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CRM & ERP Software Comparison Matrix |
BizAutomation
On-Demand |
Netsuite |
SalesForce |
MS
Dynamics
CRM |
QuickBooks |
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General Features /
Technology & Pricing Considerations |
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Available as a Subscription based service
aka Software as a service (SaaS) |
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Basic only |
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Available as a licensed product you can install
on your own network server. |
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Database Technology |
SQL Server |
Oracle |
Oracle |
SQL Server |
Proprietary
(Enterprise version uses SQL Server) |
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Front-end platform |
Web (.NET) |
Web (JAVA) |
Web (JAVA) |
Web (.NET) |
Desktop
(Premier & Enterprise) Web (Basic version) |
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Manage Records by Custom Relationships & Sub-Relationships
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Group Records into Hierarchical
tiers (Parent Company, Subsidiary, etc..) |
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Contract time requirements |
Quarterly |
1 Year |
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n/a |
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Monthly subscription cost per user for 25 seats |
$49 |
~$150 |
$65 - $125 |
$49 - $59 |
n/a |
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Monthly subscription cost per user for 15 seats |
$49 |
~$175 |
$65 - $125 |
$49 - $59 |
n/a |
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Monthly subscription cost per user for 10 seats |
$49 |
~$200 |
$65 - $125 |
$49 - $59 |
n/a |
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Monthly subscription cost per user for 5 seats |
$49 |
~$300 |
$65 - $125 |
$49 - $59 |
n/a |
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On Premise per seat license option (If you want to host on
your network - This does not apply to users that are interested in subscribing
to the monthly service) |
$795 / user
no server license req.(15 seat min) |
n/a |
n/a |
$599 + Server License (5 seat min) |
not priced per user |
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Sales Force Automation |
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Account, Contact, and Opportunity Management |
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TRUE 360° view of Customer and Contacts
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Activity
Management with Reminders (Tasks, Events, Calendar) |
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Pre-event auto-reminder to parties you're calling or
meeting with |
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Create Action Item Templates for automating follow-up
activities |
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See employee availability based on teams |
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Customizable Quote Generation with in-depth price
management |
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Create Sales Orders / Invoices from Purchase Orders
& Visa Versa |
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Business Process Automation (BPA)
- Design and run automated sales processes for all your different types of
sales opportunities. Set triggers that automate schedules of action items you
can pre-assign to employees. |
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(scripting
required) |
(scripting
required) |
(scripting
required) |
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Sales Opportunity Management |
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Automatically calculates commissions for internal
& independent sales reps / partners based on their role within a deal
(multiple roles can be assigned) |
Q2-08 |
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Real-time Sales related Alerts |
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Marketing Automation |
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Campaign Management with ROI |
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Web to
Lead Capture with Routing Rules |
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Email Broadcast with mail merge & group templates |
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Limited |
Limited |
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Drip Campaigns |
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Marketing Budget Center |
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Web Analytics to see Lead & Customer activity on your web
site |
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Online Survey Management with Skip Logic |
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Customer Service & Support |
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Case Management |
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Online Case Capture |
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Knowledge Base |
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Email to Case |
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Email History for Cases |
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Add Billable / Non-billable Time & Expense from Cases to Invoices |
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Assign Contracts to Cases & show
balances (time, incident, or days left) |
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Share Cases with Customers & Partners |
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Blog between employees and customers (via the
portal) within a Case |
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Project & Fulfillment Management |
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Milestone & Stage based process creation
with Stage Alerts |
(with ability to pre-assign stages)
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Add Billable Time & Expense from Projects to Invoices |
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Email History for Projects |
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Share Projects with Customers & Partners |
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Business Process Automation (BPA) - Design
and run automated project processes for all your different types of projects.
Set triggers that automate schedules of action items you can pre-assign to
employees. |
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Associate Sub-contractors & Partners with appropriate
roles |
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Inventory Management |
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Support for all item types
(Inventory-Item, Non-inventory Item, Service, Matrix Item, Kits, and Assemblies) |
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Ability to drop-ship while creating an order.
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Create
P.O. from Invoice and visa versa. |
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Quantity On Hand, On Order, & On Allocation Levels
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Price Management by Customer tier
(e.g. Retailer, Wholesaler, Distributor), Volume discount, and
Temporary discount |
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Limited |
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Serialize Items (with unique
attributes / description) |
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Advanced Inventory version ($$) |
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Product Matrix Options / Accessories & Attributes
- With unique price set for each unique attribute configuration. |
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Advanced Inventory version ($$) |
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Item Assemblies - Assemble items into a
collection of items that make up an item, then as inventory levels are changed
for the assembly so is that of its child items. |
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Advanced Inventory version ($$) |
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Item Kits - Create kit
templates made up of child items, then configure template from order entry. When
sales is made, collection inventory is updated. |
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Advanced Inventory version ($$) |
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Multiple Warehouse Location Management |
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Advanced Inventory version ($$) |
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Multiple level items (items that are
themselves made up of items made up of other items, etc...with price roll-up for
all items in the hierarchy). |
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Advanced Inventory version ($$) |
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Enterprise |
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Item Images |
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COGS |
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Inventory Replenishment with email alerts |
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Supply Chain Mgt. - Inventory
levels to vendors via the Vendor Portal filtered by items they supply with email
alerts based on reorder levels |
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Asset Tracking by Customer & Contract |
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? |
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Multiple Units of Measure |
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Employee Management (H.R.) |
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Time Sheet Entry (Billable &
Non-billable time) |
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Set Salary and Commission
Percentages (Owner, Assignee, Role based) |
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Leave request & approvals, with
rules based accrued leave time balance calculations. |
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Employee Profile Center with
Payroll |
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Commissions % / amounts calculated by role |
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Rules based Custom Tab for linking to Intranet (e.g. Sharepoint) |
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E-Commerce & Order Entry (a.k.a. P.O.S.) |
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Product Shopping Cart Catalog |
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Point of Sale (POS) interface for rapid customer
(existing/new) order entry & payment processing, with support for net billing
terms. |
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Temporary, Volume, & Relationship based pricing tiers which change dynamically
(e.g. My Distributor pays this but my Wholesaler pays that) |
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(pricing list is shown in a table) |
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Show Inventory Levels from Shopping Cart
based on one or more warehouse. |
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Real-time USPS, FedEx, and UPS shipping
calculation |
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Product Matrix |
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Pay by Credit Card |
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Set "Bill Me" terms (e.g. Net 30, etc..) so your
approved Accounts can make online orders on credit. |
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Customizable tax settings which can include based
on Zip Code Range, or State / Province. |
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Base total pricing, inventory levels, taxes, and
shipping on warehouse or store location (e.g. if Customer is in FL
base everything on our East Cost Distribution Ctr or Store, Not the West Coast
store.) |
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Show customers remaining credit & balance |
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Messaging & Collaboration |
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Compose Emails Natively & Email Templates
(with spell-check and full editing) |
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Complete
Outlook style email web client with calendaring |
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Automatically capture Customer inbound/outbound email
history. |
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Create Project or Case from Email record |
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Add scheduled calls and tasks to calendar |
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Integrated web email client & calendar (similar
to Outlook) that supports any IMAP based email server (e.g. MS Exchange,
Gmailo,Yahoo, Imail, Xmail, etc..) |
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View email inbox / sent items, and all email
interaction between your customers / contacts and your employees right from the
customer or contact record detail. |
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Integration with Microsoft Exchange 2007 Web
Services |
* |
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Document / Proposal
Management, & Contract Management |
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Upload any document throughout the suite |
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Auto-Define Document Category Tree |
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Set document approval workflow rules |
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Assign Hours, Incidents, and/or Days
to Contracts |
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Track Assets within a Contract |
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Proposal builder using MS Word or OO Word, with
PDF conversion on the fly with ability to email right from Biz as attached PDF |
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Expose contract details through Cases and Projects |
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Enterprise & *Partner Portal |
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Expose customer specific information with customers |
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Share Documents, Invoices, and P.O.s with customers and
partners |
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Let Customers and Vendors create orders |
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Share Opportunities, Leads, Prospects & Accounts with
partners |
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Allow partners to share / create records with you |
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Allow partners to make quarterly forecasts through the
portal |
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Assign stages within Projects to partners (e.g.
sub-contractors) |
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Link custom tabs to relevant content relative to group
partner belongs to |
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* BizAutomation.com does not charge extra for the
Customer portal which is a self-service center that also lets you share related
data such as projects, cases etc... with your customers, but we do charge for
Partner Portal access, which essentially lets you manage sub-contractors, and
other partners while sharing 3rd party records / data. All other companies shown
here with these features charge for both. |
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Financials & Accounting |
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General Ledger (GL), Customizable Chart of Accounts (COA),
Journal |
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Ease of use (similar to QuickBooks) |
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Accounts Receivables (AR)
& Accounts Payables (AP) |
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Budget / Cost Center |
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Deferred Income / Revenue Recognition |
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Fixed Assets |
(via COA) |
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COGS (Average Costing FIFO) |
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Invoicing / Sales Orders & Purchase Orders |
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Transaction Templates |
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Scheduler for creating Recurring Transactions |
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Bank Reconciliation |
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Key financial reports - Balance
Sheet & Profit Loss Statement (P&L) |
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Set tax % or Integrate with Tax
Calculation Web Service |
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Check Writer |
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Budgeting with analysis of projected budget
impact on bank balance (i.e. Cash Flow) |
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Completely Integrated with all business modules |
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Reporting |
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Report Dashboard |
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Custom Reporting Engine with
Predefined Reports |
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Customization |
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Customer User Access Permissions - Set groups,
give rights to groups (which can include who can access what, and how),
and users inherit those rights. |
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Custom
columns and filter defaults for initial lists (When you click the main
tab such as contacts or accounts, each user can customize the columns and
filters that display, not just for all lists but for each individual category of
lists) |
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Custom Field Wizard with various
field types (Drop-down list box, Text box, Check box, Date control,
Hyperlinks, Text area.) |
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Custom Search Results Page by employee groups |
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Custom Invoices, Purchase Orders, and
Proposals |
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Customize Tabs (add new tab,
hide by group, re-label, change location) |
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Customize Page Layout (Number
of columns, labels, location on page) |
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Integrate External Application
via custom smart tabs (i.e. invoke contact or company ID in link) |
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Custom report wizard with report scheduler
integrated with customizable dashboard |
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Customize Registration Forms
(Surveys, E-commerce, Web Leads, etc..) |
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Enable custom fields to appear based on
relationship affiliation |
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