other Total Networks supported (approximate % of implementations) Microsoft Linux Unix AIX Novell Netware
Infusionsoft
InterAction
Landslide 6%
Legrand CRM
Maximizer CRM 10
15%
4% 11%
2% 1% 1% 2%
30%
100%
70%
100%
100%
100%
100%
23
InterAction
Landslide
Legrand CRM
Maximizer CRM 10
Other Total
100% Ajax, HTML, JSP, Java, Hibernate, Oracle, Flex, Actionscript, Mxml No
100%
Java/Ajax No
Integration to ERP or accounting systems - which? % of application available from browser, not including use of Citrix or Terminal Services
Yes 100%
QuickBooks, MYOB 0%
Expected date for Web-based version Features Business intelligence Analyse performance related to CRM KPIs Forecasts of customer behaviour Contact management Multiple criteria used to create list for mail merge Mass update noting all clients that were updated Multiple addresses per contact Identify potential duplicates for new contact Duplicate merge process
Already Delivered
SaaS application
Jul-05
Available Now
Partly No No Partly Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes By Next Year Yes
Yes Yes Yes Yes Yes Yes By Next Year By Next Year Yes By Next Year
No
24
Question Audit trail Date and person making change Full audit trail with what was changed Unlimited follow-ups with contact Unlimited notes per contact with date/time stamp Search for embedded text in notes Two steps to delete contact Contact hierarchy 2 levels - organization and employees (e.g., might want to view all lawyers in a specific legal firm) Default address information from organization but can override 3 levels - organization / location / employee French version Screens Reports Documentation Integration XML enabled Import processor API (application programming interface) Marketing automation Record temporary contact information and later convert to prospect Permission based Scripts for direct marketing Use Microsoft Exchange Server for e-mail blasts Use a SMTP Server for e-mail blasts E-mail history stored in CRM database Campaign management Auto responders - scan lead and forward to appropriate recipient Mass emails - no restrictions on number sent
Landslide Yes Yes By Next Year Yes Yes By Next Year Yes Yes
Yes Yes No No No No No Yes Yes Yes Yes Yes Yes Yes No No Yes Yes Yes Yes
Yes Yes
Yes Yes
Yes
Yes Yes Yes Yes Yes Yes Yes Third Party Yes
Third Party Third Party Yes Third Party Third Party Third Party
25
Question Multiple relationships for each contact Primary relationship Four secondary relationships Ten secondary relationships Each relationship is a contact (set up once) Online E-commerce - orders, check status Self-serve - access product support information Prospects respond online Register for seminars Order processing Quotes Orders Invoices Sales force automation Track status of opportunity Proposal generation Security By employee By role Services management Maintain contract Can forward/re-assign support calls Reason codes - for analysis of problems Link emails to ticket/call Escalations based on rules Close out multiple incidents at the same time if they all relate to the same problem Ability to set priorities and severities Dispatching Synchronization Palm Pilot Windows CE BlackBerry
Infusionsoft Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes No Yes Yes Yes Yes Yes Partly Yes Partly Partly No Partly Partly No No No
InterAction Yes Yes Yes Yes Yes No Yes Yes Yes No No No No No Yes No Yes Yes
Landslide Yes Yes Yes Yes Yes No No Yes No No No No No Yes Yes Yes Yes Yes Yes No
No Yes Yes No
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No Yes No Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
26
Question Microsoft Outlook Lotus Notes Only business (not personal) contacts Call centre automation Computer telephony integration Predictive dialers Pop up name on incoming call with authorization from contact Statistics including call duration Technology Multi-user XML enabled Three-tier architecture Customizable Different view of screens by employee or role Without changing source code Add user-defined fields Unlimited Defaults Validation Move fields around screen Change tab order of fields Change fields to required, optional or invisible Change field captions and headings Add new sub-form and push buttons Apply to all or selected users Work flow Alerts - e.g., if date for follow-up is missed Electronic routings if approval required Audit trail on all approvals Escalation if late Name 1 to 3 unique or very important features of your product
Infusionsoft No No No No No No No No Yes Yes Yes Partly Partly Yes Yes Partly Yes Yes No Yes No Yes Partly Yes Yes Yes Yes Yes
Landslide Yes By Next Year Yes No No No No No Yes By Next Year Yes Yes
Yes No
Yes No Yes
No Yes No
Yes Yes Yes Yes Yes Partly Partly Customization Customization Customization Customization Customization Partly By Next Year By Next Year By Next Year
No No Partly
Yes
Yes No No No
27
Question
Infusionsoft
InterAction
Landslide
Legrand CRM
Maximizer CRM 10
Sales process management guide and track on a proven sales process with Return-on-Investment. integrated selling tools Quick to configure. Easy to when needed use
Continuing the 20-year product success with the SMB marketplace, Maximizer Software launched a new version of its CRM solution in late 2007
IO Channel - customer dedicated web 2.0 site for exchanging deal content with tracking of customer activity Integration with QuickBooks
Multiple access options: Windows desktop, Web, Offline Remote Sync, Mobile Devices, Email Marketing included
AFT (Automated Follow-up Technology) built into all aspects of the software
VIP assistant, live person dedicated to off loading work such as adding contacts or updating accounts
Maximizer CRM 10 has four editions: Entrepreneur, Group, Professional and Enterprise.
28
Question
Sage SalesLogix
Product Vendor
Version Contact Name Telephone Email Website Cost (Canadian dollars) Licence based Average cost per user Average no. of users Average cost Ratio - average implementation cost/licence cost Average implementation cost Total licence based
4.0
V9
v6.1
v7.2
greg@oprius.com www.oprius.com
$595 20 $11,900
$795 35 $27,825
$0 $11,900
$0 $27,825
29
Question
Microsoft Dynamics CRM $39 per user / month for Professional edition is available through Dec 31, 2008. Regular price of $44 will apply for new subscriptions starting Jan 1, 2009 $44
Sage SalesLogix
Average annual fee / user Average monthly fee / user Average no. of users Average fees - year one Average implementation costs / average fees - year one Average implementation costs NPV over 5 years (discount rate of 5%) Applications (Yes/No/Partly/Third party/By next year/Customization) Contact management Sales force automation Marketing automation Services management Billing Call centre Knowledge management Analytics Business intelligence Profile World head office location Canadian head office location
$0 $775
$2,277 $41,601
Yes Yes Yes Yes Customization Third Party Yes Yes Yes
Yes Yes Yes Yes Yes with Sage Accpac ERP integration Yes Yes Yes Third Party
Yes Yes Yes Third Party Yes with Sage ERP integration Yes Yes Yes Yes
Newcastle-Upon-Thyme, UK Mississauga, ON Sage Group plc supports over 5.7 million customers worldwide
Newcastle-Upon-Thyme, UK Mississauga, ON Sage Group plc supports over 5.7 million customers worldwide
5,100
30
Question
Sage SalesLogix more than 8,500 corporate accounts and over 300,000 users
No. of customers - worldwide - this product No. of customers - Canada - all products No. of customers - Canada - this product Revenue 2007 - CAD - all products - in millions Revenue 2007 - CAD - this product - in millions Revenue 2006 - CAD - all products - in millions Revenue 2006 - CAD - this product - in millions Target market Average revenue/customer (CAD) Average no. of employees/customer
11,000+
0 - $20 M 50-150
$50M-$200M 100-499
$50M-$200M >500
Industry classification based on the North American Industry Classification System (NAICS) - See http://www.naics.com/info.htm#Structure for more about NAICS (Approximate % of implementations) 11 Agriculture, forestry, fishing and hunting 21 Mining 22 Utilities 23 Construction 31-33 Manufacturing 42 Wholesale trade 44-45 Retail trade 48-49 Transportation and warehousing 51 Information 52 Finance and insurance 53 Real estate and rental and leasing 13% 4% 4% 42% 4% 4% 4% Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
profesional, scientific, and technical services No No Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
4%
Yes Yes
Yes Yes
Yes Yes
31
Question 56 Administrative and support and waste management and remediation services 61 Education services 62 Health care and social assistance 71 Arts, entertainment, and recreation 72 Accommodation and food services 81 Other services (except public administration) 92 Public administration Total Technology Database (approximate % of implementations) Microsoft SQL Server Oracle Pervasive SQL IBM DB2 Sybase Informix Access Btrieve Proprietary FoxPro mySQL Progress Other Total Networks supported (approximate % of implementations) Microsoft Linux Unix AIX Novell Netware
4% 4%
4% 9% 100%
Yes Yes
100%
yes yes yes yes yes yes yes yes yes yes yes yes yes 100% 100%
90% 6% 3% 1%
90% 10%
100%
100%
100%
100%
100%
100%
32
Sage SalesLogix
yes 100% 100% .NET, Delphi, AJAX, CAB; codeless customization for Web and Mobile No
.asp No
Integration to ERP or accounting systems - which? % of application available from browser, not including use of Citrix or Terminal Services
Microsoft Dynamics; other ERP systems through 3rd party integrations 100%
SAP R3, Quickbooks, Oracle, MS Dynamics Accounting, BAAN ERP, others 100% our solution is 100% web based, since inception
No 100%
Sage MAS ERP, Sage Accpac Advantage Series, Sage Accpac Pro Series, Sage MAS 90/200, JD Sage MAS ERP, Sage Edwards, Oracle financials, Accpac ERP, Great Plains, Timerline 50 see Web site for full listing 100% 95% available; v7.5 available 9/08
Expected date for Web-based version Features Business intelligence Analyse performance related to CRM KPIs Forecasts of customer behaviour Contact management Multiple criteria used to create list for mail merge Mass update noting all clients that were updated Multiple addresses per contact Identify potential duplicates for new contact Duplicate merge process
Available today
Currently Available
available
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Third Party Yes Yes Third Party Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
33
Question Audit trail Date and person making change Full audit trail with what was changed Unlimited follow-ups with contact Unlimited notes per contact with date/time stamp Search for embedded text in notes Two steps to delete contact Contact hierarchy 2 levels - organization and employees (e.g., might want to view all lawyers in a specific legal firm) Default address information from organization but can override 3 levels - organization / location / employee French version Screens Reports Documentation Integration XML enabled Import processor API (application programming interface) Marketing automation Record temporary contact information and later convert to prospect Permission based Scripts for direct marketing Use Microsoft Exchange Server for e-mail blasts Use a SMTP Server for e-mail blasts E-mail history stored in CRM database Campaign management Auto responders - scan lead and forward to appropriate recipient Mass emails - no restrictions on number sent
Microsoft Dynamics CRM Third Party Third Party Third Party Yes Yes Yes Yes
On-Demand CRM Software-as-a-Service (SaaS) Yes Yes Yes Yes Yes Yes Yes Yes
Sage CRM / SageCRM.com Yes Yes Yes Yes Yes Yes Yes Yes
Sage SalesLogix Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Partly Yes No No No No No By Next Year Yes By Next Year Yes Yes Yes Yes No Yes Yes Yes No Yes
Yes Yes Customization Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Partly
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
34
Question Multiple relationships for each contact Primary relationship Four secondary relationships Ten secondary relationships Each relationship is a contact (set up once) Online E-commerce - orders, check status Self-serve - access product support information Prospects respond online Register for seminars Order processing Quotes Orders Invoices Sales force automation Track status of opportunity Proposal generation Security By employee By role Services management Maintain contract Can forward/re-assign support calls Reason codes - for analysis of problems Link emails to ticket/call Escalations based on rules Close out multiple incidents at the same time if they all relate to the same problem Ability to set priorities and severities Dispatching Synchronization Palm Pilot Windows CE BlackBerry
Microsoft Dynamics CRM Yes Yes Yes Yes Third Party Third Party Third Party Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Partly Yes Yes Partly Third Party Yes
On-Demand CRM Software-as-a-Service (SaaS) Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Oprius Sales Contact Manager Partly Yes No No Yes No Yes Partly No No No No No Yes Yes No No No No No No No No No No No No No By Next Year By Next Year By Next Year
Sage CRM / SageCRM.com Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Customization Yes Yes Yes Yes Yes No No Third Party Third Party Third Party
Sage SalesLogix Yes Yes Yes Yes Yes Third Party Yes Yes Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
35
Question Microsoft Outlook Lotus Notes Only business (not personal) contacts Call centre automation Computer telephony integration Predictive dialers Pop up name on incoming call with authorization from contact Statistics including call duration Technology Multi-user XML enabled Three-tier architecture Customizable Different view of screens by employee or role Without changing source code Add user-defined fields Unlimited Defaults Validation Move fields around screen Change tab order of fields Change fields to required, optional or invisible Change field captions and headings Add new sub-form and push buttons Apply to all or selected users Work flow Alerts - e.g., if date for follow-up is missed Electronic routings if approval required Audit trail on all approvals Escalation if late Name 1 to 3 unique or very important features of your product
Microsoft Dynamics CRM Yes Third Party Yes Third Party Third Party Third Party Third Party Third Party Yes Yes Yes
On-Demand CRM Software-as-a-Service (SaaS) Yes Yes Partly Yes Yes Third Party Yes Yes Yes Yes Yes Yes
Oprius Sales Contact Manager By Next Year No By Next Year Partly No No No No Partly No Yes Yes No Yes Yes Yes Yes Yes No Yes No No No Partly Yes Yes No No No
Sage CRM / SageCRM.com Yes Partly Yes Yes Yes No Yes Partly Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Customization Yes Yes Yes Yes Yes Yes
Sage SalesLogix Yes Yes Yes Third Party Third Party Third Party Third Party Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Customization Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Customization Yes Yes Yes Yes Yes Yes
36
Question
Sage SalesLogix
Most natural way to add CRM capabilities to anyone Salesbooms CRM is who uses Office and Outlook; delivers great user equipped with AJAX driven drag and drop experience Event-driven workflow for consistent process execution, alerts & notifications; comprehensive reporting & analysis
Relationship Builder allows users to automate their sales process or email Integrated sales, marketing campaigns using emails and customer care; easy and other activities. customization
State-of-art Web client, support for mixture of mobile devices in same implementation.
Business users can customize the look and feel of their CRM platform\
Create dashboards with Build unlimited lead capture reports, charts, data pages, allowing prospects searches, customer to submit their contact info snapshots, lead lists, high directly into your account. priority support issues etc.
Highly customizable with a common codeless customization environment for Web and Mobile clients.
Simplified installation, smooth upgrade path, extensive configuration & customization capabilities, familiar toolset
Pre-integrated out of the The Phone Assistant gives Ability to migrate between box with many popular you all the info and features hosted and on premises Full suite CRM for mid-sized business software you need to call and follow implementations with all orgs and divisions of solutions. up with your leads. customization intact enterprise
37
Question
Salesforce CRM
SalesNOW
Salesplace
SAP CRM
Product Vendor
StreetSmart Small Business CRM V2 application InfoStreet StreetSmart is currently at v.7.0 (the CRM application is v.2.0)
Version Contact Name Telephone Email Website Cost (Canadian dollars) Licence based Average cost per user Average no. of users Average cost Ratio - average implementation cost/licence cost Average implementation cost Total licence based
2008.6.31
2008.6
2007
hana@outcastpr.com www.salesforce.com
j.chan@sap.com www.sap.ca
jason@rms-biz.com www.infostreet.com/
ASP (Application service provider) based Average setup or fixed fees $50
38
Question
Salesforce CRM
SalesNOW
Salesplace
SAP CRM
Average annual fee / user Average monthly fee / user Average no. of users Average fees - year one Average implementation costs / average fees - year one Average implementation costs NPV over 5 years (discount rate of 5%) Applications (Yes/No/Partly/Third party/By next year/Customization) Contact management Sales force automation Marketing automation Services management Billing Call centre Knowledge management Analytics Business intelligence Profile World head office location Canadian head office location San Francisco, CA Toronto, ON Yes Yes Yes Yes Third Party Yes Yes Yes Yes $65
$0 $25,977
$463 $8,498
Yes Yes Yes Yes No Yes Yes Third Party Third Party
43,600
75,000
150,000
39
Question
Salesforce CRM
SalesNOW
Salesplace
SAP CRM
No. of customers - worldwide - this product No. of customers - Canada - all products No. of customers - Canada - this product Revenue 2007 - CAD - all products - in millions Revenue 2007 - CAD - this product - in millions Revenue 2006 - CAD - all products - in millions Revenue 2006 - CAD - this product - in millions Target market Average revenue/customer (CAD) Average no. of employees/customer
n/a 1,170 n/a $766,294,424 n/a $508,879,222 n/a 304.7 million Euros 342.6 million Euros
$3,000,000 30
$10,000,000 100
500,000 to 5million 10 to 50
Industry classification based on the North American Industry Classification System (NAICS) - See http://www.naics.com/info.htm#Structure for more about NAICS (Approximate % of implementations) 11 Agriculture, forestry, fishing and hunting 21 Mining 22 Utilities 23 Construction 31-33 Manufacturing 42 Wholesale trade 44-45 Retail trade 48-49 Transportation and warehousing 51 Information 52 Finance and insurance 53 Real estate and rental and leasing 5% 15% 10% 5% 5% 5% 25% 15% 5% 5% 15% 10% 5% 10% 5% 20% 5% 15% 6% 12% 10%
5%
5%
29%
40
Question 56 Administrative and support and waste management and remediation services 61 Education services 62 Health care and social assistance 71 Arts, entertainment, and recreation 72 Accommodation and food services 81 Other services (except public administration) 92 Public administration Total Technology Database (approximate % of implementations) Microsoft SQL Server Oracle Pervasive SQL IBM DB2 Sybase Informix Access Btrieve Proprietary FoxPro mySQL Progress Other Total Networks supported (approximate % of implementations) Microsoft Linux Unix AIX Novell Netware
Salesforce CRM
SalesNOW 5% 5%
Salesplace 5% 5% 5%
SAP CRM
28%
100%
100%
100%
100%
0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%
100%
100% 100%
100%
80% 5% 2% 2% 0%
41
Salesforce CRM
SalesNOW
Salesplace 11% 0%
SAP CRM
0% 100%
Integration to ERP or accounting systems - which? % of application available from browser, not including use of Citrix or Terminal Services 100%
No 100%
Yes 0%
SAP ERP; SAP also has robust integration capabilities supporting integration with any 3rd party systems 100% SAP CRM 2007 is Webbased
Expected date for Web-based version Features Business intelligence Analyse performance related to CRM KPIs Forecasts of customer behaviour Contact management Multiple criteria used to create list for mail merge Mass update noting all clients that were updated Multiple addresses per contact Identify potential duplicates for new contact Duplicate merge process
n/a
Now
Q2-2009
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
42
Question Audit trail Date and person making change Full audit trail with what was changed Unlimited follow-ups with contact Unlimited notes per contact with date/time stamp Search for embedded text in notes Two steps to delete contact Contact hierarchy 2 levels - organization and employees (e.g., might want to view all lawyers in a specific legal firm) Default address information from organization but can override 3 levels - organization / location / employee French version Screens Reports Documentation Integration XML enabled Import processor API (application programming interface) Marketing automation Record temporary contact information and later convert to prospect Permission based Scripts for direct marketing Use Microsoft Exchange Server for e-mail blasts Use a SMTP Server for e-mail blasts E-mail history stored in CRM database Campaign management Auto responders - scan lead and forward to appropriate recipient Mass emails - no restrictions on number sent
SAP CRM Yes Yes Yes Yes Yes Yes Yes Yes
StreetSmart Small Business CRM V2 application Yes Yes Yes Yes Yes Yes Yes Yes
Partly Yes Partly Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No Yes Yes Yes Yes Partly
Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes No Yes Yes Yes Yes
Yes Yes Yes No No No No Yes Yes No Yes Yes Yes No No Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes No No No No Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes
43
Question Multiple relationships for each contact Primary relationship Four secondary relationships Ten secondary relationships Each relationship is a contact (set up once) Online E-commerce - orders, check status Self-serve - access product support information Prospects respond online Register for seminars Order processing Quotes Orders Invoices Sales force automation Track status of opportunity Proposal generation Security By employee By role Services management Maintain contract Can forward/re-assign support calls Reason codes - for analysis of problems Link emails to ticket/call Escalations based on rules Close out multiple incidents at the same time if they all relate to the same problem Ability to set priorities and severities Dispatching Synchronization Palm Pilot Windows CE BlackBerry
Salesplace Yes Yes Yes Yes Yes No Yes Yes No Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No Yes
SAP CRM Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
StreetSmart Small Business CRM V2 application Yes Yes Yes Yes Yes No Yes Yes No No Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Yes
No No
Yes Yes
No No Yes
44
Question Microsoft Outlook Lotus Notes Only business (not personal) contacts Call centre automation Computer telephony integration Predictive dialers Pop up name on incoming call with authorization from contact Statistics including call duration Technology Multi-user XML enabled Three-tier architecture Customizable Different view of screens by employee or role Without changing source code Add user-defined fields Unlimited Defaults Validation Move fields around screen Change tab order of fields Change fields to required, optional or invisible Change field captions and headings Add new sub-form and push buttons Apply to all or selected users Work flow Alerts - e.g., if date for follow-up is missed Electronic routings if approval required Audit trail on all approvals Escalation if late Name 1 to 3 unique or very important features of your product
Salesforce CRM Yes Yes Yes Yes Yes Yes Partly Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes
SalesNOW Yes No Yes No No No No No Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes No No No No No No No
Salesplace No Yes Yes Third Party No No Partly Yes Yes Yes Yes Yes Yes Yes No Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes
SAP CRM Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
StreetSmart Small Business CRM V2 application Yes Yes Customization No No No No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No Yes Yes No Yes Yes No No No
45
Question
Salesforce CRM
SalesNOW
Salesplace
SAP CRM
Salesforce is delivered as a All sales activity entered on service over the Internet, the BlackBerry are enabling companies to automatically synced and focus on innovation, not stored on a hosted infrastructure SalesNOW website
Lotus Notes Integration: Salesplace integrates directly into your Lotus Notes email and calendar system.
Integrated email - No third Front-office CRM party email server required, capabilities as well as endExchange, Lotus, to-end business processes GroupWise, etc
Easy to use - A simple, easy to use and familiar user interface encourages adoption
SalesNOW is directly integrated into the BlackBerry email, phone, calendar and activity components
Blackberry: the Salesplace Industry specific business Blackberry edition extends processes that address the your Salesplace data unique needs of all major directly to your Blackerry. industries
CRM integrates with personal tools, email, calendar, workflow, file sharing
All management Platform-as-a-Servcice - dashboards including sales Enables companies to funnels and forecasts and easily customize and build activities are accessible on any application on-demand the Blackberry
Miller Heiman: the StreetSmart Suite comes Salesplace Miller Heiman with intranet portal, blogs, module leverages Miller Flexible deployment models knowledge base, content Heiman's methodology including on-premise, onmgmt, libraries, employee within Salesplace. demand and hybrid directories
46
Question
Sugar 5.0
Product Vendor
Version Contact Name Telephone Email Website Cost (Canadian dollars) Licence based Average cost per user Average no. of users Average cost Ratio - average implementation cost/licence cost Average implementation cost Total licence based
47
Question
Sugar 5.0
Average annual fee / user Average monthly fee / user Average no. of users Average fees - year one Average implementation costs / average fees - year one Average implementation costs NPV over 5 years (discount rate of 5%) Applications (Yes/No/Partly/Third party/By next year/Customization) Contact management Sales force automation Marketing automation Services management Billing Call centre Knowledge management Analytics Business intelligence Profile World head office location Canadian head office location
Cupertino, CA N/A
3,500
48
Question
Sugar 5.0
No. of customers - worldwide - this product No. of customers - Canada - all products No. of customers - Canada - this product Revenue 2007 - CAD - all products - in millions Revenue 2007 - CAD - this product - in millions Revenue 2006 - CAD - all products - in millions Revenue 2006 - CAD - this product - in millions Target market Average revenue/customer (CAD) Average no. of employees/customer
3,000
N/A 5-50,000
Industry classification based on the North American Industry Classification System (NAICS) - See http://www.naics.com/info.htm#Structure for more about NAICS (Approximate % of implementations) 11 Agriculture, forestry, fishing and hunting 21 Mining 22 Utilities 23 Construction 31-33 Manufacturing 42 Wholesale trade 44-45 Retail trade 48-49 Transportation and warehousing 51 Information 52 Finance and insurance 53 Real estate and rental and leasing
49
Question 56 Administrative and support and waste management and remediation services 61 Education services 62 Health care and social assistance 71 Arts, entertainment, and recreation 72 Accommodation and food services 81 Other services (except public administration) 92 Public administration Total Technology Database (approximate % of implementations) Microsoft SQL Server Oracle Pervasive SQL IBM DB2 Sybase Informix Access Btrieve Proprietary FoxPro mySQL Progress Other Total Networks supported (approximate % of implementations) Microsoft Linux Unix AIX Novell Netware
Sugar 5.0
<5% <5% N/A N/A N/A N/A N/A N/A N/A N/A >90% N/A N/A
50
Other Total
N/A 100%
Integration to ERP or accounting systems - which? % of application available from browser, not including use of Citrix or Terminal Services
Expected date for Web-based version Features Business intelligence Analyse performance related to CRM KPIs Forecasts of customer behaviour Contact management Multiple criteria used to create list for mail merge Mass update noting all clients that were updated Multiple addresses per contact Identify potential duplicates for new contact Duplicate merge process
Readily available
Partly Yes Yes Partly Yes Yes Yes Yes Yes Yes
51
Question Audit trail Date and person making change Full audit trail with what was changed Unlimited follow-ups with contact Unlimited notes per contact with date/time stamp Search for embedded text in notes Two steps to delete contact Contact hierarchy 2 levels - organization and employees (e.g., might want to view all lawyers in a specific legal firm) Default address information from organization but can override 3 levels - organization / location / employee French version Screens Reports Documentation Integration XML enabled Import processor API (application programming interface) Marketing automation Record temporary contact information and later convert to prospect Permission based Scripts for direct marketing Use Microsoft Exchange Server for e-mail blasts Use a SMTP Server for e-mail blasts E-mail history stored in CRM database Campaign management Auto responders - scan lead and forward to appropriate recipient Mass emails - no restrictions on number sent
Sugar 5.0 Yes Yes Yes Yes Yes Yes Yes Yes
Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Third Party Yes Yes Yes Yes Yes Yes
52
Question Multiple relationships for each contact Primary relationship Four secondary relationships Ten secondary relationships Each relationship is a contact (set up once) Online E-commerce - orders, check status Self-serve - access product support information Prospects respond online Register for seminars Order processing Quotes Orders Invoices Sales force automation Track status of opportunity Proposal generation Security By employee By role Services management Maintain contract Can forward/re-assign support calls Reason codes - for analysis of problems Link emails to ticket/call Escalations based on rules Close out multiple incidents at the same time if they all relate to the same problem Ability to set priorities and severities Dispatching Synchronization Palm Pilot Windows CE BlackBerry
Sugar 5.0 Yes Yes Yes Yes Yes Third Party Yes Yes Yes Partly Yes By Next Year By Next Year Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Customization No Yes Yes
53
Question Microsoft Outlook Lotus Notes Only business (not personal) contacts Call centre automation Computer telephony integration Predictive dialers Pop up name on incoming call with authorization from contact Statistics including call duration Technology Multi-user XML enabled Three-tier architecture Customizable Different view of screens by employee or role Without changing source code Add user-defined fields Unlimited Defaults Validation Move fields around screen Change tab order of fields Change fields to required, optional or invisible Change field captions and headings Add new sub-form and push buttons Apply to all or selected users Work flow Alerts - e.g., if date for follow-up is missed Electronic routings if approval required Audit trail on all approvals Escalation if late Name 1 to 3 unique or very important features of your product
Sugar 5.0 Yes Third Party Yes Yes Yes Third Party Customization Third Party Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
54
Question
Sugar 5.0
Commercial open source model - greater customization and control for users
Offer multiple deployment options - SaaS or On-Site with ability to migrate between.