CRM and Salesforce Product Comparison

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CRM
and Salesforce Product Comparison




VERSION
1
.0


DATE PREPARED:

1
/1/201
3

DEVELOPMENT
:

BRITE GLOBAL, INC.







201
3

Brite Global, Incorporated. All rights reserved.

The
information contained in this document represents the current view of Brite Global, Incorporated on the issues discussed
as of the date of preparation. Because Brite Global must respond to changing market conditions, it should not be interpreted
to
be a co
mmitment on the part of Brite Global, and Brite Global cannot guarantee the accuracy of any information presented
after the date of publication.

This document is for informational purposes only. BRITE GLOBAL MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR
STATUT
ORY, IN THIS DOCUMENT.

Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright,

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part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted

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Brite Global, Incorporated • 269 South Beverly Drive, #115• Beverly Hills, CA 90212 • USA




CONTENTS

About Brite Global

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4

About Salesforce.com and Microsoft Dynamics CRM

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5

Product Comparison

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5

Product overview

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5

Data Centers and Service Level Agreement
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5

Browser and Device Support

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6

User Interface and Navigation

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6

Dashboards, Reporting and Charts

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7

Personal User Options

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7

Customization, Configuration and Development

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8

Search Options

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8

Duplicate Detection and Record Merging

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9

Workflows and D
ialogs

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9

Security

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9

Data Import

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10

Outlook and Office Integration and Email Merge
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10

Internet Lead Capture
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11

Thi
rd Party Solutions

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11




ABOUT BRITE GLOBAL

Established in 2005, Brite Global is a leader in delivering
Microsoft Dynamics CRM and xRM

solutions to business
customers. As a Microsoft Gold Certified Partner, Brite Global has
an impressive and rapidly growing list of customers benefiting
from Microsoft Dynamics CRM solutions. We have embraced the
Power of Choice by providing our customers
the choice of a
hosted, on
-
premises or hybrid delivery options.

Headquartered in Beverly Hills, CA with offices in Atlanta, GA and Europe, Brite Global provides CRM and
software solutions to business in multiple industries including Public Sector and Educa
tion, Financial Services,
Real Estate, Media and Entertainment, Not for Profit, Retail and Manufacturing, Sports and Recreation, and
Professional Services. For more information, visit
www.briteglobal.com
.







A
BOUT SALESFORCE.COM
AND MICROSOFT DYNAMI
CS CRM

Salesforce.com was founded in 1999 by Marc Benioff and went public in 2004. Salesforce.com was a pioneer in
developing software as a service (SaaS), which is now commonly referred to as cloud computing.

Micros
oft was founded in 1975 by Paul Allen and Bill Gates. Microsoft has released products from a wide
spectrum including Operating Systems, Office Suites, Server software and Business solutions. Microsoft
released the first version of Microsoft Dynamics CRM in

2003, which is available as an On
-
Premise solution as
well as a cloud solution, called Microsoft Dynamics CRM Online.

PRODUCT COMPARISON

The subsections in this document provide a comparison between some of the most popular features sets
between Salesforce.com and Microsoft Dynamics CRM Online.

The document will not cover comparison details
of the Microsoft Outlook client.

PRODUCT OVERVIEW


Comparison

Salesforce.com

Microsoft Dynamics CRM

Offering

Offered as a hosted subscription model only.

Offered as an on
-
premise and an online
hosted subscription model.

Releases

Three new releases every year

Microsoft has two new major releases per
year

Editions and Pricing

Pricing

Available in 5 different
editions
: Contact
Manager, Group, Professional, Enterprise and
Unlimited. Price ranges from $5/user/month
for the Contact Manager

edition to
$250/user/month for the Unlimited edition

Microsoft Dynamics CRM is available in
three
deployment models
: On
-
Premise,
Online and Partner Hosted. There is only a
s
ingle edition for CRM Online, which
includes all the feature set

Subscription cost is $44/user/month

Data Storage

All editions have a minimum of 1 GB of data
storage and 11GB of file storage

Each organization is allocated 5GB of
storage. Additional storag
e can be
purchased at a price of $10/month.


DATA CENTERS AND SER
VICE LEVEL AGREEMENT


Comparison

Salesforce.com

Microsoft Dynamics CRM

Data Centers

Collocated in multiple top
-
tier global data
centers

Microsoft has its own data centers in
Washington,
Illinois, Texas and Ireland

Service Level
Agreement

No publicly accessible Service Level
Agreement

99.9% guarantees uptime Service Level
Agreement





BROWSER AND DEVICE S
UPPORT


Comparison

Salesforce.com

Microsoft Dynamics CRM

Browser Support

Support
for recent versions of Google
Chrome, Mozilla Firefox, Microsoft Internet
Explorer and Apple Safari

Support for Internet Explorer, Mozilla
Firefox, Google Chrome and Apple Safari
browsers starting with Update Release 12

Device Support

Native applications
for iPhone and BlackBerry.
A mobile lite version is available at no extra
charge. Sales mobile, which has additional
capabilities is available at an extra charge

Dynamics CRM Mobile Express, a scaled
down version of the UI is available, which
can be
accessed via any mobile browser.

Additional mobile solutions are available
from third party providers


USER INTERFACE AND N
AVIGATION


Comparison

Salesforce.com

Microsoft Dynamics CRM

General Navigation

Salesforce displays different objects across
the top

of the screen. Each user can have
their own set of tabs.

Microsoft Dynamics CRM
has a tabbed
ribbon at the top of the UI. Each tab has a
set of actions, and can be hidden so that
only the tabs show and not the items.

Left Side Navigation

The left sidebar

shows the Recent Items and
allows the user to quickly create new records.

The lower part of the left sidebar allows
users to select their Workspace or a
particular functional area they want to work
with (Sales/Marketing).

Recent items and links for
creating new
items are shown within each link on the
side bar navigation area.

Search

A global search box is available at the top of
the left browser window

A user can search within any entity using
the Quick Find box at the top right of a list
of records
.

Displaying Records

Record navigation occurs within a single
browser tab or window. No new tabs or
windows are open unless the user forces it.

Microsoft Dynamics CRM opens records in
a new browser window or tab (depending
on browser settings). Record
views are
displayed in the same tab or window.

Record Navigation

Salesforce displays sections of fields of a
current records at the top of the screen.
Below the sections, Salesforce displays related
lists of records from other objects

A record header and
footer display read
only group of fields and persist as the user
scrolls.

A user can scroll through the details of the
records or jump to different sections or
related information by clicking the links on
the left navigation area.

Multiple Forms

Salesforc
e Enterprise and Unlimited allow for
multiple screen layouts which are defined by
the record types

Microsoft Dynamics CRM allows for
multiple screen layouts by the user’s
security or functional role.





DASHBOARDS, REPORTIN
G AND CHARTS


Comparison

Salesforce.com

Microsoft Dynamics CRM

Reporting

With a drag and drop report writer, tabular,
summary and matrix reports can be created.
The fields from the different report objects
can be dragged and columns and create
groupings.

Microsoft CRM has a repor
t wizard for
creating new reports. They can be filtered
based on existing reports, saved views or
new filters during the report creation
process. Reports allow for a Primary
records type and a related record type.

Grouping an columns can be selected in
the

Layout Fields dialog

Custom Report
Types

Custom Report Types allow administrators to
define which objects to display to the users
when the created the report as well as define
relationships between these displayed
objects. This can be used for
cross
-
object
reporting (up to 4 objects). **

Custom Reporting can be created using
Microsoft Report Builder for SSRS or
Business Intelligence Development Studio
(BIDS). These reports are highly
customizable and can span across multiple
entities. Certain di
fferences exist between
On
-
Premise and Online reports.

Report Scheduling

Reports to be automatically delivered via
email on a scheduled basis. The report
appears within the email body as email
formatted text. **

Report scheduling is only available out of
the box in CRM On
-
Premise using Sql
Service Reporting Services. For CRM Online
you can use the Report Scheduler tool or
create a custom workflow to send an email
of a report on a scheduled basis.

Charts

The chart editor allows for defining a chart
type an
d chart data points for a designated
report.

Charts are available on any entity within
Microsoft Dynamics CRM and can be easily
created using the chart editor from within
any view within CRM. Multiple types of
charts are available out of the box.

Dashboa
rds

Customizable dashboards are multiple
collections of report based charts that can be
arranged on a tab as different dashboards.
Salesforce has a default adoption dashboard
which provides information about how
different users are using the application. *

Microsoft CRM provides multiple formats
for dashboards. Dashboards are real time
and can be used for any entity within the
application.

* Available in the

Salesforce.com

Professional, Enterprise and Unlimited editions only

** Available in the
Salesforce.com

Enterprise and Unlimited
editions only


PERSONAL USER OPTION
S


Comparison

Salesforce.com

Microsoft Dynamics CRM

Personal Options

Users have the option to customize their tabs
and set the appearance and order of related
lists within each object.

Microsoft Dynamics CRM allows users to
set various personal options which will
control
some of the personalization
features and
how
the
data
will be displayed
to the user.



CUSTOMIZATION, CONFI
GURATION AND DEVELOP
MENT


Comparison

Salesforce.com

Microsoft

Dynamics CRM

Fields

Administrators can
easily
add new fields to
any object.

New fields can be easily added to existing
or custom entities.

Objects

/ Entities

Objects (tables) can be added. A new object
can either have a lookup relationship with a
parent object, master detail relationship or
many to many relationship.

New entities (tables) can be added. Entities
can be related to other entities as one to
many, many to one or many to many.
Behavior for the relationships can be
Parental or various opt
ions of cascading

Development

In the Enterprise and Unlimited editions,
Salesforce allows for advanced development
using their own proprietary language, APEX

The Microsoft Dynamics CRM SDK allows
for advanced development and integration.
The Microsoft .NE
T Framework 4.0 is used
for writing custom code and integration
with CRM.


SEARCH OPTIONS


Comparison

Salesforce.com

Microsoft Dynamics CRM

Quick
/Universal

Search

Universal search which parses through all text
fields in all objects. Search results are
grouped by object. Filters can be added to
search results to narrow down the results of
the global search.

Each Entity in CRM has a Quick Find box,
where users can perform a partial of full
string search within the current entity. The
search is on particul
ar fields, and can be
customized by which fields to search on.

Advanced Search

Searches can be narrowed down by objects or
ownership criteria, which persist until the user
changes them.

Advanced Search allows users to search
across any field within an ent
ity. Advanced
find can be used a single time or saved as a
view.





DUPLICATE DETECTION
AND RECORD MERGING


Comparison

Salesforce.com

Microsoft Dynamics CRM

Duplicate Detection

A user can search for any records that match
the Lead the user currently is
working on. The
displayed results spans matches across Lead,
Account, Contact and Opportunity records.

Duplicate Detection runs as a background
process in CRM, and the rules for duplicate
detection are set by the System
Administrator.

The entire entity or
only a subset of records
can be checked for duplicates. Duplicate
detection rules are also run when new
records are added, notifying that a
duplicate has been found and what action
to perform.

Duplicate detection is available for both
system and custom ent
ities

Merging of Records

Merging can include up to three records to
be merged into a single record. Sales
provides an interface for selecting the best
data fields for the winning or Master record
from each of the matching records. The other
records will b
e sent to the Recycle Bin.

Two records can be merged into a single
record in CRM. The record that is no longer
needed will be marked as Inactive.


WORKFLOWS AND DIALOG
S


Comparison

Salesforce.com

Microsoft Dynamics CRM

Workflows

Workflow Rules can be
triggered by records
creation of record editing.

When a record meets a certain criteria an
action such as scheduling a task, sending an
email or updating a field can be triggered.

Workflow Rules include an approval process.
The process specified the necess
ary steps that
are required for approval and who must
approve it.

Workflows in MS CRM are based on
Windows Workflow Foundation (WF), and
can be either run on demand or
automatically.

Workflows and Dialogs are both categories
of processes in CRM. Dialogs c
an be used
to guide users through a series of steps
(such as a Wizard) that have to be
performed on a particular type of record.


SECURITY


Comparison

Salesforce.com

Microsoft Dynamics CRM

Authentication

Salesforce login process is a two factor
authentication. After an initial login, every
time a user wants to access via a different
machine, they would be required to
authenticate via an email code.

Microsoft Dynamics CRM Online uses
Windows Live Id to authenticate users. A
user can login from any

computer that
does not belong to them.

Microsoft Dynamics CRM On
-
Premise uses
Active Directory for Authentication


DATA IMPORT


Comparison

Salesforce.com

Microsoft Dynamics CRM

Data Import

Salesforce has a wizard for importing records
into the Lead
object or into the Accounts and
Contact records as a single operation.

The Data Loader* tool can be used for
importing data into any Salesforce object.

Microsoft CRM has the Import Data Wizard
which allows importing data into any
Record Type in the CRM dat
abase as well
as importing Account an
d

Contact records
in a single operation.

* Available in the Enterprise and Unlimited editions only


OUTLOOK
AND

OFFICE INTEGRATION A
ND EMAIL MERGE


Comparison

Salesforce.com

Microsoft Dynamics CRM

Outlook Client

Salesforce provides a free plugin for Outlook
2010 and 2007 which includes limited
information of Salesforce Lead and Contact
information from within the Outlook Client.

Salesforce provides an “Email To Salesforce”
feature which allows associating emails w
ith
Lead or Contact records.

Microsoft CRM provides a Native Outlook
client will the full capabilities of CRM
available within the Outlook Client both
while connected as well as offline.

Users can track Email Messages.
Appointments and Tasks from within CR
M
and convert emails to CRM records such as
Opportunities.

Office Integration

Salesforce has a Microsoft Word and
Microsoft Excel add in that allows connecting
to Salesforce data. Extended mail merge is
available upon request from Salesforce.com,
which is

a server side merge that supports up
to 1000 records per merge.

Microsoft CRM allows users to initiate
Word mail merges from within CRM. Users
can select Organization or Personal merges
to single contacts, multiple records on a
single view page or all rec
ords on all pages
of a view.

CRM also allows exporting data to Excel as
static or dynamic worksheets and
PivotTable that are linked back to the CRM
data source

Collaboration

Salesforce includes a proprietary
collaboration platform called Salesforce
Chatter that has a format of conversation
feed similar to Facebook user interface

Microsoft provides the ability to collaborate
with Microsoft SharePoint server on
documents, reporting, entity information
and sharing other company information.

SharePoint i
ntegration is embedded within
the CRM application, so users will be
unaware that they are accessing non
-
CRM
data.

Yammer integration has just been released
with new December 2012 service update.

Email Merge

Salesforce allows administrators and user to
cre
ate email templates (both html and text),
which can be sent to lead or contact records
and are processed by the Salesforce servers.
Tracking for email opens is also offered by
Salesforce.

The daily mass email limit is 1000, and there
is also a per send lim
it.

In Microsoft CRM email templates can be
created by both users and administrators,
and can be sent to multiple
contacts types
(leads, contacts, accounts or other entities).
In CRM Online, emails are sent via the
Native Outlook Client. In CRM On
-
Premise,

email can also be sent via the Email Router.


INTERNET LEAD CAPTUR
E


Comparison

Salesforce.com

Microsoft Dynamics CRM

Lead Capture

A Salesforce wizard allows administrators to
generate HTML web forms on selected lead
records that can be added to any
web site

Microsoft Dynamics allows the complete
creation of landing pages within a web
forms that can be generated for use on any
web page*

* The Internet Lead Capture service from Microsoft Dynamics CRM is being decommissioned in February 2013. Several third
party Internet Lead Capture services exist, which provide similar functionality including our own
CRM to Web Form

Internet
Lead Capture

service.

THIRD PARTY SOLUTION
S


Comparison

Salesforce.com

Microsoft Dynamics CRM

Third Party Solutions

Salesforce AppExchange provides internal
and
third party solutions for Salesforce.com

Microsoft Dynamics Marketplace provides
solutions that can be imported into
Microsoft Dynamics CRM