Microsoft Dynamics CRM 4.0

Microsoft Dynamics® CRM 4.0 is a fully integrated customer relationship management (CRM) system. Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company's sales, marketing and customer service processes - along with native Microsoft® Office Outlook® integration - Microsoft Dynamics CRM delivers a fast, flexible and affordable solution.

Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.

Microsoft Dynamics CRM works the way you do
With a streamlined user interface, wizard-based tools and close integration with Microsoft Office applications, Microsoft Dynamics CRM works the way your people work.

• Get started quickly by working in a familiar Microsoft Office Outlook 2007 interface that lets your people manage customer relationships without having to learn a new application.
  
• Empower users by enabling your people to create workflows and reports without the assistance of technical support. Instead, they create them via new wizard-based tools that are easy to use and maintain.
  
• Achieve results by helping your people make more informed decisions in how and where to invest their time, budget and resources, with Microsoft Dynamics CRM's improved planning, forecasting and online/offline reporting features.

Microsoft Dynamics CRM works the way your business does
Microsoft Dynamics CRM provides choice and flexibility in how you implement and customize your CRM application so you can achieve the best possible fit for your business.

• Consistent business processes with flexible business automation tools built on the same foundation as Windows®, the Windows Workflow Foundation (WWF).
  
• Conduct business globally with full support for multiple languages, multiple currencies and across multiple time zones.
  
• Model your business accurately with out-of-the-box support for many-to-many business object relationships and self-referential business relationships.

Microsoft Dynamics CRM works the way technology should
Microsoft Dynamics CRM is a highly flexible CRM system that can grow and change alongside your business, because it's built on industry-standard technology that's both reliable and efficient.

• Operational efficiency with a new multi-tenant architecture to help simplify deployment and support and to enable more efficient use of hardware.
  
• Multiple deployment options are supported, including on-premise, partner-hosted and Microsoft-hosted in North America.
  
• Enhance scalability and performance with clustering and load balancing, as well as parallel inbox processing and wide area network (WAN) performance improvements.

The power of choice
Microsoft Dynamics CRM provides you with the power of choice so you can evolve your business unencumbered by technology limitations. Multiple deployment options are available to suit your business current and future business needs:

• On-premise. Microsoft Dynamics CRM is deployed easily in the IT environment of any company, from small business to enterprise. It provides a full suite of marketing, sales, and service functionality with a native Office Outlook user experience, and it can quickly be tailored to meet your business needs. Because Microsoft Dynamics CRM products run on the same code base, you can easily switch from an on-premise model to a software-as-a-service environment.
  
• Partner-hosted. Microsoft Dynamics CRM is offered as a software-as-a-service (SaaS) solution by our partners around the world. They deliver fast, flexible CRM solutions hosted in their own data centers and tailored to fit the needs of various markets or industries. And since all Microsoft Dynamics CRM products run the same code base, you can easily move from partner-hosted Microsoft Dynamics CRM to an on-premise environment or even Microsoft Dynamics CRM Online.
  
• Microsoft Dynamics CRM Online. Microsoft Dynamics CRM Online delivers a fast, flexible SaaS solution that is operated within Microsoft data centers. It offers an outstanding user experience through Microsoft Office Outlook or a Web browser, with rich configuration and customization capabilities. Because it’s built on the same code base as other Microsoft Dynamics CRM offerings, you can easily from to a partner-hosted or on-premise environment.

Maximizer CRM 10

Maximizer Software Inc. provides proven and affordable customer relationship management (CRM) and contact management solutions that help small to medium-sized businesses increase sales, streamline marketing, and enhance customer service and support. Maximizer has sold over one million licenses to more than 120,000 customers, ranging in size from entrepreneurs to multi-national organizations.

Maximizer CRM adapts to the way you work, and grows as your business grows. Choose from four editions, as well as several add-on modules and options for the solution that matches your business needs. The right solution will depend on your number of users, access, and feature requirements.

Maximizer Entrepreneur Edition

Maximizer Entrepreneur Edition, the award-winning contact manager, is designed to help you maximize your time, improve customer satisfaction and increase sales.

It’s easy to configure right out of the box, so you can get up and running quickly and focus on your business. Entrepreneur Edition is ideal for small businesses, home offices, financial advisors, realtors, and sales professionals in virtually any industry.

Features include:

* Contact management
* Opportunity management
* Sale force automation
* Integration with Microsoft Office®
* Integration with QuickBooks® accounting software
* Mobile access through BlackBerry® or Windows Mobile® devices
* On-the-fly reporting with easy exporting to Excel

Maximizer CRM (Group, Professional and Enterprise Editions)

Designed for larger organizations, Maximizer CRM provides full-featured CRM functionality including marketing automation and customer service & support. Maximizer CRM provides multiple access options including desktop, Web and through the latest PDA devices.

Features include:

* Contact and account management
* Sales force automation
* Marketing automation
* Customer service and support
* Web and mobile device access (BlackBerry® or Windows Mobile®)
* Microsoft Office® integration
* Partner relationship management
* Workflow automation
* eCommerce and payment processing
* Microsoft Exchange Integration
* Integration with QuickBooks® Microsoft GP® accounting software

Maximizer Software is a worldwide organization with business partners and offices in its three regions: Americas, Europe/Middle East/Africa (EMEA), and Asia Pacific. Maximizer has sold over one million licenses to more than 120,000 customers, ranging in size from entrepreneurs to multi-national organizations, include leading companies such as Siemens, Ipsos, Nestlé Clinical, Ericsson, HSBC, Singapore Airlines, Cathay Pacific, William Mercer, and Bank of New York.

NetSuite CRM+

NetSuite CRM+

Beyond Traditional CRM: Complete Customer Lifecycle Management

NetSuite CRM+ fills the gaps of traditional Customer Relationship Management products and truly puts the "customer" in CRM.

Unlike traditional CRM products, NetSuite CRM+ provides a true 360 degree view of your customers and prospects, showing you all relevant customer data – including purchase history – and helping you manage interactions throughout the entire customer lifecycle. Armed with better knowledge of customers, your sales and service teams will be able to sell more effectively and better satisfy customers.

Top-Rated in the Essentials of CRM

NetSuite CRM+ excels in the foundations of CRM: Salesforce Automation, Marketing Automation, and Customer Support & Service. In fact, an independent CRM analyst reviewed the online CRM industry and rated NetSuite CRM+ the best in sales management, opportunity management and forecasting.

PLUS NetSuite CRM+ goes beyond CRM with these unique capabilities:

• Order Management
• Upsell/Cross-sell
• Incentive Management
• Project Tracking
• Complete Customer Portal
• Website & Analytics
• Partner Management
  
  "NetSuite hands down has broader functionality [than] Salesforce.com..."
  - Sheryl Kingstone, Analyst, Yankee Group. (Kingstone is one of the top independent analysts of the CRM industry. Source: Destinationcrm.com, May 2005)
  

No other Web-based CRM application provides any of these "PLUS" capabilities!

Surprisingly, traditional CRM applications have been designed to manage the sales process for new prospects and opportunities, not for current customers – the most important source of revenues for most companies. These products are ineffective in managing sales and relationships with existing customers because they do not capture vital data and information about customers such as purchase history and website activity, they don’t help you upsell or cross-sell, and they cannot generate sales quotes or create orders.

NetSuite CRM+ is only web-based CRM system that:

• Provides a true 360 degree view of all customer data and customer interactions, including complete visibility into all financial transactions and website interactions without any integration required. Now a single view of customer information is available to everyone in your company who needs it.
• Allows you to sell to both prospects and current customers equally effectively. Other CRM systems focus on managing prospects, and do not have enough integrated information or tools to manage and upsell existing customers.
• Automates the entire customer lifecycle, from a "suspect" browsing a business' Web site, to an interested lead, to a qualified prospect, to a customer who has actually placed an order, to servicing that customer and finally, to guiding that customer to re-purchase.
• Allows salespeople to take real orders from customers, with an integrated Order Management system.
• Shows full purchase histories for your customers without requiring complex integrations with your accounting/ERP system.
• Includes powerful, automatic upsell and cross-sell capabilities, helping you to help you sell more – and more effectively – to your existing customers.
• Includes complete Partner Relationship Management. Now you can treat your channel partners as an extension of your direct sales team – seamlessly.
• Tracks commissions automatically and accurately, without requiring you or your salespeople to use spreadsheets.
• Fully encompasses the Web and email marketing into the CRM system. Netsuite CRM+ incorporates your Web site into the selling process, by tracking all customer interactions on the Web and by providing a comprehensive self-service customer portal.
• Provides better, more accurate forecasts. Because booked orders can be finally seen in forecasts, your forecasts have greatly increased reliability, predictability and accuracy. And the "actuals" information in forecast vs. actual reports in now based on real sales data.
• Shows you true marketing effectiveness and ROI. Because other CRM systems do not capture the details of what a customer has purchased, they frequently provide incomplete and incorrect results for marketing and sales campaigns. With no record of what or how much has been ordered by each customer, marketing has no way to know if the leads generated are actually converting to customers.

Pivotal CRM

Pivotal CRM is the customer relationship management (CRM) product suite of CDC Software, The Customer-Driven Company.

Pivotal’s customer relationship management (CRM) platform and applications help companies deliver superior customer experiences, while also giving them the tools and insight to run their businesses more productively, efficiently, and profitably.

Pivotal delivers rich CRM functionality out of the box to help organizations implement quickly with a lower total cost of ownership. As the market’s most customizable CRM solution, Pivotal enables companies to cost-effectively adapt and integrate the system to fit their unique business processes—making CRM work the way they need it to.

Pivotal’s complete CRM suite includes solutions for:

• Sales: Shorten the sales cycle and improve close ratios by making your sales process one of your strongest competitive differentiators.
• Marketing: Increase response rates and lead quality dramatically by conducting highly targeted campaigns that capture in-depth prospect and customer data at every point of interaction.
• Service: Accelerate incident resolution and improve customer satisfaction by implementing efficient, repeatable customer-service processes.
• Partner Management: Collaborate more effectively with your partner channels by extending your knowledge and sales processes to them.
• Analytics: Make better-informed business decisions, faster, with customer-data analysis.
• Mobile CRM: Increase the productivity and effectiveness of your field and mobile users, whether they’re working online or disconnected.

Pivotal also offers specialized solutions tailored to the needs of specific industries:

• Financial Services
• Home Building and Real Estate
• Healthcare Payers
• Manufacturing
• Medical Device Manufacturing

ADAPTcrm

ADAPTcrm is an integrated CRM system designed for businesses of all sizes, though it specializes in the needs of small to medium size business. ADAPTcrm was designed to provide the full scope of features found in much more complex and expensive CRM products in a package that is easy to implement, use and customize.

The traditional definition of a CRM package is a software product that provides a common repository of accounts (customers, prospects, etc.) and information that relates to each account. The typical components of a CRM package are:

* Account Database
* Activity Database
* Sale Opportunity / Pipeline Management
* Service Ticket Tracking
* Marketing Campaign Management

Most CRM products sell some or all of the above components as separate software modules, often developed by different companies. Furthermore, most CRM products do not seamlessly integrate with the accounting or ERP systems that their users use without considerable effort and expense. Finally, the CRM systems that do integrate these critical functions are so complex and expensive that they are affordable only to the largest companies.

Most of the worldwide economy is driven by small to medium size enterprise. In the United States during 2001, 98% of all jobs were in companies of 500 employees or less. Small to medium size enterprises (SME) face ever-increasing competition and have the same customer management needs as their much larger competitors. ADAPTcrm is designed to serve these needs.

ADAPTcrm distinguishes itself from other “mid-market” CRM products in three key ways:

1. Integration. All of the key customer management functions in ADAPTcrm are integrated into a single, core module that was developed by the same company. Each department of your company will use the same software with a highly consistent design. Furthermore, ADAPTcrm’s pre-built links to many accounting/ERP systems means that the “front office” of your company (that interacts with customers) can share information with the “back office” (that handles orders, shipping, production and accounting).

2. Ease of Use. CRM only works if every employee uses it. The user interface of ADAPTcrm was modeled after the communication software people use the most – email and Web sites. There are no menu commands to learn, and minimal screen navigation is needed to use the system. The user interface can be customized for each user so that each employee sees only those functions and information most relevant to his/her job.

3. Speed of Customization. The ability to customize a CRM system to match the way your business actually sells and fulfills its customer needs is critical to the success of a CRM system. Like its name suggests, ADAPTcrm is designed to adapt to your business, rather than forcing your business to adapt to the way the software works. The most common types of customizations, such as adding fields and forms, can be rapidly accomplished by end-users with no previous database or programming experience using setup tables. For more extensive customizations, programmers can literally add new features to ADAPTcrm or modify existing features using an entire table-driven, code-free software development tool. These two levels of customization capabilities dramatically reduce the time needed to customize the software, which results in faster implementations and a much lower cost of ownership.

These three distinctions offer the benefits of lowering your cost of ownership of a CRM system while increasing your chances for a successful implementation. Numerous studies have shown a high failure rate among CRM implementations caused by three principle reasons – lack of user acceptance, lack of integration and difficulty in customization. ADAPTcrm was specifically designed to address these problems in a package that would be simple, fast and affordable to most businesses.

The ADAPTcrm motto is “enterprise class for the middle class.” The mission of ADAPT Software is to deliver the benefits of CRM that have been enjoyed by the world’s largest corporations to the many thousands of smaller businesses that could not otherwise afford them.

Rave CRM

Introducing Rave CRM inspired by Entellium
Most CRM (Customer Relationship Management) solutions miss this simple point: It’s not about "getting" your team to use CRM – If the solution actually helped them do their jobs better, we believe user adoption wouldn’t be an issue.

With Rave CRM, we "go deep" into the usability of CRM. As such, we’re constantly examining how sales, service and marketing teams work. Based on thousands of hours of customer research, we’ve built CRM solutions that increase the number of leads and opportunities sales professionals can effectively manage each month and increase the number of service incidents a rep can close in a day. That’s why the CRM industry has consistently ranked Entellium #1 in usability.

"User Effectiveness" vs. "User Adoption"
A core philosophy of Rave CRM is that the so-called “User Adoption” problem that exists with today’s CRM solutions is primarily due to the fact that most users:

• Can move faster than their CRM solution could bring up new pages and save edits.
  
• Need to traverse multiple screens and tabs to input data leading to "click" fatigue.
  
• Are forced to perform routine tasks manually because their CRM solution doesn’t automate this work for them.
  
• Don’t have access to their data when they need it either because they don’t have an internet connection or because mobile CRM is too expensive and complex to deploy.
  
• Have to pay extra for an ineffective offline client that requires them to be paranoid about system outages because users have to decide in advance which records they might need to work on at any given time.

When taken together, these factors can actually cause users to be less effective using most CRM solutions. No wonder they don’t want to use them!

The Rave CRM Difference
Rave CRM is built specifically to ensure users have the tools to manage more sales opportunities better than they could with any other solution to increase sales and customer loyalty.

Entellium was the first to deliver a CRM solution that proactively automates time-consuming activities like running reports, sending customized sales collateral and customer follow-up letters, publishing updates to the service knowledge base - even an entire customer go-live process or lead handling. Rave CRM automates more routine tasks than any other hosted CRM tool, so you can focus on completing the activities that make you successful.

An Example Of User Effectiveness for Sales Teams:
It’s nearing the end of the month and your sales team really needs to focus on those deals most likely to close now. But there are also leads they need to keep warm for next month’s quota – If they let those leads go cold, a competitor has a higher likelihood of grabbing those prospects.

Usually, your average sales rep would have to prioritize this month’s deals over those for the following month – but with Rave CRM we offer a feature called "Activity Sets" that allows a rep to automatically send a series of emails to leads that look very personalized that the system sends on their behalf. This frees up their time to focus on those opportunities most likely to close today.

Never Be Disconnected From Your Data
Rave CRM’s Smart Client technology takes the best of desktop and browser-based software and combines them into a solution that grows with you. Working with customer data in Rave CRM is easier than ever before. Our competitor’s browser-based solutions have many drawbacks – one is working with customer data when not connected to the Internet. With Rave CRM, no matter where work takes you, you’re covered. Customer data stays with you, accessible anywhere - even on a plane.

With Rave CRM, your team will spend less time managing paper and more time winning business!

Clear C2, Inc. - C2CRM ROI (Return on Investment) Benefits

Benefits

1. Improve Internal Sales Force Productivity by 10%
   
   • Reduced time in generating quotes and proposals – 3 hours to 5 minutes
     
   • Reduced administrative tasks and duplication of data entry
     
   • Increased productivity equates to less hires in this department
     
   • More time to assist Outside reps during sales cycle
     
   • Automated follow-up and task prioritization – sharing of information
   
   
2. Improve Marketing Productivity by 10%
   
   • Automated Marketing Campaigns
     
   • One touch point for all customers/prospects
     
   • Real time lead and campaign management ROI (Return on Investment) statistic
     
   • End user report generation and analysis – no technical involvement required
     
   • Cross-department sharing of data – 360 degree view of customer
   
   
3. Increase Revenue by 1% (by adding Outside Sales Force to implementation)
   
   • Reduced time generating forecast reports
     
   • Increased face time with customer
     
   • Less administrative tasks
     
   • Shortened Sales Cycle due to rapid quotation generation
     
   • Automated Marketing Campaigns – keeps you in front of customers without a person's involvement
     
   • 360 degree of customer – increased cross-selling opportunities

VanillaSoft - Hosted CRM

VanillaSoft Lead Management hosted customer relationship management (CRM) software will help you dramatically improve call volume and quality, increase sales performance and better manage your sales team. The bottom line? Greater results!

VanillaSoft Hosted CRM Features

• Proven to boost calling productivity up 50% or more.
  
• General lead pool collects leads so that no lead gets overlooked.
  
• Auto-dialing across any telephone system.
  
• Team-based call scripting.
  
• Call recording.
  
• Customizable reports for lead analysis.
  
• Customizable call routing.
  
• Intuitive, distraction-free agent interface.
  
• Real-time Management Dashboard.
  
• And more!

VanillaSoft Hosted CRM Lead Management Software includes the following modules:

• Automatic Real-Time Lead Distribution
  
• Robust Web Reporting
  
• Real-Time Management Dashboard
  
• Auto-Dialing
  
• Digital Call Recording
  
• Do-Not-Call Compliance & Time Zone Management
  
• Logical Branch Call Scripting

Exact Synergy - Customer Relationship Management (CRM)

The more information you know about your customer, the higher the quality of customer service, account management and sales efforts. Synergy’s Customer Relationship Management (CRM) is intertwined with workflow management, document management and project management for a multi-dimensional deployment of CRM, anytime, anywhere. Synergy gives you access to all relevant information about your customers that can be retrieved anytime, from anywhere with secure access through a web browser.

Synergy allows you to view all of the information you have gathered on a customer from the customer account card including order history, account manager’s visit reports, accounts receivable, helpdesk contacts and more. Synergy also helps you manage information on leads during marketing campaigns and sales efforts. You can control all aspects of your marketing activities in the system including budget tracking, project deliverables, list management and results. Synergy’s comprehensive tool will help you maintain thorough information on all of your contacts promoting positive customer relationships.

Some of Synergy’s additional features include:

• Access to all customer contacts, correspondence, transactions and activities in a single central database, securely from anywhere via the Internet or intranet
  
• The ability to search for individual customer records or segment target customer groups using as many as 50 variables, including location, industry, company size and custom defined fields
  
• The option for your customers to log in and check status reports, billing details, work in process and submit requests through an online portal
  
• Managing marketing efforts effectively with reporting, scheduling, advanced project, budget and workflow functions
  
• Using mail merges to generate automatic communications to customers and prospects
  
• Using integrated functions for complaint management and customer satisfaction surveys linked to your CRM information