An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting...
-
Upload
jayda-elin -
Category
Documents
-
view
214 -
download
0
Transcript of An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting...
![Page 1: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/1.jpg)
Customer Relationship Management Software Recommendation ReportAn Overview of Uses, Products, and Comparison Criteria
Prepared by Austin Communications Consulting
One ACC Center, Ste. 100Austin, TX 78754
512-454-1000
![Page 2: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/2.jpg)
Customer Relationship Management Software Recommendation Report: Outline
• Description of CRM• How Cultural Embrace uses CRM– Past and current use– Changes in how CRM are used
![Page 3: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/3.jpg)
Outline Continued
• Products reviewed– Sage ACT! 2011– Intuit QuickBase– Salesforce Professional Edition– Zoho CRM Enterprise Edition
![Page 4: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/4.jpg)
Outline Continued
• Comparison Criteria by Product– Price– System requirements– Number of users– Number of customers– Ability to group customers– Ability to manage email– Ability to track information from website forms– Ability to track Google Adwords– Ability to import or use files from existing system– Independent Reviews
![Page 5: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/5.jpg)
Outline Continued
• Conclusions by comparison criteria• Recommendations
![Page 6: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/6.jpg)
Description of CRM
• Centralized record• All data sources • Organize• Automate• Synchronize
![Page 7: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/7.jpg)
How Cultural Embrace Uses CRM
Past and current use• Store all customer contact information• Notes on communications with customers• Progress notes for development of each
customer’s travel program• Create and send weekly email newsletter
![Page 8: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/8.jpg)
Changes in How Cultural Embrace Uses CRM
• Tracking leads generated on social media such as Facebook and Twitter
• Tracking the effectiveness of Google Adwords• Collecting data customers enter on the
Cultural Embrace website• Need for mobile access
![Page 9: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/9.jpg)
Products Reviewed
• Sage ACT! 2011– Current system– DVD or download, installed on office server
• Intuit QuickBase– Integration with QuickBooks– Software as a Service (SaaS) model, hosted on
remote servers
![Page 10: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/10.jpg)
Products Reviewed Continued
• Salesforce Professional Edition– Replacement product– Software as a Service (SaaS) model, hosted on
remote servers• Zoho CRM Enterprise Edition– Replacement product– Software as a Service (SaaS) model, hosted on
remote servers
![Page 11: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/11.jpg)
Product Price System Requirements
Number of Users
Number of Customers
Sage ACT! 2011 $299.95/user upgrade cost($1199.80)
- 2 GB available HD space (4 GB if downloaded) - 1.0 GHz Pentium® IV processor - 1 GB system memory
Up to 10 Unlimited
Intuit QuickBase $299/month per user ($1794/mo.)
N/A, SaaS model Up to 100 25,000 records
Salesforce Professional Edition
$65/month per user ($260/mo.)
N/A, SaaS model Unlimited Unlimited
Zoho CRM Enterprise Edition
$25/month per user ($100/mo.)
N/A, SaaS model Unlimited Unlimited
Product Specifications
![Page 12: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/12.jpg)
Product Features Product Ability to Link or
Group ClientsAbility to Manage Email
Ability to Track Website Forms
Ability to track Google AdWords
Sage ACT! 2011I Specific groups feature included
Schedule & send, tracking$59.99/month for 2 users, $5.99/month each additional user ($71.97)
Yes, only included with email service
no
Intuit QuickBase possible Schedule & send, tracking$28/month
no no
Salesforce Professional Edition
possible Schedule & send, trackingIncluded
yes yes
Zoho CRM Enterprise Edition
possible Schedule & send, tracking$3/user/month ($12)
yes planned
![Page 13: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/13.jpg)
Ability to use or import existing CRM files
• Sage ACT! 2011– Use existing files
• Intuit QuickBase– Import existing files
• Salesforce Professional Edition– Import existing files
• Zoho CRM Enterprise Edition– Import existing files
![Page 14: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/14.jpg)
Independent Reviews
![Page 15: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/15.jpg)
Reviews for Sage ACT! 2011
• PC Magazine– Tons of help within in the interface– Handy Sage Business Info Service– Slow performance when switching between tasks– Puzzling placement of some Menu commands
• Salesmark.com– Good product, great features– Pricing and delivery model miss the mark– 3.5 out of 5 stars
![Page 16: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/16.jpg)
Reviews for Sage ACT! 2011 Continued
• Zdnet.com– Good Outlook integration– Social media integration not as complete as other
services– Company responds well to user suggestions
• Adavidcreation.com– Highly customizable and full-featured– Expensive upfront– No remote access
![Page 17: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/17.jpg)
Reviews for Intuit QuickBase
• PC Magazine– Powerful, fast, reliable online database– Easy to use– Document files can only be exported one by one
• Brighthub.com– Highly customizable and full-featured– Pricing puts it out of reach of small businesses
![Page 18: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/18.jpg)
Reviews for Intuit QuickBase Continued
• Onlinedatabasefiles.com– Difficulty importing files– Errors when importing data from ACT!– User interface complicated and non-standard– Very difficult to learn
• Techrepublic.com– Geared toward medium to large business– Large application that can be intimidating to get
started with
![Page 19: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/19.jpg)
Reviews for Salesforce Professional Edition
• PC magazine– Streamlined interface with incredibly informative
Dashboard views– Smooth workflow process– Pricing gets expensive – Lower-cost packages lack basic functions other
CRM include for free• Customers.com– Good analytical capability for companies with lots
of personal contact with customers
![Page 20: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/20.jpg)
Reviews for Salesforce Professional Edition Continued
• Eweek.com– Easy to navigate– Ample tabs and menu items, very complete– Integration with other applications could be
improved– Overall 5-star rating
• Techrepublic.com– Some remote access, but incomplete– One year of Salesforce costs as much as one-time
cost of ACT!
![Page 21: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/21.jpg)
Reviews for Zoho CRM Enterprise Edition
• PC Magazine– Good email and Web integration– Inexpensive– Requires customization at outset– Lacks scalability
• Customers.com– Available integration with QuickBooks and Gmail
works well– Lacks the email marketing functionality of other
products
![Page 22: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/22.jpg)
Reviews for Zoho CRM Enterprise Edition Continued
• Netprofitmarketing.com– Intuitive, easy-to-use interface– No features that a small business doesn’t need– Automation makes it easy to track leads and
create tasks• Techrepublic.com– Many of the same features as Salesforce, for much
less– Good mobile access
![Page 23: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/23.jpg)
Conclusions
![Page 24: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/24.jpg)
Conclusions
• Price (including monthly email service fees)Zoho CRM Enterprise Edition $112/month
• System requirementsNo product has advantage
• Number of usersNo product has advantage
• Number of customersQuickBase is only product with limit (25,000)
![Page 25: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/25.jpg)
Conclusions Continued• Ability to group clients
Only ACT! has built in• Ability to manage email
Part of basic service with Salesforce• Ability to track website leads
Included with Salesforce and Zoho• Ability to track Google Adwords
Only offered with Salesforce• Ability to use or import files from existing
systemNo issue with ACT!
![Page 26: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/26.jpg)
Conclusion from Reviews
Zoho CRM Enterprise Edition• Good email and web integration• Inexpensive• Automation to track leads and create tasks• Good mobile access
![Page 27: An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000.](https://reader035.fdocuments.net/reader035/viewer/2022062621/551c591c5503469d6a8b4fed/html5/thumbnails/27.jpg)
Recommendation
Zoho CRM Enterprise Edition• Low cost• Email and web integration• Mobile access• Accommodate company growth