Professional Documents
Culture Documents
SugarCRM Inc.
Sugar Professional Sugar Enterprise
Microsoft
Dynamics CRM 4.0
Onyx Software
Onyx CRM
Sales data sharing across individuals and teams Tools allow team to prioritize on the most profitable deals Educates new sales agents quickly Facilitates the creation of presentations and proposals for customers Monitors quota progress and business performance
Offline- and mobile-device support Sales tracking and forecasting Analytics tools Quickly access products, pricing and quotes Sales force management Real-time lead access Direct email marketing Lead, opportunity and territory management
Pipeline management dashboards Sales histories and forecasts Extensive and flexible reporting Sales territory management New and current account management Opportunity management
Employee Portal allows management of: Opportunity and lead pipeline Sales team and channel marketing Win/loss and forecast analysis Customized quotes and proposals Intelligent call scripting Workflow process automation
On-demand customer information Complete opportunity management system Performance tracking Collaborative tools Time and task management Microsoft Office integration Custom reports and forecasts Lead management with alerts QuickBooks accounting tie-in Searchable knowledge base Company information library Automated case creation, monitoring and response Customized reporting At-a-glance dashboard Searchable knowledge base Centralized information and case management
Full sales-cycle account management Lead tracking and management Forecasting and planning tools Full-featured inventory and quoting system Integrated mobile solutions
Central customer-service issue management and sharing Incident reporting Issue escalation Analytics to measure effectiveness Issue submission via email Searchable knowledge base
Centralized management of: Accounts and contacts Knowledge base Cases and interactions Service scheduling Team and group workflow Service contracts and scheduling Products and contracts
Central knowledge base SLA (service-level agreement) management Customer history tracking Call-center support Contact management and reporting
Customer-service incident tracking and escalation Searchable knowledge base Advanced reporting and analytics Online service inquiries and status checking Computer telephony Integration Call-center performance reporting and analysis
Complete customer history tracking Searchable knowledge base Contract and SLA tracking Online ticket system Automated response and escalation Email to ticket conversion Issue-tracking dashboard
Marketing Features
Lead and campaign management Email marketing management Generate and monitor campaigns across all channels Create Web form pages for lead capture Use customizable ROI (return on investment) reports and dashboards
Segmented market tools Marketing campaign planning, automation and management Marketing and sales collaboration Shared information portals Reporting features integrate with other Microsoft apps Workflow-driven model
Automated campaign tracking Real-time lead and prospect management Outbound call tracking Follow-up call management On-the-spot and decision-making reports Email-management options
Campaign management and analysis Target list and permission marketing Customer surveys and feedback Product tracking Email-marketing management Customer-profile management Workflow-process automation
Lead and pipeline management Email lists and campaigning Anti-spam tools Targeted campaign capability Automated lead processing Calculate campaign ROI
Online lead capture and followup Permission-based campaigns Response tracking Campaign ROI calculation and assessment Email and fax campaign management
Required Technology
CDC Software
Pivotal CRM
Infor
InforCRM
SAP
SAP CRM
Pivotal CRM has several pricing models based on customers specific needs and configuration (number of users and varying levels of support).
Workstation Editions (single user): Personal Edition: $149.95 Advanced Edition: $249.95 Premium Edition: $349.95 Server Editions: Professional and Enterprise: $550 to $850 per user Includes training, BPI and one year of support
Dedicated license: $1,000 per user Floating/concurrent license: $1,600 per user Server software: $6,000 to $12,000 24x7 support: 15 to 20 percent of the total cost
Centralized sales data Revenue forecasting Microsoft Office integrated tools Automated workflow system Collaborative tools
Collaborative opportunity information Centralized Outlook-integrated contact info Customizable sales reporting and forecasting Multiple connectivity and offline options
Entire sales-cycle management Lead routing and prioritization Opportunity and pipeline management Call management Call scripting Mobile access Customized configuration
Comprehensive lead tracking Real-time mobile access Outlook integration Web-based sales interaction Knowledge management Automated lead management Customization tools
Sales planning and forecasting Territory, opportunity and leadactivity management Billing and contract management Sales analytics Incentive and commission management Product configuration and pricing
Searchable knowledge base Service automation Contract, SLA and escalation management Email management Online ticket submission and tracking Self-service reporting
Built-in and online FAQs Integrated troubleshooting documentation Personalized support and training
Individualized contact-center operations Online customer self-service information Mobile service Web-based communications Interactive service scheduling
Customer help desk Automated ticket generation Mobile access Collaborative knowledge management Web-based customer portal
Web-enabled customer portal Service order processing Complaints and returns management Service analytics Warranty and case management Resource planning
Marketing Features
Automated leadmanagement system Multichannel campaign tools Lead generation and multitouch nurturing Campaign tracking and analysis Lead qualification and conversion tools Microsoft Windows Server, Microsoft SQL Server or Oracle, .NET Platform
Organize and manage email campaigns Automated multiple touch points Customized reporting
Synchronized marketing campaigns Real-time customer profiles Integrated database marketing Event-based campaigns Customer profiling Forecasting and segmentation
Targeted email, direct mail and phone campaigns Automated lead and opportunity management Campaign ROI analysis Targeted marketing analytics Automated email responses to inquiries
* Marketing analytics * Lead management * Trade promotion management * Campaign management * Segment and list management * Managing and optimizing resources
UNIX/Linux Variants (Red Hat Linux, SUSE Linux, IBM AIX (PPC), Solaris (SPARC) and HP-UX) Microsoft Windows Server, Microsoft SQL Server
Microsoft Windows Server, Microsoft SQL Server, .NET Platform Linux Enterprise Server, Oracle Database Server