An Overview of Uses, Products, and Comparison Criteria

gabonesedestructionDéveloppement de logiciels

17 févr. 2014 (il y a 4 années et 6 mois)

308 vue(s)

An Overview of Uses, Products, and Comparison Criteria

Prepared by

Austin Communications Consulting


One ACC Center,
Ste.
100

Austin, TX 78754

512
-
454
-
1000



Description of CRM


How Cultural Embrace uses CRM


Past and current use


Changes in how CRM are used

Outline

C
ontinued


Products reviewed


Sage ACT! 2011


Intuit QuickBase


Salesforce

Professional Edition


Zoho

CRM Enterprise Edition

Outline Continued


Comparison Criteria by Product


Price


System requirements


Number of users


Number of customers


Ability to group customers


Ability to manage email


Ability to track information

from website forms


Ability to track Google
Adwords


Ability to import or use files from existing system


Independent Reviews


Outline Continued


Conclusions by comparison criteria


Recommendations

Description of CRM


Centralized record


All data sources


Organize


Automate


Synchronize

How Cultural Embrace Uses CRM

Past and current use


Store all customer contact information


Notes on communications with customers


Progress notes for development of each
customer’s travel program


Create and send weekly email newsletter




Changes in How Cultural Embrace Uses
CRM


Tracking leads generated on social media such
as Facebook and Twitter


Tracking the effectiveness of Google
Adwords


Collecting data customers enter on the
Cultural Embrace
website


Need for mobile access


Products

Reviewed


Sage ACT! 2011


Current system



DVD or download, installed on office server



Intuit QuickBase


Integration with QuickBooks


Software as a Service (SaaS) model, hosted on
remote servers

Products Reviewed Continued


Salesforce

Professional Edition


Replacement product


Software as a Service (SaaS) model, hosted on
remote
servers


Zoho

CRM Enterprise Edition


Replacement product


Software as a Service (SaaS) model, hosted on
remote servers

Product

Price

System
Requirements

Number of
Users

Number of
Customers

Sage ACT! 2011

$299.95/user
upgrade cost

($1199.80)

-

2 GB available
HD space (4 GB
if downloaded)

-

1.0 GHz
Pentium® IV
processor
-

1 GB system
memory

Up to 10

Unlimited

Intuit QuickBase

$299/
month per
user
($1794/mo.)

N/A,

SaaS model

Up to 100

25,000 records

Salesforce

Professional
Edition

$65/
month per
user ($260/mo.)

N/A,

SaaS model

Unlimited

Unlimited

Zoho

CRM
Enterprise
Edition

$25/
month per
user

($100/mo.)

N/A,

SaaS model

Unlimited

Unlimited

Product Specifications

Product Features

Product

Ability to Link or
Group Clients

Ability to
Manage Email

Ability to Track
Website
Forms

Ability to track
Google AdWords

Sage

ACT! 2011I

Specific groups
feature included

Schedule
&

send
,
tracking

$59.99/month
for
2 users,
$5.99/month
each

additional
user ($71.97)

Yes, only
included with
email

service

no

Intuit QuickBase

possible

Schedule &

send
,
tracking

$28/month

no

no

Salesforce

Professional
Edition

possible

Schedule &

send
,
tracking

Included

yes

yes

Zoho

CRM
Enterprise
Edition

possible

Schedule &

send
,
tracking

$3/user/month
($12)

yes

planned

Ability to use or import existing CRM
files


Sage ACT! 2011


Use existing files


Intuit QuickBase


Import existing files


Salesforce

Professional Edition


Import existing files


Zoho

CRM Enterprise Edition


Import existing files


Independent
Reviews

Reviews for Sage ACT! 2011


PC Magazine


Tons of help within in the interface


Handy Sage Business Info Service


Slow performance when switching between tasks


Puzzling placement of some Menu commands


Salesmark.com


Good product, great features


Pricing and delivery model miss the mark


3.5 out of 5 stars

Reviews for Sage ACT!
2011 Continued


Zdnet.com


Good Outlook integration


Social media integration not as complete as other
services


Company responds well to user suggestions


Adavidcreation.com


Highly customizable and full
-
featured


Expensive upfront


No remote access

Reviews for
Intuit QuickBase


PC Magazine


Powerful, fast, reliable online database


Easy to use


Document files can only be exported one by one


Brighthub.com


Highly customizable and full
-
featured


Pricing puts it out of reach of small businesses


Reviews for
Intuit QuickBase
Continued


Onlinedatabasefiles.com


Difficulty importing files


Errors when importing data from ACT!


User interface complicated and non
-
standard


Very difficult to learn


Techrepublic.com


Geared toward medium to large business


Large application that can be intimidating to get
started with


Reviews for
Salesforce

Professional
Edition


PC magazine


Streamlined interface with incredibly informative
Dashboard views


Smooth workflow process


Pricing gets expensive


Lower
-
cost packages lack basic functions other
CRM include for free


Customers.com


Good analytical capability for companies with lots
of personal contact with customers


Reviews for
Salesforce

Professional
Edition Continued


Eweek.com


Easy to navigate


Ample tabs and menu items, very complete


Integration with other applications could be
improved


Overall 5
-
star rating


Techrepublic.com


Some remote access, but incomplete


One year of
Salesforce

costs as much as one
-
time
cost of ACT!


Reviews for
Zoho

CRM Enterprise
Edition


PC Magazine


Good email and Web integration


Inexpensive


Requires customization at outset


Lacks scalability


Customers.com


Available integration with QuickBooks and Gmail
works well


Lacks the email marketing functionality of other
products


Reviews for
Zoho

CRM Enterprise
Edition Continued


Netprofitmarketing.com


Intuitive, easy
-
to
-
use interface


No features that a small business doesn’t need


Automation makes it easy to track leads and
create tasks


Techrepublic.com


Many of the same features as
Salesforce
, for much
less


Good mobile access


Conclusions

Conclusions


Price

(including monthly email service fees)


Zoho

CRM Enterprise Edition $112/month


System requirements


No product has advantage


Number of users


No product has advantage


Number of customers


QuickBase is only product with limit (25,000)


Conclusions Continued


Ability to group
clients


Only ACT! has built in


Ability to manage email


Part of basic service with
Salesforce


Ability to track website leads


Included with
Salesforce

and
Zoho


Ability to track Google
Adwords


Only offered with
Salesforce


Ability to use or import files from existing
system


No issue with ACT!




Conclusion from Reviews

Zoho

CRM Enterprise Edition


Good email and web integration


Inexpensive


Automation to track leads and create tasks


Good mobile access




Recommendation


Zoho

CRM Enterprise Edition


Low cost


Email and web integration


Mobile access


Accommodate company growth