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CRM & ERP Software Comparison Matrix |
BizAutomation
On-Demand |
Netsuite |
SalesForce |
MS
Dynamics
CRM |
QuickBooks
Online |
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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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Available as a licensed product you can install
on your own network server - Ability to start On-Demand and transition to
On-Premise if and when needed. |
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Database Technology |
SQL Server |
Oracle |
Oracle |
SQL Server |
Proprietary |
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Front-end platform |
Web (.NET) |
Web (JAVA) |
Web (JAVA) |
Web (.NET) |
Desktop or
(Web for Basic ver.) |
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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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Fixed
SaaS Pricing policy - Promises never to raise monthly subscription user
prices or break our service into multiple core versions charging separately for
each
(limits on storage limit tiers, processing intensive features such as e-mail
marketing, partner add-ons, and inflation adjustments non-withstanding). |
Yes
our
price is guaranteed not to change for the life of your subscription, other than
to keep up with inflation as per the consumer price index (CPI) |
No guarantees.
Prices subject to change (Google
online blogs for your own historical reference). |
No guarantee,
but prices have held steady over
several years. |
n/a |
n/a |
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Typical
full user monthly subscription price |
$49* |
$265* |
$65/$125* |
varies |
$34 |
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Typical
partial user monthly subscription price |
$25* |
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Typical time & expense only monthly
subscription price |
$9* |
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Additional membership costs per company above and
beyond subscription and one time up-front implementation costs. |
$0* |
$6,000 per yr* |
?? |
varies |
n/a |
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Implementation flexibility - Some businesses
need more flexibility than others. For example, assume you have an in-house app
that does exactly what you need for your vertical, and need it to integrate with
your online business management system. Or need a code enhancement, or
integration with an external data feed. The possibilities are endless, and only
limited by the platform you implement. |
Very Flexible & open to some source code
enhancements |
Very Flexible, but NOT open to source code
enhancements |
Very Flexible. NOT open to source code enhancements |
Very Flexible. NOT open to source code enhancements |
Not Very Flexible |
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* These are approximate estimates and can vary by
provider depending on number of subscribers, duration of commitment, and other
deal specific terms. |
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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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Commissions
Calculations (based on amounts paid) |
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Real-time Sales related Alerts |
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Marketing Features |
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Online Campaign Management
& Analytics - Business Intelligence (BI) dashboard for online campaigns such
as Google Adwords, SEO campaigns, email marketing, etc.... Track leads,
prospects, and accounts generated per campaign. Calculate income by campaign per
month, ROIs. Track top keywords from organic searches, with source URLs such as
Google search, etc... |
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Requires
SiteAnalytics a $299 per month extra |
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Offline Campaign Management & Analytics-
Business Intelligence (BI) dashboard for offline campaigns such as trade shows,
telemarketing, print advertising, direct mail, etc.. Track leads, prospects, and
accounts generated per campaign. Calculate income by campaign per month, ROIs,
etc.. |
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Web to
Lead Capture with Routing Rules |
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Email Broadcast with mail merge & group templates |
Free to Extra$$
depending on volume usage /mo |
Extra $$ |
Extra $$ |
? |
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Drip Campaigns & Auto-Responder
- Create Email / Action item templates, schedule a series of "events" to
profiled contacts (e.g. On day 1 mass mail group msgs, on 2 assign sales
people that own those leads follow-up action items, etc..) |
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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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Web Analytics - Track where leads came from
(e.g. Google search term, etc..), and what pages on your web site they visited
on your web site. |
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Online Survey Management with
workflow automation |
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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 |
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Requires
Advanced Project add-on for $399 per month and may require SuiteFlex programming |
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Add Billable Time & Expense from Projects to Invoices
& P.O.s |
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Full correspondence history -
Including emails, notes, & action items. |
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Share Projects with Customers & Partners
via a Portal |
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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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Report all items associated within a project
including - Bill of materials (BOM), billable / NB time, sales orders
/ invoices, purchase orders', and contract criteria such as time and amounts
budgeted. |
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Project Costing / Expense / Income Reporting
- With list of accounting ledgers impacted that reveal exact income and expense
transactions, including billable time, and employee cost impact. |
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Sub-Contractor & Partner Management
- Enable your sub-contractors and partners to approve documents, work 3rd party
project tasks, enter time & expense, and even create P.O.s on your behalf
against projects your both collaborating on. |
Extra$$ |
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Associate Sub-contractors & Partners with appropriate
roles |
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Inventory, Order Management,
& Shipping |
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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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Order Workflow Automation
- For all item types (Just in time, drop-ship, and inventory) where P.O.
creation is automated depending on how items are added to Sales Orders and
Invoices (automatically generating a daily queue of P.O.s which can be sent
out to vendors in a single batch). Invoice & P.O. amount threshold approval
requirements to key personal. |
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(Requires custom programming using "SuiteFlex") |
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Qty On-Hand, On-Order, Re-Order
Point, & 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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Serialized Items (with unique
attributes / description) Ability to search for deals based on Serial # of item
purchased (Handy way of determining if a product is under warrantee) |
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Advanced Inventory version ($299 per month))
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? |
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Product Matrix Options / Accessories & Attributes
- With unique price set for each unique attribute configuration. |
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Item Assemblies - Assemble items into a
collection that makes up an item. |
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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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Multiple Warehouse Locations |
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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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Enterprise |
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Item Images - Thumbnail and
full images |
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COGS |
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Sales / Purchase Fulfillment &
Back-Order Mgt - When a Sales Order is placed Biz instantly creates the
shipping / fulfillment queue where you can create pick lists to pick, pack, and
ship. If there's insufficient qty on hand you can invoice & ship a partial qty.
Biz automatically places the remainder on back order (BO) creating a procurement
queue (along with items that have reached the reorder point). When items within
the purchase queue are ordered, they are are then listed within the receiving
queue. As items are shipped and received Biz automatically adjusts your
inventory across all warehouses. |
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>1 warehouse requires
Advanced Inventory version ($299 per month) |
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Shipping - Support for FedEx, USPS, and UPS
(beta), including shipping option presentation (standard, over night, etc...)
amount calculations from items selected, issuance of the tracking number, and
creation of shipping labels, all neatly integrated into order management and
invoicing. |
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Asset Tracking - Track customer assets by location. Create an
unlimited number of locations, and custom fields all of which can be tracked as
a view of the organization record. |
^
free add-on |
? |
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RMAs - Returns Management with the ability to
print checks to customers for amounts returned, and ability to realize financial
impact in accounting. Issue credit memos, RMA documents (so your customer can
affix to their return) |
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(Enterprise version) |
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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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Requires
Incentive Mgt add on - $299 per month |
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Set Salary and Commission
Percentages (Owner, Assignee, Role based) where amounts paid against
invoices calculate commission % due. |
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Leave request & approvals, with
rules based accrued leave time balance calculations. |
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Employee Profile Center with
Gross Payroll |
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E-Commerce & Order Entry |
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Built-In
Shopping Cart - Product Shopping Cart Catalog with Product Matrix support,
Temporary, Volume, & Relationship based pricing tiers which change dynamically,
Show inventory levels, Set "Bill Me" options, show remaining credit / balance to
customers, Price Rules, Custom Tax Settings, Multi-location selection, Drop-Ship.
Integrated with the Portal. |
$49 per month (free
during 2010) |
$299
per additional domain per month |
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Customer Portal
- Embed the customer portal into your E-Commerce front end. |
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Multi-Site/Brand/Domain Capable (beta)
- Create multiple carts each with it's own unique design, configuration of
categories, products, and Brand. |
$49 per
additional domain
per month |
$299
per additional domain per month |
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SEO Compliant
- We host based on your sub-domain, not ours (e.g.
products.yourcompany.com) so Google index bots credit your domain. |
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Favorites (beta)
- Repeat buyers often need the same thing over and over again, particularly
in B2B environments. Favorites lets them speed up orders by picking items from
past orders in one fell swoop without having to navigate through categories all
over. |
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Skinning, & Template Support
- Design your own, or support for 3rd party theme. |
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(Site builder - add $299 / mo) |
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^Simple RESTful API to connect to your own
E-Commerce / CM system - Use best
of breed SEO enabled ecommerce technology providers such as OS Commerce, 3D
Cart, Cularis, Zen Cart, Magento, and many others. Take advantage of the best
the industry has to offer without having to compromise between functionality and
dual database management by seamlessly flowing orders from front end to back
using rich, dynamic web service API integration. |
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Enterprise & Ultimate versions only |
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Rapid Sales Order Entry - Quick customer
order entry & payment processing, with support for net billing
terms. Can be customized to auto-create Invoice, Estimates, etc.. |
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EDI (Electronic Data Interchange) |
Extra$$ |
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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 with all the popular email servers for
all inbound / outbound messaging acivities (e.g. MS Exchange,
Gmail / Google Apps,Yahoo, 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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(Outlook plug-in required) |
(Outlook plug-in required) |
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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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Document Workflow - Allowing for amount to be
applied to Invoices and Purchase Orders, requiring key personal to approve or
decline document. |
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Requires custom programming using SuiteFlex |
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Expose contract details through Cases and Projects |
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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 |
* Free add-on
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Deferred Income / Revenue Recognition |
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Fixed Assets |
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COGS (Based on Average Costing) |
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Invoicing / Sales Orders & Purchase Orders |
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Recurring transactions -
Apply a schedule (e.g."1st of ea. month") against Sales Orders, Purchase
Orders, or partial Invoices (e.g. If a Sales Order is 1,200 and you want to
recur an invoice ea. month in the amt of 100 for 12 mo. - within the same sales
order) |
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Partially |
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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 (all with drill down) |
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Set tax % or Integrate with Tax
Calculation Web Service |
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Bill & P.O. Creation
on the fly |
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Check Writer - Use your check
template to print out checks for payments due. |
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Multi-Entity - If your company has branches
or subsidiaries locally or across the globe, or if you're a franchisor, you
stand to benefit greatly from multi-entity mgt. which enables you to manage
things like multi-company accounting, inventory roll-ups, off-set accounts for
inter-company transactions, etc.... |
*OmniBiz
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One-World
($2,000 / mo) |
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Multi-Currency
- Create transactions in any number of currencies, with full support for offset
gains and expenses due to currency fluxuations. Automatically update your
currencies daily if you like. Combine with Multi-Company and seamlessly run your
Multi-National from a single consolidated super-suite. |
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EDI - Electronic Data Interchange - Leverage
existing Invoice, P.O.s, etc.. for EDI trading via X12 / AS2 (web over http) |
Extra$$ |
3rd Party |
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Landed / Embedded Cost
Configuration - Importing product requires support for accounting of
external costs such as air and ocean freight, duty, taxes, etc... including cost
center distribution across estimates, proposals, and invoices. |
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Reporting |
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Report Dashboard - Based on customer report wizards which enable portlet
customizations. |
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Custom Reporting Engine and
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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RESTful Web Service API - Integrate with best
of breed front end systems. Also enables you to build your own custom web forms,
which feed data (i.e customer/contact records, leads, etc...) back to the
system for auto-updates, etc... |
^ |
Extra $$ |
Only with Enterprise / Ultimate versions |
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? |
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Integration with Amazon.com, Ebay, and Buy.com
- All your orders across all the most popular store outlets now flow into one
system that manages your ENTIRE business. |
Extra $$ |
Extra $$ |
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Multi-Lingual |
English only for now |
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Other
Features |
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Customer Portal - Exposes customer specific information
to customers via secure and private login account for customers. |
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Extra $$ |
Extra $$ |
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Share Documents, Invoices, and P.O.s with customers and
partners |
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Multi-Currency |
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? |
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Multi-Entity - (see
Financials & Accounting section) |
*OmniBiz
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One-World
($2,000 / mo) |
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(some versions) |
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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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*Included (free) with 21 users (min
of 3 users per company) / ^Minimum of 5 users |