Top 10 Small Business
Top 10 Small Business
Top 10 Small Business
2010 Edition
But, enterprise-scale CRM systems can be quite intimidating for smaller businesses.
They come with hefty price tags and complex implementations, requiring more financial
and IT resources than smaller companies can spare. Additionally, their massive
features sets often provide more functionality than a small business needs.
Until recently, only larger organizations have been able to reap the benefits of customer
relationship management. But, several vendors have emerged with “lite” or small
business CRM solutions, to satisfy the needs of the small- to mid-sized market and give
smaller companies the same competitive edge.
But, not all companies need the power and complexity of enterprise-scale systems.
Consider a small business CRM solution if your company manages less than 500
customers and/or has less than 50 staff members supporting customer-facing
operations. Small business customer relationship management is also ideal for
companies with minimal complexity in their procedures, where the efficiency and
productivity of each individual is more important than coordinating intricate processes
across departments.
Most of them come with some standard reporting capabilities, so management can
monitor activities across multiple staff members. Other, more advanced functionality
– such as help desk automation, marketing campaign execution and management,
sales forecasting, order processing and tracking, and advanced analytics, are usually
available as add-on options.
Ease of implementation. Select a solution that is easy to install, integrate, and test, so
you don’t have to devote your limited IT resources to a long, cumbersome deployment.
Or, consider choosing a hosted solution that will get you up-and-running quickly, with
minimal burden on IT staff.
Scalability. While you may be a small business now, things could change down the
road. Choose a solution that can grow with you, and adapt as your user base expands
and your CRM needs evolve.
User friendliness. A solution that is intuitive and easy to maintain will eliminate the need
for you to waste time and money on training and administration.
Review these vendors, and you’ll be well on the way to finding the right CRM package
for your business.
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!
Founded:
2007
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:
$25 per user per month
* 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.
* Analytical Dashboards - Drill down from rich dashboards, directly to the item and
perform actions.
* 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.
* 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 pre-
defined 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.
Highlights
Customer Focus:
Small and mid-sized companies and divisions of larger enterprises
Select Customers:
Siemens, Ipsos, Nestlé Clinical, Ericsson, HSBC, Singapore Airlines, Cathay Pacific
Price:
Starting at $229
Maximizer CRM adapts to the way you work, and grows as your business grows.
Choose from four editions, as well as several add-on modules and options for the
solution that matches your business needs. The right solution will depend on your
number of users, access, and feature requirements.
It’s easy to configure right out of the box, so you can get up and running quickly and
focus on your business. Entrepreneur Edition is ideal for small businesses, home
offices, financial advisors, realtors, and sales professionals in virtually any industry.
Features include:
* Contact management
* Opportunity management
* Sale force automation
* Integration with Microsoft Office®
* Integration with QuickBooks® accounting software
* Mobile access through BlackBerry® or Windows Mobile® devices
* On-the-fly reporting with easy exporting to Excel
Features include:
Highlights
Customer Focus:
Outlook users in small and mid-size businesses.
Select Customers:
H&R Block, Expedia, Millennium Hotels and Resorts, COMPUSA, Zone Cuisine,
1-800-CONTACTS
Price:
The full-suite Professional Edition is priced between $622 and $880 per user
and $1,244 and $1,761 per server. Full-suite Small Business Edition, which is a
requirement for the Small Business Edition, is priced between $440 and $499 per user
and between $528 and $599 per server.
Whether you run a small, growing business or a large organization with a high number
of customers and large sales and marketing teams—you can use Microsoft Dynamics
to help you manage relationships even better. The Microsoft Dynamics suite of CRM-
related solutions includes:
The CRM solutions and capabilities within Microsoft Dynamics connect closely to other
Microsoft technologies that you may already use. This brings together data, helping your
sales people to answer customer questions without making the customer wait.
When your employees use the CRM functionalities of Microsoft Dynamics, they work
within a familiar Microsoft software environment. This helps reduce distractions of
having to learn and work with disparate software tools.
Microsoft Dynamics solutions are typically implemented for you by a Microsoft partner
with the right industry and technical expertise.
Highlights
Customer Focus:
Small and mid-sized businesses.
Select Customers:
Aeris.net, AMPRO, Oakland Athletics, Novak Conversions Inc., Document Sciences
Price:
NetSuite is $499 /month base fee and $99 /user /month (includes maintenance,
support is extra)
NetSuite CRM+ is $129 /user /month (includes maintenance & support)
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 set-
ups. Finally, NetSuite’s patent-pending “”real-time dashboard”” technology provides an
easy-to-use view into role-specific business information that is always up-to-date.
NetSuite’s strong all-in-one front- and back-office solutions span CRM, ERP, accounting,
and eCommerce making this a one-stop package for SMBs. The company’s software
helps you to manage your key business operations in a single, integrated system.
Netsuite’s software solutions include:
NetSuite has thousands of customers globally ranging in industry, business size and
software solutions.
Highlights
* Designed for small and mid-size businesses by people who’ve built and run
SMEs
* 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
* Exciting UK company, winning business against bigger players
* Great customer references
* Free trial available
Customer Focus:
Small and mid-sized enterprises.
Price:
From £35 per user per month.
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 CRM includes key features to assist in the a number of important operations
in your business including:
Highlights
Customer Focus:
Small and medium businesses.
Select Customers:
ACME Truck Line, Asbestway Abatement Corporation, Buffalo Sabres, CPS, Digitell
Price:
Starting at $1,495 per server and $495 per user license;
Hosted Service $69/month/user
Sage CRM is a wireless and Internet-based CRM system that provides enterprise-wide
access to vital customer, partner and prospect information.
Sage CRM
Sage CRM is an easy to use, fast to deploy, feature rich CRM solution providing
enterprise-wide access to vital customer information - anytime, anywhere. With Sage
CRM, you can better manage your business by integrating field sales, internal sales,
customer care and marketing information.
SageCRM.com
SageCRM.com is a comprehensive on-demand CRM solution for clients seeking a
low-cost, low-risk solution. One price gets you everything: CRM application, support,
training, backups, and updates. SageCRM.com also offers the flexibility to migrate to an
onsite CRM system as business needs evolve.
Sage Software is a subsidiary of The Sage Group plc, a leading international supplier
of accounting and business management software solutions and related products and
services for small and midsized businesses.
Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and the
Group now has 5 million customers. The Sage Group plc. is the company behind many
respected software brands including: Peachtree, Sage CRM, Sofline Pastel, ACT!, and
SalesLogix.
Highlights
Customer Focus:
While eSalesTrack services a wide-range of industries, small and medium-sized
businesses with multiple sales channels find eSalesTrack especially easy to manage.
Select Customers:
Telecom Inventory, LLC, TJ Properties, Accord Human Resources, Nuvox
Communtications
Price:
All features are included for just $40/user/month.
User-Centric
Many CRM’s promote that their user interface is friendlier than the others yet when
opened, they look like all the others. From the initial page, eSalesTrack stands out as
the most user-friendly applications available on the market today. Seeing is believing.
Highlights
Customer Focus:
Small businesses.
Select Customers:
QwikQuote, eSource Marketing, First Home Help, Blue Reef Yachting, AmeriShade
Price:
Professional Edition: $14 per user per month
Premium Edition: $24 per user per month
* have customer information on bits of paper all over the place and want to get
organized
* are using Excel to keep track of their leads and customers but the spreadsheets are
getting too big and difficult to manage
* are using ACT! or Goldmine or some other desk top based contact management
solution but are afraid of losing data if the PC crashes or is infected by a virus
* need to share information with partners or employees in different locations
* have used salesforce.com in the past, but want something that is much easier to use
and costs a lot less but does basically the same thing
Highlights
* 16 Years of IT Experience
* Accounts and Website integrated CRM solutions
* Modular, fully flexible systems
* Mobile solutions, providing critical data to staff on the road
Customer Focus:
ProspectSoft offers flexible CRM and online solutions in a wide range of industries,
aimed specifically at growing businesses.
Communication of information around the user’s organization is essential for rapid and
effective response to customer and supplier situations. Integration with other systems,
particularly those in the back office, prevents wasteful duplication caused by the well-
known “islands of information” syndrome. Over 90% of ProspectSoft CRM Software
installations include remote and mobile users, meeting the ever-increasing demand
by managers, sales and support staff who are regularly on the road, for up-to-date
customer and supplier information.
The company was formed in 1994 as a specialist software house and has developed
considerable expertise in mobile database solutions and systems integration.
ProspectSoft CRM has evolved over the past 5 years and, following a 300% expansion
in the company since the start of the millennium, CRM solutions are now installed in the
UK and 12 other countries, from Sweden to South Africa, Ireland to New Zealand and
the USA. ProspectSoft delivers its CRM Solutions in the UK through 40 highly trained
and qualified resellers, backed up by in-house sales, support and consulting staff. In the
rest of the world, support is provided locally by distributors.
ProspectSoft Highlights
Accounting Software Integration
ProspectSoft CRM software and solutions integrate seamlessly, with several leading
accounting software systems, including Access Dimensions, Exchequer Enterprise,
Pegasus Opera and Sage Line 50ProspectSoft CRM provides a user-friendly accounts
portal to; create new sales and purchase ledger accounts, view purchase history,
products and pricing as well as stock levels in a simple format – without requiring
additional accounting licences. Orders can then be confirmed directly into the accounts
Sales Order Processing.
Telephony Integration
ProspectSoft CRM software is compliant with Microsoft’s TAPI standard, so it can
be integrated “out of the box” with most widely used telephony systems to manage
outgoing and incoming calls. Users can automatically call companies or individuals from
any customer or supplier record, while incoming caller details are displayed clearly, but
unobtrusively. The system recognizes a DDI, switchboard or mobile number, or will find
the closest match. The caller’s details are then instantly accessible.
Mobile Computing
Customer or supplier information, including documents or accounting data, are
instantly accessible to any LAN user. The same information is available to wide area
network (WAN) users, so staff in other offices are always up to date. This is also true
for managers, sales or service people on the road, with laptop or tablet PCs, or PDAs,
over GPRS, 3G or Wi-Fi connections. Mobile users can access and process customer
information for example, to take orders or to receive and update service calls.
Highlights
Customer Focus:
Mid-size and large enterprise customers.
Select Customers:
Artic Cat, Brother International, Caterpillar Logistics, T-Mobile, Vitens
Price:
Not published.
SAP offers CRM on-demand solutions that are easy-to-use, Web-based, and available
on a subscription basis.
Sales – Eliminate productivity barriers, enforce consistency across all selling channels,
and increase overall performance within your sales organization.
Service – Transform service into a profitable line of business with a broad range of
functionality to enable customer service and support, field service, e-service, and more.
E-commerce – Turn the Internet into a profitable sales and interaction channel for both
business customers and consumers.
Channel management – Optimize your indirect channels with support for partner and
channel management.
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
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 (3 year average)
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 that’s cost effective, implements fast, and delivers the right
balance of functionality and simplicity to ensure user adoption and a successful CRM
implementation.
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
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.
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.
Highlights
* Real-time accounting & ERP integration seamlessly links ADAPTcrm to mid-
range 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
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
ADAPTcrm, the company’s 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 system’s 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.
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.
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:
* Advanced Sales Automation – Customers can give their sales staff the ability to
manage the progress of pending opportunities as they relate to their business’s
selling processes. Additionally, ADAPTcrm features a Sales Opportunity Manager
that analyzes and tracks the life of an opportunity from start to close.