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Introducing BizAutomation - the ONLY
REAL alternative to Netsuite !
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- CRM |
| - ERP |
| - Financials |
| - E-Commerce |
| - Customer & Partner Portal |
| - E-Surveys |
| - E-Projects |
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CRM & ERP Software Comparison Matrix |
BizAutomation |
Netsuite |
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General Features /
Technology |
| Install & Configure on your own network |
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| Subscription based service (SaaS) |
Q3-2007 |
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| Database Technology |
SQL Server |
Oracle |
| Front-end platform |
Web (.NET) |
Web (JAVA) |
| Integration with Microsoft Exchange & Outlook |
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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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| Minimum
commitment contract |
Quarterly |
Yearly |
| Typical monthly subscription cost per
user for 5
seats |
$49 |
~$300 |
| Typical monthly subscription cost per
user for 10
seats |
$49 |
~$200 |
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Sales Force Automation |
| Account, Contact, and Opportunity Management |
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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
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| Create Purchase Order from Sales Orders / Invoices |
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| Real-time Sales related Alerts |
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Marketing Automation |
| 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 |
| 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 |
| 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 |
| Milestone & Stage based process creation |
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| Stage Alerts |
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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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| Associate Sub-contractors & Partners with appropriate
roles |
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Inventory Management |
| 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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| Serialize Items (with unique attributes) |
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| Product Matrix for both Options / Accessories & Attributes |
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| Item Kitting |
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| Multiple Warehouse Location Management |
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| RMA Management |
Q2-2008 |
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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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| Multiple Units of Measure |
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Employee Management (H.R.) |
| Time Sheet Entry (Billable & Non-billable time) |
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| Set Salary and Commission Percentages |
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| Leave Request |
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| Employee Profile Center |
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| Rules based Custom Tab for linking to Intranet (e.g.
Sharepoint) |
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E-Commerce |
| Product Shopping Cart Catalog |
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| Temporary, Volume, & Relationship based discounts |
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| Show Inventory Levels from Shopping Cart |
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| Product Matrix |
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| Pay by e-check or credit card |
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| Show customers remaining credit & balance |
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Messaging & Collaboration |
| Compose Emails Natively & Email Templates |
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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 Outlook calendar |
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| Full Integration with Exchange & Outlook |
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Document & Contract Management |
| Upload any document throughout the suite |
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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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| Expose contract details through Cases and Projects |
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Enterprise & Partner Portal |
| 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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Financials & Accounting |
| General Ledger (GL), Customizable Chart of Accounts (COA),
Journal |
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| Easy of use (similar to QuickBooks) |
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| Accounts Receivables (AR) & Accounts Payables (AP) |
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| Multiple Company / Multiple Currency ready |
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| Budget / Cost Center |
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| Deferred Income
/ Revenue Recognition |
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| Fixed Assets |
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| COGS (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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| Completely Integrated with all business modules |
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Customization |
| 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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| 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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