Top 40 CRM

TOP 40
2011 Edition
CRM SOFTWARE VENDORS REVEALED
Profiles of the Leading CRM Software Vendors

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CRM Solutions
For businesses of all sizes, acquiring, retaining, and supporting customers is more challenging than ever before. Activities that were already complex have become highlycomplicated, multi-faceted workflows and procedures that are difficult to coordinate, track and manage. Marketing teams must plan and develop an increasing number of sophisticated campaigns, and deliver them through multiple mediums. Sales reps must follow-up on hundreds of new leads, while juggling existing sales cycles. Support staff must rapidly resolve a growing volume of customer problems and issues. And, management must oversee customer-facing operations across all departments, and ensure that all client interactions are handled in a responsive and professional manner. Customer relationship management (CRM) systems has emerged as a way for businesses to streamline customer-related processes across functional areas, increase the efficiency and effectiveness of customer transactions at all levels, and optimize service quality at each touch-point. Within the CRM world, there are many types of solutions, each having their own flavor, and each meeting different business needs. What is Enterprise CRM? Enterprise customer relationship management is a family of tightly-integrated applications that span both front- and back-office operations throughout a company. These solutions which include sales force, marketing, contact center, and help desk automation systems seamlessly coordinate and consolidate the disparate, repetitive processes and silo-ed data that often exist across multiple customer-facing business units. With enterprise CRM, all sales, marketing, service, and support staff can share information and work in synch to build stronger, more profitable customer relationships. 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.
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CRM Solutions
What is On-Premise CRM? On-premise CRM, also known as licensed, on-site, or in-house CRM, is a customer relationship management application that is housed at a clients location, and managed by its own employees. Internal IT personnel are responsible for installing all hardware and software components, integrating the solution with existing systems, deploying it to end-users, and storing all related data. System administration, upgrades, and other routine maintenance are also performed by IT staff. What is Mobile CRM? A mobile CRM application is a powerful, full-featured software solution that allows field workers such as sales representatives, service staff, and support teams to access and interact with customer data while theyre on the road. Using cell phones, Blackberry devices, Windows Pocket PCs, and other Web-enabled handheld appliances, users can retrieve and update customer-related information from back-end systems, manage opportunities and jobs, process orders, check inventory levels, and much more, just as easily as if they were in the office. Key Benefits of CRM Solutions for Your Company CRM solutions can help your business enhance the way it interacts with and services customers through multiple channels and divisions. With a CRM suite, you can deploy company-wide best practices, implementing consistent, effective, and efficient processes across departments and business units, to ensure a positive end-to-end experience for your customer.
About the Report

Our Goal Business-Software.coms Top 0 CRM Vendor report is intended to be used as a guide to help end-users in their vendor selection process. Given the wide array of CRM vendors currently in the marketplace, Business-Software.com helps users navigate this universe by categorizing the top CRM 0 vendors by functionality, delivery model, customer focus, and other criteria. In addition to including an at-a-glance matrix that compares the top 0 CRM vendors and vendor category lists, Business-Software also presents high-level summaries for each of these vendors to help end-users identify which best meet their specific business requirements. Types of CRM Vendors The landscape of CRM vendors is wide and varied. Some vendors are focused on the entire enterprise solution, while others have specific functional specialties such as Marketing Automation or Customer Service. Some vendors offer solutions that are more ideally suited for small or medium-sized businesses while others are optimal for large organizations. Some vendors offer a monthly-subscription model (SAAS software as a service) while others price based on number of seats. Lastly, some have an onpremise solution while others are hosted on the web. Depending on an organizations specific needs, there will be one or more vendors that will be deemed more suitable. Report Contents Weve organized the contents in this report to best facilitate the research process. The report is organized in the following way: 1) Vendor Matrix includes an at-a-glance matrix that lists the vendors by row and various categories by column 2) Vendor Categories includes list of vendors by different categories ) Vendor Profiles includes a high-level profile for each of the 0 CRM vendors in the report In Summary The vendors highlighted in this report represent the top companies in the CRM space and are categorized by different criteria. We hope you will find this report a useful research tool as you begin to narrow your search for the right CRM vendor that meets your business needs.
Vendor Matrix
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x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x
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Company Name 1 2 6 7 8 9 10 11 12 1 1 16 17 18 19 20 21 22 2 2 2 26 27 28 29 0 1 2 NetSuite SAP Maximizer Microsoft Dynamics Salesforce.com Sage Adapt CRM Amdocs MyBusiness CRM Avidian Technologies C2CRM ClaritySoft Tracker-RMS Consona Eloqua eSalesTrack FrontRange Infor Infusionsoft InsideSales.com Ivinex Kana Landslide Marketo Oncontact Software Oracle Parature LeadMaster RightNow webCRM x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x
Pivotal (CDC Software) x
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Vendor Matrix
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Company Name 6 7 8 9 0 1 VAI Salesnet SalesNexus Soffront SugarCRM Surado CRM coAction Workbooks.com Zoho x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x
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Vendor Categories
1 2 6 7 8 9 10 11 12 1 1 1 16 17 18 19 20 21 22 2 Suite NetSuite SAP Maximizer Pivotal (CDC Software) Microsoft Dynamics Salesforce.com Sage Amdocs C2CRM Consona eSalesTrack FrontRange Infor Oncontact Software Oracle LeadMaster RightNow VAI Soffront SugarCRM Surado CRM Workbooks.com Zoho 1 2 6 7 8 9 10 11 12 1 1 1 16 17 18 19 20 21 22 2 2 2 26 27 28 29 0 1 Marketing NetSuite SAP Maximizer Pivotal (CDC Software) Microsoft Dynamics Salesforce.com Sage Adapt CRM Amdocs MyBusiness CRM C2CRM ClaritySoft Tracker-RMS Consona Eloqua eSalesTrack FrontRange Infor Infusionsoft Marketo Oncontact Software Oracle Leadmaster Commence RIghNow WebCRM Soffront SugarCRM Surado CRM Workbooks.com Zoho CRM 1 2 6 7 8 9 10 11 12 1 1 1 16 17 18 19 20 21 22 2 2 2 26 27 28 29 0 1 Customer Service NetSuite SAP Maximizer Pivotal (CDC Software) Microsoft Dynamics Salesforce.com Sage Adapt CRM Amdocs C2CRM Chordiant Consona eSalesTrack FrontRange Infor Infusionsoft Ivinex Kana Oncontact Software Oracle Leadmaster Parature Commence RightNow WebCRM Soffront Sugar CRM Surado CRM Tracker-RMS Workbooks.com Zoho CRM
Vendor Categories
1 2 6 7 8 9 10 11 12 1 1 1 Call Center SAP Pivotal (CDC Software) Microsoft Dynamics Salesforce.com Amdocs C2CRM FrontRange Infor InsideSales.com Oracle Leadmaster RightNow WebCRM Surado CRM Tracker-RMS 1 2 6 7 8 9 10 11 12 1 1 1 16 17 18 19 20 21 22 2 2 2 26 27 28 29 0 1 2 6 SFA NetSuite SAP Maximizer Pivotal (CDC Software) Microsoft Dynamics Salesforce.com Sage Adapt CRM Amdocs MyBusiness CRM Avidian Technologies C2CRM ClaritySoft Tracker-RMS Consona eSalesTrack FrontRange Infor Infusionsoft InsideSales.com Ivinex Landslide Oncontact Software Oracle LeadMaster RightNow webCRM VAI Salesnet SalesNexus Soffront SugarCRM Surado CRM coAction Workbooks.com Zoho
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Vendor Categories
1 2 6 7 8 9 10 11 12 1 1 1 16 17 18 19 20 21 22 2 2 2 26 27 28 29 0 1 2 Hosted NetSuite SAP Microsoft Dynamics Salesforce.com Sage MyBusiness CRM Avidian Technologies C2CRM ClairtySoft Tracker-RMS Eloqua eSalesTrack Infusionsoft InsideSales.com Ivinex Landslide Marketo Oncontact Software Oracle Parature LeadMaster RightNow webCRM VAI Salesnet SalesNexus Soffront SugarCRM Surado CRM coAction Workbooks.com Zoho 1 2 6 7 8 9 10 11 12 1 1 1 16 17 18 19 20 On-Premise SAP Maximizer Pivotal (CDC Software) Microsoft Dynamics Sage Adapt CRM Amdocs Avidian Technologies C2CRM ClaritySoft Consona FrontRange Infor Kana Oncontact Software Oracle LeadMaster VAI SugarCRM Surado CRM
Vendor Categories
1 2 6 7 8 9 10 11 12 1 1 1 16 17 18 19 20 21 22 2 Enterprise NetSuite SAP Maximizer Pivotal (CDC Software) Microsoft Dynamics Salesforce.com Sage Amdocs C2CRM Consona Eloqua FrontRange Infor Ivinex Kana Landslide Oracle Leadmaster Parature RightNow VAI Surado CRM MyBusinessCRM 1 2 6 7 8 9 10 11 12 1 1 1 16 17 18 19 20 21 22 2 2 2 26 27 28 29 0 1 2 Mid-Size NetSuite SAP Maximizer Pivotal (CDC Software) Microsoft Dynamics Salesforce.com Sage Adapt CRM Avidian Technologies C2CRM ClaritySoft coAction Consona Eloqua eSalesTrack FrontRange InsideSales.com Ivinex Kana Landslide Marketo Oncontact Software Oracle Parature LeadMaster RightNow webCRM VAI Salesnet SalesNexus Soffront StayinFront Sugar CRM Surado CRM Workbooks.com 1 2 6 7 8 9 10 11 12 1 1 1 16 17 18 19 20 21 22 2 2 2 26 Small NetSuite Maximizer Microsoft Dynamics Salesforce.com Sage Adapt CRM MyBusiness CRM Avidian Technologies ClaritySoft Tracker-RMS eSalesTrack FrontRange Infusionsoft InsideSales.com Ivinex Oracle LeadMaster webCRM Salesnet SalesNexus Soffront SugarCRM Surado CRM coAction Workbooks.com Zoho
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www.netsuite.com
info@netsuite.com |
60-627-1000
HigHligHts * The #1 web-based accounting system with over 6,600 customers worldwide * Anytime, anywhere access, and reduced technology costs with SaaS * NetSuite receives ISMs Top 15 CRM Software Award in 2009 * NetSuite Inc. receives 2009 CRM Excellence Award from Customer Interaction Solutions Magazine * Software Satisfaction Awards 2008: Best Enterprise CRM Software and Best MidRange CRM Software
OWNERSHIP: Public - NYSE: N FOuNdEd: California, 1998
HEAdquARTERS: San Mateo, California BuSINESS MOdEl: Hosted
CRM PROduCTS: * NetSuite * NetSuite CRM +
CuSTOMER FOCuS: Fast-growing and mid-sized businesses and divisions of global enterprises. SElECT CuSTOMERS: Aeris.net, AMPRO, Oakland Athletics, Novak Conversions Inc., Document Sciences PRICE: NetSuite CRM+: $129 /user /month (includes maintenance & support), NetSuite: $99 /month base fee and $99 /user /month (includes maintenance, support is extra); Free Trial
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About Netsuite
Founded in 1998, NetSuite Inc. (NYSE: N) is the leading provider of on-demand, integrated business management software for growing and midsize businesses. With thousands of customers using NetSuites online products and professional services, companies are enabled to manage all key business operations in a single hosted system, including: customer relationship management (CRM); order fulfillment; inventory; accounting and finance, product assembly; ecommerce; Web site management; and employee productivity. NetSuite was originally incorporated as NetLedger by its founders Larry Ellison and a young protg, Evan Golberg. The companys name was later changed to 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, NetSuites patent-pending real-time dashboard technology provides an easy-to-use view into role-specific business information that is always up-to-date. Netsuites CRM Solutions include: NetSuite - An on-demand system that supports the entire company and includes customer relationship management (CRM) as well as enterprise resource planning (ERP) functionality. NetSuite CRM+ - A powerful customer relationship management system, including sales force automation, opportunity management, forecasting, marketing automation, customer support and service, flexible customization through SuiteFlex and more. NetSuite CRM is a hosted CRM application that provides sales reps with a 60 degree view of customers so companies can maximize customer revenue, from lead and opportunity management through order processing, customer service and support resolution, to renewal and upsell purchase management. NetSuite CRM also gives sales reps the ability to create quotes, place real orders, and gain-real time visibility into order status, overdue invoices, inventory, customer transaction history, upsell and cross sell management, and commission compensation.
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www.sap.com/usa/index.epx | 800-872-1727
HigHligHts * One of the largest software companies the world. * Offers integrated suite of CRM, ERP, Supply Chain, HR, Financial and other enterprise applications. * Forrester names SAP CRM Leader * ISM Top 15 CRM Enterprise Winner in 2008 * SAP named Leader in CRM Magazines 2009 CRM Market awards
OWNERSHIP: Public (NYSE:SAP) FOuNdEd: 1972, Germany
HEAdquARTERS: Walldorf, Germany BuSINESS MOdEl: Hosted and On-Premise
CRM PROduCTS: * SAP CRM * SAP Business All-in-One * SAP Business by Design * SAP Business One
CuSTOMER FOCuS: Enterprise and Mid-Size SElECT CuSTOMERS: AMD, Colgate-Palmolive, Phillip-Morris International, LyondellBasell, Pentax Medical PRICE: Starting at $7/user/month
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About SAP
Founded in 1972 as Systems Applications and Products in Data Processing, SAP is headquartered in Walldorf, Germany. The company employs more than 8,00 people in more than 0 countries, and serves more than 89,000 customers worldwide. SAP Americas is a subsidiary of SAP AG and is headquartered in Newtown Square, PA. SAP offers CRM on-demand solutions that are easy-to-use, Web-based, and available on a subscription basis. SAP CRM was developed to address the unique, end-to-end requirements for major industries including: Auto, Chemicals, Consumer Products, Retail, Telecommunications, Professional Services, Public Sector, High Tech, Industrial Machinery & Components, Media, Utilities, Oil & Gas, Wholesale Distribution. SAP CRM - for Enterprise Companies Used by more than ,200 customers world-wide, SAP Customer Relationship Management (SAP CRM) is part of the SAP Business Suite and includes features and functions to support core business processes in the following areas: Marketing Gain the essential business insights needed to make intelligent decisions, sharpen their focus on customers to drive demand and increase customer retention, and better manage marketing resources to do more with less. Sales Transform organizations direct and indirect sales force into a team of knowledgeable and trusted advisors fostering efficient collaboration between sales, marketing, and service teams to align efforts on fulfilling customer needs Service Reduce service costs while enhancing customer satisfaction by streamlining service operations and delivering exceptional customer service. Contact Center - Maximize customer loyalty, reduce costs, and boost revenue by transforming a contact center into a strategic delivery channel for marketing, sales, and service efforts across all contact channels E-commerce Turn the Internet into a profitable sales and interaction channel while providing consumers and business customers with a personalized online experience and convenient self-services. SAP Business All-In-One - For Mid-Size Companies With the integrated ERP and CRM functionality in SAP Business All-in-One, companies
1
About SAP
can streamline and complete a process from end to end. For example, companies can use CRM functionality to create an opportunity and convert it directly into a quote, and then later use the ERP functionality to convert it into a sales order complete with product, pricing, billing, and delivery. SAP Business ByDesign - On-Demand Solution, for Mid-Size and Small This is the fully integrated business management software designed for midsize companies or small businesses that want the benefits of large-scale business applications without the need for a large IT infrastructure. It enables preconfigured process best practices for managing financials, customer relationships, human resources, projects, procurement, and the supply chain. SAP takes care of installation, maintenance, and upgrades so companies can focus on their business, not on IT. SAP BusinessOne - For Small Companies This is the single integrated business management application for small businesses. The SAP Business One application integrates all core business functions across an entire company including financials, sales, customer relationship management, inventory, and operations. Unlike many other small business solutions on the market today, SAP Business One is a single application, eliminating the need for separate installations and complex integration of multiple modules.
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www.maximizer.com | info@maximizer.com | 1-800-80-6299
HigHligHts * Completely integrated sales, marketing and customer service and support management solution * Simple & quick to deploy and use, offering the lowest TCO in its class * Access options: Windows desktop, web, or mobile smartphone (BlackBerry or other devices through web browser) * All-Access (web, desktop, mobile) available for Group and Enterprise editions in one all-inclusive license
OWNERSHIP: Private FOuNdEd: 2002 (Predecessor company founded 199)
HEAdquARTERS: Vancouver, BC, Canada BuSINESS MOdEl: On-Premise
CRM PROduCTS: * Maximizer CRM 11 Enterprise Edition Group Edition Team Edition Entrepreneur Edition
CuSTOMER FOCuS: Small and mid-sized companies and divisions of larger enterprises SElECT CuSTOMERS: Cathay Pacific, Fisher & Paykel Healthcare, HSBC, Ipsos Canada, Oxford University, Siemens, Socit Gnrale and TD Securities PRICE: Starting at $199
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About Maximizer
Maximizer Software is a leading provider of simple, accessible, customer relationship management (CRM) solutions, providing high value for small and medium-sized businesses, and divisions of large enterprises. As a pioneer in the CRM industry for more than 20 years, Maximizer offers sales, marketing, customer service staff and business leaders access to customer information through a Web browser, a mobile device or on their desktop. Maximizers CRM solutions enable organizations to accelerate business growth by centralizing customer information and streamlining processes, while exceeding client expectations to build loyalty. Maximizer Software has sold over one million licenses to more than 120,000 customers, ranging in size from entrepreneurs to multi-national organizations. Maximizer Software is a global business with offices and business partners throughout the Americas, Europe/Middle East/Africa and Asia Pacific. Maximizer CRM adapts to the way organizations work, and grows as a companys business grows. Maximizer offers four editions, as well as several add-on modules and options for the solution that matches a companys business needs. The right solution will depend on the number of users, access, and feature requirements. Maximizer CRM 11 Group and Enterprise Editions (Full-Featured CRM) Maximizer CRM provides full-featured CRM functionality including sales force automation, marketing automation and customer service & support. Maximizer CRM provides multiple access options including desktop, Web and mobile through the latest smartphones. All-Access licenses also include one year of maintenance support. Key Features of Maximizer CRM: Contact and account management, Sales force automation, Sales Quota Management, Sales Opportunity Management and Monitoring, Marketing automation, Wizard-driven dashboards, Quick email templates, Customer service and support, Microsoft Office integration, Partner relationship management, Workflow automation, eCommerce and payment processing, Microsoft Exchange Integration, Integration with QuickBooks and Microsoft GP accounting software. Full-featured CRM available through Web access and full integration with Blackberry smartphones is provided with MaxMobile.
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About Maximizer
MaxMobile (Maximizer Mobile CRM) Maximizer Mobile CRM combines the convenience of mobile devices and the power of CRM to help an organization stand out in todays competitive environment. Maximizer Mobile CRM enables immediate updates from the field by providing real-time access to your entire Maximizer CRM database content. By equipping professionals on the road with full-featured CRM in their pockets, Maximizer fosters the collaboration and customer engagement, essential for succeeding in the field to win more deals. Features of Mobile CRM: Wireless deployment via email, Relationship Management, Productivity, Collaboration & Access, Performance Measurement. Supported Devices: BlackBerry 7000, 8000 & 9000 Series, including Curve, Pearl, Bold, Storm and Tour and through the web browser for Windows Mobile, iPhone, Nokia, Palm, Android and other smartphones. Maximizer CRM 11 Entrepreneur and Team Editions (Contact Management) Maximizer Entrepreneur Edition, the award-winning contact manager, is designed to help companies maximize their time, improve customer satisfaction and increase sales. Its easy to configure right out of the box, so organizations can get up and running quickly and focus on their business. Entrepreneur Edition is ideal for small businesses, home offices, financial advisors, realtors, and sales professionals in virtually any industry. Team edition includes all of the functionality of Entrepreneur Edition, plus more robust sakes opportunity management. As well as one year of maintenance support and mobile access. Features of Maximizer Entrepreneur Edition: Contact management, Opportunity management, Sale force automation, Integration with Microsoft Office, Integration with QuickBooks accounting software, On-the-fly reporting with easy exporting to Excel.
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www.cdcsoftware.com/pivotalcrm
| info@cdcsoftware.com
1-877-PIVOTAL
HigHligHts * Highly flexible platform and applications enable companies to precisely model their unique business processes. * Microsoft Outlook and SharePoint are embedded within the Pivotal CRM solution for a seamless experience; Microsoft Office is closely integrated for one-click data lookup or export. * Industry-specific software solutions offer close business fit. * ISM Top 15 CRM Enterprise Packages (1997-2009).
OWNERSHIP: Public (NASDAQ:CHINA) FOuNdEd: 199
HEAdquARTERS: Atlanta, GA BuSINESS MOdEl: On-Premise
CRM PROduCTS: * Pivotal CRM * Pivotal Handheld * CDC Market First * CDC Report
CuSTOMER FOCuS: Enterprise, Mid-sized SElECT CuSTOMERS: Calamos Investments, Miller Heiman, Softrax, Sysmex America, AAA Western & Central NY, Toyota France, Pacific Life, Toll Brothers, Savills PRICE: Not published.
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About CdC Pivotal CRM

CDC Pivotal CRM is an intuitive, powerful solution for companies that want to use CRM strategicallyto model and streamline their unique processes, not dictate them. Built for user adoption, CDC Pivotal CRM offers unparalleled flexibility and customizability. Microsoft Outlook and SharePoint are embedded right within the system for a seamless experience. CdC Pivotal CRM Solutions: * Sales - Shorten the sales cycle and improve close ratios. * Marketing - Increase response rates and lead quality. * Service - Accelerate incident resolution and improve customer satisfaction. * Partner Management - Collaborate more effectively with your partner channels. * Analytics - Make better-informed business decisions. * Mobile CRM - Increase the productivity and effectiveness of field and mobile users. * Social CRM Market-leading integration of the most commonly used social media applications. CDC Pivotal CRM provides a powerful application platform and additional capabilities in contact centers, partner management and interactive selling. Specialized solutions are designed to meet the unique needs of the following industries: * Financial services * Home building and real estate * Manufacturing * Life sciences * Healthcare CDC Software, The Customer-Driven Company, is a hybrid enterprise software provider of on-premise and cloud deployments. Leveraging a service-oriented architecture (SOA), CDC Software offers multiple delivery options for their solutions including on-premise, hosted, cloud-based Software as a Service (SaaS) or blendedhybrid deployment offerings. CDC Softwares solutions include enterprise resource planning (ERP), manufacturing operations management, enterprise manufacturing intelligence, supply chain management (demand management, order management and warehouse and transportation management), global trade management, e-Commerce, human capital management, customer relationship management (CRM), marketing automation, complaint management and aged care solutions.
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http://crm.dynamics.com | 1-888-77-7989
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. * 2009 CRM Market Leader - ROI Awards * CRM Magazine Leader, 2008 - Enterprise, MidMarket, and BI
OWNERSHIP: Public (NASDAQ: MSFT) FOuNdEd: WA, 197
HEAdquARTERS: Redmond, WA BuSINESS MOdEl: On-Premise and Hosted
CRM PROduCTS: * Microsoft Dynamics CRM
CuSTOMER FOCuS: Enterprise, Mid-Size and Small Businesses SElECT CuSTOMERS: Barclays, Hard Rock Cafe, Pfizer Australia, United States Air Force PRICE: The full-suite Professional Edition is priced between $622 and $880 per user and $1,2 and $1,761 per server. Full-suite Small Business Edition, which is a requirement for the Small Business Edition, is priced between $0 and $99 per user and between $28 and $99 per server.
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About Microsoft dynamics

Microsoft Dynamics for customer relationship management empowers employees to boost sales, satisfaction, and service with automated CRM thats easy to use, customize, and maintain. Microsoft Dynamics business software offers a wide spectrum of feature-rich, affordable CRM solutions to help companies meet their specific needs. Whether a company is a small, growing business or a large organization with a high number of customers and large sales and marketing team, it can use Microsoft Dynamics to help manage relationships even better. The Microsoft Dynamics CRM suite of products provides solutions around Sales Force Automation, Customer Service and Marketing. Sales Force Automation - Clients can get their sales force quickly up to speed with the advanced but easy-to-use features of Microsoft Dynamics CRM. Customers can take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to boost sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales. The Sales Force Automation solution supports the following functions: Planning, Leads, Opportunities, Accounts, Productivity, Pipeline, Workflows, Mobility, Analytics. Customer Service - With Microsoft Dynamics CRM customer service solutions, clients can transform customer service into a strategic asset. With a 60-degree view of the customer, agents can resolve issues quickly and reduce handling times with advanced customer service software. By automated processes, clients can also reduce costs and help to ensure consistent customer service is delivered across all touchpoints. The Customer Service solution supports the following functions: Accounts, Cases, Contracts, Knowledge Base, Scheduling, Workflows, Mobility, Analytics. Marketing - With marketing management and automation software from Microsoft Dynamics CRM, helps customers to market more effectively, improve productivity, and gain actionable insight into marketing campaigns. The Marketing solution supports the following functions: Data, Segmentation, Planning, Execution, Events, Response, Internet Marketing, Productivity, Workflows, Mobility, Analytics. The CRM solutions and capabilities within Microsoft Dynamics connect closely to other
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About Microsoft dynamics

Microsoft technologies that companies may already use. This brings together data, helping sales people to answer customer questions without making the customer wait. When employees use the CRM functionalities of Microsoft Dynamics, they work within a familiar Microsoft software environment. This helps reduce the distraction of having to learn and work with disparate software tools. Microsoft Dynamics solutions are typically implemented by a Microsoft partner with the right industry and technical expertise. Microsoft Dynamics CRM and its global community of partners offer flexible, easy-to-use CRM solutions designed for many industries including Financial Services, Manufacturing, Professional Services, Healthcare Providers, Health and Social Services, Retail, Hospitality and Entertainment, Education and the Government sector.
2
www.salesforce.com | info@salesforce.com | 1-800-667-689
HigHligHts * Customizable CRM application * Access to AppExchange, a directory of third-party applications built for the Salesforce environment * CRM Markets Award 2009 for Enterprise Suite, Mid Market Suite and Small Business Suite * CODIE Award Winner, Best Business Software Solution: Salesforce CRM
OWNERSHIP: Public (NYSE: CRM) FOuNdEd: CA, 1999
HEAdquARTERS: San Francisco, CA BuSINESS MOdEl: Hosted
CRM PROduCTS: * Contact Manager Edition * Group Edition * Enterprise Edition * Professional Edition * Unlimited Edition
CuSTOMER FOCuS: Enterprise, Mid-Market, Small SElECT CuSTOMERS: CNN, Starbucks, Wall Street Journal, Kaiser, Google, Sprint Nextel, United Way, EA PRICE: Contact Manager starts at $/user/month Group starts at $2/user/month Professional starts at $6/user/month Enterprise starts at $12/user/month Unlimited starts at $20/user/month
2
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. Salesforce.com 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 post sales services. Salesforce.coms CRM products and cloud-computing model (also known as software as a service) provide many benefits to enterprises, requiring only moderate operating expense and offering a pay-as-you-go, elastic model that can scale with a companys changing needs. Salesforce CRM solutions offer the fastest path to customer success in the cloud. The companys CRM services principally focus on sales force automation, marketing automation, and customer service and support automation. Salesforce.coms 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.coms Sales Cloud: In recent years, cloud computing driven sales force automationled by Salesforce CRM SFAhas pulled ahead of traditional onpremise sales tools. Salesforce.coms sales force automation is easy-to-learn and use, affordable, globally accessible on demand, and frees companies from a large upfront investment and the complexity of server-based sales software. An integral part of the salesforce.com CRM solution, the Sales Cloud gives business users the ability to tightly manage their sales process and marketing spend. Salesforce.coms CRM SFA is comprehensive and and optimizes the full spectrum of sales activities including lead management and distribution, deal progress, territory alignment, and channel management. Salesforce.coms CRM SFA solution features: Sales Management, Opportunity Management, Account and Contact Management, Activity Management, Analytics and Forecasting. It also provides for customizable sales forecasts, data
2
About Salesforce.com
quality management. point-and-click customization, integration features, and helps manage approvals and workflows. Salesforce.coms Service Cloud: The Service Cloud transforms customer service through the power of cloud computing by bringing together information from industryleading cloud-computing services like Google, Facebook, and Twitter to capture every conversation and leverage every community expert in the cloud, ensuring that the quality of customer service is consistent across every channel. Salesforce.coms Custom Cloud: The Force.com cloud-computing platform enables companies to build and deliver business applications in a single environment using one data model, one sharing model, and one user interface. making it easy to customize and address industry-specific needs. Lastly, the AppExchange, a one-stop marketplace for add-on CRM solutions and other software-as-a-service applications, makes it easy for companies to find, sample, and select from hundreds of apps for their business, all preintegrated with Salesforce CRM solutions. Salesforce.com is headquartered in San Francisco, California. More than 1.1 million subscribers at 6,200 companies worldwide depend on Salesforce to manage their customer relationships. The companys software is used by companies of all sizes, in all industries, around the globe.
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www.sagecrmsolutions.com | 866-08-278
HigHligHts * ISM awards Sage SalesLogix and SageCRM as Top 15 CRM Small & Medium Business Software Award winners for 2009. * ISM awards Sage SalesLogix Top 15 CRM Enterprise Software for 2009 * Search CRM named SalesLogix CRM Suite - SMB Product of the Year in 2008 * ACT! by Sage given Excellence in Technology Award by Small Business Computing in 2009
OWNERSHIP: Public (LSE:SGE) FOuNdEd: 1981
HEAdquARTERS: Irvine, CA BuSINESS MOdEl: On-Premise and Hosted
CRM PROduCTS: * ACT! by Sage * Sage CRM * Sage CRM.com * Sage SalesLogix
CuSTOMER FOCuS: Mid-Size, Small SElECT CuSTOMERS: American Building Contractors Inc., Avnet, Citigroup, Endeavor Commerce, Grant Thornton, Kenexa Corporation, Legoland, Panasonic, The Seattle Times Co. PRICE: Not Listed
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About Sage
Sage North America supports the needs and challenges of nearly 2.9 million small and mid-sized business customers. The companys software and services support accounting, operations, customer management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit and real estate industries. Sages CRM solutions include the following products: ACT! by Sage -- is the #1 selling contact and customer manager helping individuals and small business owners to work more effectively. With ACT by Sage!, business owners can access a complete, integrated view of their contact relationships, impress contacts with their follow-up, complete tasks and make informed decisions to advance their business. SageCRM - is an easy-to-use, fast-to-deploy, on-premise or on-demand CRM software solution with out-of-the-box configurable business process automation. SageCRM.com - is an on-demand CRM solution that leverages the power and convenience of the Web to provide a companys marketing, sales, and customer care teams with the tools they need to market and sell more effectively and provide industryleading service. Sage SalesLogix - is a robust, highly-customizable CRM software solution that provides a complete view of customer interactions across sales, marketing, customer service, and support and includes the following features: * * * * * * Centralized Customer Data Integrated Service and Support Robust Forecasting and Reportings Advanced Opportunity Management Full Featured Mobile CRM Back-Office Integration
Award-winning Sage SalesLogix provides a complete view of customer interactions across sales, marketing, customer service, and support so teams can collaborate and respond promptly and knowledgeably to customer inquiries and opportunities.
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www.adaptcrm.com
| 1-71-89-18
HigHligHts * Real-time accounting & ERP integration seamlessly links ADAPTcrm to midrange ERP systems * Comprehensive customer service and support with warranty tracking * Easy-to-use setup tables offer extensive platform configuration * Robust contact management, sales force automation, marketing campaigns, service / repair management, sales opportunity management, and defect management
OWNERSHIP: Private FOuNdEd: 1991
HEAdquARTERS: Costa Mesa, CA BuSINESS MOdEl: On-Premise
CRM PROduCTS: * ADAPTcrm
CuSTOMER FOCuS: Small-to-medium sized businesses, and divisions of larger enterprises in all verticals. SElECT CuSTOMERS: Raytheon, Magic Software, Anchin Block & Anchin, SYSPRO Software, Dentek, Taylor Guitars, Yeti Cycles, Dunlop Manufacturing, Benchmade Knife Co., and many more
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About Adapt CRM

Since 1991, ADAPT Software Applications, Inc. has assisted over 1200 companies worldwide in meeting their enterprise software requirements. With more than a decade of experience in multi-platform and web-based custom application development, the company continues to develop and market moderately priced, end-to-end Customer and Supplier Relationship Management solutions characterized by leading-edge technology, comprehensive functionality and a solid implementation methodology. ADAPTcrm, the companys flagship product, was built from the ground up, not acquired from various other software developers. Because we have always maintained development and ownership exclusivity, the system maintains unsurpassed interdepartmental integration. ADAPTcrm is designed to track all key customer and vendor communications within a single, integrated module. The systems intuitive design facilitates interdepartmental collaboration and provides visibility over all mission critical touch points within an organization. ADAPT is also dedicated to providing total solutions to clients through our professional consulting services staff. These services include implementation of the ADAPTcrm line of products, project management, technology transfer, documentation, training and technical support for new or existing clients. Depending upon your specific requirements, ADAPTcrm implementation services (data conversion, installation and user training) will in most cases be provided by an Authorized ADAPTcrm Reseller Partner who has invested the time and resources in becoming proficient through our extensive training course offerings. Each consulting project has a detailed, step-by-step plan for implementation, to help the customers accurately project time and cost estimates. ADAPT is also dedicated to providing total solutions to clients through our professional consulting services staff. These services include implementation of the ADAPTcrm line of products, project management, technology transfer, documentation, training and technical support for new or existing clients.
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About Adapt CRM

Depending upon your specific requirements, ADAPTcrm implementation services (data conversion, installation and user training) will in most cases be provided by an Authorized ADAPTcrm Reseller Partner who has invested the time and resources in becoming proficient through our extensive training course offerings. Each consulting project has a detailed, step-by-step plan for implementation, to help the customers accurately project time and cost estimates. Adapt CRM Key Features ADAPTcrm is an integrated solution that allows companies to focus their entire enterprise on their customers with minimal time and effort. ADAPTcrm Enterprise uses Microsoft SQL Server and offers account replication for remote users using Microsoft SQL Servers replication technology. The most effective CRM solutions can be customized to meet specific business needs, and ADAPTcrm can be extensively configured using setup tables that require no complex programming or database administration. Other ADAPTcrm highlights include: * Marketing Campaign Management The ADAPTcrm campaign manager will help customers establish and execute customized, targeted campaigns, while ensuring that budgets are adhered to and that campaign expenses immediately result in new sales opportunities. In addition to offering the ability to track campaign results, customers can also independently track the ROI per event. * Real-Time Accounting/ERP Integration ADAPTcrm offers accounting and ERP interfaces that seamlessly link to industry-standard, mid-range systems so that customers can achieve the greatest ROI from their ERP and accounting investments. * Advanced Sales Automation Customers can give their sales staff the ability to manage the progress of pending opportunities as they relate to their businesss selling processes. Additionally, ADAPTcrm features a Sales Opportunity Manager that analyzes and tracks the life of an opportunity from start to close.
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About Adapt CRM

* Complete Customer Services To help companies maintain customer satisfaction, there are advanced tools for managing service contracts, tickets/incidents, defect tracking, and warranty programs and renewals. * Email Methods MS Outlook, SMTP Mail Server, Lotus Notes, GroupWise.
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www.amdocs.com | info@techexcel.com | (1) 212 7000
HigHligHts * * * * * #1 telecom operations management systems vendor (Gartner) #1 vendor in worldwide billing (IDC) One to Watch Enterprise Suite CRM Category (CRM magazine) Product of the year (Amdocs 7) (Call Center magazine), 2007 Best Practice Award for Global Billing Solutions (Frost & Sullivan)
OWNERSHIP: Public (NYSE: DOX) FOuNdEd: 1982
HEAdquARTERS: Chesterfield, MO SOFTWARE MOdEl: On-Premise
CRM PROduCTS: * Amdocs Customer Management (part of CES portfolio)
CuSTOMER FOCuS: Enterprise, primarily in the telecommunications space. SElECT CuSTOMERS: ACER, China Mobile, Japan Telcom, Telstra, Vodafone, Yellow Pages Group, ABN Ambro, Cable & Wireless, T-Mobile, AT&T, Bell Canada, Fiserve, Quixtar, Sprint Nextel, DIRECTV, Comcast, Clearwire, Union Bank of California PRICE: Not Published

About Amdocs
Amdocs is the market leader in customer experience systems innovation, enabling world-leading service providers to deliver an integrated, innovative and intentional customer experience at every point of service. Amdocs provides solutions that deliver customer experience excellence, combining the software, service and expertise to help customers execute their strategies and achieve service, operational and financial excellence. A global company (NYSE: DOX) with revenue of $.16 billion in fiscal 2008, Amdocs has more than 17,000 employees and serves customers in more than 0 countries around the world. Amdocs customers are among the largest, most innovative communications companies in the world. In more than 1. billion experiences every day, the company is helping to deliver a simple, personal, valuable customer experience at every point of service. Amdocs is the market leader in customer experience systems innovation. Amdocs mission is to help the worlds leading providers of wireline, wireless, broadband cable and satellite services deliver a customer experience that truly makes a difference and results in a real competitive edge. Amdocs roots in the communications industry gives them deep insight into what it takes to build stronger, more profitable customer relationships. The companys unique combination of software, consulting services and global strategic sourcing (also known as managed services), and unmatched industry experience spans all business processes and business- and operational-support systems (BSS/OSS), customer experience systems. Together, they work to minimize the risk and maximize the benefit of systems transformations, whether sweeping or incremental. Amdocs products span business- and operational support systemsor customer experience systems. They are production-ready, carrier-class software applications, proven to scale to support the largest global service providers and their millions of end-customers. Amdocs products provides solutions in the areas of: Revenue Management, Customer Management, Service & Resource Management (OSS), Digital Commerce and Service Delivery, Information Management, and Foundation.

www.mybusiness-crm.com | Sales@mybusiness-crm.com
| + 20 286 890
HigHligHts * * * * * Combining CRM, timesheet and project management in one solution An advanced report generation mechanism & customizable dashboards A Rule Base Generator for automating business processes Modular architecture for a fully tailored system Cloud based software - no server or hardware costs, maintenance or system upgrade expenditures
OWNERSHIP: Private FOuNdEd: 200, Israel
HEAdquARTERS: Israel BuSINESS MOdEl: Hosted
CRM PROduCTS: * MyBusiness CRM * Timesheet & Project Management Solutions
CuSTOMER FOCuS: Small to medium sized businesses SElECT CuSTOMERS: Johnson&Johnson, TASC, Toyota, Celebros, HiCapital, Lexus, Sensecom, GlobalLogic, VibraTECH, advansoft, M+W Group, Mul-t-lock, Alto Investments PRICE: From $29 per annum (My Start Edition price includes users)

About MyBusiness CRM

Established in 200, by Syrinx Technologies, MyBusiness provides cloud-based CRM, project management and timesheet software solutions to a global clientele from a broad range of business sectors. The MyBusiness CRM offering includes all the capabilities required for comprehensive management of customer relationships, sales, services, campaigns, project management and time tracking. Designed with an emphasis on rapid performance, air-tight data security and a user-friendly web UI, the system is flexible and intuitive and fully customizable. The guiding principle driving the intuitive design of the MyBusiness CRM system is userindependence. The user- friendly architecture of the MyBusiness platform enables users to swiftly grasp the building blocks so that they can continue to tailor the system to meet their ever- evolving operational requirements. Customization is simple and the system can be easily adapted in tandem with the growth of every organization. MyBusiness Key Features A diverse clientele comprised of companies from the whole spectrum of business sectors are benefiting from the breadth of features in the MyBusiness toolkit. An unparalleled product palette allows users to customize the solution and enhance the profitability of their business, with key insights and in-depth analytics that ensure they are kept updated on every aspect of their operation. Relationship Management Customer and contacts management Customer history management Task management assign responsibilities, create alerts Calendar share calendars and automate reminders Web to Lead direct lead transfer from website forms Mobile Access - Blackberry, iPhone, Windows, Android Customizable dashboards Permissions Module define access levels per system user Outlook synchronization Web Service Interface- API
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Sales Opportunity Management - share data across your organization Forecasting, quotes and contracts management Quota progress and business performance monitoring Sales territory management Service Help Desk Management SLA management Knowledge Base management RBG (Rule Base Generator) Automated rules and triggers Interface with CTI- synchronize call center with CRM Service portal manage client inquiries Marketing Mass Email delivery Mass-SMS delivery Timesheet and Project Management User friendly timesheet Employee availability planning Employee hours approval and confirmation process Project contract and rates management Project progress monitoring GANTT Standard and configurable report generation Actual vs. estimated cost/hours project reporting Expenses - real time reporting and management Billing engine for projects, contracts and hours Support Forum support Portal support Email support Phone support Free group or 1to1 live online training
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MyBusiness Product Highlights MyBusiness CRM offers a winning combination of web-based CRM, Timesheet and Project Management software in a single solution. The MyBusiness Software as a Service CRM solution can be accessed in seconds, via desktop, laptop, or mobile, with no additional costs for adaptations, upgrades interfaces, servers or hardware. Flexible architecture means the system can be fine-tuned to meet each business unique requirements, while the easy to navigate web- interface allows for swift and simple set-up. Businesses can pinpoint relevant data in seconds, on contacts, customer service, sales, marketing, employee hours or project progress. MyBusiness also guarantees full support from a veteran team of experts, offering guidance on implementation and customization. An extensive tool kit generates ROI by providing key business insights on customers, business opportunities, competitor information, sales forecasts, marketing and sales campaigns, customer service, agreements and contracts, as well as advanced management tools, for tracking employee hours and for planning, and successfully executing, multiple projects simultaneously. The system enables organizations to automate alerts, customize dashboards, generate reports and share all critical information vital to successful business performance. The vast portfolio of features offers complete command over the operational space according to permission level, enabling system users to provide top-tier service and support to their customers. MyBusiness Technology MyBusiness SaaS CRM employs intuitive architecture for instant user autonomy Cost effective: No server or hardware costs, maintenance or system upgrade expenditures Time Saving: Just buy a subscription and get started with no set-up process required Flexible: Access your system, anytime, and anywhere from your laptop or mobile and keep up to date with your system in and out of the office. Secure: System protection is handled for you externally, by industry experts, making data security worry free
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www.avidian.com
1-800-99-8980
HigHligHts * Easy to use and install * Fully integrated with Microsoft outlook and other Microsoft applications * Attractively price for small businesses * Avidian Technologies named to 2009 INC 5000 List * Avidian Technologies Named One of the Red Herring 100
OWNERSHIP: Private FOuNdEd: WA, 2002
HEAdquARTERS: Redmond, WA BuSINESS MOdEl: On-Premise, Hosted
CuSTOMER FOCuS: Mid-Size, Small
CRM PROduCTS: * Prophet Personal Edition * Prophet Advanced Edition * Prophet Premium Edition * Prophet Professional Server * Prophet Enterprise Server * Prophet Enterprise on * Demand * Prophet Premium Edition * Prophet OnDemand Premium * Prophet OnDemand Enterprise * Prophet Mobile
SElECT CuSTOMERS: AT&T, Bank of Hawaii, Century 21, Cisco, Dell, Fujitsu, Gateway, Marriott PRICE: Hosted: $9.9/month for individuals and $9.9 for enterprise On-Premise: Starting at $19.9 / user, up to $299.9 / user
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About Avidian
Founded in 2002, Avidian Technologies is an On-Demand/SaaS software development firm that specializes in easy contact and sales management software for users of Outlook and Exchange. The companys core product, Prophet, is offered on an onpremise version, Prophet , a hosted version, Prophet OnDemand, and a mobile version, Prophet Mobile. Compared to other CRM providers, Prophet has three key differentiators: 1. Built into Outlook: Because Prophet is built into Outlook, users do not have to flip between two applications to manage multiple contact databases. Prophet acts and feels like additional features and functionality to Outlook instead of an entirely different application. 2. Built with .Net: This means that Prophet integrates at the object level with Outlook and easily extends into other parts of the business. Having been built with .Net, ensures that users can easily share Prophet and Outlook information with other applications. . Built to leverage existing Outlook data: Prophet software is built to leverage existing Outlook data. Every email sent, meeting appointment made or task created, all can be viewed, tracked and associated with an opportunity. This increases information organization and ease of finding critical pieces of opportunity information. Prophet is used by over 1,000 companies worldwide. One of the reasons for the companys success is its approach to personalized customer service, and one of the best guarantees in the software industry: A no questions asked, unconditional 0-day money back guarantee.
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www.c2crm.com | C2Sales@c2crm.com
| 1-888-9-2
HigHligHts * Premier IBM Business Partner. * Awards: ISM Top 15 CRM 2009, Customer Interaction Solutions 2008 Product of the Year. * Provider of both hosted and on-premise CRM software. * Browser-based, simple, affordable.
HEAdquARTERS: Coppell, TX BuSINESS MOdEl: On-Premise, Hosted
CRM PROduCTS: * Relationship Management * Sales Management (SFA) * Customer Service (Call Center) * Marketing Management * Analytics * Knowledge Management
CuSTOMER FOCuS: Mid-sized to Enterprise companies. SElECT CuSTOMERS: Verizon Wireless, Dean Foods, Douglas Machines, Cemex, City of Coppell PRICE: See website: www.c2crm.com
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About C2CRM
Clear C2, Inc. is a Premier IBM Business Partner which develops applications for todays changing business world. Clear C2, Inc. was founded in 199 and is a leading IBM Independent Software Vendor focused on driving customer loyalty. Clear C2 has developed C2CRM, a browser-based CRM solution to help mid-sized companies improve productivity, save costs, increase sales and profits, and build strong customer relationships. In 2002, IBM and Clear C2 announced a Strategic Alliance making C2CRM IBMs primary CRM offering for its middle market customers. C2CRM consists of 0 modules that span six solution sets: Relationship Management, Sales Management, Customer Service, Marketing Management, Analytics and Knowledge Management, and Utilities. Solution Sets Relationship Management Maintains customer information in a central repository for quick access and sharing by all customer-facing and support personnel, providing a unified customer experience. Sales Management Includes all areas under Relationships, plus the capabilities required for seamless, efficient Sales Force Automation. Customer Service Tracks post sales activities, specifically, help desk support, time and material billing, and field service activity complete with a built-in knowledge base. Marketing Management Provides automated, collaborative marketing communications via the customers preferred method of contact. Companies can personalize the promotion of their products and services based on a customers individual needs. Additionally, marketers can measure campaign results from lead status to opportunity. Analytics and Knowledge Management Helps uncover the best or most profitable customers, determining what those customers really want and how best to serve them, C2 can help determine the actual costs associated with servicing a particular customer - without having to wait for reports or IT assistance.
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About C2CRM
These comprehensive modules allow companies the ability to scale the application based on needs and number of users. ClearC2, Inc., delivers customer driven technology solutions. Accessible to everyone in the organization via the Web, offered as both an On-Premise and SaaS solution, C2CRM provides instant access to critical customer and prospect related information. While 100% web based, C2CRM also provides 100% off-line capabilities, which is ideal for companies with remote sales forces. C2CRM is sold as a software and hardware solution on IBM equipment but is also platform independent. A variety of bundles offer flexibility to meet companies computing environment needs. C2 makes it easy to implement a CRM solution in stages to fit an organizations business needs.

www.claritysoft.com | 1-888-88-787
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 FOuNdEd: 2006 HEAdquARTERS: Dublin, OH BuSINESS MOdEl: Hosted & On-Premise CRM PROduCTS: * ClaritySoft CRM
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 ( year average)

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 thats 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 * Email Marketing * Email 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; email, mail merge, print labels, group edit and export. In a matter of a few mouse clicks you can send out a targeted and personalized email to any group of contacts in your database.

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 email contacts. * Power Search Find anything fast. ClaritySoft offers multiple ways to find exactly what youre looking for. Whether its 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.
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www.tracker-rms.com | contact@tracker-rms.com | + (0) 81 262 00
HigHligHts * One system tracks leads, sales, orders, projects, service & resourcing planning * Automatic workflow, alerts, notifications and integration with Microsoft, including Outlook and Projects * Real-time reporting and campaigning functionality * Centralize all company documents & standardize communications via templates * Resource and client portals for submitting tickets, timesheets and expenses and availability
OWNERSHIP: Private
HEAdquARTERS: Amersham, Buckinghamshire, England BuSINESS MOdEl: Hosted
CRM PROduCTS: * TrackerRMS CRM
FOuNdEd: 2002
CuSTOMER FOCuS: Small to medium-sized enterprises for all types of industries including Marketing, Telecoms, Manufacturing, Recruitment, Sport and Leisure, Management Consulting and IT Consulting SElECT CuSTOMERS: The Nielsen Company PRICE: 00 per user per annum
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About TrackerRMS
TrackerRMS was formed to embrace the ever increasing needs for companies wishing to obtain access to powerful business application over the internet. TrackerRMS aim is to continually provide a feature rich yet cost effective CRM, Project, Resource and Ticket Management solution to clients without the burden of them managing their own data or integrating multiple applications. TrackerRMS delivers a fast and actionable insight into their clients and their business. TrackerRMS is an enterprise level fully hosted ASP tool which is completely customizable delivering cutting edge sales, recruitment, delivery and support tools through your browser. With TrackerRMS software there is no need to acquire any other additional software to run your business and our clients receive maximum ROI and business efficiency in the day to day running of their business. TrackerRMS sales and technical team delivers true on-demand solutions to a wide variety of industries from technical to leisure. TrackerRMS continues to update and upgrade clients systems to ensure they are always receiving the most up to date features and unrivalled customer support that the market offers. TrackerRMS Key Features The foundation component of TrackerRMS offers an all-in-one CRM solution that can be applied to any type of business that require a mechanism for tracking customer activity information and consists of the following features: * Sales Sales Force Automation and solid Opportunity Management is essential when effectively selling products or services within a sales lifecycle involving lead generation, sales calls. * Diary Management Keeping on top of your Activities is essential for any sales organization, as is the ability to keep a history of your existing meetings, calls, emails and more. * Lead & Opportunity Management The Leads function hooks directly into your website through your Contact Us page or other customized page used to attract
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About TrackerRMS
your clients. This allows your team to react instantly to prospects and use. * Account & Contact Management The Account & Contact Management function establishes a solid Customer Relationship Management (CRM) service that allows you to manage your day-to-day contacts and activities. * Reporting & Analytics The power of TrackerRMS is in the fact that every conceivable piece of information about your business is held within a single application, including more importantly, how this information relate. * Workflow To drive automation into the sales cycle, TrackerRMS has a subtle yet powerful workflow engine that takes the pain out of the sales process by making decisions, sending alerts, setting statuses, creating project records, updating. * Campaign Management TrackerRMS brings you a browser-based campaign tool that automates and manages multi-channel campaigns including email, fax, direct mail, web and telemarketing. TrackerRMS Highlights Alongside the day-to-day tracking of Account activity and your sales processes, there is also a set of highly productive tools to let you manage the wealth of content that supports your business. * The Document Library provides an online repository of searchable content and documents that can be categories and version controlled to ensure your teams have instant access to the latest information. Integration As most software and systems integrators will inherently know, bringing multiple systems together can be a challenge and even when done, the true value is not always realised because the applications work to different methods and processes. The advantage of TrackerRMS is therefore simple, an all-in-one solution that you can extend to meet your needs without the necessity for integration. In fact whole areas of the application can be allocated and deallocated to users in clicks of the mouse. * MailAgent For all important communications either sent or received, the MailAgent ensures that these are held against your Contacts without the need to cut and paste or re-type. Simply BCC (blind copy) or forward your emails to your MailAgent and
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About TrackerRMS
TrackerRMS will store a copy including any attachments automatically. * vCalendar To quickly synchronize your diary in TrackerRMS with your Outlook or other email application, our one-click vCalendar links provide an instant way to store important appointments without needing to re-create them. * Back Office Although being a web-based application, TrackerRMS can still offer a host of both push and pull integration with your back-office applications and extract reports give you an instant and up to date feeds of data. Security Of fundamental importance to all SaaS companies is the security and integrity of the data held and the access controls across your organization. TrackerRMS provides a feature rich set of security tools providing you with high levels of control at the user level which can be implemented instantly. Everything from remote access outside of your office, down to the records and reports that can be viewed, you can ensure that the right people gain access to the right information.
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www.consona.com
info@consona.com
| (888) 826-6766
HigHligHts * Specializes in Customer Service and Support for upper mid-market to Global 2000 enterprises. * Offers both customizable and pre-configured, cost-effective solutions * Consona Knowledge Management Named to KMWorlds 2009 Trend-Setting Product List * Call Center Magazine named Consona CRM Suite Product of the Year 07, 05
OWNERSHIP: Private
HEAdquARTERS: Indianapolis, IN
FOuNdEd: 200
BuSINESS MOdEl: On-Premise
CuSTOMER FOCuS: Enterprise, Mid-Size SElECT CuSTOMERS: Canon, Qualcomm, Verizon Wireless, VMWare PRICE: Not Published
CRM PROduCTS: * Consona Knowledge Management * Consona Knowledge Driven Support * Consona Enterprise CRM * Consona OneServe Citizen Management * Consona Live Assistance * Consona Dynamic Agent * Consona Subscriber Assistance
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About Consona
Consona Corporation is a worldwide leader in providing customer relationship management (CRM) and enterprise resource planning (ERP) software and services for companies of all sizes. In 2006, Consona acquired Onyx Software and integrated their offering into Consona Customer Management product. In 2007 and 2009 respectively, Consona acquired KNOVA Software and SupportSoft Inc, which grew the product lines to include Consona Knowledge Management, Consona Live Assistance, Consona for Digital Service Providers, and Consona Dynamic Agent. Consonas CRM software product suite facilitates effective and efficient service interactions across proactive, assisted and self-help channels and communities. This CRM suite is designed for corporate or third-party IT help desks and service desk organizations and medium to large enterprises in the high tech, financial services and telecommunications industries who increasingly focus on building brand loyalty through customer service and support. Consona delivers either bundled or standalone solutions, including integrated case management; knowledge-enabled service resolution with advanced search, web selfservice, forums, and community management; integrated chat and remote diagnostics and control; desktop portal content delivery; advanced analytics and more, to enterprises with customer service, technical support and or IT help desks. Approximately 1000 leading companies around the globe, including high tech software and manufacturing companies, telecommunications providers, help desks/service desks, IT & managed service providers, and cable and internet service providers, use Consona CRM solutions. Consona CRM solutions are used in more than 0 countries. Consona serves more than ,00 customers globally and across a variety of industries. Consonas vision for the Consona CRM suite of products is to incrementally enhance the products based on customer feedback and direction. By listening to the leading companies using its solutions, as well as by extending its aggressive, targeted M&A strategy, Consona aims to build the most functional, deeply integrated set of service and support applications and channels delivered.
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www.eloqua.com | sales@eloqua.com | 866 27 876
HigHligHts * Eloqua was named a DestinationCRM 2008 Market Leader not only because of its software offering, but also because of its impact on thought leadership. * Eloqua was named SearchCRM.coms 2007 Marketing Automation Product of the Year. * Eloqua received the 2007 CRM Market Leader Award, and was also honored as a Rising Star by CRM Magazine.
OWNERSHIP: Private FOuNdEd: Toronto, Canada, 199
HEAdquARTERS: Vienna, VA BuSINESS MOdEl: Hosted
CRM PROduCTS: * Eloqua Lite * Eloqua Express * Eloqua Team * Eloqua Enterprise
CuSTOMER FOCuS: Enterprise and Mid-Size companies SElECT CuSTOMERS: American Express, AON, Apple, Cognos, Dow Jones, Fidelity, Seagate, Sybase PRICE: Starting at $100/month

About Eloqua
Founded in 199, Eloqua is a marketing automation leader and provider of best practices expertise for marketers around the world. Eloqua helps companies read and decode their buyers Digital Body Language, thereby improving the quality and quantity of sales leads, increasing marketing effectiveness, and accelerating the selling process. Thousands of customers from leading companies rely on Eloqua to execute, automate and measure programs that generate revenue. Eloqua automates the science of marketing campaign execution, testing, performance measurement, prospect profiling, and lead nurturing allowing marketers to drive revenue and do what they do best: develop strong brands, build creative campaigns, and deliver compelling content. Eloquas marketing automation platform includes the following areas: * Campaign Management -- Easily execute email and Web-based marketing campaigns, automate lead nurturing programs to keep prospects engaged, develop integrated forms and landing pages and create effective online campaigns all in a single platform. Key Components: Email marketing, Website forms & landing pages, Event management, Lead nurturing, Multi-channel marketing * Lead Management - Synchronize leads in real-time between Eloqua and sales (CRM) systems with One-Click Integration, score and prioritize leads for sales, and facilitate quick follow up with prospects by notifying sales of hot leads. Key Components: Lead assignment, CRM integration, Lead scoring, Sales enablement * Contact Management - Track prospects Digital Body Language to better understand their online behavior, segment audience by activity and profile characteristics, and personalize communications with relevant content to drive increased response and conversion rates. Key Components: Contact profiling & segmentation, Contact management, Data integration, Preference management * Marketing Measurement - Validate decisions and prove the value of marketing programs with intuitive dashboards, powerful reports and insightful analytics, and leverage data on campaign response, click-throughs, and open rates to plan more effective, future campaigns. Key Components: Dashboards & reporting, Website analytics, Campaign analysis.

www.esalestrack.com | sales@esalestrack.com | 1-866-76-CRM (276)
HigHligHts * Expertise Expert, hands-on configuration and training for all implementations. * 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 information in one clear page. * Free Trial.
HEAdquARTERS: Overland Park, KS BuSINESS MOdEl: Hosted
CRM PROduCTS: * eSalesTrack
CuSTOMER FOCuS: Small, Mid-Size SElECT CuSTOMERS: Telecom Inventory, LLC, TJ Properties, Accord Human Resources, Nuvox Communtications PRICE: All features are included for just $0/user/month.

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 a company, eSalesTrack offers quick access to any piece of data. With the most advanced reporting tool available in a hosted CRM application, eSalesTrack can develop reports on information companies are looking for. With collaborative tools like a complete e-mail 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. user-Centric Many CRMs 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 a very user-friendly application. 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 a clients internal sales process, assisting in the configuration and set-up of a customizable application, and providing comprehensive training to get users started quickly, eSalesTrack will give organizations the tool they have been looking for help them be more successful.
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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 * E-mail 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
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www.frontrange.com/software/crm/goldmine | sales@frontrange.com | 1-800--7
HigHligHts * One of the most popular CRM solutions in the market with over 20 years experience * FrontRange Solutions offers an integrated suite of CRM, Customer Service, Call Center and Helpdesk solutions * Only software vendor that provides out-of-the-box, integrated CRM & Voice functionality from a single vendor
HEAdquARTERS: Pleasanton, CA BuSINESS MOdEl: On-Premise Software
CRM PROduCTS: * GoldMine Enterprise * GoldMine Premium * GoldMine Voice
CuSTOMER FOCuS: Distributed Enterprises Organizations and Small to Medium Sized Companies across all industries. Multiple CRM solutions to fit any budget or implementation timeframe. SElECT CuSTOMERS: Advanstar Communications, Chicago White Sox, Colonial Saw, COSCO, First American Equipment Finance, Instron Corporation, Leyland Alliance LLC, Smith Barney, American Railcar Industries, Bayshore Home Health PRICE: Starting at $69 USD per user for GoldMine Premium Edition and $99 USD for GoldMine Enterprise Edition
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About FrontRange
About FrontRange Solutions Headquartered in Pleasanton, CA., USA, FrontRange is a leading provider of powerful and affordable IT Service Management, IT Asset Management, and Customer Service Management solutions. These solutions enable IT and Services Transformation by providing Enterprise-class capabilities that deliver fast time to benefit, high ease of use, and rapid return on investment. With an award winning tradition and recognized as a leader by industry analysts, FrontRanges products and solutions are used by over 1,000 customers in more than 80 verticals and countries to quickly improve interactions with external and internal clients and achieve better business results. About GoldMine CRM Solutions FrontRange Solutions pioneered CRM with its GoldMine CRM software product line. Todays GoldMine solutions include the following market leading benefits: * The tools any client facing division needs in order to promote the corporation to the best of its abilities. * Supports native customer relationship management features such as marketing, sales management and customer support with easy to customize configuration. * Provides multiple levels of business process management needed to run the business. * Easy integration into the existing IT landscape to advance every customer relationship. * Ideal for maintaining and updating customer information across the enterprise, consistently following the business processes. The GoldMine CRM Solutions product line has multiple editions, each developed with a unique person and organization in mind. Numerous CRM editions provide a broad range of CRM functionality including account & contact management, sales force automation, marketing automation, customer service and support, activity management and project management functions. They vary in underlying technology, integration and configurability options. The Goldmine product family includes Goldmine Enterprise, GoldMine Premium, and Voice Enabled Goldmine CRM. GoldMine Enterprise Edition FrontRange Solutions comprehensive CRM solution combines decades-long experience in sales, marketing and customer solutions with the latest .NET software technologies for improved access, integration, process automation, and configuration.
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About FrontRange
GoldMine Premium Edition An easy to install, complete CRM solution which delivers a quick return on investment to support sales, marketing and customer service business needs. Voice Enabled GoldMine CRM An advanced, software-based IP telephone system with features including; IVR, ACD, Call Recording, Unified Messaging, Voice Self Service, as well as, inbound and outbound productivity applications, all combined with the power of GoldMine CRM solutions.
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www.infor.com | sales@infor.com | 1-800-260-260
HigHligHts * Tailored to meet the unique demands of many vertical markets. * 2009 Intelligent Enterprise Editors Choice Award. Selected for exceptional vision, technology innovation and customer leadership\ * 2008 CustomerSat Achievement in Customer Excellence (ACE) Award from MarketTools * ISM Top 15 CRM Enterprise Software in 2008
HEAdquARTERS: Alpharetta, GA BuSINESS MOdEl: On-premise
CRM PROduCTS: * Infor CRM Epiphany
CuSTOMER FOCuS: Enterprise, Manufacturing and distribution. SElECT CuSTOMERS: Denso, TRW, Heinz, Coca-Cola Enterprises, Godiva, Valvoline, GlaxoSmithKline, M PRICE: Not published
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About Infor
Through a series of acquisitions, Infor is one of the largest software companies in the world, earning approximately $2.2 billion in revenue in 2008. Infor delivers fully integrated enterprise solutions as well as best-in-class standalone products that address the essential challenges its customers face in areas such as enterprise resource planning, supply chain planning and execution, customer and supplier relationship management, asset management, product lifecycle management and business intelligence. Additionally, Infor offers implementation and support capabilities in 100+ countries and serves 70,000 customers worldwide. Infor CRM (Customer Relationship Management) helps companies optimize customer relationships by integrating marketing, sales, and service. By providing a full 60-degree view of customers, the system enables a consistent and continuous customer dialogue based on real-time information. With this advanced CRM solution set, clients can make the most of every interaction with every customer across every channel or touch point. As a result, organizations gain true customer insight, along with the ability to act on that insight. Infors CRM solution provides the tools companies need to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to their products and services and improves bottom-line results. Infor CRM is comprised of the following key components: Marketing delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers,
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About Infor
turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries. Infors CRM software system helps companies to: * Run campaigns that align with customers preferences * Tightly integrate marketing across all inbound and outbound channels * Increase sales productivity by providing customer insight * Manage marketing and sales resources more efficiently * Turn contact centers into profit centers Infor also provides business-specific solutions with industry experience built-in, and addresses the unique processes, regulatory requirements, and trading environments of customers in a wide range of manufacturing, distribution, and service industries. In each of the industries they serve, Infor has domain experts who understand the productivity challenges of that particular vertical. Infor offers domain expertise in the following industries: Manufacturing Aerospace Apparel & Footwear Automotive Chemicals Consumer Packaged Goods Food & Beverage High-tech & Electronics Industrial Equipment & Machinery Life Sciences Metal Fabrication Plastic Fabrication Shipbuilding Service Industries Communications Facilities Management Financial Services Healthcare Hospitality Insurance Library and Information Management Public Sector Retail
Distribution Building Materials (BMAT) Electrical Industrial Janitorial Paper Plumbing, Heating, Ventilation, Air Conditioning (PHVAC)
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www.infusionsoft.com | sales@infusionsoft.com | 1-866-800-000
HigHligHts * Complete all-in-one hosted marketing and sales automation solution for small businesses. * Free, unlimited phone support. * Features include email auto responders, lead nurturing, multi-media and marketing campaigns, CRM, sales force automation, e-commerce, and workflow automation.
HEAdquARTERS: Gilbert, AZ BuSINESS MOdEl: Hosted
CRM PROduCTS: * Infusionsoft
CuSTOMER FOCuS: Small, 2 0 employees, professional services, service providers, online retail, trade, info marketers, internet marketers SElECT CuSTOMERS: All About Spelling, Hear and Play, Trainz.com, Just A Minute LLC
PRICE: Standard: $199/month Plus: $299/month Premier: $99/month Elite: $699/month Enterprise: $999/month *$1,00 up-front fee on all packages
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About Infusionsoft
Infusionsoft provides web-based CRM software and services to small businesses. Unlike traditional CRM software designed for larger companies, Infusionsofts product combines the best of CRM, direct response marketing, e-commerce and small business management into one complete system that enables small businesses to automate and improve their sales, marketing and customer management. Infusionsoft automatically manages the entire sales process from generating leads, to following up, to processing orders and collecting the cash. CRM functions include: * * * * * * * * * * Marketing automation - automatic follow-ups with customers/hs Sales force automation - automatic tracking and distribution of leads Email management - robust email tools and deliverability assurance programs Advanced auto-responders Contact management - emails, faxes, appts, tasks and phone notes in one place Referral / Affiliate / JV programs - multi-tiered affiliate structure to manage partner programs eCommerce, Shopping Cart and Offline Ordering List Management - customers and prospects segmented into meaningful lists Billing and Accounting - sales and accounting reports; automated billing Calendaring & Tasks - daily agenda and tasks viewable in the office or on the road
Key Benefits * Convert more leads from your web site * Get repeat sales from customers * Gain efficiencies with sales team * Grow your business without having to grow your staff * Anytime, anywhere access * Easy-to-use interface * Configurable for any industry * No software, hardware, or IT costs * Unlimited technical support * Advanced user permissions * Secure, tier data hosting * Regular data backups
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www.insidesales.com | 888.297.009
HigHligHts * InsideSales.com adds Power Dialers to hosted CRM * InsideSales.com was the first on-demand CRM offering integrated telephony tools and is a pioneer in Lead Response Management technologies * InsideSales.com bridges different media of marketing and sales into one system, from clicks, to site conversion, to lead capture, to email, to phone response, to face-to-face selling tools.
OWNERSHIP: Private FOuNdEd: N/A
HEAdquARTERS: Provo, UT BuSINESS MOdEl: Hosted/SaaS
CRM PROduCTS: * insideSales.com * InsideSales.com * PowerDialer for Salesforce * JabberDog * ResponseSwami * Response Dealer * ResponseVoice
CuSTOMER FOCuS: Small and and medium-sized businesses. SElECT CuSTOMERS: Dun & Bradstreet, Omniture, FranklinCovey, AAA. Logoworks, Dura-Tuff, RGA Legal PRICE: Not Published, Free Trial
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About InsideSales.com
InsideSales.com is the first provider of on-demand Lead Management software to integrate a powerful suite of marketing tools that include dialers, voice messaging and nearly two dozen other productivity-enhancing power tools. These innovative solutions have made InsideSales.com the sales, customer, and lead management solution for nearly 00 companies world-wide. InsideSales.com products are proven to measurably increase lead qualification, drive sales, provide managers with timely and effective analytics, and increase overall customer satisfaction - all within one complete system. InsideSales.com is an ideal inside sales, lead generation, and marketing solution for small- to mid-sized organizations. Products: * InsideSales.com The on-demand lead management CRM with built-in PowerDialer and more that made InsideSales.com the choice for sales professionals who sell remotely. * PowerDialer for Salesforce The worlds leading CRM teams up with the most powerful dialer on the planet built right in. * JabberDog An on-demand autodialer with voice message broadcasting for live answer or answering machines with survey capability or routing to a live representative. * ResponseSwami The award-winning solution for Lead Response Management (LRM) and PowerDialing that increases contacts 800%. * ResponseDealer The full suite of productivity enhancing telephony power tools for the Automotive industry that doubled sales in 11 months at Jim Click Automotive. * ResponseVoice Toll free numbers on a web site that track offline web analytics by linking an offline response to the site visit analytics. Requires SiteCatalyst by Omniture. Based in Provo, Utah, the company recently expanded its corporate offices, continuing the drive to become the number one inside sales, lead generation, and marketing solution for small-to-mid-sized organizations.
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www.ivinex.com | info@ivinex.com | 801.91.117
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 FOuNdEd: UT, 2006
HEAdquARTERS: Bountiful, UT SOFTWARE MOdEl: Hosted
CRM PROduCTS: * Ivinex Ultimate Edition
CuSTOMER FOCuS: Small, medium, and large enterprises of various verticals. SElECT CuSTOMERS: Customer list available upon request PRICE: $60 per user per month.
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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 CRMs 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 Ivinexs revolutionary i-design product to create dynamic applications that cater to their companys distinct modus operandi. The i-design platform powers Ivinex CRMs 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 CRMs 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 dateultimately providing true data as opposed to the subjective forecasting model.
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About Ivinex CRM

The question becomes not what can Ivinex do for you, but what cant it do. The customer is the designerits 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
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www.kana.com | sales@kana.com. | 1-800-77-878
HigHligHts * Core competency lies in customer service solutions. * Provides a number of industry-specific solutions. * In 2008, Forrester named KANA a leader in its category for the third year in a row.
OWNERSHIP: Public (OTC: KANA.PK) FOuNdEd: 1996
HEAdquARTERS: Menlo Park, California BuSINESS MOdEl: On-Premise
CRM PROduCTS: * KANA IQ * KANA Response * KANA Response Live * KANA Contact Center
CuSTOMER FOCuS: Enterprise, Mid-Size SElECT CuSTOMERS: Bank of America, Dell, eBay, Hewlett-Packard, Home Depot, IBM, Yahoo!, Wells Fargo PRICE: Not published
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About Kana
KANA is a world leader in multi-channel customer service. KANA offers an innovative approach to customer service with cost-effective solutions that enhance the quality of multi-channel customer service interactions. Built on open standards for a high degree of adaptability and integration, KANA solutions intelligently automate the processes needed to successfully serve our clients customers, so that clients can deliver higher value service at lower cost, increasing customer retention and loyalty. KANA provides an integrated solution which enables organizations to deliver consistent, managed service across all channels, including e-mail, chat, call centers and Web self-service, ensuring a consistent service experience across communication channels. KANA is headquartered in Menlo Park, California with offices throughout the United States, as well as Europe and Japan. KANAS solutions include the following products: * KANA IQ -- a sophisticated knowledge management application that guides customers and agents through the process of finding answers, enabling them to quickly and accurately locate the information they need. * KANA Response -- a robust email management system which intelligently automates the process of managing high-volume email and Web forms in the contact center. * KANA Response Live - comprehensive live chat and Web page co-browsing so that Web self-service customers can engage in online conversations with agents. * KANA Contact Center -- a multi-channel customer service application for contact centers that provides an intelligent agent desktop with one-stop access to relevant customers and service data, multi-channel history, request management and extranet workflow. KANAs clients report double-digit increases in customer satisfaction, while reducing call volumes by an average of 20%. Global 2000 organizations across the industrial spectrum use KANA solutions including financial services, telecommunications, healthcare, high technology, manufacturing, retail and services industries. Customers such as American Express, AT&T, Bank of America, Cigna, Citibank, Dell, Dillards, eBay, GAP, Hewlett-Packard, HSBC, IBM, JetBlue, Kodak, KLM Royal Dutch Airlines, MetLife, Palm, Priceline.com, Sony, Sprint, Staples, Starwood Hotels, Target, Verizon, and Xerox are among the industry leaders that have implemented KANA solutions.
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www.landslide.com | inquiries@landslide.com | 866-0-822
HigHligHts * Landslide Technologies Named To Top 100 Private Companies in Eastern US by AlwaysOn in 2009 * Landslide Technologies Captures One to Watch Award from CRM Magazine in 2008 * Leading Industry Analyst Firm Positions Landslide in the Visionaries Magic Quadrant for Sales Force Automation
HEAdquARTERS: Pittsburgh, PA BuSINESS MOdEl: Hosted
CRM PROduCTS: * Landslide Sales P System (LSP)
CuSTOMER FOCuS: Mid-Size, Divisions of Enterprise SElECT CuSTOMERS: John Hancock Financial, Northpak Container, Aethon, MSA, Teletracking, Aethon PRICE: Quick Start $0/mo (Up to Users); Field Sales $120/mo, Inside Sales $100/mo, Sales Support $90/mo
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About landslide
The Landslide Sales P System is a best-in-class hosted solution specifically focused on maximizing the effectiveness of the sales organization. Given that high performance selling requires coordinating a lot of activities, touch points, and conversations, improving just one of these activities can help a little, but improving every part of the sales process will result in a multiplier effect. Landslides Sales P System goes beyond CRM/SFA by improving every facet of selling and dramatically increasing ROI. Landslide Sales P System Overview: 1) Sales Process Software Landslides software not only maps an organizations unique selling process, but also allows sales the organization to show actions, conversations, and selling tools required to progress an opportunity to close. Landslides software embeds selling best practices into the sales teams day to day activities, measurably improves sales team performance to the level of the companys top performers, decrease sales cycle by more efficiently moving prospects to close, ensures the right sales tools are at-hand for every stage of the sale, and give better visibility into the sales pipeline and increased forecasting accuracy. 2) Sales Performance Tools Landslides Sales P System offers tools for Lead Qualification, Buyer Alignment, and Research & Prospecting. These sales tools help sales team sell more efficiently by automatically presenting best practice job aids right when needed, communicating with and engaging prospects through the companys innovative iO Channel, helping sales teams more effectively and efficiently prospecting and preparing for sales meetings, actively tracking and measuring prospect engagement, and providing greater visibility into the true status of deals. ) live Personal Sales Assistants Landslides service enables sales people to offload data entry, administrative and clerical chores so they can spend more time selling. Average users estimate gaining an additional 2 hours per day of selling time by utilizing the service. Traditional CRM Systems require that they spend a significant amount of time filling in reams of information about each opportunity they work on. With the LSP System, theyll appreciate the availability of personal assistants to whom they can offload this administrative work. From entering contacts and leads to updating notes and setting up reminders, the Personal Assistants service comes as an unlimited-use feature for an additional $20 per month per subscriber.
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www.marketo.com | sales@marketo.com | 877.260.MKTO (686) x1 |
HigHligHts * Salesforce customers voted Marketo Best Marketing Automation Application on the Force AppExchange * More than 250 customers in 10 countries use Marketo Lead Management (since March 2008) * More than 75 customers use Marketo Sales Insight (since June 2009)
HEAdquARTERS: San Mateo, CA dElIVERY MOdEl: Hosted
PROduCTS: * Market Lead Mgmt * Marketo Sales Insight
CuSTOMER FOCuS: Mid-Size and Enterprise SElECT CuSTOMERS: Avocent, Hughs, Kelly Services, McKesson, SHARP, Stratix, Trimble, WageWorks PRICE: Starting $1,00/month
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About Marketo
Marketo is the revenue-focused marketing automation company, revolutionizing how marketing and sales teams of all sizes sell and succeed at every stage of the revenue cycle. Delivered in the Marketing Cloud, Marketos powerful and easy solutions provide the fastest time to value and ignite explosive revenue growth from the earliest phases of demand generation and lead management to the pursuit of revenue and customer loyalty. Known for providing the most innovative customer experience, Marketo was voted Best Marketing Automation Application by Salesforce customers on the Force. com AppExchange. As of September 2009, more than 20 mid-market and enterprise companies in 10 countries have selected Marketo. Marketo lead Management Marketo Lead Management is unlike any other marketing automation solution. It provides all the rich functionality marketers need to automate and measure demand generation campaigns that generate more high-quality sales leads, including email marketing, lead nurturing and lead scoring. And it gives marketers the freedom to execute campaigns with less manual effort, allowing more time to focus on the strategic and creative activities that improve marketing ROI. Marketos innovative customer experience is unparalleled in the industry and combines advanced functionality with a flexible, easy to adopt user interface, and an on-demand model that delivers the fastest time to value, with no charge for setup, integration or training. Marketo Sales Insight Marketo Sales Insight is a social sales application that helps sales teams understand, prioritize, and interact with the hottest leads and opportunities to enable smart selling and close more business faster. It gives reps a sixth-sense awareness, so they know who is ready for, and most likely to appreciate, a follow-up call or email. And it lets them send smart email campaigns and get instant updates when leads and opportunities open email, visit the web site, or show other relevant buying signs. As a result, Sales reps are better prepared at every stage of the revenue cycle to deliver the right response at the right time to ensure the right revenue results. Marketo Sales Insight works natively inside Salesforce CRM, meaning theres nothing new to learn, no new tools to install, and no need for additional IT.
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www.oncontact.com
info@oncontact.com
1-800-886-0866
HigHligHts * * * * Focus serving mid-market organizations. Depth of functionality and increased automation. Robust customization and integration capabilities. ISM Top 15 CRM 2009
OWNERSHIP: Private FOuNdEd: WI, 199
HEAdquARTERS: Cedarburg, WI BuSINESS MOdEl: On-Premise, Hosted
CRM PROduCTS: * Oncontact CRM 6.
CuSTOMER FOCuS: Mid-market companies. SElECT CuSTOMERS: Prudential, Protective, CBC, Carfax, Biotek, Ecolab, US Oncology PRICE: Starting at $89 per user per month.
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About Oncontact
The Oncontact CRM software solution, using the latest Microsoft .NET platform, provides a customer relationship management (CRM) system for mid-market companies, housing all the critical business information an organization needs to develop effective sales, marketing and customer service strategies. Oncontacts easy to use CRM solution with a familiar Microsoft look and feel and convenient tab orientation ultimately empowers an organization to build stronger, more profitable relationships with customers and prospects. CRM modules include: Oncontact CRM Sales This powerful CRM software application contains a history of all interactions with customers and prospects on an individual or company-wide level. And, the interface of the CRM solution is completely customizable, which allows users to decide how they want to manage their customer and prospect relationships. Oncontact CRM Marketing Also included in the CRM package, is marketing functionality complete with call center features to maximize marketing dollars by allowing users to create, execute, manage and track successful campaigns that increase leads and generate sales. Oncontact CRM Customer Service The key to outstanding customer service is fast, accurate answers. Oncontacts CRM solution makes outstanding customer service a reality by delivering a full-scale customer service and help desk management system that enables users to track customer service inquiries, incidents and problems. Oncontact Wireless This feature allows users to sync the Oncontact CRM application to mobile devices. Oncontact Software is a privately held company with a presence throughout North America, South America, Europe, Asia/Pacific and the Middle East. Oncontacts products are available through its corporate headquarters and an international alliance of value-added resellers, system integrators and distributors. Oncontact Software has over 600 customers worldwide, including Prudential, Foremost Insurance and Carfax.
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www.oracle.com | oraclesales_us@oracle.com | 1.800.6.077
HigHligHts * Single pricing for all features of sales, service and marketing * Bundled with a business intelligence and analytics reporting tool for easy creation of rich interactive reports and dashboards * Pre-built integration to Oracle E-Business Suite, Peoplesoft and JD Edwards ERP * Oracle is one of the largest application software companies in the world offering virtually everything a company needs to run its business.
OWNERSHIP: Public (NASDAQ:ORCL) FOuNdEd: California, 1977
HEAdquARTERS: Redwood Shores, CA BuSINESS MOdEl: Hosted, On-Premise
CRM PROduCTS: * Oracle CRM On Demand * Siebel CRM * Oracle E-Business Suite CRM * PeopleSoft Enterprise CRM * JD Edwards EnterpriseOne CRM
CuSTOMER FOCuS: Enterprise, Mid-Size, Small
SElECT CuSTOMERS: Dell, Blue Shield of Arizona, Allstate Insurance, AT&T, Visa
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About Oracle
Oracle, the world leader in CRM, claims five million live end users and more than 100 million registered self-service users. Oracle Corporation was founded by Lawrence J. Ellison in 1977 and is headquartered in Redwood City, California. Building on Siebels award-winning CRM application with more than 12 years of experience, Oracle CRM On Demand offers the most strategic, comprehensive, and cost-effective hosted CRM solution on the market. Unlike other applications, which focus on short-term contact management, Oracle CRM On Demand provides a scalable, flexible platform backed by powerful analytics that enables organizations to change, analyze, and monitor customer-facing processes and simplify customer data management. The companys hosted software, Oracle CRM On Demand, competes with Salesforce. com. CRM On Demand offers low-cost, hosted CRM solution with little or no up-front IT investment. With CRM On Demand, companies can accelerate sales, improve marketing and deliver consistently top-notch customer service. Oracle Key Features Oracle offers industry-specific versions, analytics solutions and is available in hosted and on-premise version. Oracle CRM On Demand enables automation of sales, service and marketing functionalities. The sales features allow for consistent lead qualification and opportunity follow-ups while ensuring interactions with contacts and organizations are tracked in an effective manner. The marketing tool allows recipients to be segmented, emails to be sent and its responses to be tracked from within the system without the addition of rd party tools. While the service management tool enables organizations to track customer queries, feedbacks and complaints while ensuring it adheres to strict service level agreements defined.
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About Oracle
Oracle Highlights * Built-in analytics and business intelligence reporting tool which allows for historical data analysis and creation of rich interactive reports and dashboards * Pre-built integration to Oracle E-Business Suite, Peoplesoft and JD Edwards ERP * Single pricing for all functionalities of sales, service and marketing
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www.parature.com
| sales@parature.com
70-6-778
HigHligHts * Specialist in customer service and help desk software. * Parature integrates with Twitter, JIRA, Salesforce.com, angel.com and other applications * Web Marketing Association awards Parature 2009 Standard of Excellence * JMP Securities names Parature to 2009 Hot 100 Private Software Company * CRM Magazine awards Parature CRM Service Rising Star Award
OWNERSHIP: Private FOuNdEd: VA, 2000
HEAdquARTERS: Vienna, VA BuSINESS MOdEl: Hosted
CRM PROduCTS: * Parature Enterprise Edition * Parature Professional Edition
CuSTOMER FOCuS: Enterprise, Mid-sized companies. SElECT CuSTOMERS: The Weather Channel, CenterStone Technologies, Jobfox PRICE: Not published.
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About Parature
Founded in 2000, Parature is the leader in on-demand customer service software, empowering businesses to leverage the Internet to provide outstanding customer service and online support. Parature provides the smartest, most efficient way to serve, support, retain, engage with and maximize the value of every customer. The companys software-as-a-service (SaaS) delivery and integrated, intuitive design enables organizations to get up and running quickly, easily and efficiently. Paratures complete, on demand Customer Support software solution and Help Desk software solution allows companies to deliver exceptional customer service 2/7. Features of Paratures Customer Service Software: * Consistent UI From a portal that looks like the clients website, customer can access a fully searchable knowledgebase, submit tickets, and get ticket status. * Recorded communication Customer history is recorded and secured in one place, so its easier to confirm end user identity, and have the insight to upsell * Customer and Account data Companies can track any level of customer or account data they need. * Management Tools Parature provides tools to help organizations better manage the activities of a busy support team to ensure everyone is working at peak productivity. * Knowledgebase Parature Knowledgebase enables customers to help themselves to documentation, product briefs, answers to faqs, and all the latest information. * Easy access to downloadables Users can easily download documents, software patches, manuals, even video files. * Ticket Tracking Parature comes complete with a trouble ticket system that lets * * * * companies track, route and resolve support issues quickly and easily. Dynamic Interaction Parature Customer Service software lets end users engage in live chat sessions directly with support representatives. Mobile Support Access functionality from iPhone and iTouch mobile devices. Community Building Includes a forum for end-users find relevant support content. Customer Satisfaction Measurement Reporting tools to gauge the performance of the support team, the value of the knowledgebase content or overall quality of products. Business Intelligence Measure customer satisfaction by integrating surveys throughout the support process for a steady stream of customer feedback.
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Pacific: www.leadmaster.com.au | Asia Pacific: CRMteam@leadmaster.com.au Asia: www.leadmaster.asia | +61 1 00 82 99 US: www.leadmaster.com HigHligHts | * * * * + 8 0 8222 Distribute, track and reassign leads in real time via the web Manage multiple marketing campaigns Develop custom fields and forms Import leads from web forms and web inquiries directly into your own LeadMaster database * Tailor access privileges to each individual user or user group OWNERSHIP: Private FOuNdEd: 200 HEAdquARTERS: Sydney, Australia (APAC Headquarters) Wanchai, Hong Kong Singapore BuSINESS MOdEl: Hosted/SaaS CuSTOMER FOCuS: Their mission is to provide value to their customers by helping increase their sales by delivering powerful, high quality, web-based (cloud-computing) software tools for the secure sharing, distribution, tracking and data mining of customer and prospect information. LeadMaster CRM is one of the best Sales CRM solutions for the Asia Pacific area. LeadMaster is designed for flexibility and scalability which means that companies from large to small in any industry -- from high technology to insurance to real estate -enjoy the benefits derived from LeadMaster. PRICE: Range from AUD $7 to AUD $10 per user per month. Free trial and demo available.
CRM PROduCTS: LeadMaster CRM
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About leadMaster
LeadMaster offers affordable web-based lead management system that provides sales and marketing solutions which enable companies to close the loop between marketing and sales and provide top-notch Customer Relationship Management (CRM). LeadMaster CRM takes data directly from landing pages into the lead management system and sends users an alert to let you know, Youve Got Leads! LeadMaster provides web-based lead and campaign management as well as powerful tools for data mining, sales forecasting and ROI measurement. LeadMaster has Sales CRM solutions that are designed specifically for the Asia Pacific area. Users can pass sales leads and other key marketing information via the web in real time to all members of the sales and marketing team, including predefined channel partners, sales representatives and field sales management. Working with LeadMaster through their SaaS (Software as a Service) model, your company can have their sales and marketing team up and running with a web-based solution tomorrow. leadMaster Key Features LeadMaster encompasses sales and marketing solutions which enable your company to close the loop between marketing and sales and provides Customer Relationship Management (CRM) solutions and tools. It provides lead management and campaign management as well as powerful tools for data mining, sales forecasting and ROI measurement. Manage multiple marketing campaigns Develop custom web forms with easy-to-use tools Import leads from landing pages, web forms and web inquiries Tailor access privileges to each individual user Create customized email e-marketing campaigns Establish workflow automation rules - no programming required Create a white label version of your online marketing database Event Tracker to publicize upcoming events - webinars, virutal trade shows Email notifications for leads that are reassigned or require action Share campaign updates in the online Information Center
8
About leadMaster
Host online event registration Store additional information within the specific lead record - sales quotes, sales rep comments, customer comments, etc. Analyze feedback on leads Import scripts for telemarketing - fully searchable afterward Perform market research analysis to improve target marketing Analyze marketing campaigns ROI Build and maintain a data mart Download targeted mailing lists Produce powerful reports - forecast, lead aging, etc. leadMaster Product Highlights With LeadMaster CRM solutions sales and marketing teams will enjoy new levels of success. Workflow automation solutions improve sales people productivity. Multiple levels of access provide everyone in the company with just the right view of the customer. ROI analysis provides the marketing organization with the information they need to decide which marketing programs are producing the best results and the hottest leads. CRM analysis provides deeper insight into your customer relationships. Your company will know whos buying and why and where the next customer is likely to come from. CRM Solutions for Sales - with the LeadMaster CRM system leads flow into LeadMaster from the call center, landing pages etc. Youll get more leads from more places, maximize lead management and have real-time updates on your sales pipeline for sales management. Automating your sales lead management system means sales people will be able to spend more time doing what they do best - selling - instead of trying to keep track of sales leads using a spreadsheet or email program. CRM Solutions for Marketing - with the LeadMaster CRM system the marketing department will know which programs are working and why. The LeadMaster CRM system bridges the gap between sales and marketing by providing transparency to both the sales and marketing process. Complete information on each customer is available, including what sales did to follow-up.
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About leadMaster
CRM Solutions for Management - with the LeadMaster CRM solution management will have real-time access to ROI information for marketing programs as well as the latest sales forecast from the sales rep around the corner to the sales team around the world. CRM for Help Desk and Support - LeadMaster has been successfully deployed for both help desk systems and support systems. All the customer information is centrally located in the LeadMaster system. Easy access to the data can provide valuable insight into future needs. CRM for Channel Management - LeadMaster is ideally suited to selling through partners and resellers. Because of the different levels of authorization and access, leads and sales can be tracked at just the right level of access whether for a single rep, a single partner, a sales district, a region, a country or the company. Your company will find LeadMaster provides seamless CRM integration with partners and sales channels. leadMaster Technology LeadMaster Online Sales CRM is easy-to-learn and easy-to-use. On-demand means your company doesnt need any software other than their browser. The only hardware they need is their computer. There are no worries about upgrades, data center capacity, maintenance or IT costs.
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www.rightnow.com
| 1-866-60-7669
HigHligHts * One of the highest retention rates in CRM industry * Fully integrated into multiple channels such as web self-service, email management, phone, social web, live chat, communities, feedback * RightNow is recognized as a Leader in 2009 Magic Quadrant for E-Service Suites; * Forrester ranked RightNow as a leader in enterprise CRM suites and midmarket CRM suites OWNERSHIP: Public (NASDAQ: RNOW) FOuNdEd: MT, 1997 HEAdquARTERS: Bozeman, MT BuSINESS MOdEl: Hosted CRM PROduCTS: * RightNow Service * Right Now Marketing * Right Now Voice * Right Now Analytics * RightNow Sales
CuSTOMER FOCuS: Mid-sized to large enterprises. SElECT CuSTOMERS: Ben & Jerrys, Black & Decker, British Airway, Fandango, Daimler Chrysler, Nikon PRICE: Start at $110/user/month.
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About RightNow
Founded in 1997, RightNow is headquartered in Bozeman, Montana, with additional offices in North America, Europe and Asia. Greg Gianforte started the company in 1997 with no investor money and created a software product that was initially focused on customer service with an integrated knowledge base. As the company grew, it added sales automation, marketing automation, voice automation, customer feedback management and analytics to its product, creating a full CRM suite. Today, more than 1,700 organizations worldwide use RightNow solutions including British Airways, British Telecom, Cisco Systems, Continental Tire North America, Nikon and the Social Security Administration. RightNow Technologies, Inc. provides customer relationship management (CRM) software. Its CRM software suite includes RightNow Marketing, RightNow Sales, and RightNow Service. These solutions are designed to provide real-time visibility across all customer-facing departments, maximizing the efficiency of an organization and helping to provide a superior customer experience. RightNow Service - Provides a multilingual and multichannel customer service solution that captures customer interactions from both traditional and online channels. RightNow Sales - An intuitive, easy-to-use sales automation solution, RightNow Sales maximizes sales efficiency and productivity. RightNow Sales suite provides sales forecasting and reporting data, and manages accounts, track leads, organize contacts, and creates selling opportunities. RightNow Marketing - Offers functionality to manage marketing campaigns and automate standard campaign activities. RightNow Marketing helps turn ideas into reality, reducing the complexity of campaign administration and providing the actionable insight to track campaign impact. RightNow experience and leadership in consumer-centric CRM spans numerous industries including: Consumer Electronics / Hardware, Financial Services, Government, Higher Education, Retail / Consumer Packaging Goods, Software and Online Services, Telecommunications, Travel and Hospitality.
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www.webcrm.com
sales.uk@webcrm.com
+ 8 0 8222
HigHligHts * Send personally addressed mass emails / SMS to selected target groups * Manage customers activities and notes to ensure vital customer task are never missed * Using the customizable sales pipeline and budgets customers can easily see what has been sold and forecast revenues and gross margins. * Over 5000 users and 90% subscription renewal rate * Quick to implement and adapt * Integrate to other systems thru API OWNERSHIP: Private FOuNdEd: 2002 HEAdquARTERS: Leicestershire, United Kingdom BuSINESS MOdEl: Hosted/SaaS CRM PROduCTS: webCRM
CuSTOMER FOCuS: webCRM is targeted towards small and midsized enterprises that want a CRM solution that is flexible to use and, fast and easy to implement. webCRM is also able to accommodate the needs of large companies that want a flexible, intuitive solution and dont need excessive CRM tools and features. webCRM customers cover manufacturing, franchise, professional services, media, telemarketing, training, property retail and management, IT, consulting and much more. SElECT CuSTOMERS: Nathaniel Lichfield and Partners, Lambert Smith Hampton, Farnborough College, CSCS Ltd, Money Saver Magazine, Scottish Widows plc, Seafield Logistics Ltd, Spoton.net Ltd, The UK Consumer Protection Agency, Albatros Travel, Maxisat, MultiMentor, PowerPile, Viherio, Responsum, ADVICE, , The Curtain Girls PRICE: From 1 pr. User pr. month
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About webCRM
webCRM was founded in 2002 by a team of experienced sales executives with the goal of providing simple and easy to use sales & marketing solutions. The result is a simple, affordable online CRM solution that sales people really love to use. Designed especially for small to midsized businesses it is quick to implement and adapt fast, user friendly and really helps improve productivity and close more deals. We use webCRM every day to help us build and maintain a healthy business. webCRM Key Features webCRM features improve efficiency and help to enhance the quality of customer communication. The features can be turned on and off as you require: Send emails and SMS directly from Web CRM Use webCRM templates for writing personal and professional messages Send personally addressed mass emails / SMS to selected target groups Use a shared web-based calendar to see everyones appointments Outlook two-way synchronization with contacts, emails, tasks and calendar Design searches and reports in minutes Export data to Excel (or Word) and import existing data from Excel or other formats webCRM to handle enquiries and automatically create follow up activities with contact information webCRM Product Highlights A CRM solution Sales people love to use webCRM has worked hard to take the complexity out of CRM. The result is a simple, user friendly and fast CRM solution that sales people love to use. Furthermore webCRM is, quick to implement, very easy to customize & personalize. Additionally, webCRM has a great API for easy integration to other systems such as your ERP, mail, ecommerce site and much more. No Nonsense webCRM customers want to know that webCRM understands their business and they are subscribing to a service which works for them. webCRM targets the same person that sells their system to also provide any assistance and support. If it wont work for the customer, they tell them. It saves a lot of time and cancelled subscriptions, which doesnt help anyone.
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About webCRM
Successful implementation webCRM staff are all handpicked CRM experts with +10 years of experience in understanding sales processes, managing sales pipelines, managing sales teams and managing deliveries. They offer qualified and to the point assistance in order to accomplish a successful and short implementation period minimizing the implementation costs and maximising the chance of achieving the expected benefits. Real Long term value They differentiate themselves by offering continuity of service, from the initial enquiry, through evaluation and post sales support. This ensures that our account managers understand their customers business and provide the correct and most efficient solution. webCRM is about maintaining and retaining our customers. They can only do this if their systems provide a significant return on their investment. With over 90% subscription renewal rates we must be doing something right Your benefits: Ease of Customization webCRM understands the need to customize their service to your specific needs. Their easy customization helps users get things done fast. Value for your money webCRM not only provide a great CRM software, but they also have a great price too. Subscription is only 15 /month, per user. No strings attached! Exactly what you need webCRM has exactly what businesses needs to become a more effective sales & service organization - without excessive features that will never be used. Its all hosted When businesses choose webCRM, webCRM does the hard work for their customers. Users do not have to buy expensive servers, software, backup solutions, etc. They can just focus on selling and leaving the rest to webCRM.
92
About webCRM
Automatic updates with webCRM users will always run the latest version. Their solution is automatically updated to include any new feature releases and performance updates. webCRM Technology With webCRM, data is safe with hosted web CRM. Access to web CRM data is available on-line and users can benefit greatly from using cloud computing. Data can easily be imported and exported. Although rich in features and options, the webCRM solution can easily be configured and adapted to present to the individual user exactly the features and functions required nothing more, nothing less. This will highly increase the chance of a successful adaptation by the users.
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www.vai.net | ealmonte@vai.net | 1-800-82-7776 HigHligHts * Over 30 years of experience * IBM Premier Business Partner with custom software solutions backed by superior service and support. * Awards include: Inc. 5000 Americas Fastest Growing Companies, Deloitte & Touches Fast 50 Award, Long Island Softwares Top 10 Fastest Growing Companies and numerous IBM awards, including the IBM Beacon Award for Most Innovative Built On IBM Express Portfolio Solution.
HEAdquARTERS: Ronkonkoma, NY
CuSTOMER FOCuS: VAIs flagship product, S2K Enterprise, is used by a variety of businesses worldwide, with clients in the manufacturing, wholesale distribution, retail, food and related service industries. Advanced applications such as Warehouse Management, EDI, CRM, Business Analytics and e-Business provide companies with the power to leverage their information technology investment. SElECT CuSTOMERS:
SOFTWARE SOluTIONS: * S2K Distribution * S2K Manufacturing * S2K Food * S2K Warehouse Management * S2K Retail * S2K e-Commerce * S2K Sales Force * S2K Analytics * S2K Service and Repair * S2K Rental
A.S. Bryden, Wist Office Products, Norscot, McClarin Plastics, Haier America, American Fibers and Yarns Company, Fraenkel Company, Naghi Group, Joshen Paper & Packaging, Ince Distributing
9
About VAI (S2K)

VAI is an award-winning software developer and an IBM Premier Business Partner. Designed for the mid-range market, S2K Enterprise is used by a wide variety of companies worldwide, with a number of clients in the manufacturing, distribution, retail, food and related service industries. VAI provides flexible, fully integrated business software solutions that give companies of all sizes a true market advantage. The IBM Power Systems technology is cost effective and can enrich business processes across-the-board, improving productivity, saving money and enhancing customer satisfaction. With VAIs high performance Enterprise Resource Planning (ERP) application, companies obtain reliable data that will streamline business processes to make it more competitive, responsive, and profitable. VAI is committed to helping its customers meet their objectives by delivering the most robust, feature rich, flexible software solutions available. VAIs history of customerdriven software development and commitment continues today. Hundreds of features suggested by customers are incorporated into VAIs products yearly and new technologies are continually integrated into new offerings. VAI continues to grow as a leading provider of ERP Software solutions. The companys continued expansion into Canada, Europe and the Caribbean has provided VAI with worldwide recognition as an industry leader for ERP solutions. VAI is headquartered in Ronkonkoma, New York, with branch offices in Miami, Orlando, Chicago and Oroville, California. VAI S2K distribution Key Features VAIs Enterprise for Distribution offers numerous solutions to help you manage your supply chain, enterprise resources, and customer relationships more efficiently and effectively. Key features include: E-business application
9
About VAI (S2K)

Sales Analysis Financial Management Warehouse management Purchasing Manufacturing Software S2K Enterprise for Manufacturing is a manufacturing software solution that will help you manage all your operations with superior responsiveness and performance. Key features include: Forecasting Product Quality Tracking Work Order Processing MPS and MRP Streamlining Capacity Requirements Planning Shop Floor Management Warehouse Management Software VAIs WMS system helps you enhance productivity and improve overall warehouse efficiency, so that you can meet your companys operational performance objectives and increase customer satisfaction. Key features include: Inventory Management/Tracking Automated Receiving/Pallet Creation Order Management Performance Tracking Cycle and Physical Counting VAI S2K distribution Product Highlights S2K Enterprise provides one of the most advanced purchasing programs available today. A variety of tools help to minimize the burdensome tasks associated with manual purchasing through the automation of your demand planning, purchasing, and ordering process. Increase Staff Productivity with advanced features such as windows application integration, workflow alerts, and job scheduling.
96
About VAI (S2K)

Unlimited Growth Potential VAIs value pack offer includes source code, an unlimited user license and no upgrade charges, allowing you to grow, add users and incorporate new technology without any additional fees. Eliminate costly mistakes and improve warehouse productivity with features such as receiving/pallet creation, product movement, order verification, and counting programs. S2K Service and Repair Software VAIs S2k Service and Repair application is an integrated field service software solution that provides a means of recording and tracking service and repair calls through the various stages. In addition, our field service software system assigns and tracks technicians with on-line inquiry support providing real-time information enabling you to provide your customers with the best possible service. S2K Rental Software The rental industry spans many different types of equipment. S2Ks Rental Software covers all aspects of a rental business including Reservations and Allocations, Financials, Equipment Servicing, Sales Order Processing, Inventory Management, Purchasing and CRM. S2K Retail Software With S2K Retail Software, you can transform your retail business into a multi-channel organization. This application offers a complete solution for the retail industry, including Point-of-Sale (POS), Accounting, Inventory Management, CRM, Purchasing, Warehouse Management, and e-Commerce. By centralizing information across your entire organization, you can locate and move items more effectively, eliminate costly delays, and make more informed decisions. S2K Food Software Todays food service enterprise systems must incorporate the latest industry features, offer unparalleled ease-of-use with a minimal learning curve, and be flexible in design and scalable in scope to meet the needs of a dynamic business environment. VAIs S2K for Food Software meets these criteria and delivers much more. With this powerful, industry-specific solution, distributors can manage their supply chain and customer relationships more efficiently than ever before. S2K e-Commerce VAI offers a variety of e-Commerce solutions that allow you to leverage the opportunities that the web provides. Our Commerce Express solution is ideal for small businesses looking to quickly start selling on-line.
97
About VAI (S2K)

VAI Technology VAIs S2K Enterprise software provides complete integration with PC-based productivity products such as Microsoft Outlook, Excel, and Word. At the touch of a key, users can move data into Excel Spreadsheets, send emails to contacts, create customer letters in Word, and schedule appointments into their Outlook calendar. In addition, options like *View and *Excel allow users to create PDF or Excel files for all reports. This integration provides users with the flexibility to utilize desktop applications while taking advantage of the power, reliability, and security of the VAI Enterprise software.
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www.salesnet.com | 1-866-72-862
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) FOuNdEd: 1999
HEAdquARTERS: Atlanta, GA SOFTWARE MOdEl: Hosted
CRM PROduCTS: * Salesnet CRM
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.
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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: Salesnets 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: Salesnets 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 isnt keeping up with their day to day interactions with the client. * Slice and Dice Data: Salesnets 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, Salesnets snapshot compare tell the sales manager what has change and by how much.
100
About Salesnet
* Dashboard Compare: Allows users to compare up to 2 instances of how a dashboard has changed over time. * Salesnet Security, Stability and Scalability: Salesnets 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 email using Microsoft Word. Templates can be used within Salesnet for mass email campaigns, proposal generation, and a wide variety of communications. E-mails 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 email 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 companys 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.
101
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 youre 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 whats happening with accounts - decreasing time in front of the computer and increasing time in front of the customer.
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www.salesnexus.com | sales@salesnexus.com | (800) 862-01
HigHligHts * Extremely affordable hosted CRM with no software to buy or maintain. * Suitable for businesses of all sizes; for organizations ranging in size from 5 to 500 people. * Completely customizable and scalable solution. * Includes unlimited email marketing. * Chat, phone, email support available to all customers with 1 hour response time, without premium charges. OWNERSHIP: Private FOuNdEd: 2002 HEAdquARTERS: Houston, TX BuSINESS MOdEl: Hosted CRM PROduCTS: * SalesNexus Standard * SalesNexus PRO
CuSTOMER FOCuS: Small, Mid-Size SElECT CuSTOMERS: Advanced Planning Solutions, Countrywide Home Loans, Elite Retreat, SummaCare PRICE: SalesNexus Standard Edition starts at $/month or $299 annually; SalesNexus Pro prices at $9 annually; Free Trial available
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About SalesNexus
SalesNexus, based in Houston, Texas, was founded in 2002 by Craig Klein, a seasoned sales executive. The company was built on the premise that businesses win when their sales staffs implement best practices through efficient contact management. Klein saw a real need in the marketplace for a contact management solution that was easy for sales reps to use, yet didnt require expensive hardware, software, or IT support staff. As a privately-held company, SalesNexus has grown steadily by staying focused on building the best web-based contact management system on the market for small- to mid- size businesses. The company has earned a strong reputation among its loyal customers and partners for its commitment to delivering reliable and secure solutions that enable companies to become better sales organizations through easy and affordable customization, training, and support. SalesNexus is a complete online contact management solution for organizations that want to share information online and become more efficient and automated. With SalesNexus, customers can: * * * * Access data anywhere and anytime Share and collaborate easily with a central database. Use web-based solution with no software or hardware to buy/install. Tailor the system to their business
SalesNexus CRM supports the following features: Contact management - Share contacts, calendars, notes and documents effortlessly Sales Automation - Pipeline and Activity Reporting, Intelligent Sales Design and Workflow, Robust and Up-to-date Reporting, Mobile Phone/Handheld Integration, Synchronization with Outlook Marketing Automation - Email Integration, Automated Email Marketing Campaigns. One Click Service, Automatic Lead Creation from Website Forms, Capture and Report Source, Campaign of Website Leads Administrative and Support - Update Existing Contacts with any Excel file, Secure Hosting and Automated Backups, Low Cost of Ownership, Familiar and Easy to Use Interface ( ACT! or Goldmine), Live Support and Training w/ the SalesNexus Success Team, Free Upgrades and Enhancements
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www.soffront.com | sales@soffront.com
| 10-1-9000
HigHligHts * * * * Deployed in days; Zero Footprint Web Client; Easy to use customization tools Product of the Year Award, 2008 Unified Communications magazine TMC Labs Innovation Award, 2008 Technology Marketing Corporation CRM Excellence Award (2006 -2008) Customer Interaction Solutions magazine
OWNERSHIP: Private FOuNdEd: CA, 1992
HEAdquARTERS: Fremont, CA SOFTWARE MOdEl: On-premise, Hosted
CRM PROduCTS: * Soffront CRM
CuSTOMER FOCuS: Mid-Size, Small SElECT CuSTOMERS: ensim, Oilco, Ternion Corporation, HitSoftware, Oilco, Tatara Systems PRICE: Not published. Free 0 days.
10
About Soffront
Soffront Software Inc., a pioneer in the CRM market since 1992, offers an end-to-end CRM solution spanning sales, marketing and support. The company focuses on mid market companies seeking CRM solutions. With more than 2,00 customers worldwide, Soffronts installed base includes Fortune 00 companies, mid-sized businesses, federal, state, and local governments. The Soffront solution is completely web-based (zero foot print web client), is built to adapt and can be deployed in days. Soffront offers an end-to-end CRM solution spanning sales, marketing and support. Soffront CRM is comprised of: * * * * * * * * * * Marketing automation Customer support Defect Tracking Order Processing CRM Portal Sales Automation Employee Support Knowledge Management Asset Management Mobile CRM
Soffront CRM is built-to-adapt. Adapt not only for the initial deployment but also with customers changing business. With Soffront, there is no need to force-fit the business process to match the software. The architecture of the solution coupled with powerful easy-to-use end-user tools is the key to this flexibility. There is no need for companies to re-do customizations when upgrading; they are automatically ported. Soffront offers one of the broadest suite of CRM applications spanning the marketing, sales, partner management, customer support, defect tracking, employee support and portal applications. These applications are pre-integrated and there is no need to write special interfaces for integrating these applications. The COM based Soffront object model used to establish this pre-integration is available for companies to integrate with any external application.
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www.sugarcrm.com | sales@sugarcrm.com
| 1-877-82-7276
HigHligHts * * * * Open, flexible and feature-rich CRM platform 2009 CODiE Award Winner: Best Open Source Solution 2009 Best of Open Source Enterprise Software Award from InfoWorld Best Open Source Technology by CRM Magazine (2008, 2009)
* 2008 CRM Market Leader from CRM Magazine
HEAdquARTERS: Cupertino, CA SOFTWARE MOdEl: On-premise and Hosted
CRM PROduCTS: * Sugar Express * Sugar Professional * Sugar Enterprise * Sugar On-Demand
CuSTOMER FOCuS: Mid-Size, Small SElECT CuSTOMERS: Avis, H&R Block, Coca-Cola Enterprise, AXA, BDO Seidman, AthenaHealth PRICE: Same pricing for on-premise and hosted: Sugar Express - $99 annual subscription up to users ; $799 annually up to 10 users Sugar Professional - $0 /user/ month Sugar Enterprise - $0/user/month
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About SugarCRM
SugarCRM is the worlds leading provider of commercial open source customer relationship management (CRM) software. Founded as an open source project in 200, SugarCRM applications have been downloaded over five million times and currently serve over 00,000 users in 7 languages. Over ,000 customers have chosen SugarCRMs On-Site and Cloud Computing services over lock-in based, proprietary alternatives. In the last year, SugarCRM has been recognized for its customer success and product innovation by CRM Magazine, InfoWorld, Customer Interaction Solutions and Intelligent Enterprise. SugarCRM easily adapts to any business environment by offering a more flexible, costeffective alternative than proprietary applications. SugarCRMs open source architecture allows companies to more easily customize and integrate customer-facing business processes in order to build and maintain more profitable relationships. The company offers a complete, enterprise-class CRM system built on open-source technologies, including PHP, MySQL, and the Apache Web server. The SugarCRM platform is available in installed, hosted and appliance-based versions that offer the full range of CRM functionality. It is designed for maximum ease of deployment for the management of sales leads, business contacts, and more. Sugar On-Demand is hosted by SugarCRM. Sugar Cube, provides plug-and-play CRM appliance inside a companys firewall. Sugar On-Site, allows organizations to manage Sugar on their own servers. SugarCRM is a good choice for budget conscious companies who primarily need sales force automation functionality for fewer than 0 users. They must also have the interest and technical resources for in-house customizations. The open-source version of Sugar Professional is free, but the fully licensed commercial product will be the better choice for corporations because of its broader feature set.
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www.surado.com | 1-800-78-726
HigHligHtS * Easy to use and implement; Customizable; Fast integration with 3rd party apps; Advanced security options. * Surado, recognized as an emerging CRM innovator, has been featured in Inc, Entrepreneur, PC Magazine, PC World, CRM Magazine, and Selling Power * Industry specific solutions available.
HEAdquARTERS: Riverside, CA SOFTWARE MOdEl: On-Premise, Hosted
CRM PROduCTS: * Surado CRM Online * Surado Business CRM * Surado CRM Enterprise
CuSTOMER FOCuS: Mid-market and Small SElECT CuSTOMERS: Black Box Network Services, Index Corporation, Infotech, Rockwell Institute, Phoenix Motorcars, Duquesne University, Riverside County Regional Medical Center PRICE: Surado CRM Online Starting at $1/month Small Business CRM Starting at $/user/month or $00 per user license Surado CRM Enterprise Starting at $700 per user license
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About Surado
Founded in 199, Surado continues to gain recognition as an emerging CRM innovator and is featured regularly through national publications such as Inc, Entrepreneur, PC Magazine, PC World, CRM Magazine, and Selling Power. In addition, Surados receipt of prestigious awards such as the MobileFocus Award, awarded by Pepcom, the World Leader in Technology Showcase events honoring the most outstanding products and services in the mobile computing and wireless arenas, continues to gain industry expert and user recognition alike. Surado is privately-held. The companys products are available in all 0 states and in more than 6 countries. Recognizing the tremendous business opportunity in the mid-market CRM arena, Surado has positioned itself to capitalize on its expertise in building large, powerful and complex systems as well as out-of-the-box solutions to create a solution for the midmarket. Surado CRM is designed to work across horizontal markets. The company also offers a number of vertical solutions spanning banking and finance, healthcare, education, homeland security, public sector. Surado CRM includes core CRM functionality such as contact and account management, sales automation, marketing automation and customer support/service. The product also includes dashboards, dynamic workflows and tools for project management. Surado CRM is available for enterprises with more than 10 users, while Surado Small Business CRM is geared for fewer than 10 users. Surado CRM Online allows companies to access all their information anytime, anywhere using the Internet. From Email Marketing to Salesforce automation to Contact Management and managing Customer Service, Surados Online CRM provides the ease of use and power for businesses of all size. Moreover, organizations are not locked in and can transition over from Online CRM to an on-premise CRM solution when it makes business sense. In addition to being a Microsoft Certified Partner and Microsoft Gold Certified Business Solutions Partner, Surado continues to expand strategic relationships with industry solutions providers including IBM, Palm, Corex Technologies, Intuit, Intel and others.
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www.coaction.com | info@coaction.com | 1-72-66-08
HigHligHts * Beyond traditional CRM, to customer collaboration * Web based, On Demand, Advanced Features with Simplicity * Get up and running in hours * Use leads, opportunities, contacts, accounts, cases, documents, tasks, projects and more in a single unified system * Customize screens, make reports and apply rules based automation-for your business needs! OWNERSHIP: Private FOuNdEd: 2007 HEAdquARTERS: Iselin, NJ CRM PROduCTS: * coAction CRM
CuSTOMER FOCuS: coAction offers highly customized solutions, benefitting small and medium sized companies, and departments in large companies. SElECT CuSTOMERS: D&B, Cantrex, Staffmark PRICE: $2 per user per month
111
About coAction
coAction provides an on demand business collaboration service as a platform for rich business applications called coApps. coApps are linked applications used by Sales, Customer Service, Finance and others to organize and collaborate, using the services of the cloud. A proven provider of collaboration software, coAction is well positioned to be the dominant player in the on-demand business collaboration market. coActions exceptional methodology, expertise, architecture and vision support the companys goal to lead this rapidly growing market. coActions SaaS-based collaboration solutions have been actively deployed by a wide range of industry leaders that rely on these business productivity applications daily. coAction CRM Key Features * Customer Portal - A built-in customer portal enables you to securely connect, communicate, and collaborate with customers, partners and other vendors over the Internet. As a result, companies can significantly reduce IT costs while improving customer satisfaction. * Task Management - It seems that tasks should be simple, yet managing tasks across workgroups can be complex and cumbersome. coAction eases task management by providing powerful business task management functionality for all your needs. * Email Management - With coAction, next generation Web-based business email is here. coAction delivers email with business collaboration functions that have been previously missing in other collaboration software. With coAction, youll experience the first desktop like email that is fast, easy, and functionally rich. * Analytical Dashboards - Drill down from rich dashboards, directly to the item and perform actions. * Calendar - coActions rich, interactive interface makes scheduling, tracking and managing daily appointments convenient and productive.
112
About coAction
* Project Management - coAction enables you to manage milestones, resource assignment, timelines, and tasks. Use coActions powerful allocation techniques to optimize resource management. Track milestones and tasks; escalate, provide reminders and due date based notifications. Project information can be searched, sliced and diced as needed and context information and other relevant information can be added to projects. * Document Management - coAction streamlines the muddle and complexity of document management by linking business processes, supporting collaboration with internal and external users inside and organizing email clutter. * Workflow - Create tasks, alerts, send email, route items, change item status and a lot more using a powerful rules-based automation engine. Use an easy workflow definition wizard to automate an item workflow. * Status - Track life cycle of items through automated or manual status changes. Denote your custom labels, icons and colors. * Import Wizard - Use a powerful and easy-to-use mapping tool to import Excel/CSV files, for items, accounts and contacts. * Email - Send email on an item and keep communications in one place as part of item history. * Audit History - A record of all the actions taken on an item, along with the date, time, and user ID stamp, is stored in the system for audit. * Search - Use powerful search metaphors, such as wild cards, ranges, boolean operators on any view and on multiple attributes to narrow your search results. * Letter Templates - Use pre-defined PDF templates or combine user information such as signature, item information, account information and custom text to create a powerful template that can be used by one and all.
11
About coAction
* Comments - Add a comment to an item, keep track of past comments, who made them and when. * Sort/Freeze - Sort any view using a single click on ascending or descending order. Freeze columns to enable efficient horizontal scrolling. * Attach - Attach files of any type to an item, either upload file to coAction server or link the file to your server, no upload necessary! * Call Logging - Enter the details of a phone conversation with a customer by using predefined call templates for audit. * Email Templates - Use pre-defined email templates or combine user information such as signature, item information, account information and custom text to create a powerful template that can be used by one and all. * Action History - All actions on an item become part of the audit history, which can be exported. * Tasks - Create tasks linked to items, assigne tasks to users or groups/roles. coAction CRM Highlights coAction provides three compelling reasons to finally provide a SAAS in context of your work: * A consistent and rich desktop like experience on the web, across all applications * The ability to share, communicate and collaborate with internal users and external partners, in a secure and easy manner * Use powerful coApps, pre-built or design your own with all the power of the coAction platform, ready to use
11
www.workbooks.com | sales@workbooks.com | + (0) 118 00 100
HigHligHts * 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 * Based in UK
HEAdquARTERS: Berkshire, UK BuSINESS MOdEl: Hosted
CRM PROduCTS: * Workbooks CRM * Workbooks Business
CuSTOMER FOCuS: Mid-Size, Small PRICE: Free 0-day trial
11
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 organizations 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 one subscribes - and starts to deliver value immediately. Workbooks CRM includes key features to assist in the a number of important operations, including: * * * * * * * Sales Force Automation Marketing Automation Sales Order Management Customer Service & Support Supplier Order Management Invoicing and Cash Collection Company Management
116
www.zohocrm.com | support@zohocrm.com
| 1-888-900-966
HigHligHts * Awards: 2008 Small Business CRM: Leader, 2008 CRM Market Awards: Influential Leaders. * Fast and easy setup, easy customization, and easy to use and train employees. * No long-term commitment required, pay as you go. * 100% Free Edition available.
HEAdquARTERS: Pleasanton, CA BuSINESS MOdEl: Hosted
CRM PROduCTS: * Free Edition * Professional Edition * Enterprise Edition
CuSTOMER FOCuS: Small SElECT CuSTOMERS: D-Tools, Inc., ImplantVision Communications LLC, Henchmen Productions LLC, Power Systems Direct, Inc., BITS LTD, Cobblestones Communication. PRICE: Free Edition Free for first users Professional Edition $12 per user/month from th user Enterprise Edition $2 per user/month from th user.
117
About Zoho CRM

Zoho is a comprehensive suite of award-winning on-line business applications. Customers can use Zoho to run their business processes, manage their information, and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software. Zoho currently has more than 1. million registered users. Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service, and Inventory Management in a single business system. Zoho CRM users can use the same account to take advantage of the other 20+ different applications that Zoho provides. Many of them are complementary to Zoho CRM, for example - Zoho Projects for project management, Zoho Invoice for customer invoicing, and Zoho Meeting for web meetings, desktop sharing and remote support. Likewise, the single sign-on advantage extends to Google and Yahoo users, who can login to Zoho CRM directly with their respective accounts. Zoho is a division of AdventNet, a privately-held and profitable company in business since 1996. With headquarters in Pleasanton, CA and offices in Austin, New Jersey, London, Tokyo, and Beijing, AdventNet serves the technology needs of more than 0,000 customers worldwide.
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TOP 40

CRM SOFTWARE VENDORS REVEALED

Profiles of the Leading CRM Software Vendors

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

About the Report

Pivotal (CDC Software) x

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

OWNERSHIP: Public - NYSE: N FOuNdEd: California, 1998

HEAdquARTERS: San Mateo, California BuSINESS MOdEl: Hosted

CRM PROduCTS: * NetSuite * NetSuite CRM +

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

OWNERSHIP: Public (NYSE:SAP) FOuNdEd: 1972, Germany

HEAdquARTERS: Walldorf, Germany BuSINESS MOdEl: Hosted and On-Premise

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

www.maximizer.com | info@maximizer.com | 1-800-80-6299

OWNERSHIP: Private FOuNdEd: 2002 (Predecessor company founded 199)

HEAdquARTERS: Vancouver, BC, Canada BuSINESS MOdEl: On-Premise

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

OWNERSHIP: Public (NASDAQ:CHINA) FOuNdEd: 199

HEAdquARTERS: Atlanta, GA BuSINESS MOdEl: On-Premise

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

About CdC Pivotal CRM

OWNERSHIP: Public (NASDAQ: MSFT) FOuNdEd: WA, 197

HEAdquARTERS: Redmond, WA BuSINESS MOdEl: On-Premise and Hosted

CRM PROduCTS: * Microsoft Dynamics CRM

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

About Microsoft dynamics

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

About Microsoft dynamics

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

www.salesforce.com | info@salesforce.com | 1-800-667-689

OWNERSHIP: Public (NYSE: CRM) FOuNdEd: CA, 1999

HEAdquARTERS: San Francisco, CA BuSINESS MOdEl: Hosted

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

OWNERSHIP: Public (LSE:SGE) FOuNdEd: 1981

HEAdquARTERS: Irvine, CA BuSINESS MOdEl: On-Premise and Hosted

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

OWNERSHIP: Private FOuNdEd: 1991

HEAdquARTERS: Costa Mesa, CA BuSINESS MOdEl: On-Premise

CRM PROduCTS: * ADAPTcrm

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

About Adapt CRM

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

About Adapt CRM

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

About Adapt CRM

2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

www.amdocs.com | info@techexcel.com | (1) 212 7000

OWNERSHIP: Public (NYSE: DOX) FOuNdEd: 1982

HEAdquARTERS: Chesterfield, MO SOFTWARE MOdEl: On-Premise

CRM PROduCTS: * Amdocs Customer Management (part of CES portfolio)

www.maximizer.com | info@maximizer.com | 1-800-80-6299

OWNERSHIP: Private FOuNdEd: 2002 (Predecessor company founded 199)

OWNERSHIP: Public (NASDAQ:CHINA) FOuNdEd: 199

OWNERSHIP: Public (NASDAQ: MSFT) FOuNdEd: WA, 197

www.salesforce.com | info@salesforce.com | 1-800-667-689

www.amdocs.com | info@techexcel.com | (1) 212 7000

| + 20 286 890

OWNERSHIP: Private FOuNdEd: 200, Israel

OWNERSHIP: Private FOuNdEd: 199

www.tracker-rms.com | contact@tracker-rms.com | + (0) 81 262 00

www.eloqua.com | sales@eloqua.com | 866 27 876

OWNERSHIP: Private FOuNdEd: Toronto, Canada, 199

www.esalestrack.com | sales@esalestrack.com | 1-866-76-CRM (276)

OWNERSHIP: Private FOuNdEd: 200

www.frontrange.com/software/crm/goldmine | sales@frontrange.com | 1-800--7

www.infor.com | sales@infor.com | 1-800-260-260

www.infusionsoft.com | sales@infusionsoft.com | 1-866-800-000

www.ivinex.com | info@ivinex.com | 801.91.117