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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 - 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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Contract time requirements |
Quarterly |
Yearly |
? |
? |
n/a |
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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 1
version, 1 price, with no hidden charges |
No - Multiple core versions (e.g. good,
better, best), at multiple prices. |
n/a |
n/a |
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Monthly subscription cost per user for 25 seats |
$49 |
~$145 |
$65 - $125 |
$49 - $59 |
n/a |
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Monthly subscription cost per user for 15 seats |
$49 |
~$158 |
$65 - $125 |
$49 - $59 |
n/a |
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Monthly subscription cost per user for 10 seats |
$49 |
~$175 |
$65 - $125 |
$49 - $59 |
n/a |
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Monthly subscription cost per user for 5 seats |
$49 |
~$225 |
$65 - $125 |
$49 - $59 |
n/a |
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Setup, Implementation, & Training - Managing
a typical business through software requires many steps beyond installing or
turning on a service. There's UI customization , data migration, administrative
and user training, and in some cases advanced integration and customization
(a.k.a "Enhancements"). |
Prices vary depending on needs analysis. |
Prices vary depending on needs analysis. |
Accountants usually handle this - prices vary |
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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 required |
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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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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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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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 |
(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, 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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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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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 ($$) |
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? |
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Product Matrix Options / Accessories & Attributes
- With unique price set for each unique attribute configuration. |
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Advanced Inventory version ($$) |
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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 Locations |
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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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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 ($$) |
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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 by Customer & Contract |
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? |
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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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Set Salary and Commission
Percentages (Owner, Assignee, Role based) where amounts paid against
invoices calculate commission % due. |
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? |
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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 (beta) - 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. |
(Q3-09 -
$49 or $99 per domain depending on number of products) |
($300
per additional domain) |
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Customer Portal
- Embed the customer portal into your E-Commerce front end. |
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? |
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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. |
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(limited to a single cart design) |
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SEO Compliant (beta)
- 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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Design Themes, Skinning, & Template Support (beta)
- Design your own, or
simply pick from 3rd party supplied themes to make your shopping cart stand out,
complete with custom navigation (e.g. tree control, horizontal menu,
vertical panel, etc...). |
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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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^Event Management & Reservation Module - Let users
register for, book/reserve, and even pay for (using Bill me or credit card)
events such as courses, trade shows, corporate meetings, meetings, seminars,
banquets, auctions, etc... |
($$ additional
cost) |
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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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? |
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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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(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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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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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 (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 (P&L) |
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Set tax % or Integrate with Tax
Calculation Web Service |
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Bill creation
- Create bills on the fly. |
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Check Writer - Use your check
template to print out checks for payments due. |
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Budgeting with analysis of projected budget
impact on bank balance (i.e. Cash Flow) |
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**Multi-Company - If you're a multi-national,
or simply a business with multiple logical business unites, stay tuned. Soon,
you'll be able to run multiple entities with the ability to consolidate
Accounting, do intra-company transactions, etc.. |
(Q1-10) |
One-World Version ($$) |
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^Multi-Currency
- Create transactions in any number of currencies, with full support for offset
gains and expenses due to currency fluxuations. Automatically update your
currencies daily if you like. Combine with Multi-Company and seamlessly run your
Multi-National from a single consolidated super-suite. |
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One-World Version ($$) |
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Reporting |
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Report Dashboard dynamically tying back to custom
built editable reports |
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? |
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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... |
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Extra $$ |
Only with Enterprise / Ultimate versions |
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? |
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Multi-Lingual |
English only for now |
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Additional
Features |
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Customer Portal - Exposes customer specific information
to customers via secure and private login account for customers. |
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Extra $$ |
Extra $$ |
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Share Documents, Invoices, and P.O.s with customers and
partners |
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*Ecosystem Management
- Enable your partners, affiliates, and even franchisees the ability to run
their business within a multi-company environment. |
**(Q1-10) |
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**Multi-Company & Multi-Currency - (see
Financials & Accounting section) |
**(Q1-10) |
One-World Version ($$) |
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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. |
|
*BizAutomation.com On-Premise
requires a minimum of 25 users / **Minimum of
10 users / ^Minimum of 5 users |