Product Feature Comparison Matrix

Transcription

1 Product Feature Comparison Matrix Feature is not present Feature is present but low-level Feature is present and robust Not applicable to application/product Feature Contact and Customer Management Contact Security - Private contacts Secondary contacts/related contacts Contact activity/history information from contact detail view Documents tracking to contact 60+ predefined fields Associate contacts to each other Company/Account Tracking or Management Company/Account Tracking (dynamically populated/detailed information, automatic addition of notes/history for linked member) Roll-up data of all company/account members Attach documents/history/activities to specific company/account Specify linked fields between company and contact records, and update company linked fields from a contact Access related contact's notes, history, and opportunities from view Work from an account or contact perspective Associate accounts to each other Automate workflow across departments and employees Group Management Offers method to organize contacts in logical collections Maintain collection of contacts automatically - static/dynamic groups Organize collections of contacts and companies into multiple levels - tree view/organization chart Roll-up data of all group members Attach documents/history/activities to specific groups Access related contact notes/history/opportunities from group view Notes, Attachments, History Share notes and history to multiple contacts Security on notes and history - Private notes, history, opportunities, subrecords Filter contact's history Attach documents to contacts/notes RTF text on notes or history Spell checking on notes and history Creation of history - User-defined history/automatic creation of history Option for users to set if history can be opened and edited by users Unlimited date/time stamp on notes/history Track changes to fields and read-only notes and history Page 1 of 6

2 Calendar and Activity Management Offers multiple calendar views with schedulable activities Custom activity types and custom history Activity alarms Activity rollovers Full activity information from all calendar views Manage and track tasks related to Projects/Opportunities Track tasks and activities tied to contact and capture a history Calendar pop-ups Activity conflict notification Group Scheduling Workflow - activity series/automated processes Outlook Calendar integration Automatic Outlook calendar sync Searching and Lookups Offer basic searching on all fields Configuring advanced queries - Allows complex searches using operators (on any field/advanced keyword search) Save lookups for future use (save as group/company criteria) Numeric lookups by ranges (greater than/less than) Quick search option Document search Central place to search for information Opportunity lookups Opportunity Tracking/Management Opportunity tracking with multiple products Automatically tracks number of days an opportunity has been open (intelligent defaults, probability link to stage) Set opportunities as "Inactive" Relating opportunities to territories Relating products to price book/product list Relating opportunities to groups and companies Quotes/Instant quotes Opportunity list view Export to Excel Relating opportunities to activities Automatic history creation for opportunities data Group opportunities dynamically or statically and simultaneously update opportunities Track indirect opportunities managed through reseller relationships Apply floating currency rates Apply multi-currency support to opportunities Generate sales proposals automatically reflecting native customer currency Page 2 of 6

3 Sales Process Automation Multiple sales processes - custom and built-in Generate a history automatically as an opportunity moves through the sales process Customer/Prospect Communications merge Mail merge to word processor/ Word Manage mail merge when contact records have missing addresses Validate and correct addresses during mail merge Mail merge with letter/ to a contact/group of contacts Built-in client (integrated with Lotus Notes or MS Outlook Express) Built-in word processor tables, HTML, images, spell checking, etc. Create new activities and contacts from Integrate directly with Outlook (Send from Outlook and history are recorded back into application/contact record) Attach Outlook to ACT!/CRM contacts Use preformatted templates for /letters/memos Primary method of communication s vs. fax vs. letters vs. call Use rich text formatting, spell check, signatures and add multiple attachments when ing Integration with telephone systems Last communication fields History of all customer correspondence Do-not-call list (indication) Customization Customization of layouts and views Custom applications Custom automated processes Allow images on layouts Add fields to main contact layout (remove/edit/add for all entries) Menus and toolbars customization Multiple field types End-users can add new section/tabs Designate field types as date/currency/yes,no/memo/pic Custom activity, priority and history types (user definable) Full-featured layout designer (lets user change background, add images, etc) Navigation bar customizable Page 3 of 6

4 Customizable drop-down (multi-select drop downs) Change field settings (generate history when field changes value, make a field required) Customize sales stages/processes Change entity names such as Account, Contact, Opportunity Customize and add SQL database tables Coded and Codeless Customizations Reporting Report templates Sales reports (# of reports) Preformatted sales reports Report customization - create own reports using report designer Built-in reports for core contact/account management Exporting reports to Excel, HTML, Adobe PDF or Crystal Reports integration Interactive pipeline report with drilldown capability Dashboards and Analytics Customization (end-user vs. admin) Drill-down from graphics and list views Export to Excel Copy to clipboard/export to Word or Adobe pdf Display graphics Multiple dashboards Set targets for dashboard components Dashboard security (Read-only, read-write) Dashboard permissions (accessibility by roles) Print dashboard graphics/list views Interactive, customizable dashboards - enhanced business analytics Forecast, trend and historical analysis Dashboards (Pipeline by Stage, Closed Sales to Date, Top Opportunities, etc.) Data Sharing/Security Share data with multiple users Multi-user calendars Set limited data access (entity level security) Password settings Field level security (read-only access, no access) Built-in security levels (5 levels) Custom user permissions Group info by teams/view by teams Secure individual records (i.e. notes, history, activities, opportunities) Security on report templates/document/ word processor/templates Database synchronization Server level security Page 4 of 6

5 Integration With Word With Excel With Lotus Notes Outlook activity sync Outlook contact import Automatic history creation when sending/receiving from Outlook Access CRM contacts from within Outlook Outlook integration With Accounting/back-office products (third party) With Internet Explorer Integrate with legacy databases Mobility/Access Options Integration with handhelds - Palm, Windows Mobile (Pocket PC and Smartphone), and Blackberry Web access Offline access Citrix/Terminal Services Templates for popular paper organizers for printed schedules Centralized Administration and Deployment Automatic backup Automatic database maintenance Automatic synchronization Silent Install Duplicate checking and ability to merge records Automatic install updates Marketing Automation Import mailing lists HTML templates or create your own Mail merge to or word processor Automatically update contact history Activity series to manage a campaign Campaign management - states, tasks, budgets, activities Perform mass, multi-stage campaigns Seamlessly integrate with marketing service providers to upload campaign lists and track responses on contact record Analyze effectiveness with campaign reporting Track response including undeliverables and opt-outs Manage and track marketing campaigns Customizable flyers and marketing templates that can be published to the Web Customer Web Pages Lead Management Identify leads with a status field Track leads as separate entitties through sales cycle Import leads from Web forms, tradehows, seminars etc. using lead import wizard for clean data Qualify leads using lead qualifcation criteria Convert leads to contacts Automatic download leads from personal, company and national web sites Automatic response and follow-up to Web leads Page 5 of 6

6 Customer Service & Support Automatic tracking and resolution of customer inquires and technical support Web-based customer self-service features Automatic incident escalation based on user defined criteria Access knowledge database and search for problem resolutions Monitor customer service effectiveness through reporting Product returns Defect tracking Product training Navigation/Ease of Use Offer one-step access to main views View and edit related contact information without scrolling on detail views Tabbed interface viewing and editing in one place/area Offers one-area for contact access Home view - Dashboards Easy access to related common reports and tools Right-click, one-click functionality Intelligent "defaults" Type-ahead Consistent menu structure and controls In-context Help/Feature Tours/Documentation Multi-select drop-downs "Layman" verbiage throughout application Ratings are subjective opinion based on software evaluation and documentation. Features were selected based on the most common contact and customer management/crm features. Additional features that may appear in competitor products might not be listed here. Page 6 of 6