Sales Force Automation (SFA) Comparison Guide

InsideCRM.com
Avidian Technologies Inc.
Prophet 5 Enterprise Server

Entellium Corp.
eSalesForce SMB* 1 to 500; most customers have less than 100 users SFA SaaS (software as a service) No $50 per user, per month

Sage Software
ACT! Premium 2008 SMB* 10 to 100 Installed contact and customer-management software No $399.99 per user

Frontrange Solutions Inc.

GoldMine Enterprise Edition: Sales Management Midmarket/Small Enterprise* Aimed at SMBs (small- to medium-sized businesses) Installed CRM suite Yes Undisclosed

Landslide Technologies
Landslide Midmarket/Small Enterprise* 5 to unlimited; current customers are mostly SMBs Sales Workstyle Management SaaS No Starts at $125 per month

Targeted Company Size Number of Users Type of Solution Modular Deployment Pricing Alternative Editions Dashboards for End Users Mobile Device Access Mobile Device Synchronization Offline Access Enterprise Application Integration

SMB* 5 to 300 Microsoft Outlook plug-in No $499.99 per user

Professional and Personal

eSuite package includes eSalesForce, eMarketing and Customer Service modules Yes Yes Yes Yes eMarketing and Customer Service modules; uses Web services and APIs (application programming interfaces) to integrate with thirdparty applications Customize fields, change field values, change look of application, customize business rules at record and queue level, build multiple sales processes and Web services API

ACT! and ACT! Premium for Web

Premium, Corporate and Standard

No

Yes Yes Yes Yes No

Yes Yes Yes Yes Sage accounting products, including Peachtree, QuickBooks and Sage MAS 200

Yes Available via Goldmine Mobile Available via Goldmine Mobile Available via Goldmine Mobile Oracle, Microsoft.NET and Microsoft SQL; other FrontRange products

Yes Yes Yes Available via VIP Assistants Seibel, PeopleSoft and BAAN

Customization

Customize fields in opportunity and company windows, track types in opportunity notes and the product or service list; create custom email, appointment and task templates

Add fields and tabs, customize page layouts and add custom priority, activity and history types

Customize home pages and tailor business processes

Customize databases and user-interface elements

Software Developer Toolkit

No

No

No

No

No

Sales Tools Lead Management Opportunity Management Sales Forecasting Sales Analytics Account Management Contact Management Quote Management Order Management Contract Management Pipeline Management Territory Management 360-Degree View of Customer Customizable Reports Activity Management Team Selling Email Integration Shared Calendar Desktop Applications Integration Sales Methodologies Workflow Automation Customizable Workflow Competitor Tracking PRM (Partner Relationship Management) Incentive Management Sales Information Tools Product Catalog Document or Literature Management Pricing Management Marketing Automation Tools Campaign Management Email Templates for Salespeople
No Yes Yes Yes No Yes Available via Marketing Automation module No Yes Yes No No No Yes Yes No Yes No No No No No Yes No No Yes Yes Yes No Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Microsoft Outlook Yes Microsoft Excel and Word Yes Yes Yes No No No Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Microsoft Outlook Yes Microsoft Excel Yes Yes Yes Yes No No Yes Yes Yes No Yes Yes Yes No No Yes Yes Yes Yes Yes No Microsoft Outlook and Lotus Notes Yes Microsoft Excel No Yes Yes No No No Available via Marketing Automation module Yes Yes Yes Available via Relationship Management module Available via Relationship Management module Yes No No Yes Yes Yes Yes Yes No Microsoft Outlook Yes Microsoft Office Yes Yes Yes Yes Available via Relationship Management module No Yes Yes Yes Yes No No No Yes No No Yes Yes Yes Yes No Microsoft Outlook Yes No Yes Yes Yes Yes No No

* According to SearchCRM.com: SMB solutions generally range from 40 to 250 usersmidmarket/small enterprises solutions generally range from 250 to 500 users and large enterprise solutions generally are more than 500 users

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Sales Force Automation (SFA) Comparison Guide

InsideCRM.com
Maximizer Software Inc.
Maximizer CRM 10 Enterprise Edition

NetSuite Inc.
NetSuite: Sales Force Automation Midmarket/Small Enterprise* 1 to 500 CRM SaaS Yes Starts at $499 per month plus $99 per user, per month

RightNow Technologies Inc.

RightNow On Demand CRM: RightNow Sales Midmarket/Small Enterprise* 5 to 100 CRM SaaS Yes Starts at $100 per user

Sage Software
SageCRM 6.1: Sales Midmarket/Small Enterprise* 10 to 1,000 Installed integrated CRM suite No Starts at $595 per user and $1,495 for the server; $69 per user, per month for the SaaS edition SageCRM.com

Sage Software
Sage SalesLogix 7.2.2 Midmarket/Small Enterprise* 10 to 1,000 Installed CRM suite No Starts at $795 per user and $2,995 for the server

Targeted Company Size Number of Users Type of Solution Modular Deployment Pricing Alternative Editions Dashboards for End Users Mobile Device Access Mobile Device Synchronization Offline Access Enterprise Application Integration

Midmarket/Small Enterprise* 10 to unlimited; designed for SMBs Installed integrated CRM suite No Starts at $499 per user

Professional, Group and Entrepreneur

No

No

No

Yes Yes Yes Yes Use the Customization Suite's Accounting API to integrate with ERP, accounting and other systems

Yes Yes Yes Yes Use SuiteFlex to connect to legacy and third-party applications and content providers

Yes Vendor can configure product to make it accessible to mobile d i Yes Yes Achieved via the RightNow Connect SOA (Service-Oriented Architecture)-based framework

Yes Yes Yes Yes Sage accounting and back-office financial applications

Yes Yes Yes Yes Sage accounting and back-office financial applications

Customization

Configure custom fields and custom windows by user with "click not "Click not code" customization includes configuration, records and code" tools tables, terminology, customer fields and more. With SuiteFlex, customize end-to-end business processes; build new functionality, workflows and processes; and personalize roles Customization Suite available as an add-on SuiteFlex, the toolkit for customization, verticalization and businessprocess automation within NetSuite BOS platform

Customize every aspect of the application with "click not code" tools

Make user-specific modifications to interfaces and data

Customize user interface, data fields, industry-specific business processes, sales methodologies and purpose-built applications

Software Developer Toolkit

No

Yes

Yes

Sales Tools Lead Management Opportunity Management Sales Forecasting Sales Analytics Account Management Contact Management Quote Management Order Management Contract Management Pipeline Management Territory Management 360-Degree View of Customer Customizable Reports Activity Management Team Selling Email Integration Shared Calendar Desktop Applications Integration Sales Methodologies Workflow Automation Customizable Workflow Competitor Tracking PRM (Partner Relationship Management) Incentive Management Sales Information Tools Product Catalog Document or Literature Management Pricing Management Marketing Automation Tools Campaign Management Email Templates for Salespeople
Available via Marketing Automation functionality Available via Marketing Automation functionality Available via Market Automation module Available via Market Automation module Available via Marketing module Yes Available via Market Automation module Available via Market Automation module Available via Marketing functionality Yes Available via Order Desk module Available via Business Productivity functionality No Yes Yes Yes Yes Yes Yes Yes Yes No Available via integration with Sage back-office applications Yes No Yes Yes Yes No Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Microsoft Outlook and Exchange Yes Microsoft Office Yes Yes Yes Yes Available via PRM functionality No Avilable via Market Automation module Yes Yes; standard and advanced Yes Yes Yes Yes Yes Limited Yes Yes Yes Yes Yes Yes Microsoft Outlook, Lotus Notes, Yahoo! Mail and America Online Yes Microsoft Word and Excel Yes Yes Yes Yes Available via PRM module Yes Yes Yes Yes Available via Analytics module Yes Yes Yes Available via partner solutions Yes Yes Yes Yes Yes Yes Yes Microsoft Outlook Yes Connect to applications via SOA integration framework Yes Yes Yes Yes No No Available via Marketing functionality Yes Yes No Yes Available via Customer Care functionality Yes Yes No Yes Yes Available via Customer Care functionality Yes Yes Yes Microsoft Outlook Yes Microsoft Office No Yes Yes No No No Available via Marketing functionality Yes Yes No Yes Yes Yes Yes No Yes Yes Available via integration with ERP applications Yes Yes No Microsoft Outlook Yes Microsoft Office Yes Available via Marketing functionality Yes No No No

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Sales Force Automation (SFA) Comparison Guide

InsideCRM.com
CDC Software
Pivotal Sales

Infor
CRM Epiphany: Sales Large enterprise* 30 to 10,000-plus Installed integrated CRM suite Yes Starts at $25,000 for 15 users

Microsoft Corp.
Dynamics CRM 4.0 Enterprise: Sales Large enterprise* Unlimited Installed integrated CRM suite Yes Undisclosed

Oracle PeopleSoft
PeopleSoft Enterprise CRM: Sales Solution Large enterprise* Contact vendor Installed CRM application; integrates with PeopleSoft Enterprise CRM Yes $6,500 per user for Sales edition; $1,250 per user for Mobile Sales edition On-demand and industry-specific solutions

SAP
CRM On-Demand Solution Large enterprise* Contact vendor CRM SaaS Contact vendor Contact vendor

Targeted Company Size Number of Users Type of Solution Modular Deployment Pricing Alternative Editions Dashboards for End Users Mobile Device Access Mobile Device Synchronization Offline Access Enterprise Application Integration

Large enterprise* 1,000-plus Installed integrated CRM suite Yes Undisclosed

No

Industry-specific solutions; Business and Enterprise editions are planned for release in April 2008 Yes Yes Yes Yes Achieved via SOA and J2EE application technology

Professional Server and Workgroup Server

No

Yes Available via Mobile Client application Available via Mobile Client application Available via Mobile Client application Several products, tools and APIs available within an integration framework; custom integration supported via XML, OCX and .NET APIs Customize all aspects including the data model, the user interface and the business processes

Yes Yes Yes Yes Microsoft products and technologies, including the 2007 Microsoft Office system, Microsoft Office SharePoint Server 2007 and Windows Vista

Yes Yes Yes Contact vendor PeopleSoft Enterprise applications

Yes Contact vendor Contact vendor Contact vendor Contact vendor

Customization

Customize most aspects throughout the solution, including adding third-party components

Customize forms or change the way to capture and look at customer Contact vendor data with Web-based design tools

Contact vendor

Software Developer Toolkit

Pivotal Toolkit and Pivotal Web Services Generator

Yes

Microsoft CRM 3.0 SDK

Contact vendor

Contact vendor

Sales Tools Lead Management Opportunity Management Sales Forecasting Sales Analytics Account Management Contact Management Quote Management Order Management Contract Management Pipeline Management Territory Management 360-Degree View of Customer Customizable Reports Activity Management Team Selling Email Integration Shared Calendar Desktop Applications Integration Sales Methodologies Workflow Automation Customizable Workflow Competitor Tracking PRM (Partner Relationship Management) Incentive Management Sales Information Tools Product Catalog Document or Literature Management Pricing Management Marketing Automation Tools Campaign Management Email Templates for Salespeople
Available via Marketing Automation module Yes Available via Marketing module Yes Yes Yes Available via Marketing module Contact vendor Available via Marketing module Contact vendor Yes Available via Marketing Automation module Yes Yes Yes Yes Yes Yes Yes Yes Contact vendor Yes Contact vendor Contact vendor Contact vendor Available via Marketing Automation module Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Microsoft Outlook Yes Microsoft Office Yes Yes Yes Yes Available via Partner Manager module No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Includes own email client; integrates with Microsoft Outlook and others via SOA Yes Any via SOA No Yes Yes Yes No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Microsoft Outlook Yes Yes Contact vendor Yes Yes Yes Contact vendor Yes Yes Contact vendor Yes Yes Yes Contact vendor Contact vendor Yes Microsoft Outlook and Lotus Notes Yes Available via Marketing module Yes Yes Yes Yes Yes Contact vendor Contact vendor Contact vendor Yes Contact vendor Contact vendor Contact vendor Contact vendor Contact vendor Microsoft Outlook and Lotus Notes Yes Contact vendor Contact vendor Contact vendor Contact vendor Contact vendor No No

Microsoft Word, Excel, SharePoint and SQL Server Reporting Services Contact vendor Yes Yes Yes Yes No No Contact vendor Contact vendor Contact vendor Contact vendor Available via PRM module No

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