TOP 10. Hosted CRM Software Vendors REVEALED Edition. Profiles of the Leading Hosted CRM Software Vendors. Business-Software.

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1 TOP 10 Hosted CRM Software Vendors REVEALED 2010 Edition Profiles of the Leading Hosted CRM Software Vendors For more information, visit Business-Software.com/HostedCRM

2 About Hosted CRM The benefits that can be achieved with a Customer Relationship Management (CRM) solution are clear enhanced productivity, reduced costs, increased revenues, and improved customer acquisition, service, satisfaction, and retention. Yet, for many small and mid-sized businesses, the large initial investment needed, combined with the long, expensive implementations required, make most on-site licensed CRM packages too cost-prohibitive. Additionally, few companies can devote their limited IT resources to installing and configuring hardware and software, testing the application, and supporting ongoing maintenance and upgrades. What is Hosted CRM? Hosted CRM, also known as on-demand CRM, provides a simpler, faster, and more affordable way for businesses to take advantage of powerful technology tools that streamline and automate the way customer interactions are managed across touchpoints. With hosted CRM, all hardware and software components are purchased, installed, tested, and maintained by a third-party hosting provider at a remote site. The hosting service provider also stores and manages all customer-related data. Companies need nothing more than a standard Web browser to access and utilize the CRM application and its features. Key Benefits for Your Company Hosted or on-demand CRM makes customer relationship management easier and more cost-effective for businesses with IT and budget constraints. It provides all the standard functionality of licensed CRM solutions, as well as the security, reliability and performance companies need to ensure smooth customer operations, without the time and expense associated with in-house systems. Most hosted CRM solutions employ a pay-as-you-go pricing model that eliminates upfront costs or initial fees. You would pay only for the services you use, making this approach ideal if you want to avoid wasting money on unused licenses or advanced features and capabilities you simply don t need. With hosted CRM solutions, financial impact is minimized and ROI is dramatically accelerated. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 2

3 About Hosted CRM Additionally, there is no software or hardware required with hosted customer relationship management. So, there are no complex, labor-intensive implementations and no ongoing maintenance and support. Time-to-deployment is shortened, and your application will be up-and-running quickly. And, because little burden will placed on your IT department, your technical staff will be free to devote more time to other important projects. And, hosted CRM can minimize your training requirements. Because the application and its functions are accessed via an intuitive Web interface, ease-of-use is enhanced, and your staff can work in an environment they are already familiar with. Does My Company Need Hosted CRM? A hosted CRM solution is the right choice if your company: Requires only basic CRM functionality, and does not need industry-specific or subindustry-specific capabilities, or extensive application customization to support highlyspecialized business processes. Does not need to make the customer relationship management application available to disconnected users with no Internet access. Has limited IT bandwidth, and cannot commit technical resources to deploying and maintaining a CRM solution. Is working with a smaller budget, and does not have the ability to pay for user licenses upfront. Your company should also consider a hosted or on-demand customer relationship management solution if you: Need a fast way to upgrade to a complete CRM application from a PC-based or homegrown contact management package. Want a solution to meet your short-term needs while you formulate a long-term customer acquisition and retention strategy. Are unsure of how your CRM needs will change, and do not want to commit to an expensive solution that may not meet your future requirements. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

4 About Hosted CRM Common Hosted CRM Features Most hosted CRM solutions provide all the standard features of in-house licensed customer relationship management packages, including components and modules for sales force, marketing, customer service, and help desk automation. Many applications available through hosting service providers also include comprehensive business intelligence capabilities for forecasting, reporting, and trend analysis. Additionally, many hosted CRM solutions offer: 24 x 7 Web-based access to customer-related data Role-based security, to ensure only authorized access to sensitive customer information Some minor customization capabilities Integration with Web sites, e-commerce applications, ERP packages, and other systems Full training and support services What to Look for When Choosing CRM Hosting Provider Opting for a hosted CRM solution instead of a licensed on-site one means that you will have to relinquish a certain amount of control over your data. Therefore, when choosing a provider to host your customer relationship management application, the integrity of your mission-critical, confidential customer data is of the utmost importance. You don t want to lose this vital information, or have it fall into the hands of your competitors. Your hosted CRM provider must have stringent measures in place to protect your data from security breaches. Additionally, they must have procedures to prevent loss of vital data and ensure uptime and information availability during outages and system failures. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

5 About Hosted CRM Data security features to look for include: Advanced security, such as support for Secure Socket Layer (SSL) and data encryption 24 x 7 system monitoring Redundant servers Scheduled daily backups Top Hosted CRM Vendors You have many options when choosing a CRM software vendor. To make it a bit easier, we ve featured some of the leading hosted CRM solutions in this paper. Review these vendors, and you ll be well on the way to finding the right hosted CRM package for your business. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

6 Highlights Comprehensive CRM feature set with easy customization tools. Real-time analytics dashboard. Strong integration with Microsoft Outlook. Ownership: Private Founded: California, 1998 Headquarters: San Mateo, California Business Model: Hosted CRM Products: NetSuite NetCRM NetERP NetSuite Small Business NetCommerce Customer Focus: Small and mid-sized businesses. Select Customers: Aeris.net, AMPRO, Oakland Athletics, Novak Conversions Inc., Document Sciences Price: NetSuite is $499 /month base fee and $99 /user /month (includes maintenance, support is extra) NetSuite CRM+ is $129 /user /month (includes maintenance & support) 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

7 About Netsuite NetSuite Inc. offers hosted CRM software for small to medium businesses. NetSuite was originally incorporate as NetLedger by its founders Larry Ellison and a young protégé, Evan Golberg. The company s name was later changed to its current NetSuite. NetSuite enables companies to manage all key business operations in a single system, which includes accounting/enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Ecommerce. NetSuite is delivered as an on-demand service, so there is no hardware to procure, no large, up-front license fee, and no complex setups. Finally, NetSuite s patent-pending real-time dashboard technology provides an easy-to-use view into role-specific business information that is always up-to-date. NetSuite s strong all-in-one front- and back-office solutions span CRM, ERP, accounting, and ecommerce making this a one-stop package for SMBs. The company s software helps you to manage your key business operations in a single, integrated system. Netsuite s software solutions include: NetSuite - complete CRM for mid-sized businesses NetSuite Small Business - CRM for small businesses NetSuite CRM - traditional CRM NetSuite CRM+ - Total CRM solution NETERP - Web-based accounting/erp NetCommerce - ecommerce solution NetFlex - third-party software integration The company s patent-pending real-time dashboard technology provides an easy-touse view into role-specific business information that is always up-to-date. At times, the comprehensive functionality adds to the product s complexity. Service thresholds and per-module pricing can increase your costs. NetSuite has thousands of customers globally ranging in industry, business size and software solutions. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 7

8 +44 (0) Highlights Designed for small and mid-size businesses by people who ve built and run SMEs Simple windows-like Web 2.0 interface - easier to use and quicker to adopt Web based: No hardware or software required Part of a suite of prospect to cash online applications Exciting UK company, winning business against bigger players Great customer references Free trial available Ownership: Private Founded: 2007 Headquarters: Berkshire, UK Business Model: Hosted CRM CRM PRODUCTS: Workbooks CRM Workbooks Business Customer Focus: Small and mid-sized enterprises. Price: From 35 per user per month. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 8

9 About Workbooks Workbooks is a web-based CRM solution that takes advantage of the very latest web 2.0 technologies. The service is competitively priced and delivers unlimited scalability and guaranteed availability. Headquartered in the UK, Workbooks Online provides a suite of easy-to-use business applications designed specifically for small and mid-size organizations to run their business - already fully integrated and delivered via Software as a Service (SaaS). Workbooks CRM and Workbooks Business comprehensively support organisations business lifecycle, including sales, marketing, sales order management, invoicing, customer service and purchasing and supplier management. Workbooks CRM and Workbooks Business help organizations improve the performance of their business; with real-time visibility of Key Performance Indicators (KPIs). Workbooks Online solutions help to increase productivity through efficiency gains and provide the framework to better manage business risk. Workbooks Online applications are pre-integrated on the WorkbooksOne technology platform. This removes the traditional requirement for small and mid-size businesses to select, purchase, implement, integrate and manage separate CRM and back-office software and associated hardware; in contrast Workbooks is ready for use as soon as you subscribe - and starts to deliver value immediately. Workbooks CRM includes key features to assist in the a number of important operations in your business including: Sales Force Automation Marketing Automation Sales Order Management Customer Service & Support Purchase Order Management Invoicing and Cash Collection Company Management 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 9

10 Highlights Highly customizable CRM application/platform. Familiar Microsoft Outlook-like user interface. Robust reporting engine for sharing between users in a variety of formats, including Excel, HTML, PDF, XML and CSV. Ownership: Public (NASDAQ: MSFT) Headquarters: Redmond, WA CRM Products: Microsoft Dynamics CRM Founded: WA, 1975 Business Model: Hosted and On-Premise Customer Focus: Outlook users in small and mid-size businesses. Select Customers: H&R Block, Expedia, Millennium Hotels and Resorts, COMPUSA, Zone Cuisine, CONTACTS Price: The full-suite Professional Edition is priced between $622 and $880 per user and $1,244 and $1,761 per server. Full-suite Small Business Edition, which is a requirement for the Small Business Edition, is priced between $440 and $499 per user and between $528 and $599 per server. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 10

11 About Microsoft Microsoft Dynamics for customer relationship management empowers your employees to boost sales, satisfaction, and service with automated CRM that s easy to use, customize, and maintain. Microsoft Dynamics business software offers a wide spectrum of feature-rich, affordable CRM solutions to help you meet your specific needs. Whether you run a small, growing business or a large organization with a high number of customers and large sales and marketing teams you can use Microsoft Dynamics to help you manage relationships even better. The Microsoft Dynamics suite of CRMrelated solutions includes: Microsoft Dynamics CRM Microsoft Dynamics AX for field service Microsoft Dynamics AX for sales and marketing Microsoft Dynamics GP for field service Microsoft Dynamics NAV for sales and marketing Microsoft Dynamics NAV for service management Microsoft Dynamics SL for field service Microsoft Office Outlook 2003 with Business Contact Manager The CRM solutions and capabilities within Microsoft Dynamics connect closely to other Microsoft technologies that you may already use. This brings together data, helping your sales people to answer customer questions without making the customer wait. When your employees use the CRM functionalities of Microsoft Dynamics, they work within a familiar Microsoft software environment. This helps reduce distractions of having to learn and work with disparate software tools. Microsoft Dynamics solutions are typically implemented for you by a Microsoft partner with the right industry and technical expertise. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 11

12 na.sagecrm.com Highlights On-premise version can run inside of Microsoft Outlook. Sage offers both hosted and on-premise solutions. Targeted at small and medium businesses. Ownership: Public (LSE:SGE) Founded: 1981 Headquarters: Scottsdale, AZ Business Model: Hosted and On-Premise CRM Products: Sage SalesLogix Sage CRM SageCRM.com ACT! by Sage Customer Focus: Small and medium businesses. Select Customers: ACME Truck Line, Asbestway Abatement Corporation, Buffalo Sabres, CPS, Digitell Price: Starting at $1,495 per server and $495 per user license; Hosted Service $69/month/user 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 12

13 About SageCRM.com The SageCRM.com on-demand CRM solution leverages the power and convenience of the Web to provide your marketing, sales, and customer care teams the tools they need to market and sell more effectively and provide industry-leading service. The web based CRM infrastructure and intuitive browser interface ensure you ll be up and running - and productive - quickly, without burdening your IT staff. The Advantages of On-Demand CRM SageCRM.com not only improves the effectiveness and productivity of individuals across your entire business, but the web based CRM model also helps reduce sales, marketing, and administration costs. One monthly price provides everything-the web based CRM application, support, training, daily data backups and upgrades. No up-front investments in hardware and software licenses. No additional cost for upgrades. No need for a full-time system administrator. Flexible pricing options and terms. Ability to add users rapidly as needed. Easily customizable to reflect your unique business processes. No installation or IT support costs. 24-hour secured access from any location in the world. Migrate from the on-demand CRM solution to the on-site SageCRM system as your business needs evolve. SageCRM.com - Sales Automation and Sales Management Software SageCRM.com puts you in complete control of your sales pipeline, providing sales automation and sales management software solutions that enable effective management, forecasting, and reporting on all phases of the sales cycle. SageCRM. com allows you to easily manage and analyze all current and historical account details and activities, manage multiple accounts and opportunities, and automatically distribute leads to sales professionals around the world. With SageCRM.com, sales cycles can be shortened and more deals can close faster. This rich sales automation and sales management software solution provides your 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 13

14 About SageCRM.com sales team instant access to vital customer data including reports and graphs, quotes, forecasts, and historical account details. You can quickly do on-the-spot analysis, make informed decisions you can trust, and eliminate bottlenecks that typically lengthen the sales cycle. SageCRM.com - Marketing Automation and Campaign Management Software Take control of your marketing dollars by automating and tracking every marketing campaign, from one-time communications to multi-faceted marketing programs. SageCRM.com marketing automation provides accurate metrics on all of your marketing activities, enabling you to close more new business and capitalize on lucrative cross-sell and up-sell opportunities. With SageCRM.com, you can target the right customer at the right time, eliminate guesswork, improve campaign management, and put your company s marketing resources to their best use. Execute more effective campaigns, track responses faster and easier than ever before, and make sound decisions based on what your customers want and how they respond. SageCRM.com - Customer Support Automation Software With SageCRM.com, you can make the most of every customer interaction, maximizing business opportunities and customer satisfaction. It empowers your organization with critical information to build and support long-term customer satisfaction and loyalty. With fast online access to service requests, call and escalation history, interactions, multiple contacts, support cases, , and documents sent and received, you ll have complete and accurate data at your fingertips. SageCRM.com customer support automation software enables you to quickly resolve issues and easily capitalize on cross-sell or up-sell opportunities. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 14

15 Highlights Sales force automation Ease of use Intuitive interfaces Ownership: Headquarters: Public (NYSE: CRM) San Francisco, CA Founded: Business Model: CA, 1999 Hosted Customer Focus: Companies of all sizes use Salesforce.com. CRM Products: Personal Edition CRM & Developer Edition Enterprise Edition Professional Edition Team Edition Unlimited Edition Select Customers: Nokia, AOL, Dow Jones Newswires, United Way, Phoenix Technologies Price: Prices starts at as Little as $9/User/Month for Group Edition Full-Featured CRM Starting at $65/User/Month 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 15

16 About Salesforce.com Salesforce.com was founded in 1999 by former Oracle executive Marc Benioff, who pioneered the concept of delivering enterprise applications via a simple Web site. Since its founding, Salesforce.com has achieved remarkable recognition with customers, partners, investors and the media. They company attributes their success to products that are easy to learn and use, can be up and running in weeks or days, fast ROI, and customer dedication. Salesforce.com s provides an array of CRM and business application services, which enable customers and subscribers to systematically record, store, and act upon business data; and to help businesses manage customer accounts, track sales leads, evaluate marketing campaigns, and provide postsales services. The company s CRM services principally focus on sales force automation, marketing automation, and customer service and support automation. Salesforce.com s sales force automation services enable salespeople to be productive by automating manual and repetitive tasks; provide organized data about their current and prospective customers; and help companies to establish a system and a process for recording, tracking, and sharing information. Salesforce.com s marketing automation services enable companies to manage marketing campaigns. And customer service and support automation services allow companies to interact with their existing customers in various areas. These software services are available through enterprise edition, professional edition, and team editions. Salesforce.com also provides consulting and implementation services, and training. Salesforce.com is headquartered in San Francisco, California. More than 1,000,000 subscribers and more than 55,000 customers worldwide depend on Salesforce to manage their customer relationships. The company s software is used by companies of all sizes, in all industries, around the globe 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 16

17 Highlights Offers a fully integrated suite of CRM applications for Account & Contact Mgt, Calendaring, Marketing, Sales Automation, Lead Management, Quoting, Activity Mgt, Project Mgt, Customer Service, and Reporting. Completely customizable CRM Framework. Provides both on premise and hosted CRM software. Integration with accounting/erp systems. (QuickBooks) and Mobile Device Integration. Ownership: Private Founded: NJ, 1988 Headquarters: Tinton Falls, New Jersey Business Model: Hosted and On-Premise CRM Products: Commence Desktop CRM Commence CRM On-Demand Customer Focus: Oreinted for Small to Mid-size businesses of 20 to 250 users and divisions of large corporations. Select Customers: PNC Bank, NY Post, Siemens, Sprint, Shell oil, WD-40, --- several thousand small to mid-size companies. Price: Starting at $30 per user per month with a minimum of 5 users. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 17

18 About Commence Founded in 1988, Commence Corporation is a leading provider of CRM software for small to mid-size businesses. The company s products are designed to meet the most challenging requirements of today s businesses. From rapidly deployable hosted solutions, to fully integrated desktop applications, Commence helps organizations manage, coordinate, and maximize every customer interaction. Commence has been the recipient of numerous industry awards. The company s CRM solutions are distributed worldwide and had been sold under private label agreements by IBM, Compaq Computer and Lucent Technologies. Commence offers complete Freedom of Choice to select the solutions and platform that best meets your business requirements. You can purchase the CRM application suite for use on premise or on-demand as a hosted service. You can even extend or build your own departmental applications using the company s development toolkit provided with the product. All Commence solutions support: Contact & Account Management Sales Force Automation Marketing & Campaign Management Quoting Customer Service & Support Microsoft Desktop Integration (Outlook, Excel, Word etc.) Reporting and analytics Web integration Google Integration (Maps, Finance) Disconnect or remote users Support for Mobile Devices Web services API for integration with QuickBooks, other accounting/erp systems 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 18

19 About Commence Commence Desktop CRM is ideal for customers looking for a powerful comprehensive CRM solution that operates in house on desktop computers. This comprehensive ready to use solution can be deployed right out-of-the-box and tailored to meet specific business requirements without programmer intervention. Commence Desktop CRM is easy to use, and easy to maintain. Commence CRM On-Demand is a feature rich web-based solution that is easy to use and deploys rapidly. Commence On-Demand is modular in design allowing you to select only those applications you need to manage your business. The product requires no hardware, no software, and no IT infrastructure cost. What differentiates Commence from other CRM offerings is the company s rich 20-year history and track record for delivering high quality reliable business software to small and mid-size companies. Today several thousand growing businesses serving 35 unique industries in 22 countries around the world rely on Commence CRM solutions for managing their business. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 19

20 CRM (4276) Highlights Expertise Expert, hands-on configuration and training for all implementations so your success is guaranteed. Best Value More features and functionality at the lowest price offers the best value in a hosted CRM application. Customization - Create perfect custom dashboards, forms and detail pages to show you the information you want in one clear page. Free 30-day, full-featured trial. Ownership: Private Headquarters: Overland Park, KS CRM Products: esalestrack Founded: 2005 Business Model: Hosted Customer Focus: While esalestrack services a wide-range of industries, small and medium-sized businesses with multiple sales channels find esalestrack especially easy to manage. Select Customers: Telecom Inventory, LLC, TJ Properties, Accord Human Resources, Nuvox Communtications Price: All features are included for just $40/user/month. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 20

21 About esalestrack After many failed CRM implementations in a large organization, a frustrated core group of sales professionals and management put their heads together to create esalestrack, a solution that solved every need inside their company, and thousands of users in other companies since. Attempting to use everything from internally built sales automation tools, to spreadsheets to massive Big Business CRM rollouts, all ended up failing because the users found the applications to be a burden rather than a tool. Simple interface with intuitive functionality is the key to an effective CRM tool and has been the cornerstone of esalestrack since the first version was developed over 7 years ago. Customizable and Feature-Rich Fully customizable to meet the needs of your company, esalestrack offers quick access to any piece of your data. With the most advanced reporting tool available in a hosted CRM application, esalestrack can develop reports on any piece of information you are looking for. With collaborative tools like a complete platform, integrated audio/video conferencing, and unique tools like the Funnel Manager, esalestrack delivers a suite of features that allows organizations to manage and report on any aspect of their customer relationships on a granular level. Let your customer know how much you care about them, give esalestrack a try today. User-Centric Many CRM s promote that their user interface is more friendly than the others yet when opened, they look like all the others. From the initial page, esalestrack stands out as the most user-friendly applications available on the market today. Seeing is believing. Expert implementation guidance on the most user-friendly interface available continues to be the reasons esalestrack customers are experiencing CRM success like never before. By helping develop your internal sales process, assisting in the configuration and set-up of your customizable application, and providing comprehensive training to get users started quickly, esalestrack will give your users the tool they have been looking for help them be more successful. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 21

22 About esalestrack Key Features: Account Management Account Roll up Activity Management Application Programming Interface (API) Audio and Video Conferencing Automated Processes Bidirectional Outlook synchronization Business Process Automation Calendaring Campaign Management Channel Management Collateral & Literature Catalogue Contact Management Custom Reporting and Analytics Customer Service & Support Customizable Dashboards Dashboards Integration Forecasting Lead Management Lead Routing Live Collaboration/Chat Marketing Automation Mobile Web CRM Field-level Security Online Service Inquiries Opportunity Management Order Management Outlook Integration Pipeline Management Product Catalogs Queue Management Quota Management Quote/Proposal Generation Sales Analytics Sales Force Automation Sales Team Management Task Management Territory Management Time Management Web Integration Workflow Process Automation 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 22

23 Highlights Unique, algorithm-based sales acceleration methodology i-design Platform allows customers to tailor CRM applications to meet their specific business needs An all-inclusive, streamlined CRM platform that can be customized for many verticals Ownership: Privately Held Headquarters: Bountiful, UT CRM Products: Ivinex Ultimate Edition Founded: UT, 2006 Software Model: Hosted Customer Focus: Small, medium, and large enterprises of various verticals. Select Customers: Customer list available upon request Price: $60 per user per month. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 23

24 About Ivinex CRM Ivinex CRM was founded in 2006 by former Siebel and Microsoft employees, Craig Austin and Derek Miner. Having watched first-hand the evolution of the CRM market as it moved from on-premise to the cloud, the founders quickly saw the need for a truly innovative CRM platform. Since its founding, Ivinex CRM has delivered on its vision of bringing the market an innovative and all-inclusive CRM platform. One of Ivinex CRM s key features is its original, market-leading user interface, which is more progressive and customizable than the UIs found in older CRM systems. Ivinex CRM also provides a platform that empowers its users. Customers can evaluate their specific company requirements and pull from market-leading methodologies that are unique to Ivinex when customizing their web-based CRM platform. Customers can also utilize Ivinex s revolutionary i-design product to create dynamic applications that cater to their company s distinct modus operandi. The i-design platform powers Ivinex CRM s flagship applications for sales and customer service, and takes customers to a new phase in the evolution of the CRM market. The Ivinex philosophy is to allow customers to take advantage of their innovative CRM offerings without being defined by them. This means customers can incorporate their ideal business model into the i-design platform rather than having to work around the functionality of older CRM structures, which are often inflexible. Another of Iviniex CRM s defining features is its algorithm-based sales forecasting. The product is unique to the Ivinex platform, and looks at real historical data to calculate a statistical probability and close date ultimately providing true data as opposed to the subjective forecasting model. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 24

25 About Ivinex CRM The question becomes not what can Ivinex do for you, but what can t it do. The customer is the designer it s their world, and Ivinex just wants to make it better. Here are some of the ways: Sales acceleration that takes your best sales rep and makes them better 16-to-1 click reduction means users spend more time doing what you hired them to do Cloud deployment anywhere, anytime Global reporting on real-time dashboards configured with the analytics you need Drip-marketing that alerts your sales rep on their mobile when a prospect is looking at your marketing content 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 25

26 Highlights Patented sales process engine Focused on driving sales effectiveness Smart forms to keep data fresh and forecasts accurate Snapshot reporting & dashboards compare how data has changed over time Cross-browser and platform compatible Advanced controls Power built-in data analysis tools Ownership: Public (NYSE: RNOW) Headquarters: Atlanta, GA CRM Products: Salesnet CRM Founded: 1999 Software Model: Hosted Customer Focus: Salesnet focuses on customers who are driven to increase sales effectiveness. Salesnet services a variety of industries including financial services, manufacturing, software, training and education Select Customers: Sovereign Bank, LXE, ITSM Academy, Namasco, Valley Bakers Price: Not published. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 26

27 About Salesnet Founded in 1999, Salesnet is a pioneer in customer relationship management software, offering CRM that drives sales effectiveness and gives companies true pipeline visibility. Based in Atlanta, Georgia, Salesnet is part of RightNow, a provider of on demand customer relationship management (CRM) solutions that help consumer-centric organizations deliver great customer experiences. Founded in 1997, RightNow is headquartered in Bozeman, Montana, employs more than 700 people, and serves over 1,900 organizations worldwide. RightNow is listed on the New York Stock Exchange under the symbol RNOW. Update for 2010: The first quarter of 2010 marks the release of The New Salesnet. With a brand new interface and many exciting new features, the New Salesnet has become a CRM system for the next decade. Salesnet Key Features Patented Sales Process Workflow Engine: Salesnet s application allows the customer to create multiple sales processes that will drive effectiveness. Smart Forms: Create multiple smart forms to be automatically provided to the sales person as they complete their actions with the customer. These Smart Forms will insure that the right data is collected at the right time during the sales process and will insure that pipeline data is fresh. Color Coded Activity: Salesnet s application uses color code to drive the right activities at the right time. This color code activity takes the guess work out of what the sales person should do today and allows managers to see who isn t keeping up with their day to day interactions with the client. Slice and Dice Data: Salesnet s ability to slice and dice the data in real time is unmatched. You can query the data with unlimited query items. You can also change the fields in a layout, change the order of the fields, group the data base on multiple fields and add filters. Once you have sliced and diced the data you can then export it to word or excel. Snap Shot Reporting: Allows users to take snapshots of reports and compare these snapshots to current reports or other snapshots. No longer does a sales managers have to try to figure out why his forecast has changed, Salesnet s snapshot compare tell the sales manager what has change and by how much. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 27

28 About Salesnet Dashboard Compare: Allows users to compare up to 24 instances of how a dashboard has changed over time. Salesnet Security, Stability and Scalability: Salesnet s application infrastructure is designed to provide airtight security, with 99.6% uptime and unlimited scalability. Marketing, Communication Manager: Create custom templates for form letters, envelopes, labels and HTML using Microsoft Word. Templates can be used within Salesnet for mass campaigns, proposal generation, and a wide variety of communications. s can be generated within Salesnet with the click of a mouse. Multiple Layouts and Layout Usage: Create multiple screen layouts for Accounts, Contacts and Deals, and grant usage rights to layouts for specific positions, teams and individuals. This allows for customized interfaces for different departments. Importing & Exporting Data: Import data in comma separated values (CSV) file format from external sources. You can export your data directly to Excel or a comma separated values (CSV) file for manipulation in other applications. Won/Lost Reason Codes for Deals: Enable your organization to analyze why its Opportunities are being Won or Lost, which is key information for improving your sales organization and increasing your bottom line. Message Center: The Message Center gives you a centralized hub for sending and receiving messages to and from other people using Salesnet. Company Preferences: Set SSL encryption as mandatory for everyone, establish the number of consecutive times someone can log in unsuccessfully before being locked out (login attempt limit), establish password rules, choose your multi-note options, and choose your linked options for greater company security and more standardized processes. Individual and Company Profiles: Manage your personal profile, the profiles of each person using Salesnet, and your company s profile. Assign privileges, allowing people to access certain areas of Salesnet. Web Services API: Integrate your Salesnet data with other best-of-breed applications like call center, marketing automation and customer support software via XML Web Services. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 28

29 About Salesnet Salesnet Software Highlights Intelligent Pipeline Management While there are many CRM products on the market today, only Salesnet provides Intelligent Pipeline Management - the built-in capability to view real-time information on pipeline opportunities, to see related sales activities and to distinguish how this information is changing over time. Engage Your Way Salesnet offers an easy-to-use customization tool that allows you to Engage Your Way by configuring Salesnet to your unique processes, without having to involve your IT department. Or, if you re struggling with process definition, Salesnet offers industry best practices to help you implement a process that will work for you. Keep It Simple with Salesnet The Keep It Simple with Salesnet functionality automates many tasks that sales reps do on a daily basis to keep track of what s happening with accounts - decreasing time in front of the computer and increasing time in front of the customer. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 29

30 Highlights Simplified CRM - Install, customize and load your data in a couple hours Intuitive and Easy to Use Smart client technology combines the rich user experience of a Windows Client with the deployment benefits of a web client No hidden costs, no need to buy additional hardware or software No Internet Required, Leverage the power of ClaritySoft with or without an internet connection Ownership: Private Headquarters: Dublin, OH CRM Products: ClaritySoft CRM Founded: 2006 Business Model: Hosted & On-Premise Customer Focus: Small to mid-size businesses. Select Customers: Muirfield Energy, EGSI Financial, Precision Medical, CareerMax, XLN Systems, Wetzel Insurance, Digital Reliance Price: $26 per user per month (3 year average) 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 30

31 About ClaritySoft ClaritySoft CRM was created on the belief that Customer Relationship Management (CRM) technology should be better. Most CRM solutions available today are bloated with too much functionality, are difficult to use and fail to provide real value to end users. Our research concluded that most salespeople and managers were dissatisfied with their existing CRM solutions and they were getting no measurable value out of those systems. ClaritySoft provides an intuitive and easy to use software solution that sales people readily adopt and leverage to drive sales performance. ClaritySoft CRM fills the space between contact management software and mid-market CRM offerings, with a CRM solution that s cost effective, implements fast, and delivers the right balance of functionality and simplicity to ensure user adoption and a successful CRM implementation. ClaritySoft CRM Key Features ClaritySoft CRM includes the high value capabilities of enterprise CRM and eliminates the low value features that provide little to no benefit for most companies. ClaritySoft is thus easier to install, easier to customize and easier to use. Key capabilities include: Account and Contact Management. Opportunity Management and Forecasting. Quotations and Price Books Task and Activity Management Shared Calendar Marketing and Letter Templates Data Segmentation For Target Marketing Easy Customization User Profile Management ClaritySoft CRM Software Highlights List Actions List Actions help you perform powerful functions on any lists of contacts such as; , mail merge, print labels, group edit and export. In a matter of a few mouse clicks you can send out a targeted and personalized to any group of contacts in your database. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 31

32 About ClaritySoft Data Segmentation Segment your data by capturing unique characteristics about your customers and prospects. You can then do a search on any combination of those characteristics to create a target list and perform a List Action such as contacts. Power Search Find anything fast. ClaritySoft offers multiple ways to find exactly what you re looking for. Whether it s a single contact or group of records within a date range, ClaritySoft makes it easy to find the information you need to run your business. Make It Yours Transform ClaritySoft into a CRM solution that looks like it was built specifically for your business. ClaritySoft provides the basic fields and tabs you need to run a good CRM system, and lets you add the fields and tabs that work best in your unique business environment. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 32

33 Highlights Customized CRM solutions Modern features: Sales Elites CRM offers both social media customization and mobile compatibility Total sales solutions package ensures customers are getting full support for maximum results Organize, automate, and synchronize your business processes! Ownership: Private Headquarters: New York, NY CRM Products: Sales Elites CRM Founded: 2009 customer focus: Sales Elites offers highly customized solutions, benefitting companies of all sizes, and in any industry. 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 33

34 About Sales Elites Sales Elites is dedicated to helping clients increase their revenue, close the gap between marketing and sales, improve their sales pipeline, and provide a substantial Return on Investment. Sales Elites works with a variety of dynamic start-ups to industry leading Fortune 500 technology companies. With over 10 years as a professional Sales and Marketing firm, Sales Elites provides customized CRM Solutions as well as outsourced sales and virtual marketing services. Sales Elites has developed and managed many unique sales and lead development programs in Healthcare, Finance, Telecommunications, Utilities, Manufacturing, Retail and more. Part of building any effective process for client campaigns is establishing and coordinating the expectations of the marketing team, the sales force, and the management team. The company works closely with each client to establish their appropriate sales processes, customize the sales strategy, define the target audience and incorporate lessons learned into more proficient and better quality lead development programs. Optimizing the overall sales process requires attention to detail, experienced resources, and people dedicated to achieving client s objectives. Sales Elites CRM Key Features Marketing The Sales Elites platform utilizes strategic marketing to understand the current sales climate of your industry. Sales Industry experienced sales professionals dedicated to achieving your businesses sales goals. Future Proof CRM Solutions CRM solutions that adjust to any and all company changes. Account Management Strategic planners dedicated to plan and execute a winning solution for your business. Customer Support Inventory Management Activity Management Reports Dashboards 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 34

35 About Sales Elites Sales Elites CRM Highlights Sales Elites provides CRM Solutions and customization that fulfill your business requirements in lower cost and cutting edge technology. The platform provides fully functional CRM s that allows your business to do everything it was designed to do Sales Elites CRM has no limits in functionality. Services included in Sales Elites sales campaigns: Sales Force Automation Customer Support Marketing Inventory Management Activity Management Reports & Dashboards Product Customization Managing Invoices Social Media Implentation & Lead Capture Mass Mailing Live Chat Dynamic Interactivity Trouble Tickets PBX Integration Microsoft Office Integration Data migration from other CRM systems Video Conferencing Smart Phone Access Call Center Full Time Sales Operation New Product Launch-Short Term Sales Geography-Specific Sales Deployment Speed to Market Sales Launch Sales and Development Strategy High Level Lead Generation- Appointment Setting Sales Consulting Strategy and Process New Market Penetration Market Research 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 35