CRM Vendor Comparison Chart Winter 2010 Edition General Vendor Product Service and Support Comments Jetstream

was introduced as an alternative CRM because of the high failure rate in the CRM market. High failure is typically caused by a system being slow & difficult to use. Jetstream claims higher usage rates because of its fast, easy to use design which eliminates 90% of the features that most companies don't use. Cloud Suite 7 is a cloud CRM solution that provides users with a powerful Transformational User Experience (T.U.X). TUX is Cloud Suite 7s graphical interface that helps to reduce the learning curve and empowers users to customize, personalize and bundle workspaces to serve and push data important to their job function. Avidian Prophet is one of the simpler CRM solutions but it has a unique advantage it is integrated inside of Outlook, making it very appealing to organizations that centralize their communications around Outlook. Pivotal CRM focuses on the customer support side of CRM more than SFA, not surprising given that CDC stands for Customer Driven Company. This solution integrates with CDC's other business automation solutions. C2CRM is an enterrprise system that has existed for 19 years. No outsourcing is used for the entire offering and post-implementation support & customization is included in the monthly subsciption fee (Hosted) or annual maintenance fee (On-Premise). CLS Financial Services CRM has innovated the financial services marketplace by providing professionals with effective tools that support and execute the full M&A, private equity, capital markets and valuation transaction cycle. The CLS Financial Services CRM allows any firm to be as dynamic as the industries and markets they serve. Clients need accurate answers, assurance, and clarification to their urgent requirements. Investment banking CRM solutions from CLS makes providing those answers possible and fast. Consona is a well established CRM solution that is built on its own platform and which doesn't integrate with other applications. However, this leads it to include a number of unique features. PlanPlus Online for Business is a all-in-one CRM system that provides Principle Centered organizations with an Online Collaboration tool for your Marketing, Sales, Support, and Project Management functions. PlanPlus CRM combines the timeless principles of effectiveness and time management with modern technology to provide a must have Infor provides a large suite of business solutions and its CRM product is very feature rich and powerful suited more to the enterprise than the small business. Hosted /Premise Pricing Email Management SelfService Chat/IM Case Management Knowledge Management Escalation

A.S.A. Sales Systems

Jetstream

Hosted

From $50 per user per month

Yes

No

No

Yes

Yes

Yes

Aplicor

Cloud Suite 7

Hosted

$89 per seat

Yes

Yes

Yes

Yes

Yes

Yes

Avidian Technologies

Prophet Professional

Hosted and Premise

From $49 per seat per month

Yes

No

No

No

No

No

CDC Software

Pivotal

Premise

n/a

Yes

No

No

Yes

Yes

Yes

Clear C2, Inc.

C2CRM

Hosted and OnPremise

Hosted: From $42/user/month On-Premise: From $625/user

Yes

Yes

No

Yes

Yes

Yes

Cool Life Systems

Financial Services CRM

Hosted

n/a

Yes

Yes

Yes

No

Yes

Yes

Consona

Consona CRM

Premise

Estimated at $2,500+ per seat

Yes

Yes

No

Yes

Yes

Yes

FranklinCovey

PlanPlus CRM

Hosted

From $40 per user per month

Yes

Yes

Yes

Yes

Yes

Yes

Infor

Infor CRM Epiphany

Premise

n/a

Yes

No

No

Yes

Yes

Yes

Maximizer

Maximizer CRM

Developed from contact management software but with an extensive added feature set. Now expanding into more fully fledged CRM software. Still aimed at Small and Medium Businesses. Microsoft Dynamics CRM was the first product to embrace a hybrid solution fully and as a result has great strengths for companies that want to switch from hosted to on-premise models. Very strong for small to medium business NetSuite provides a hosted only CRM solution that is feature rich and powerful yet moderately priced and suitable for small to medium businesses.

Hosted and OnPremise

From $229 per user

Yes

Yes

No

Yes

Yes

Yes

Microsoft Dynamics

Microsoft Dynamics CRM

Hosted and Premise

From $44 per set up to $500 per seat or more

Yes

No

Yes

Yes

Yes

Yes

NetSuite

NetSuite CRM+

Hosted

From $129 per user per month

Yes

Yes

No

Yes

Yes

Yes

OnContact

OnContact CRM

OnContact is another CRM product that provides a good range of features for the small to medium business.

Hosted and Premise

Hosted from $29.95 per user, per month On-premise $995 per user

Yes

Yes

No

Yes

Yes

Yes

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CRM Vendor Comparison Chart Winter 2010 Edition General Vendor Call Center Support Custom Reports Built-in Reports Sales Force Automation Hybrid Features Market Outlook Integration Lead Management Contact Management Account Management Partner Management Territory/Quota Management

A.S.A. Sales Systems

No

Yes

Yes

No

Small and Medium Businesses

Yes

Yes

Yes

Yes

Yes

Yes

Aplicor

Yes

Yes

Yes

Cloud

Small to Medium and divisions of Enterprise

Yes

Yes

Yes

Yes

Yes

Yes

Avidian Technologies

No

No

No

No

Small and Medium Businesses

Yes Integrated with Outlook

Yes

Yes

Basic

No

Basic

CDC Software

Add-on

Yes

Yes

Can be hosted with add-on

Enterprise

Yes

Yes

Yes

Yes

Add-on

No

Clear C2, Inc.

Yes

Yes

Yes

Yes

Small Business to Enterprise

Yes

Yes

Yes

Yes

Yes

Yes

Cool Life Systems

Yes

Yes

Yes

n/a

Investment Banking

Yes

Yes

Yes

Yes

Yes

Yes

Consona

No

Yes

Yes

Cloud version coming in 2010

Medium Business to Enterprise

No

Yes

Yes

Yes

Yes

Yes

FranklinCovey

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Infor

Yes

Yes

Yes

No

Enterprise

No

Yes

Yes

Yes

No

No

Maximizer

No

Yes

Yes

Web access

Small and Medium Businesses

Yes

Yes

Yes

Yes

Yes

Yes

Microsoft Dynamics

Yes

Yes

Yes

Yes mix of software and hosted services

Small to Medium and divisions of Enterprise

Yes

Yes

Yes

Yes

No

Some

NetSuite

No

Yes

Yes

No

Small and Medium Businesses

Yes

Yes

Yes

Yes

Yes

Yes

OnContact

Yes

Yes

Yes

Some

Medium Business to Enterprise

Yes

Yes

Yes

Yes

Yes

Yes

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CRM Vendor Comparison Chart Winter 2010 Edition General Vendor Campaign Management Forecasting Opportunity General Call Management Call Scripting Integration Mobile Solutions Workflow Tools Website Phone Contact

A.S.A. Sales Systems

Yes

Yes

Yes

Yes

No

With Outlook and ASA's Sales Management System, M-Power

Yes

Yes

www.jetstreamcrm.com

800-676-9372

Aplicor

Yes

Yes

Yes

Yes

Yes

Yes, will all other cloud applications and Microsoft Azure ready

add-on

Yes

www.aplicor.com

561-347-0300

Avidian Technologies

Basic

Basic

Yes

Yes

Basic

With Outlook

Basic

Basic

www.avidian.com/

800-860-5534

CDC Software

Yes

Yes

Yes

Add-on

Yes

Yes

Add-on

Yes

www.cdcsoftware.com

877-748-6825

Clear C2, Inc.

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.c2crm.com

843-884-7822

Cool Life Systems

No

No

Yes

Yes

No

Yes

Yes

Yes

www.coollifesystems.com

Yes

Consona

Yes

Yes

Yes

Yes

Yes

With other Consona Components

No

Yes

www.consona.com

888-826-6766

FranklinCovey

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.franklincovey.com

888-576-1776

Infor

Yes

No

Yes

Yes

No

Yes

No

Yes

www.infor.com

800-260-2640

Maximizer

Yes

Basic

Yes

Yes

Yes

Basic

Yes

Yes

www.maximizer.com

800-804-6299

Microsoft Dynamics

Yes

Some

Yes

Yes

Yes

Yes

Yes

Yes

www.microsoft.com

877-276-2464

NetSuite

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

www.netsuite.com

877-638-7848

OnContact

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.oncontact.com

800-490-9010

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CRM Vendor Comparison Chart Winter 2010 Edition Vendor Product Comments Oracle Siebel has a huge array of possibilities while there is a hosted version, the on premise solution array includes special modules for just about any imaginable vertical industry and has massive extensibility and power if you can pay for it. PipelineDeals is a simple and powerful tool for your sales team. It can help organzie deals and contacts, track the entire sales process, report on the sales pipeline, and close more deals, more efficiently. Additionally, PipelineDeals has honest pricing and amazing customer support. Relavis CRM is unique in taking the approach of integration with Lotus Notes rather than with Microsoft Outlook. This gives it a clear advantage for organizations that use Lotus Notes for communication and management. Hosted /Premise Pricing On Demand $70/seat/month Hosted and Premise On Premise $5,000 and up Free for 30 days, then $15/user/month Hosted $50 seat/month On premise On Premise $795/seat/month From $75 per user per month Yes No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Email Management SelfService Chat/IM Case Management Knowledge Management Escalation

Oracle

Siebel CRM

PipelineDeals

PipelineDeals

Hosted

Yes

No

No

No

No

No

Relavis

Relavis CRM

RightNow Technologies

Salesnet

Salesnet is focused on the SFA side of the CRM market and claims that it focuses especially on the sales pipeline.

Hosted

Yes

No

No

Yes

No

Yes

RightNow Technologies

RightNow CX

RightNow CX is much more of a customer experience solution than a sales solution. It takes a unique and different approach and should be considered by any organization where the customer experience is paramount.

Hosted

From $110 per user per month

Yes

Yes

Yes

Yes

Yes

Yes

Sage

SalesLogix

SalesLogix is the most advanced member of the Sage CRM family and is intended for medium to enterprise-level businesses.

Premise

From $3000$12000+ and $800 - $1200/user

Yes

Yes

No

Yes

Yes

Yes

Sage

SageCRM

Sage's basic on premise solution that can work with its hosted SageCRM.com sibling. More suitable for the slightly higher end of the small to medium business market.

Hosted

$4000 and $800 per user

Yes

No

No

Yes

Yes

Yes

Sage

SageCRM.com

SageCRM.com is the lowest end of the special purpose CRM solutions from Sage. It is primarily a hosted solution that can migrate to onpremise via SageCRM. ACT! Was the first contact manager to effectively reach beyond that market and start adding SFA features and more. While it is not the most powerful solution, it is good fro those stepping up from contact management and those already used to the ACT! Model. Salesboom is an aggressively priced hosted solution that has enough features to appeal not just to small businesses but also medium and large organizations as well.

Hosted

From $69 per user per month

Yes

No

No

Yes

No

Yes

Sage Software

ACT!

Premise

From $190 per user

Yes - Basic

No

No

No

No

No

Salesboom

Salesboom On Demand CRM

Hosted

From $45 per user per month

Yes

Yes - With Upgrade

No

Yes

Yes

Yes

Salesforce.com

Salesforce.com CRM Professional

The first hosted solution and the most advanced. Salesforce.com sets out to provide every power feature in an on premise solution but in a hosted model. Has a wide array of vertical market and other add-ons.

Hosted

From $65 per seat per month

Yes

Yes

Yes

Yes

Yes

Yes

SalesOptima

Stratus Express

StratusExpress is single-user CRM with a simple, intuitive user interface that is designed to help you manage your contacts, leads/opportunities, tasks and calendar online.

Hosted

From $19 per seat per month

Yes

Yes

No

Yes

Yes

Yes

SalesOptima

Stratus

Stratus boasts all the powerful features and available add-ons of StratusExpress in a flexible multi-user package. This fully-featured CRM solution provides the tools you need to organize your sales team at a fraction of the price of the other guys. Cirrus includes all the same modules as Stratus with an optional Sales Force Automation (SFA) add-on. Our SFA captures website leads, initiates sales and workflow automation campaigns, minimizes time-consuming administration, and integrates with our HTML email add-on to personalize your marketing and maximize the effectiveness of your sales processes.

Hosted

From $24 per seat per month

Yes

Yes

No

Yes

Yes

Yes

SalesOptima

Cirrus

Hosted

From $39 per seat per month

Yes

Yes

No

Yes

Yes

Yes

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CRM Vendor Comparison Chart Winter 2010 Edition Vendor Call Center Support Custom Reports Built-in Reports Hybrid Features Market Outlook Integration Lead Management Contact Management Account Management Partner Management Territory/Quota Management

Oracle

Yes

Yes

Yes

Yes

Medium Business to Enterprise

Yes

Yes

Yes

Yes

Yes

Yes

PipelineDeals

No

Yes

Yes

No

Small, Medium and Enterprise

No

Yes

Yes

Yes

No

Yes

Relavis

No

No

Yes

some hybrid features

Specifically for Lotus Notes users

No -integrates with Lotus Notes

Yes

Yes

Yes

No

No

RightNow Technologies

No

Yes

Yes

Some

Small and Medium Businesses

Yes

Yes

Yes

Yes

No

No

RightNow Technologies

Yes

Yes

Yes

Some

Medium Business to Enterprise

No

Yes

Yes

Yes

Yes

Yes

Sage

Yes

Yes

Yes

No

Medium Business to Enterprise

Yes

Yes

Yes

Yes

No

Yes

Sage

Yes

Yes

Yes

No but can migrate from hosted to on premise

Enterprise

Yes

Yes

Yes

Yes

No

Yes

Sage

No

Yes

Yes

Can integrate with SageCRM

Small Business

Basic

Yes

Yes

Yes

No

No

Sage Software

No

No

No

No

Small and Medium Businesses

Basic

Basic

Yes

No

No

No

Salesboom

Yes - With Upgrade

Yes

Yes

No

Small and Medium Businesses

Yes

Yes

Yes

Yes

Requires Upgrade

Yes

Salesforce.com

Yes

Yes

Yes

Yes advanced and cloud

Small Business to Enterprise

Yes

Yes

Yes

Yes

Yes

Yes

SalesOptima

Yes

Yes

Yes

No

Entrepreneurs

Yes

Yes

Yes

Yes

Yes

Yes

SalesOptima

Yes

Yes

Yes

No

Small Business

Yes

Yes

Yes

Yes

Yes

Yes

SalesOptima

Yes

Yes

Yes

Yes advanced and cloud

Entrepreneurs, Small Business to Enterprise

Yes

Yes

Yes

Yes

Yes

Yes

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CRM Vendor Comparison Chart Winter 2010 Edition Vendor Campaign Management Forecasting Opportunity Call Management Call Scripting Integration Mobile Solutions Workflow Tools Website Phone Contact

Oracle

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.oracle.com

800-633-0738

PipelineDeals

No

Yes

Yes

Yes

No

Skype and Google Voice

Yes

Yes

www.pipelinedeals.com

866-702-7303

Relavis

Yes

Yes

Yes

Yes

No

No

No

Yes

www.relavis.com

212-995-2900

RightNow Technologies

Yes

Yes

Yes

No

No

No

No

Yes

www.salesnet.com

866-732-8632

RightNow Technologies

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.rightnow.com

866-630-7669

Sage

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.sagecrmsolutions.com

866-308-2378

Sage

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.sagecrmsolutions.com

866-308-2378

Sage

Yes

Basic

Basic

Yes

Basic

With SageCRM

Yes

Basic

www.sagecrmsolutions.com

866-308-2378

Sage Software

Basic

No

Basic

Basic

No

No

Basic

No

www.sagecrmsolutions.com

866-308-2378

Salesboom

Yes

Yes

Yes

Requires Upgrade Requires Upgrade

Requires Upgrade

Yes

Yes

www.salesboom.com

877-276-7253

Salesforce.com

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.salesforce.com

800-667-6389

SalesOptima

Yes

Yes

Yes

Yes

No

No

Yes

No

www.salesoptima.com

773.724.2323

SalesOptima

Yes

Yes

Yes

Yes

No

No

Yes

No

www.salesoptima.com

773.724.2323

SalesOptima

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.salesoptima.com

773.724.2323

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CRM Vendor Comparison Chart Winter 2010 Edition Vendor Product Comments Nimbus is our premium CRM/SFA solution. Nimbus includes all of the powerful Cirrus funtionality included in Cirrus - with the added benefit of enterprise level customization. Nimbus also includes all of our optional modules: Sales Force Automation, HTML Email Marketing, complete Outlook integration, and SalesOptima Mobile. SAP CRM is part of the SAP family of enterprise class business management software. It integrates well and has an extensive array of features. SAP has also made it a priority to offer hosted and on premise versions. Soffront CRM is a well established product that has a wide range of features and which integrates more than just CRM into the one product. Suitable for medium to large organizations. Hosted /Premise Pricing Email Management SelfService Chat/IM Case Management Knowledge Management Escalation

SalesOptima

Nimbus

Hosted

From $64 per seat per month

Yes

Yes

No

Yes

Yes

Yes

SAP

SAP CRM

Hosted and Premise

From $125 per user per month

Yes

Yes

Yes

Yes

Yes

Yes

Soffront Software

Soffront CRM

Hosted

From $1000 plus $60/seat up to $12000 or more

Yes

Yes

No

Yes

Yes

Yes

SugarCRM

Sugar Professional

SugarCRM started out as an on premise open source solution and the core of the offering still is. The Professional version is now available hosted and there are good service and support features.

Hosted and Premise

From $360/seat

Yes

No

No

Yes

Yes

Yes

SugarCRM

Sugar Enterprise

Sugar Enterprise is the more powerful and higher end version of SugarCRM. It has more features and it better tailored to the large enterprise market.

Hosted and Premise

From $600/seat

Yes

Yes

No

Yes

Yes

Yes

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CRM Vendor Comparison Chart Winter 2010 Edition Vendor Call Center Support Custom Reports Built-in Reports Hybrid Features Market Outlook Integration Lead Management Contact Management Account Management Partner Management Territory/Quota Management

SalesOptima

Yes

Yes

Yes

Yes advanced and cloud

Entrepreneurs, Small Business to Enterprise

Yes

Yes

Yes

Yes

Yes

Yes

SAP

Yes

Yes

Yes

Yes

Medium Business to Enterprise

Yes

Yes

Yes

Yes

Yes

Yes

Soffront Software

Yes

Yes

Yes

Yes

Medium Business to Enterprise

Yes

Yes

Yes

Yes

Yes

Basic

SugarCRM

No

Yes

Yes

Optional cloud connectors

Small and Medium Businesses

Plugin

Yes, including web leads

Yes

Yes

No

Some

SugarCRM

No

Yes Advanced

Yes

Extensive cloud and other features

Enterprise

Plugin

Yes, including web leads

Yes

Yes

No

Some

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CRM Vendor Comparison Chart Winter 2010 Edition Vendor Campaign Management Forecasting Opportunity Call Management Call Scripting Integration Mobile Solutions Workflow Tools Website Phone Contact

SalesOptima

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.salesoptima.com

773.724.2323

SAP

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

www.sap.com

800-872-1727

Soffront Software

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

www.soffront.com

800-763-3766

SugarCRM

Yes

Yes

Yes

Some

No

Yes

Yes

Yes

www.sugarcrm.com

877-842-7276

SugarCRM

Yes

Yes

Yes

Yes

Some

Extensive

Yes

Yes

www.sugarcrm.com

877-842-7276

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