top 40 crm software vendors revealed – 2008pfaesch.ublog.cl/archivos/785/40_profiles_crm.pdf ·...

Top 40 CRM Software Vendors Revealed – 2008

Profiles of the Leading CRM Vendors

Find the best customer relationship management system for your business.

© 2008, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 2

www.netsuite.com | [email protected] | 650-627-1000

HigHligHts

Comprehensive CRM feature set with easy customization tools. Real-time analytics dashboard.Strong integration with Microsoft Outlook.

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Headquarters: San Mateo, California

Business Model: Hosted

ownersHip: Public - NYSE: N

Founded: California, 1998

CrM produCts: NetSuiteNetCRMNetERPNetSuite Small BusinessNetCommerce

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CustoMer FoCus: Small and mid-sized businesses.

seleCt CustoMers: Aeris.net, AMPRO, Oakland Athletics, Novak Conversions Inc., Document Sciences

priCe: Starting at $129/user/month.

© 2008, Business-Software.com. All Rights Reserved. Reproduction Prohibited. �

about netsuiteNetSuite Inc. offers hosted CRM software for small to medium businesses. NetSuite was originally incorporate as NetLedger by its founders Larry Ellison and a young protégé, Evan Golberg. The company’s name was later changed to its current 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 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 - complete CRM for mid-sized businessesNetSuite Small Business - CRM for small businessesNetSuite CRM - traditional CRMNetSuite CRM+ - Total CRM solutionNETERP - Web-based accounting/ERPNetCommerce - eCommerce solutionNetFlex - third-party software integration

The company’s patent-pending “real-time dashboard” technology provides an easy-to-use view into role-specific business information that is always up-to-date. At times, the comprehensive functionality adds to the product’s complexity. Service thresholds and per-module pricing can increase your costs. NetSuite has thousands of customers globally ranging in industry, business size and software solutions.

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www.aplicor.com | [email protected] | 561-��7-0�00

HigHligHts

Focused on serving mid-market, global and large organizations.On-demand CRM suite including sales, marketing, service and partner relationship management (PRM). Internationalization includes 16 languages, multi-currency management, global taxing methods (such as VAT & GST) and data center delivery locations in the US, UK and Asia.Winner of 24 independent industry awards in last four years. 100% hosted uptime since April 2003 with 98.1% client renewal since January 2005.

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Headquarters: Boca Raton, FL


ownersHip: Private

Founded: FL, 1999

CrM produCts: Aplicor’s Professional ServicesAutomationAplicor Financial Services CRM EditionAplicor Public Sector Citizens

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CustoMer FoCus: Midmarket and global companies

seleCt CustoMers: US Department of Commerce, Intel, Tyco, Synovus, Suncorp, Irwin Home Equity, Microsoft, France Telecom, Cargill, Ford, Virgin Atlantic, Jaguar, Infosys

priCe: Starting at $89 per user per month.


about aplicorAplicor is an ISO Certified (ISO 27001:2005) global software publisher of subscription-based and hosted CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) web-based software solutions for high growth, mid-market and enterprise organizations.

The CRM software application includes Sales Force Automation (SFA), Marketing Automation, Customer Support and Partner Relationship Management (PRM). The CRM application improves marketing effectiveness, increases sales win rates, grows customer share and decreases customer churn. The on-demand accounting software and ERP software application provide full back office financial accounting, distribution, project accounting, human resources, payroll, manufacturing and multiple currency management.

In addition to award winning ease of use, the company’s business applications distinguish themselves by providing a unique and fundamental shifts from data management to business process automation, from static reporting to Business Intelligence (BI), and from a one-size-fits-all shared hosting platform to an isolated tenancy hosting model which includes System Autonomy.

Since 1999, Aplicor has pioneered easy-to-use and feature rich CRM & ERP accessibility at a price point that continues to be the most aggressive in the industry. Today, Aplicor is one of the top global software publishers of on-demand CRM and ERP software solutions. Aplicor is the most independently awarded hosted CRM & ERP software solution, has achieved the highest average user count in the hosting industry and has achieved a 100% uptime history since April 200�.


about aplicorAplicor product strengths include an integrated front-to-back office CRM and ERP suite, the ability to easily customize the system for company specific objectives and processes, workflow creation for business process automation and the ability to deliver visual information reporting and business intelligence (BI). Aplicor is unique in providing hosted solutions for mid-market and enterprise organizations which require deeper functionality and prefer isolated tenancy over multi-tenancy and highly configurable applications over commodity systems.

The Aplicor Difference? While one-size-fits-all online CRM and ERP systems satisfy small business objectives, Aplicor delivers the feature sets, business process automation, business intelligence and flexibility required by middle market, high growth and enterprise organizations.


www.frontrange.com | [email protected] | 1-800-776-7889

HigHligHts

Affordable solution for small and medium organizations.One of the most popular small business CRM solutions in the market.Frontrange offers an integrated suite of contact center, helpdesk, and customer service solutions.

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Headquarters: Dublin, CA

Business Model: On-Premise

ownersHip: Private

Founded: CA, 1989

CustoMer FoCus: Small and mid-size businesses.

seleCt CustoMers: Advanstar Communications Inc., Chicago White Sox, Instron Corp., Smith Barney

priCe:$179.95 (downloadable or CD-ROM one-time software install)

CrM produCts: Goldmine Standard EditionGoldmine Corporate Edition

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about GoldmineSometimes mistakenly described as simply a robust contact management program, Goldmine is a reliable customer relationship and activity-tracking program for small and medium businesses with opportunity tracking, forecasting, and team-based collaboration/synchronization tools. A marketing automation features helps with mass mailing by generating targeted, personalized email, letters and faxes from a central location, with the ability to track results, and a forecasting feature further elevates Goldmine from the realm of contact management—one can sort sales by product or probability and see weekly, monthly, quarterly, or yearly quotas. Goldmine is owned by FrontRange Solutions, a developer of award-winning software and solutions used by more than 1�0,000 companies and over 1.2 million users worldwide to manage a wide variety of business relationships and provide exceptional service. FrontRange product families, designed specifically for small-to-medium-enterprise (SME) and distributed enterprise organizations include: GoldMine for business relationship management, team-based contact management and sales force automation solutions; IT Service Management with HEAT and ITIL standards-based modules for complete service management; Communication Management including IP Contact Center for reduced telephony costs and increased agent productivity, streamlined customer service and communications; and Infrastructure Management, which provides the ability to optimize the full lifecycle of a company’s assets. FrontRange customers represent �� percent of the Fortune 100 and 76 percent of the FTSE 100, and include Coca-Cola, Shell Oil, Prudential Securities, Électricité de France, Mack Trucks, Campbell Soup, Avaya, Bechtel Corp, Bank of America, and Turner News Network.


www.infor.com | [email protected] | 1-800-260-26�0

HigHligHts

Tailored to meet the unique demands of many vertical markets.Tight integration to Infor’s ERP and SCM solutions.

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Headquarters: Alpharetta, GA

Business Model: On-premise

ownersHip: Private

Founded:2002

CrM produCts: Infor CRM*

CustoMer FoCus: Manufacturing and distribution.

seleCt CustoMers: Denso, TRW, Heinz, Coca-Cola Enterprises, Godiva, Valvoline, GlaxoSmithKline, �M

priCe: Not published.


about inforInfor 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.

Infor’s Customer Relationship Management (CRM) solutions are tailored to meet the unique demands of the vertical markets served by the company--whether you’re an automotive company, a CPG manufacturer or a building materials distributor.

By tightly integrating with Infor’s other solutions, and with other systems regardless of platform, Infor’s CRM solutions break down the organizational barriers to the specific data you need to serve your customers better.

Although the company’s name is not widely known, Infor has acquired many software companies over the last several years to become the world’s �rd largest provider of enterprise software, with approximately $2.1 billion in revenue, and the 10th largest software company in the world. Infor offers implementation and support capabilities in 100+ countries and serves 70,000 customers worldwide


www.commence.com | [email protected] | 7�2-�80-9100

HigHligHts

Offers a fully integrated suite of CRM applications from contact management and sales automation to marketing campaign management, quoting and customer service. Completely customizable CRM Framework.Provides both on premise and hosted CRM software.Integration with accounting/ERP systems.

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Headquarters: Tinton Falls, New Jersey

Business Model: Hosted and On-Premise

ownersHip: Private

Founded: NJ, 1988

CrM produCts: Commence Desktop CRMCommence CRM On-Demand

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CustoMer FoCus: Small to mid-size businesses – divisions of large corporations.

seleCt CustoMers: PNC Bank, NY Post, Siemens, Sprint, Shell oil, WD-�0, --- several thousand small to mid-size companies.

priCe: Get started for just $�0 per user per month with our managed service.

Other pricing options available.


about CommenceFounded in 1988, Commence Corporation is a leading provider of CRM software for small to mid-size businesses. The company’s products are designed to meet the most challenging requirements of today’s businesses. From rapidly deployable – hosted solutions, to fully integrated desktop applications, Commence helps organizations manage, coordinate, and maximize every customer interaction.

Commence has been the recipient of numerous industry awards. The company’s CRM solutions are distributed worldwide and had been sold under private label agreements by IBM, Compaq Computer and Lucent Technologies.

Commence offers complete “Freedom of Choice” to select the solutions and platform that best meets your business requirements. You can purchase the CRM application suite for use on premise or on-demand as a hosted service. You can even extend or build your own departmental applications using the company’s development toolkit provided with the product.

All Commence solutions support:

Contact & Account ManagementSales Force AutomationMarketing & Campaign ManagementQuotingCustomer Service & SupportMicrosoft Desktop Integration (Outlook, Excel, Word etc.)Reporting and analyticsWeb integrationGoogle Integration (Maps, Finance) Disconnect or remote usersSupport for Mobile DevicesWeb services API for integration with QuickBooks, other accounting/ERP systems

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about CommenceCommence Desktop CRM – is ideal for customers looking for a powerful comprehensive CRM solution that runs inhouse on desktop computers. This comprehensive ready to use solution can be deployed “right out-of-the-box” and tailored to meet specific business requirement without programmer intervention. Commence Desktop CRM is easy to use, and easy to maintain.

Commence CRM On-Demand – is a feature rich web-based solution that is easy to use and deploys rapidly. Commence On-Demand is modular in design allowing you to select only those applications you need to manage your business. The product requires no hardware, no software, and no IT infrastructure cost.

What differentiates Commence from other CRM offerings is the company’s rich 20-year history and track record for delivering high quality reliable business software to small and mid-size companies. Today several thousand growing businesses serving �5 unique industries in 22 countries around the world rely on Commence CRM solutions for managing their business.

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www.infusionsoft.com | [email protected] | 1-866-800-000�

HigHligHts

Complete all-in-one hosted solution for small businesses.Auto-pilot marketing.Unlimited technical support with two minute average wait time.

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Headquarters: Gilbert, AZ


ownersHip: Private

Founded: AZ

CustoMer FoCus: Small businesses and mortgage professionals.

seleCt CustoMers: Great Legal Marketing, Mesa Mortgage Corporation, Dry Clean Club, Achieve Fitness, Healthy Images, LLC.

priCe: Licensing and Setup: $�,697.Monthly Membership: $297/month (includes first 5 users).

CrM produCts: Infusion CRMMortgagePro CRM

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about infusionInfusion Software & Consulting (Infusion) provides web-based CRM software and services to small businesses.

Unlike traditional CRM software that was designed for larger companies, Infusion’s 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.

Infusion’s all-in-one sales and marketing software program helps small businesses quickly increase their sales. Infusion CRM automatically manages the entire sales process from generating leads, to following up, to processing orders and collecting the cash. CRM functions include:

Marketing automationSales force automationEmail managementContact managementAffiliate / JV programseCommerce, Shopping Cart and Offline OrderingBilling and Accounting

The company also offers, MortgagePro CRM which is packed with features to help mortgage professionals automate your marketing, sales, and customer follow-up, and much more.

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www.microsoft.com/dynamics/default.mspx | 1-888-�77-7989

HigHligHts

Highly customizable CRM application/platform.Familiar Microsoft Outlook-like user interface.Robust reporting engine for shareing between users in a variety of formats, including Excel, HTML, PDF, XML and CSV.

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Headquarters: Redmond, WA


ownersHip: Public (NASDAQ: MSFT)

Founded: WA, 1975

CrM produCts: Microsoft Dynamics CRM*

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 $1,2�� 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 $528 and $599 per server.


about MicrosoftMicrosoft Dynamics for customer relationship management empowers your employees to boost sales, satisfaction, and service with automated CRM that’s easy to use, customize, and maintain.

Microsoft Dynamics business software offers a wide spectrum of feature-rich, affordable CRM solutions to help you meet your specific needs.

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 inlcudes:

Microsoft Dynamics CRMMicrosoft Dynamics AX for field serviceMicrosoft Dynamics AX for sales and marketingMicrosoft Dynamics GP for field serviceMicrosoft Dynamics NAV for sales and marketingMicrosoft Dynamics NAV for service managementMicrosoft Dynamics SL for field serviceMicrosoft Office Outlook 2003 with Business Contact Manager

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.

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HigHligHts

SD Times 100 Award, American Business Awards 2007 Finalist, Customer Integration Solutions - Product of the Year - 2006.Integrates IT services, service desk, operations and development.Scalable, distributed service teams.Offers a free 30-day evaluation.

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Headquarters: Lafayette, CA

soFtware Model: On-Premise Software

ownersHip: Private

Founded: 1995

CrM produCts: TechExcel CustomerWiseTechExcel ServiceWise

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CustoMer FoCus: Serves mid-size to large corporations.

seleCt CustoMers: Electronic Arts, Fujitsu, Activision, Taleo, Westinghouse, Honeywell, Kodak, Nokia, Caterpillar, Mirage Resorts

priCe: Not Published

www.techexcel.com | [email protected] | (800) ��9-7782 ext. 5


about techexcelDelivering superior customer service is a key ingredient to maintaining your customer relationships. TechExcel CustomerWise helps you optimize your organization’s support process by providing your team with everything you need to exceed your customers’ service expectations. Through sophisticated process automation, knowledge base management and the availability of customer self-service through the Customer Web Portal, your support team can resolve issues more efficiently and improve your bottom line. Refine your support process to increase efficiency and productivity and significantly decrease overall support costs by reducing the time to resolve incidents. Best of all, TechExcel CustomerWise can be deployed under budget in days or weeks.

Features & Functionality

Support Managers:Use TechExcel CustomerWise to manage the support team’s workload and track performance metrics, to monitor high priority incidents and to identify critical problem trends.

Support Engineers:Use TechExcel CustomerWise to manage the incident resolution process, to build and search the knowledge base and to have Web conversations with customers.

Development Teams:Use TechExcel CustomerWise to monitor new product releases for incident trends and to identify problem areas and specific defects to focus on for future releases.

Sales Account Managers:Use TechExcel CustomerWise to monitor the status of their customers’ incidents, to stay informed when customers submit new incidents and to search the knowledge base.

Customers:Use TechExcel CustomerWise to enter new incidents and view the status of existing ones, to search the knowledge base and to have online Web conversations with the support team.


Benefits

Fast deployment with easy installation and automated upgrades Intuitive user interfaces reduces training time and gets users up to speed fasterSystem customization to suit individual demands: easily configured workflow rules that can be changed to control the business processes based on your organization’s mission. Respond quickly and efficiently to conditions that can disrupt critical services by automating incident and problem management processes Empower users with a comprehensive knowledgebase to dynamically search for solutions and adviceAct as single point of contact for user requests, user-submitted incidents and infrastructure-generated incidents

TechExcel’s Service and Support Management solutions provide enterprises with total visibility and actionable intelligence for all service desk, asset management and CRM business processes. The fully integrated service desk solutions support ITIL best practice methodologies and deliver improved financial performance, increased management functionality and organizational alignment.

As enterprises rely more heavily on the IT organization, reactive and stand-alone help desks are no longer sufficient to handle the growing demand and complexity of today’s distributed businesses. As the IT organization finalizes its move from a cost center to an integral part of the infrastructure, service and support management functions must rely on a single version of truth to ensure that processes are optimized and that the entire business flourishes. TechExcel Service Suite unified the service desk, asset management and customer relationship management functions with a single configuration management database (CMDB) user interface and integrated workflow.

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about techexcel


www.soffront.com | [email protected] | 510-�1�-9000

HigHligHts

Focus on providing CRM Software to mid-sized companies.Offers complete suite of CRM solutions.Provider of both hosted and on-premise CRM Software.

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Headquarters: Fremont, CA

soFtware Model: Hosted and On-Premise

ownersHip: Private

Founded: CA, 1992

CrM produCts: Soffront CRM*

CustoMer FoCus:Mid-market.

seleCt CustoMers: ensim, Sand Technologies, Ternion Corporation, redemtech, Iverson, HitSoftware



about soffrontSoffront was an early pioneer of CRM in 199�, with the release of its customer help desk and defect tracking solutions. For over a decade, Soffront CRM has evolved into a complete end-to-end CRM solution, providing sales, marketing, service and knowledge management with greater adaptability and customization than any other mid-market provider. 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 comprise of:

Marketing automationCustomer supportDefect TrackingOrder ProcessingCRM PortalSales AutomationEmployee SupportKnowledge ManagementAsset ManagementMobile CRM

Soffront Software Inc. focuses on mid market companies seeking CRM solutions. With more than 2,500 customers worldwide, Soffront’s installed base includes Fortune 500 companies, mid-sized businesses, federal, state, and local governments.

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www.esalestrack.com | [email protected] | 1-866-765-�CRM (�276)

HigHligHts

Expertise – Expert, hands-on configuration and training for all implementations so your success is guaranteed.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 you the information you want in one clear page.Free 30-day, full-featured trial.

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Headquarters: Overland Park, KS


ownersHip: Private

Founded: 2005

CrM produCts: eSalesTrack *

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 $�0/user/month.


about esalestrackAfter 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-richFully customizable to meet the needs of your company, eSalesTrack offers quick access to any piece of your data. With the most advanced reporting tool available in a hosted CRM application, eSalesTrack can develop reports on any piece of information you 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. Let your customer know how much you care about them, give eSalesTrack a try today.

user-CentricMany CRM’s 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 the most user-friendly applications available on the market today. Seeing is believing.

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 your internal sales process, assisting in the configuration and set-up of your customizable application, and providing comprehensive training to get users started quickly, eSalesTrack will give your users the tool they have been looking for help them be more successful.


about esalestrackKey Features:

Account ManagementAccount Roll upActivity ManagementApplication Programming Interface (API)Audio and Video ConferencingAutomated ProcessesBidirectional Outlook synchronizationBusiness Process AutomationCalendaring Campaign ManagementChannel ManagementCollateral & Literature CatalogueContact ManagementCustom Reporting and AnalyticsCustomer Service & SupportCustomizable DashboardsDashboardsE-mail IntegrationForecastingLead ManagementLead Routing

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Live Collaboration/ChatMarketing AutomationMobile Web CRMField-level SecurityOnline Service InquiriesOpportunity ManagementOrder ManagementOutlook IntegrationPipeline ManagementProduct CatalogsQueue ManagementQuota ManagementQuote/Proposal GenerationSales AnalyticsSales Force AutomationSales Team ManagementTask ManagementTerritory ManagementTime ManagementWeb IntegrationWorkflow Process Automation

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www.adaptcrm.com | [email protected] | 71�-�89-158�

HigHligHts

�Specializes�in�serving�the�needs�of�small�to�medium�size�businesses.Highly�customizable�and�easy�to�adapt�to�your�company’s�needs.Moderately�priced.

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Headquarters: Costa Mesa, California


ownersHip:Private

Founded: California, 199�

CrM produCts: ADAPTcrm*


priCe: Starting at $1,000 to $1,500 per user license.


about adaptCrM

ADAPT Software Applications, Inc. was established in 199� and has assisted over 1,200 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 markets moderately priced, end-to-end Customer and Supplier Relationship Management (CRM) software solutions characterized by leading-edge technology, comprehensive functionality and a solid implementation methodology. ADAPTcrm, the company’s flagship product, was built from the ground up, not acquired from various other software developers, leading to strong interdepartmental integration. ADAPTcrm is designed to track all key customer and vendor communications within a single, integrated module. ADAPTcrm was first released in early 1996 as a pilot project to test the concept of a customer management application for users of mid-range accounting/ERP systems. Enthusiastic reviews led the company to develop affordable, enterprise-class CRM applications designed to meet the needs of small to medium sized businesses. The company’s latest release of ADAPTcrm provides across-the-enterprise CRM functionality, includes features to automate and manage: * Accounts, activities and tasks * Marketing campaigns, events and ROI * Sales opportunities, pipelines and competitors * Service contracts, warranties and incidents. In addition, ADAPTcrm is equipped with real-time back-office accounting/ERP and Microsoft™ front-office integration. The ADAPTcrm system is currently distributed in the United States, Canada, United Kingdom, Africa, Australia and Asia. Comprehensive training, service, and support is available through authorized local resellers and consultants, and is marketed and sold through OEM and strategic partnerships.


www.amdocs.com | [email protected] | 1-888-727-8508

HigHligHts

�Extensive�customization�capability.Out-of-box�Integration�with�ERP�systems.Focus�on�telecommunications�companies.

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Headquarters: Chesterfield, MO


ownersHip: Public (NYSE: DOX)

Founded: MO, 1982

CrM produCts: Amdocs 6*

CustoMer FoCus:Communication companies.

seleCt CustoMers: Bell Canada, Cingular, HP, FedEx, SBC, US Cellular



about amdocsA global company with revenue of more than $2 billion in fiscal 2005, Amdocs has approximately 15,000 employees and serves customers in more than 50 countries around the world. The company’s broad portfolio of integrated CRM products includes billing, CRM, self service, order management, mediation, and content revenue management. Over the last three years alone, Amdocs has invested more than $�90 million in the development of their product portfolio. The company’s products are built with standards-based technology and open architecture to ensure they fit seamlessly into any environment. In addition to a broad range of CRM software, Amdocs offers comprehensive support services including: consulting services, implementation, learning, software support, managed services and outsourcing. Over the last 22 years, Amdocs has built a global customer base of industry leaders by developing lasting relationships and delivering real business results. Backed by deep industry experience and an unsurpassed track record of success, Amdocs continues to help enterprises all over the world plan and execute their business strategies with confidence.

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www.appshore.com | [email protected] | 916-817-�5�8

HigHligHts

• Extremely affordable hosted CRM. • Suited for small business who need basic CRM functionality.

Headquarters: Folsom, California


ownersHip: Private

Founded: California, 200�

CrM produCts: Professional EditionPremium Edition

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CustoMer FoCus: Small businesses.

seleCt CustoMers: QwikQuote, eSource Marketing, First Home Help, Blue Reef Yachting, AmeriShade

priCe: Professional Edition starts at $11 per user per month for a one year contract, $1� per user per month.

Premium Edition starts at $19 per user per month for a one year contract, $2� per user


about appshoreAppShore was founded with a crystal clear vision: To provide small business owners with the single most functional, cost-effective, and easy-to-use Customer Relationship and Contact Management solution possible. Most of our customers sign up for our product because they:

have customer information on bits of paper all over the place and want to get organizedare using Excel to keep track of their leads and customers but the spreadsheets are getting too big and difficult to manageare 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 virusneed to share information with partners or employees in different locationshave 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

Key features of professional edition include:

Lead management - including lead capture from your web siteAccount and Contact management – Contacts are linked to AccountsActivity management – keep track of calls, meetings, task, eventsOpportunity management – track the progress of sales through multiple stagesDocument management – central repository for document sharingCase management – track post-sales customer support issues

premium edition offers all the features of professional edition plus:

Full customization – virtually every aspect of the system is customizableEmail marketing – send bulk email quickly and easilyShared Calendar – for improved collaboration and group activity management

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www.aprimo.com | [email protected] | �17-80�-��00

HigHligHts

• Aprimo’s suite of CRM products encompasses the technology spectrum of marketing resource management and campaign management software. • Pure play specialist in marketing automation.

Headquarters: Indianapolis, Indiana


ownersHip: Private

Founded: 1998

CustoMer FoCus: Companies with complex marketing programs and extended marketing teams.

seleCt CustoMers: AMD, Bank of America, Borland, Cingular, Dell, Honda, Merrill Lynch, Sony Pictures


CRM PRODUCTS: Enterprise EditionProfessional Edition

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© 2008, Business-Software.com. All Rights Reserved. Reproduction Prohibited. ��

about aprimoFounded in 1998, Aprimo aligned itself around a vision of bringing Enterprise Marketing Management to market. Nearly a decade later, Aprimo is the first vendor to deliver marketing software that provides role-based functionality for the entire marketing department. Aprimo provides Enterprise Marketing Management (EMM) software to leading marketing organizations around the world. Aprimo’s software is built on its visionary Enterprise Marketing Backbone™ which uses a services oriented architecture (SOA) that eliminates marketing as an island of automation. Aprimo addresses the challenges and opportunities of marketing executives -- alignment with the business, accountability for investments, multi-channel marketing, differentiating against competitors, managing a brand and maximizing the lifetime value of the customer base. Aprimo’s empowering technology maximizes shareholder value and secures the place of marketing in the boardroom. The company has delivered over 200 successful customer deployments across 40 countries. Aprimo empowers the world’s leading brands in financial services, telecommunications, life sciences, automotive, entertainment and media, retail, consumer goods and B2B, including Bank of America, Cingular, Home Depot, Pfizer, Toyota and Warner Bros. Aprimo is headquartered in Indianapolis, with offices worldwide.


www.astea.com | [email protected] | 1-800-��7-7��

HigHligHts

• Proviides service lifecycle management solutions for equipment companies.

• Extends traditional CRM encompass supply chain and logistics functionality.

• Offers field-centric web-based service management solution.

Headquarters: Horsham, PA


ownersHip: Public (NASDAQ: ATEA)

Founded: PA, 1979

CrM produCts: Astea Alliance Suite* Field Service* Call Center* Sales and Marketing* Professional Services

CustoMer FoCus: Service orientated businesses.

seleCt CustoMers: Fuji Flim, Fujisu, Johnson Controls, Inc., New Bold Corp, Port of Portland, TecServ



about asteaFounded in 1979, Astea International, Inc. engages in the development, marketing, and support of service management software solutions for companies that market, sell, service and support equipment.

Its primary products include Alliance suite, which integrates and automates sales and service business processes. Alliance supports the service lifecycle, from lead generation and project quotation to service, and billing to asset retirement. The company’s applications extend traditional Customer Relationship Management (CRM) to encompass supply chain and logistics functionality, all honed to service-oriented businesses. Astea’s market-proven solutions enable companies to: * Streamline and automate business processes * Compress the contract-to-cash cycle * Identify incremental sales opportunities and improve revenue recovery * Collapse non-value added workflows * Enhance resource utilization and reduce downtime * Coordinate efforts of sales, marketing and service organizations * Improve compliance with Service Level Agreements (SLAs), contracts and warranties * Synchronize every customer touch point for increased customer satisfaction The company’s solutions are used in various industries, such as information technology, medical devices and diagnostic systems, industrial controls and instrumentation, retail systems, office automation, imaging systems, facilities management, telecommunications, and other industries with equipment sales and service requirements.

Astea markets and supports its products through a worldwide network of direct, and indirect sales and services offices.


www.avidian.com | 1-800-860-55��

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• Complete contact and sales management in Microsoft Outlook. • Attractively priced for small business. • Intuitive and familiar user interface based on Microsoft Outlook.

Headquarters: Bellevue, WA


ownersHip: Private

Founded: WA, 2002

CustoMer FoCus: Outlook users.

seleCt CustoMers: AT&T, Bank of Hawaii, Century 21, Cisco, Dell, Fujitsu, Gateway, Marriott

priCe: Starting at $1�9/user.

CrM produCts: Prophet Standard EditionProphet Professional EditionProphet Enterprise Edition

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about avidianAvidian Technologies specializes in easy contact and sales management software for users of Outlook and Exchange. The company’s core product, Prophet, is the first boxed software product from Avidian and uses the .NET platform to build the most important requirements of a world class Sales Management Solution INTO Outlook. Because Prophet is built into Outlook you 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. Built on the .NET platform, Prophet integrates at the object level with Outlook and easily extends into other parts of your business. Having been built with .Net, ensures that users can easily share Prophet and Outlook information with other applications. Another benefit of Avidian’s Prophet software is that it is built to leverage your existing Outlook data. Prophet turns Outlook data into the building blocks of an effective sales management solution. 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 10,000 companies worldwide. One of the reason’s for the company’s success is its old-fashioned 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.


www.chordiant.com | [email protected] | 1-888-2�6-7��2

HigHligHts

• Offers industry-specific CRM solutions for retail banking, card services, lending, insurance, telecommunications. • Focus on serving large, global companies.

• Adept at helping organizations with complex CRM needs.

Headquarters: Cupertino, CA


ownersHip: Public (NASDAQ: CHRD)

Founded: CA, 1997

CustoMer FoCus: Consumer companies.

seleCt CustoMers: 21st Century Insurance, Canadian Tire, Bank of Ireland, Barclays, Lloyds TSB


CrM produCts: Chordiant Customer Experience (Cx™)

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about ChordiantChordiant Software, Inc., provides software applications to consumer companies worldwide. It offers software applications, business processes, tools, and services that enable businesses to integrate customer information and corporate systems to produce a view of customers across multiple customer channels. Organizations in retail banking, card services, lending, insurance, telecommunications and many other industries rely on Chordiant to help them provide great customer experiences that increase customer loyalty and profitability. The company’s product solution includes Chordiant Customer Experience Applications (Cx™), which consist of:

Chordiant decision Management - a suite of active decision management software products that allow marketing professionals and management to make decisions during customer interactions and as part of marketing campaigns.

Chordiant Marketing automates the marketing processes required to plan, define, execute, and optimize marketing campaigns across multiple product lines and channels of communication in global business-to-consumer enterprises.

Chordiant selling and servicing provides role-based application interfaces that optimize real-time, process driven interactions between a company and its customers. Chordiant Software’s solutions also include Chordiant industry solutions, a series of applications for retail financial services that automate industry specific business processes in retail banking and credit card servicing; and Chordiant enterprise platform that includes various software servers for managing a company’s business to consumer policies, processes, profiles and integration interfaces, and connections to legacy systems. Choridant’s software is used by companies around the world including: 21st Century Insurance, Bank of Ireland, Barclays, British Sky Broadcasting (BskyB), Covad Communications, Cox Communications, Nokia, Prudential, Royal Bank of Scotland, Royal Dutch Shell Group, Time Warner Cable, T-Mobile, and UPS.

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www.csgsystems.com | [email protected] | �0�-796-2850

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Specializes in providing billing, customer care and order management solutions.CRM solutions targeted for cable television, direct broadcast satellite, high speed internet, digital voice and voice services, and IP services providers.

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Headquarters: Englewood, CO


ownersHip: Public (NASDAQ: CSGS)

Founded: CO, 199�

CrM produCts: CSG Systems* Billing and Payments* Customer Care* Order Management* Workforce Management* Statement and Output Services

CustoMer FoCus: North American broadband and satellite markets.

seleCt CustoMers: Comcast, Time Warner, Verizon, EchoStar Communications, DIRECTV



about CsG systemsCSG Systems International, Inc. provides outsourced billing, customer care, and print and mail solutions and services for the converged broadband and direct broadcast satellite markets in North America including:

Cable television Direct broadcast satellite High Speed Internet Digital Voice and Voice Services IP services, including IPTV

The company offers a suite of processing, software, and professional services, which allows clients to automate their customer care and billing functions. These functions include set-up and activation of customer accounts, sales support, order processing, invoice calculation, production and mailing of invoices, management reporting, electronic presentment and payment of invoices, and deployment and management of client’s field technicians. CSG has a rich heritage of supporting the evolving needs of the North American broadband and satellite markets. In November 199� a team of investors acquired First Data Corporation’s Cable Services Group, which had been in business since 1982. Today, the world’s largest and most innovative operators, including TimeWarner, Comcast, and DIRECTV, rely on CSG to create differentiated bundled services and a unique customer experience. CSG Systems was founded by Neal C. Hansen and Dr. George Haddix in 199�. The company is headquartered in Englewood, Colorado.

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www.dataforcecrm.com | [email protected] | 817-886-0�80

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Fast deployment.Customizable.User friendly reporting.

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Headquarters: Southlake, Texas


ownersHip: Private

Founded: Texas, 200�

CustoMer FoCus: Smaller businesses.

priCe: Bronze on-demand - $�9 per user per month Silver on-demand - $65 per user per month Silver CRM in a box - $�99 per user per year Gold on-demand - $99 per user per month Gold CRM in a box - $599 per user per year

CrM produCts: Bronze On-DemandSilver On-DemandGold On-Demand

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about dataForceCrMFounded in 200�, DataForceCRM provides of customer relationship and sales information systems - collaborative systems for improving sales effectiveness and productivity. The company’s suite of CRM products include: DataForceCRM Lead Management, DataForceCRM Sales Management, DataForceCRM Sales Force Automation or SFA, DataForceCRM Marketing, and DataForceCRM Service & Support. DataForceCRM is built on the Microsoft.net platform and uses tools like visual studio to provide ease and flexibility to clients. Important Microsoft tools like Office and Outlook are integrated into DataForce’s CRM tool further enhancing your experience. The platform promotes a high user adoption because your users will add and edit information quickly and migrate easily.


www.dendrite.com | [email protected] | 908-��-2000

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Specializes in CRM applications for pharmaceutical companies.Offers comprehensive CRM functionality.Customers include the world’s top 20 pharmaceutical companies.

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Headquarters: Bedminster, NJ


ownersHip: Public (NASDAQ: DRTE)

Founded: NJ, 1986

CrM produCts: �60oInsights™*

CustoMer FoCus:Pharmaceutical and other life sciences industries.

seleCt CustoMers: Abbott Labs, Amgen, Bayer, Eli Lilly, Pfizer, Roche, Schwarz Pharma



about dendriteFounded in 1986, Dendrite International provides diversified sales, marketing, clinical and compliance solutions to the global life sciences and pharmaceutical industry. �60º Insights is the unique Web-based solution from Dendrite that helps you combine your two most important functions—sales and marketing— and successfully conquer your business growth strategies.

This exclusive Dendrite capability provides immediate, high-impact business intelligence about brand, market, and sales performance. It enables pharmaceutical sales and marketing teams to gain comprehensive, accurate, and actionable insights about their customers and their brands that will support and grow their business.

360º Insights provides the power and efficiency to seamlessly integrate your sales and marketing capabilities for enhanced brand and sales performance. Sales solutions include field and home-based software that enables pharmaceutical and life sciences companies to manage sales force activities. The company’s compliance solutions unite market-leading software tools with consulting and professional services to help pharmaceutical and other life sciences companies to meet federal and state regulatory compliance requirements. Dendrite also offers clinical solutions designed to benefit the clinical trial process by assisting in initiating studies, identifying potential investigators, and patients; as well as provides ongoing support and training to investigators, conducts pre and post-marketing risk assessments, facilitates safety reporting, and provides data analysis of trial and competitive drugs. With clients in more than 50 countries, including the world’s top 20 pharmaceutical companies, Dendrite strives to be the first source for expert promotional and sales effectiveness solutions.


www.egain.com | [email protected] | 650-2�0-7500

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eGain Service 7 receives #1 rating in “Bull’s Eye Research Report” overall.Specializes in provider email management and customer service solutions. Focus on serving mid-size and large companies.

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Headquarters: Mountain View, CA


ownersHip: Public (OTC: EGAN.OB)

Founded: CA, 199�

CustoMer FoCus: Mid-sized and large companies.

seleCt CustoMers: Ford, Volvo, HSBC, Charles Schwab, Lucas Arts, AT&T, Virigin Mobile


CrM produCts: eGain Service™*


about eGaineGain Communications Corporation provides customer service and contact center software that enables companies to build customer interaction hubs worldwide. In 2000, eGain merged with Inference, a pioneer in knowledge management applications for contact centers. The combination represents over 15 years of experience and industry-specific domain expertise in the contact center and customer service space. Today eGain claims to be the #1 software for eService. The company’s comprehensive suite of of applications are available for in-house or hosted deployment. Applications include: Web self-service, email management, paper/fax management, chat, cobrowsing, SMS, call tracking and resolution, proactive notifications, cross-channel knowledge management, case management, and service fulfillment. The company also offers value added services, including email spam and virus cleaning, post office services, virtual private networks, remote data access, encrypted backups, and test/reporting/warm spare servers. eGain Communications serves customers operating in various industry sectors, including telecommunications, financial services, insurance, outsourced services, retail, technology, manufacturing, and consumer goods. The company was founded in 1997 and is headquartered in Mountain View, California.


www.epicor.com | [email protected] | 9�9-585-�000

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Highly customizable CRM application/platform.Familiar Microsoft Outlook-like user interface.Robust reporting engine for shareing between users in a variety of formats, including Excel, HTML, PDF, XML and CSV.

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Headquarters: Irvine, CA


ownersHip: Public (NASDAQ: EPIC)

Founded: CA, 199�

CrM produCts: Epicor Enterprise CRMEpicor iScala ERPEpicor VantageEpicor VistaEpicor Clientele CRM

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CustoMer FoCus: Mid-market enterprise in a range of vertical industries.

seleCt CustoMers: Cox Enterprises, Cinemex, InVision Technologies, Siemens Building Technologies

priCe: ~$1,500/user (Clientele CRM).


about epicorA long-time player in the business automation field, Epicor has been providing integrated ERP, CRM and supply chain management (SCM) software to mid-market companies around the world for 20 years. With the June 2004 acquisition of Scala, Epicor officials say that they are the global leader in the mid-market, serving more than 20,000 customers in over 1�0 countries. The company has an impressive list of accolades and awards. In November 2005, it was selected as a finalist for the inaugural Red Herring Small Cap 100 and Epicor was named one of FORTUNE magazine’s 100 Fastest-Growing Companies in 2006 Epicor leverages technologies like Web services in developing end-to-end, industry-specific solutions for manufacturing, distribution, enterprise service automation, and hospitality. Designed with scalability and flexibility to support long-term growth, Epicor offers a full range of services, providing a single point of accountability to promote rapid ROI.


www.everestsoftwareinc.com | [email protected] | 1-800-�82-0725

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All-in-one small business management solution. Best for companies with less than 250 employees. Subscription or purchase options.

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Headquarters: Dulles, VA


ownersHip: Private

Founded: VA, 199�

CustoMer FoCus:Small and mid-size businesses. Focus on the wholesale/distribution and retail industries.

seleCt CustoMers: Animalmania, Burton Pool & Spas, Carolina Wine Company, Fischer Skis, Photo Craft


CrM produCts: Everest Advanced �.0 *


about everestEverest Software empowers companies to view and manage every function of their business more effectively. The company’s fully integrated business management software, Everest, addresses the unique needs of growing small and medium businesses (SMBs) in the wholesale/distribution and retail industries by allowing them to quickly manage and track their business online and offline; from the front- to back-office. Everest was designed from the ground up to automate all operations of a growing business including accounting software, inventory management, service, e-commerce, sales force automation, CRM, point of sale, and wireless connectivity. The company’s software is available in two models, on-demand and on-premise. With the On-Demand subscription solution, Everest hosts, operates, maintains, and upgrades your Everest Software implementation for you. You simply purchase subscription access for the individuals in your business who need to use the software. There is no hardware to purchase, no specialized IT staff to hire or train, and no initial software-license costs. Everest Software’s traditional On-Premise model provides a software license (purchase), where you deploy, install, and maintain Everest’s business management solution on your equipment at your location. It’s an excellent choice if you anticipate higher transaction volumes, have IT expertise on-staff, and are seeking the lowest total cost of ownership and operating costs over a longer time horizon. Founded in 199�, Everest Software is a privately held multinational software company headquartered in Dulles, VA. The company has integrated over �,000 small businesses in �9 countries.

Everest Software has received serveral awards including, finalist for a 2006 American Business Award in the category ‘Best New Computer Software Product’ and the SIIA Codie Award for ‘Best Business Software Product.


www.insidesales.com | 1-866-��2-5�70

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Hosted CRM with robust dialing and messaging features.Includes tools for lead generation, telesales, and reps-at-home.Affordable hosted solution with sales, marketing, and customer service capabilities.

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Headquarters: Springville, Utah


ownersHip: Private

Founded: Not published

CrM produCts: insidesales.com™*

CustoMer FoCus: Small and mid-size businesses.

seleCt CustoMers: Franklin-Covey Public Seminar Divsion, Whisper Creek Log Homes, Dura-Tuff, RxElite

priCe: $�5/user/month.


about insidesales.comInsideSales.com provides on-demand sales automation and customer management software to integrate a powerful suite of marketing tools that include dialers, voice messaging and nearly two dozen other productivity-enhancing ‘power tools’. The company’s software is securely hosted online, so deployment is fast and no IT support is required. Functionality includes: Marketing automation – campaign management, collateral management, campaign ROI tools, lead management, telephony integration, and more. sales automation – account/contact/deal management, activity management, calendaring, Outlook sync functionality, document management, forecasting, and more. Customer support automation – case management, resolution management, knowledgebase management, highly flexible access control, reporting and analytics.

The company’s customer support and sales experts ensure that within weeks you can implement a tailored solution to make your entire sales organization more efficient, effective and profitable.

InsideSales.com’s sales, customer, and lead management solutions are used by more than 200 companies world-wide. Customers include Franklin-Covey Public Seminar Division and Whisper Creek Log Homes.


www.kana.com | [email protected]. | 1-800-7�7-87�8

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Focused on serving large enterprise companies.Core competency lies in customer service solutions. Provides a number of industry-specific solutions.

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Headquarters: Menlo Park, California


ownersHip: Public (OTC: KANA.PK)

Founded: 1996

CrM produCts: KANA Solutions*

CustoMer FoCus: Global 2000.

seleCt CustoMers: Bank of America, Dell, eBay, Hewlett-Packard, Home Depot, IBM, Yahoo!, Wells Fargo



about KanaKANA is a world leader in multi-channel customer service. KANA’s integrated solutions allow companies to deliver consistent, managed service across all channels, including email, chat, call centers and Web self-service, so customers have the freedom to choose the service they want, how and when they want it. The company’s service offerings include: eMail and eservice solutions Optimize your contact center for maximum efficiency and effectiveness using KANA solutions to manage high volumes of secure email and live collaboration sessions. Call Center solutions Streamline your agent desktop to leverage enterprise data in answering customers’ questions while automating resolution guidance and service processes for outstanding improvements in call center productivity. web self-service solutions Ensure that every self-service experience is successful and satisfying with solutions that guide the customer through each self-service inquiry and offer easy escalation via email or live collaborative help. industry solutions In banking, telecommunications, insurance, high tech, retail and many other industry segments, Global 2000 enterprises are taking advantage of KANA solutions to increase customer satisfaction, drive down service costs and generate additional revenue.

KANA’s 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 ADP, American Airlines, Capital One, Cigna, GAP, GM, Hewlett-Packard, Kaiser Permanente, Kodak, Palm, priceline.com, SBC, Siemens, Sony, Sprint, State of California, Yahoo!, Wells Fargo and Williams Sonoma are among the industry leaders that have implemented KANA solutions.


HigHligHts

Completely integrated, sales, marketing and customer service & support management solution.Simple & quick to deploy and use, offering the lowest total cost of ownership in its class.Multiple access options: desktop, Web, or mobile devices (BlackBerry® or Windows Mobile®)

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Headquarters: Vancouver, BC, Canada


ownersHip: Public (Toronto: MAX)

Founded: 2002 (Predecessor company founded 1995)

CrM produCts: Maximizer CRM 10

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

www.maximizer.com | [email protected] | 1-800-80�-6299


about MaximizerMaximizer Software Inc. provides proven and affordable customer relationship management (CRM) and contact management solutions that help small to medium-sized businesses increase sales, streamline marketing, and enhance customer service and support. Maximizer has sold over one million licenses to more than 120,000 customers, ranging in size from entrepreneurs to multi-national organizations.

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.

Maximizer entrepreneur edition

Maximizer Entrepreneur Edition, the award-winning contact manager, is designed to help you maximize your time, improve customer satisfaction and increase sales.

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 managementOpportunity managementSale force automationIntegration with Microsoft Office®Integration with QuickBooks® accounting softwareMobile access through BlackBerry® or Windows Mobile® devicesOn-the-fly reporting with easy exporting to Excel

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about MaximizerMaximizer CrM (Group, professional and enterprise editions)

Designed for larger organizations, Maximizer CRM provides full-featured CRM functionality including marketing automation and customer service & support. Maximizer CRM provides multiple access options including desktop, Web and through the latest PDA devices. Features include:

Contact and account managementSales force automationMarketing automationCustomer service and supportWeb and mobile device access (BlackBerry® or Windows Mobile®)Microsoft Office® integrationPartner relationship managementWorkflow automationeCommerce and payment processingMicrosoft Exchange IntegrationIntegration with QuickBooks® Microsoft GP® accounting software

Maximizer Software is a worldwide organization with business partners and offices in its three regions: Americas, Europe/Middle East/Africa (EMEA), and Asia Pacific. Maximizer has sold over one million licenses to more than 120,000 customers, ranging in size from entrepreneurs to multi-national organizations, include leading companies such as Siemens, Ipsos, Nestlé Clinical, Ericsson, HSBC, Singapore Airlines, Cathay Pacific, William Mercer, and Bank of New York.

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www.netoffice.com | [email protected] | 1-800-NETOFFICE

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Provides group-ware/collaboration tools.Offers integrated communications services that combine telephone and data management capabilities.NetOffice solution pricing starts at $19.95/month per user.

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Headquarters: Carlsbad, California


ownersHip: Private


CrM produCts: NetOffice EssentialsNetOffice PlusNetOffice Pro

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CustoMer FoCus: Home office, small business.

priCe: Starting at $19.95/month.


About NetofficeNetOffice is currently the only provider of integrated communications services that combine both telephone and data management capabilities. This technology is used in tens of thousands of “”virtual offices”” in every major industry from healthcare to real estate. The company’s groupware/collaboration tools provide business, government, membership, and service organizations with an affordable alternative to telephone and data network infrastructure investments. By hosting toll-free phone and fax service, data management tools, and file storage on Netoffice’s secure servers, you avoid the high initial cost of hardware and software, the ongoing expense of system maintenance, and the lost productivity of downtime. The unified power of toll-free service (for voice and fax), automated call routing and forwarding, voicemail, and outbound messaging plus business-class secure e-mail, calendars, shared tasks, CRM contacts, and files, file storage and back-up, and automated e-mail marketing campaigns gives NetOffice customers the same level of essential services enjoyed by the Fortune 500, but at a fraction of the cost. Data security and integrity is at the core of NetOffice services, and the company employs the most advanced current technology for protecting and preserving customer data. Founded in 1997, the company, is headquartered in Carlsbad, California, and offices in Kent, Washington, and Hamburg, Germany. NetOffice is privately funded.


www.oncontact.com | [email protected] | 1-800-886-0866

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Focus serving mid-market organizations.Depth of functionality and increased automation.Robust customization and integration capabilities.

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Headquarters: Cedarburg, WI


ownersHip: Private

Founded: WI, 1995

CrM produCts: Oncontact V (ONCV)*

CustoMer FoCus: Mid-market companies.

seleCt CustoMers: CareFirst, Prudential, Protective, CBC, Paulo, Taconic, Carfax, EMX, Biotek

priCe: Starting at $89 per user per month.


about onContactThe 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. Oncontact’s 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: account Management 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. Marketing Also included in the CRM package, is marketing functionality complete with call center features to maximize your marketing dollars by allowing you to create, execute, manage and track successful campaigns that increase leads and generate sales. Customer service The key to outstanding customer service is fast, accurate answers. Oncontact’s 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 Software is a privately held company with a presence throughout North America, South America, Europe, Asia/Pacific and the Middle East. Oncontact Software has over �00 customers worldwide, including Prudential, Foremost Insurance and Carfax.


www.onyx.com | [email protected] | 1-888-275-6699

HigHligHts

Easy to customize interface which can be tailored to individuals, roles, or departments.Simple yet intelligent business process configuration tools. Solid open architecture design to let you centralize all customer data in one system .

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Headquarters: Indianapolis, IN

Business Model: On-Premise or Hosted

ownersHip: Private

Founded: 199�

CrM produCts: Onyx CRM*

CustoMer FoCus: Mid to large-size enterprises.

seleCt CustoMers: Wells Fargo, AIG, the Seattle Mariners and Konica Minolta



about onyxIf you’re a mid- to large-size enterprise looking for an application that can accommodate ever-changing business needs, increased competition or more sophisticated customer demands, Onyx is an award winning CRM solution that can meet your dynamic and ever-increasing demands. Onyx, a Consona CRM solution, has the breadth of functionality and is set apart from its competitors based on their design philosophy, flexible interface and configurable business process tools.

Onyx CRM is used by more than 1�00 customers in a variety of industries, with a focus on the financial services, health care, contact center, high tech and local government markets.

design philosophyOnyx CRM is built around a philosophy of Total Customer Management (TCM) which ensures end-to-end vision of what’s going on with your customer. Whether you implement the solution in a single department or across your enterprise, it organizes information, even information from other systems, around the customer since the customer is the center or your business and your success. Sales, support, marketing, and product profiling all come together in a comprehensive picture to empower intelligent, informed customer interactions.

Flexible interface and toolsMany competing products are designed around rigid process flows that force you to work a certain way. The Onyx CRM solution provides unparalleled flexibility and technology to do business in the way that you choose. Whether you’re looking for a simple solution or something more complex, Onyx CRM can accommodate your unique business challenges.


about onyxservice and supportIts service and support functionality spans everything from pre-contact knowledgebase searches to quality assurance case management. Regardless of whether you’re managing software support issues or loan payment questions, its user interface and business process tools will ensure that your staff can support your customer’s specific needs. Onyx CRM also provides:

Employee and customer portal interfacesService issue tracking with related Quality Assurance issue trackingAssignment and escalation managementEmail and web integrationEmployee and customer knowledgebase capabilities

salesOnyx CRM helps you organize and guide sales conversations towards a specific goal - creating a business relationship resulting in the sale of your products and services. Sales opportunities track on-going interactions, integrating with your email client, and reflect the evolving status of your sales efforts via forecasting, quoting, and reporting tools. Onyx CRM also provides:

Scripting for guided sales and serviceWorkflow automationTerritory managementProduct and service purchase recordsMobile and offline capabilities

MarketingCustomer data from sales and service activities can easily be mined to target appropriate audiences for your offerings and execute personalized individual or bulk marketing campaigns. You can track all campaign activities and tie them back to sales performance to measure your overall program success.

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www.oracle.com | 1.800.6��.07�7

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Oracle is one of the largest application software companies in the world offering virtually everything a company needs to run its business.Oracle has acquired PeopleSoft and Siebel in the past 2 years and customers can purchase either CRM software from either Oracle, Siebel, or PeopleSoft’s offerings.

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Headquarters: Redwood City, California


ownersHip: Public (NASDAQ:ORCL)


CrM produCts: Siebel Customer Relationship ManagementOracle E-Business SuitePeopleSoft Enterprise Customer Relationship ManagementJD Edwards EnterpriseOne Customer Relationship Management

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CustoMer FoCus: Solutions for businesses of all sizes.

seleCt CustoMers: Amazon.com, CNET Networks, Dell Inc., Blue Shield of California, Allstate Insurance

priCe: Siebel CRM onDemand starts at $70/user/month.


about oracleOracle, the world leader in CRM, claims five million live end users and more than 100 million registered self-service users. The company offers four comprehensive Customer Relationship Management (CRM) product lines that leverage enterprise data to drive profitable customer interactions. Oracle’s products cover the breadth of CRM functionality—from sales, marketing, and e-commerce, to customer service and analytics. Oracle’s mix of CRM solutions is a result of several acquisitions, including JD Edwards, PeopleSoft and Siebel Systems. The company’s hosted software, 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, you can accelerate sales, improve marketing and deliver consistently top-notch customer service.

Several industry-specific versions are available. On-premise solutions are also available. As are complete analytics solution. Functionality varies across product lines. Select from:

Business analyticsContact center and serviceCustomer data integrationCustomer order managementEnterprise marketingPartner relationship management

Oracle Corporation was founded by Lawrence J. Ellison in 1977 and is headquartered in Redwood City, California.

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Sales force automationSelf-service and eBillingRevenue managementService managementMobile salesCase managementAdvanced pricingAnd much more....

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www.parature.com | [email protected] | 70�-56�-7758

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Specialist in customer service and help desk software.Offers advanced features for managing customer service .Focus on serving mid-size companies.

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Headquarters: Vienna, VA


ownersHip:Private

Founded: VA, 2000

CrM produCts: Parature Enterprise EditionParature Professional Edition

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CustoMer FoCus: Mid-sized companies.

seleCt CustoMers: ATI Technologies Inc, Office Depot, Inc., The Weather Channel



about paratureParature’s complete, on demand Customer Support software solution and Help Desk software solution allow you to deliver exceptional customer service 2� hours a day, 7 days a week to users all over the world.

Backed by the company’s fully hosted, award-winning solutions, Parature offers both customer service software and help desk software at an affordable rate suitable for both small and large corporations. Features include:

Peer to peerSelf-serviceReal timeResolution managementAnalytics

Parature’s complete Help Desk solution enables you to:

Customize the Help Desk portal to meet the specific support needs of your employee base Prioritize and manage work orders centrally through your help desk trouble ticket system Track assets and manage purchasing and receiving Improve Help Desk processes through on-demand surveys and reports Secure access from any Web browser, anytime and anywhere

Parature serves industry leaders such as Office Depot, ATI Technologies Inc. and Florida State University.

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www.pivotal.com | [email protected] | 877-7�8-6825

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Focused on serving mid-enterprise CRM Market.Core competency lies in automating multiple areas like sales, marketing and service.Provides a number of industry-specific solutions.

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Headquarters: Vancouver, BC, Canada


ownersHip: Public, CDC Corporation (NASDAQ: CHINA)

Founded: Not published.

CrM produCts: Pivotal CRM*

CustoMer FoCus: Mid-size companies in financial services, home building and real estate, manufacturing, life sciences and healthcare.

seleCt CustoMers: Allied Captial, VISA International Asia Pacific, CARF, SageProducts Inc.,

priCe:Not published.


about pivotalPivotal Corporation’s CRM applications are focused on the requirements of mid-sized enterprises – a powerful, highly flexible application platform, a complete set of CRM applications, and low-cost, results-producing implementation services. Pivotal’s CRM software includes solutions for:

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.

In addition, Pivotal’s CRM software suite includes a powerful application platform and additional capabilities in contact centers, partner management and interactive selling.

Pivotal also offers specialized solutions tailored to the needs of the following industries:

Financial services Home building and real estate Manufacturing Life sciences Healthcare

Pivotal Corporation is a software unit of CDC Corporation (NASDAQ: CHINA). Pivotal’s software and services are designed for companies and business units in the revenue range of $100 million to $� billion.

More than 1,800 companies around the world have licensed Pivotal including: Centex Homes, Farm Credit Services of America, Premera Blue Cross, Qiagen, Sharp Electronics Corporation, and WellCare Health Plans.

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www.rightnow.com | �06-522-�200

HigHligHts

Customer service console and self-service features.Workflow capabilities.Slice and dice analytics.

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Headquarters: Bozeman, MT


ownersHip: Public (NASDAQ: RNOW)

Founded: MT, 1997

CrM produCts: RightNow Service™RightNow Marketing™RightNow Voice™RightNow Analytics™RightNow Locator™RightNow Feedback™

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CustoMer FoCus: Mid-sized to large enterprises.

seleCt CustoMers: Air Canada, Alaska Air, Amtrak, British Airways, AAPT, Motorola, Nextel

priCe: $75-$100/user/month.


about rightnowRightNow 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 your organization and helping to provide a superior customer experience. rightnow service Provides a multilanguage 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 you to turn your ideas into reality, reduce the complexity of campaign administration and provide the actionable insight to track campaign impact. The company also offers voice-enabled CRM applications that include: Voice Interface to Knowledge Base, Voice Interface to Incident Management, Voice Interface to Locator, Status Applications, Password Reset, Survey, and One Number Routing. Founded in 1997, RightNow is headquartered in Bozeman, Montana, with additional offices in North America, Europe and Asia. 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.


na.sagecrm.com | [email protected] | �80-�68-�700

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On-premise version can run inside of Microsoft Outlook.Sage offers both hosted and on-premise solutions.Targeted at small and medium businesses.

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Headquarters: Scottsdale, AZ


ownersHip: Public (LSE:SGE)

Founded: 1981

CrM produCts: Sage CRMSageCRM.com

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CustoMer FoCus: Small and medium businesses.

seleCt CustoMers: ACME Truck Line, Asbestway Abatement Corporation, Buffalo Sabres, CPS, Digitell

priCe: Starting at $1,�95 per server and $�95 per user license; Hosted Service $69/month/user


about sageCrMWith a wide range of front-office and back-office solutions — including accounting, human resources, payroll, fixed asset management and customer relationship management (CRM) software — Sage Software offers award-winning products and services that have revolutionized the way companies do business in today’s marketplace. Sage Software solutions serve companies across a broad spectrum of industries, ranging from small privately-owned businesses to large nonprofit organizations. 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.


www.salesforce.com | [email protected] | �15-901-7000

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Sales force automationEase of useIntuitive interfaces

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Headquarters: San Francisco, CA


ownersHip:Public (NYSE: CRM)

Founded: CA, 1999

CrM produCts: Personal Edition CRM & Developer EditionEnterprise EditionProfessional EditionTeam EditionUnlimited Edition

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CustoMer FoCus: Companies of all sizes use Salesforce.com.

seleCt CustoMers: Nokia, AOL, Dow Jones Newswires, United Way, Phoenix Technologies

priCe: Starting at $65/user/month


about salesforce.comSalesforce.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. They company attributes their success to products that are easy to learn and use, can be up and running in weeks or days, fast ROI, and customer dedication. Salesforce.com’s 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 postsales services. The company’s CRM services principally focus on sales force automation, marketing automation, and customer service and support automation. Salesforce.com’s 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.com’s marketing automation services enable companies to manage marketing campaigns. And customer service and support automation services allow companies to interact with their existing customers in various areas. These software services are available through enterprise edition, professional edition, and team editions. Salesforce.com also provides consulting and implementation services, and training.

Salesforce.com is headquartered in San Francisco, California. More than 501,000 subscribers at 2�,800 companies worldwide depend on Salesforce to manage their customer relationships. The company’s software is used by companies of all sizes, in all industries, around the globe


www.salesjunction.com | [email protected] | 702-799-96�1

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Extensive customization capability.Out-of-box Integration with ERP systems.Affordable, systems start at $15/user/month.

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Headquarters: Reno, NV


ownersHip: Private

Founded: NV, 2002

CrM produCts: Standard EditionProfessional Edition

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CustoMer FoCus: Small to mid-sized businesses.

seleCt CustoMers: OrderMotion.com, Equinox eBusiness Solutions, BizJump.com

priCe:$15 per month per user for its Standard Edition and $25 per month per user for its Professional Edition.


about salesJunction.comSalesJunction.com is an affordable hosted CRM/SFA service. While the company claims to fit the needs of any sized company, their pricing structure, as low as $8 per month, and customer list, indicate that this is CRM for small businesses. Two editions of SalesJunction.com are available. The Standard Edition is intended for the basic sales force automation and contact management needs and the Pro Edition is intended for the multi-user sales force with higher automation and case management. With SalesJunction.com you are able to: Manage Contacts, accounts, opportunities, and Cases SalesJunction.com has a unique interface to make managing contacts (phone #’s, address, notes, files, activities, meetings etc...) simple to use. You can manage service cases, sales pipelines, and even mass email sales campaigns. Keep up-to-date with reporting and information sharing With SalesJunction.com you can enhance the effectiveness and profitability of your next sales campaign, contact management, manage your accounts, opportunities, build a pipe-line/sales funnel, build a forecast, share a calendar, and much more. Customize for Your industry SalesJunction.com is fully customizable for all industries. Typical examples include: Manufacturing, High Technology, Software, Retail, Recruiting, Distributors, System Integrators, Rep Networks, Channel Partners, Telemarketers, Sales Agencies, Real Estate, Market & Advertising Agencies... Get a risk-Free trial account Sign-up is easy and you get a Free Test-Drive to try it out to make sure it fits your needs before you signup. No long-term commitments, and nothing to install on your computer. If you are viewing this page, you can use and get to SalesJunction.com.

Founded in 2002, SalesJunction.com is a business unit of Nevada based, privately held Tahoe Management Systems, Inc.


www.sap.com/usa/index.epx | 610-661-1000

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Largest enterprise software company in the world.Serves the largest companies around the world.Offers integrated suite of CRM, ERP, Supply Chain, HR, Financial and other enterprise applications.

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Headquarters: Newtown Square, PA


ownersHip: Public (NYSE:SAP)

Founded: PA,1972

CrM produCts: MySAP CRM*

CustoMer FoCus: Mid-size and large enterprise customers.

seleCt CustoMers: Artic Cat, Brother International, Caterpillar Logistics, T-Mobile, Vitens



about sapSAP Americas is a subsidiary of SAP AG, the world’s largest inter-enterprise software company and the third-largest software supplier overall. SAP offers CRM on-demand solutions that are easy-to-use, Web-based, and available on a subscription basis. Used by more than �,200 customers world-wide, mySAP Customer Relationship Management (mySAP CRM) includes features and functions to support core business processes in the following areas: Marketing – Improve the effectiveness of your marketing activities, maximize resource efficiencies, and empower marketers to acquire and develop long-term customer relationships. 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.

mySAP CRM also supports several industry-specific processes with functionality designed to meet the individual needs of diverse industry groups.

Founded in 1972 as Systems Applications and Products in Data Processing, SAP is headquartered in Walldorf, Germany. SAP Americas’s corporate headquarters is located in Newtown Square, PA. The company employs more than �7,700 people in more than 50 countries, and serves more than ��,600 customers worldwide.


www.sugarcrm.com | [email protected] | 1-877-8�2-7276

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CustomizationSales force automationTab-based user interface

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Headquarters: Cupertino, CA

soFtware Model: Hosted

ownersHip: Private

Founded: CA, 200�

CrM produCts: Sugar �.5*

CustoMer FoCus: Companies of all sizes.

seleCt CustoMers: Not published

priCe: The free version of SugarCRM only supports up to 20 users, while Sugar Professional is designed for up to 500 users. Sugar Enterprise supports up to 5,000 users and offers an offline client and other goodies. On-demand versions of SugarCRM Professional and Enterprise are priced at $�0 and $75 per user per month, respectively, while on-premises versions are priced at $2�9 and $��9 annually per user.


about sugarCrMSugarCRM is the world’s leading provider of commercial open source customer relationship management (CRM) software for companies of all sizes. SugarCRM easily adapts to any business environment by offering a more flexible, cost-effective alternative than proprietary applications. SugarCRM’s 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 your firewall. Sugar On-Site, allows you to manage Sugar on your own servers. SugarCRM is a good choice for budget conscious companies who primarily need sales force automation functionality for fewer than 50 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.

Sugar Professional is available as a licensed application, for $2�9 per user per year, and through a hosted service, for $�0 per user per month. The appliance version, Sugar Cube �005, costs $7,995 plus user license fees. The commercial product is less expensive than competitors’, but the customization and configuration effort will be about the same.


www.surado.com | 1-800-�78-72�6

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Focused on serving small and medium businesses.Deep product offering including CRM, ERP, supply chain, manufacturing, HR, performance management, and product life cycle management. Industry specific solutions for 10+ industries.

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Headquarters: Riverside, CA

soFtware Model: On-Premise

ownersHip: Private

Founded: CA, 1995

CrM produCts: Surado CRM Enterprise SuiteSurado Small Business CRM

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CustoMer FoCus: Mid-market.

seleCt CustoMers: MGP Instruments, InnQuest Canada, American Title, Inc., Global Tel*Link

priCe: Purchase and lease options available. Pricing to lease:� Users: $28/user/month5 Users: $25/user/month10 Users: $21/user/month


about suradoRecognizing the tremendous business opportunity in the mid-market CRM arena, Surado strategically positioned itself to capitalize on its expertise in building large, powerful and complex systems as well as out-of-the-box solutions to create the “just right” solution for the mid-market.

The company has combined power, features and functionality into an easy-to-use, quick to implement and affordable system with a high degree of customization, fast integration with third-party applications and advanced security options is turning heads, at corporations large and small.

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, manufacturing and technology.

Surado CRM includes core CRM functionality such as contact and account management, sales automation, marketing automation and customer support/service. Surado CRM is available for enterprises with more than 10 users, while Surado Small Business CRM is geared for fewer than 10 users. In addition to the core product, Surado offers more than 20 product options and modules that further extend core CRM functionality. Founded in 1995, Surado continues to gain recognition as an emerging CRM innovator, featured regularly through national publications such as Inc, Entrepreneur, PC Magazine, PC World, CRM Magazine, and Selling Power.

Surado is privately-held. The company’s products are available in over 6� countries worldwide.


www.visitar.com | [email protected] | 866-6�0-19�0

HigHligHts

Integrated communications solutions for such applications as phone, chat and e-mail at a fraction of the cost of comparable alternatives.

Complete CRM capabilites to manage contacts, sales efforts, and service activities combined with rich interaction facilities to enable inbound and oubound connections.

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Headquarters: Morrisville, NC

soFtware Model: Hosted

ownersHip: Private

Founded: NC, 2006

CrM produCts: �60° Care via Visitar*


seleCt CustoMers: Not published



about VisitarVisitar provides innovative solutions that link rich telephony capabilities with business applications to improve efficiency and enhance customer and employee experience. Delivered as a service, the solutions are affordable for small and mid-sized businesses and do not introduce any IT management burden. They eliminate complexity by supporting any Web browser and telephone system while also simplifying ongoing management through a business-friendly, rules-driven configuration capability. The company’s core product, �60° Care viaVisitar, provides CRM capabilites to manage contacts, sales efforts, and service activities combined with rich interaction facilities to enable inbound and outbound connections with prospects and customers. By combining the ability to initiate interactions via the phone, e-mail and other communications channels and manage those interactions with other customer information in a CRM system, the service enables every interaction to be efficient and productive. The capabilities found in �60° Care viaVisitar have previously been found in contact centers that have only been affordable for the largest organizations and accessible to dedicated specialists. With Visitar, these capabilities are now available to any business professional in any location. All that is needed is a Web browser and a telephone. Features of �60° Care viaVisitar include:

Lifecycle CRM functionality - manage account information, track leads, create marketing campaigns, track customer service, and more. Integrated communications functionality - support outbound and inbound connections

Priced at a low, monthly subscription rate that is a small fraction of the fee of Visitar’s closest competitors, viaVisitar products are the first solutions that meet all the needs of smaller businesses at a reasonable price.

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top 40 crm software vendors revealed – 2008pfaesch.ublog.cl/archivos/785/40_profiles_crm.pdf ·...

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