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CRM & ERP Edition

Comparisons:


on demand hosted CRM software / web-based SFA instant messenging service software

  • Complete CRM & ERP software-as-a-service
  • No upfront hardware or Software investments
  • Free upgrades 5 times/year
  • 99.8% Uptime Guarantee
  • Per User Pricing

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Service Level Agreement

 
 

 

                            

Team Professional Enterprise Unlimited
Minimum Users 5 1 1 5
Maximum Users 50 Unlimited Unlimited Unlimited
Price Per User $99/Yr
$45/Month* $75/Month* $135.00/Month*

General Features

Team Professional
Enterprise
Unlimited
Included Storage 50MB/User 100MB/User 150MB/User 500MB/User
Customer Service & Support
Premium Support   $ $
AJAX-rich GUI
Offline Edition   $ $
Wireless Edition   $ $

Workflow

Team Professional Enterprise Unlimited
Workflow Rules limited
Workflow Tasks limited
Workflow Email Alerts limited
Workflow System Alerts  
Time-based Workflow     $
Custom Workflow Routing & Assignment
 
Automated Lead Routing
 
Real-Time Alerts
Multiple Business Processes
   
Custom Approval Processes & Activities
   

Sales Force Automation

Team Professional
Enterprise
Unlimited
Account Management
Contact Management
Opportunity Management
Activity Management (Tasks, Events & Calendar)
Update reminders
Product catalog   $
Big Deal Alerts
At-Risk Deal Alerts
Process driven Alerts  
Sales Quote & Proposal Management   $
Forecasting
Account and Opportunity Team Selling
Customer Lifecycle Management
   
Real-Time Contract Management
 
Mass Quota Updates
   
Revenue Schedule Management    
Territory Management
Customized Client List Creation
Asset Management
   
Partner Relationship Management (PRM)
   
Partner self-service portal     $

Marketing Automation

Team Professional Enterprise Unlimited
Lead Management
Campaign Management  
HTML email templates
Email marketing
Web Capture Records
Web-to-Lead Auto Response Alerts
Auto-response emails
Direct Mail Management
Email-To-Lead    
Campaign management  
Drip Marketing Tools  

Customer Service and Support

Team Professional Enterprise Unlimited
Case & Incident management
Online case capture
History Tracking  
Knowledge management  
Solution Management
Case queues and auto-assignment  
Advanced case escalation and notification  
Email management (email-to-case)  
Escalation Rules  
Auto-response emails
Public Knowledge Base  
Customer self-service portal    
Custom Call Scripting     $
Call Center Integration
   

Document Management

Team Professional Enterprise Unlimited
Document library
Notes and attachments
Record-Based Sharing Controls

Data Management

Team Professional Enterprise Unlimited
Custom CRM Audit Trail
 
Data Migration
$ $
Data Validation
     
Import De-Duplication
   
Customized Data Importing & Exporting
Daily/Weekly/Monthly Export Service
 
Data Cleansing   $ $

Security

Team Professional Enterprise Unlimited
SSL Encryption
Firewall
Profile Security Controls limited
IP and Hours of day Login Restrictions  
Two-Factor Authentication     $ $

Contract Management

Team Professional Enterprise Unlimited
Contract repository  
Approval management  
Renewal management  

Reporting and Analytics

Team Professional Enterprise Unlimited
Standard reports
Custom reports
Real-Time Dashboard Analytics
Analytic Mash-Ups
 
Read-Only Report Access

Enterprise Resource Planning

Team Professional Enterprise Unlimited
Billing & Invoicing   $
Order Management     $
Inventory Management   $
Accounts Receivable    
Accounts Payable    
Project Management  
HR Policy Tracking   $
Employee Relationship Management   $
Expense Tracking and Reporting   $
Vacation Requests/PTO Management    
Payroll & Multi Tier Commission Management    
Timesheet Management     $
Recruitment Management     $
Event & Conference Management     $
$:Each ERP Model can be added for $10/user/month per model.

Email Supervision & Retention

Team Professional Enterprise Unlimited
Fully Integrated Email system
HTML email templates
HTML email tracking
IMAP & POP3 email support
Mass Email support

Employee Collaboration

Team Professional Enterprise Unlimited
Integrated Instant Messaging service
Shared Calendar
Employee Self-service Portal     $

Integration

Team Professional Enterprise Unlimited
Microsoft Outlook
QuickBooks     $
SAP R3     $
EBay Integration     $
Skype
FedEx/UPS     $
Yahoo Messenger/MSN     $
Google News     $
Stock Info    
Google Maps    
Yahoo Weather    
Web Services API     $
Sandbox     $
Connect for Oracle11i 8
    $ $
Connect for SAP R/3 8
    $ $

Customization

Team Professional Enterprise Unlimited
Max Number of Fields per Object 100 200 1000 2000
Unlimited Custom Fields
Custom Views
Custom Reports
Custom Links    
Custom Tabs    
Custom Profiles  
Drag-n-Drop Layout Editor
Record-Level Security
Field-Level Security    
IP and Hours of day Login preferences  
Accessibility Options
Mail Merge into MS office documents
Custom Buttons
   
Custom Conditional Highlighting
     
Custom Object Sharing Security Settings
 
Custom Report Formulas
   
Web 2.0 Mash-Ups
Image Fields
   
Easily Customized Page Layouts
Record-Dependent Page Layouts
   
Rename Tabs and Labels  

Other Features

Team Professional Enterprise Unlimited
Zip Code Proximity Search
Recurring Tasks & Events
Delegated Administration
 
Multidepartmental Administration
  $
Multilingual Solutions
   

* Based on minimum annual commitment.
** Limited Time Offer, Valid to April 30, 2008
*** Additional fees may apply. Prices are quoted in US dollars. Buy Now!
$ Features can be added for $10/user/month per model.

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  CRM Software Editions
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