N/A
Feature
ACT! Premium for and/or Web
2008/v10.0
Saleslogix 7.2
SageCRM/ SageCRM.com
Salesforce.com Summer '07
Microsoft Dynamics CRM 3.0 Contact and Customer Management
Contact Security - Private contacts Secondary contacts/related contacts
Contact activity/history information from contact detail view Documents tracking to contact
60+ predefined fields Associate contacts to each other
Company/Account Tracking or Management
Company/Account Tracking (dynamically populated/detailed information, automatic addition of notes/history for linked member) Roll-up data of all company/account members
Attach documents/history/activities to specific company/account Specify linked fields between company and contact records, and update company linked fields from a contact
Access related contact's notes, history, and opportunities from view
Work from an account or contact perspective Associate accounts to each other
Automate workflow across departments and employees Group Management
Offers method to organize contacts in logical collections Maintain collection of contacts automatically - static/dynamic groups
Organize collections of contacts and companies into multiple levels - tree view/organization chart
Roll-up data of all group members
Attach documents/history/activities to specific groups
Access related contact notes/history/opportunities from group view Notes, Attachments, History
Share notes and history to multiple contacts Security on notes and history - Private notes, history, opportunities, subrecords
Filter contact's history
Attach documents to contacts/notes RTF text on notes or history Spell checking on notes and history
Creation of history - User-defined history/automatic creation of history
Option for users to set if history can be opened and edited by users
Unlimited date/time stamp on notes/history
Track changes to fields and read-only notes and history
Feature is not present Feature is present but low-level Feature is present and robust Not applicable to application/product
Feature
and/or Web 2008/v10.0
Saleslogix 7.2
SageCRM/ SageCRM.com
Salesforce.com Summer '07
Dynamics CRM 3.0 Calendar and Activity Management
Offers multiple calendar views with schedulable activities Custom activity types and custom history
Activity alarms Activity rollovers
Full activity information from all calendar views Manage and track tasks related to Projects/Opportunities Track tasks and activities tied to contact and capture a history Calendar pop-ups
Activity conflict notification Group Scheduling
Workflow - activity series/automated processes Outlook Calendar integration
Automatic Outlook calendar sync Searching and Lookups Offer basic searching on all fields
Configuring advanced queries - Allows complex searches using operators (on any field/advanced keyword search)
Save lookups for future use (save as group/company criteria) Numeric lookups by ranges (greater than/less than) Quick search option
Document search
Central place to search for information Opportunity lookups
Opportunity Tracking/Management Opportunity tracking with multiple products
Automatically tracks number of days an opportunity has been open (intelligent defaults, probability link to stage) Set opportunities as "Inactive"
Relating opportunities to territories Relating products to price book/product list Relating opportunities to groups and companies Quotes/Instant quotes
Opportunity list view Export to Microsoft Excel Relating opportunities to activities
Automatic history creation for opportunities data
Group opportunities dynamically or statically and simultaneously update opportunities
Track indirect opportunities managed through reseller relationships Apply floating currency rates
Apply multi-currency support to opportunities
Generate sales proposals automatically reflecting native customer currency
Feature
and/or Web 2008/v10.0
Saleslogix 7.2
SageCRM/ SageCRM.com
Salesforce.com Summer '07
Dynamics CRM 3.0 Sales Process Automation
Multiple sales processes - custom and built-in
Generate a history automatically as an opportunity moves through the sales process
Customer/Prospect Communications E-mail merge
Mail merge to word processor/Microsoft Word Manage mail merge when contact records have missing e-mail addresses
Validate and correct addresses during mail merge Mail merge with letter/e-mail to a contact/group of contacts Built-in e-mail client (integrated with Lotus Notes or MS Outlook Express)
Built-in word processor – tables, HTML, images, spell checking, etc. N/A
Create new activities and contacts from e-mail
Integrate directly with Microsoft Outlook e-mail (Send e-mail from Outlook and history are recorded back into application/contact record) Attach Microsoft Outlook e-mail to ACT!/CRM contacts
Use preformatted templates for e-mail/letters/memos
Primary method of communication – e-mails vs. fax vs. letters vs. call Use rich text formatting, spell check, signatures and add multiple attachments when emailing
Integration with telephone systems Last communication fields
History of all customer correspondence Do-not-call list (indication)
Customization
Customization of layouts and views Custom applications
Custom automated processes Allow images on layouts
Add fields to main contact layout (remove/edit/add for all entries) Menus and toolbars customization
Multiple field types
End-users can add new section/tabs
Designate field types as date/currency/yes,no/memo/pic Custom activity, priority and history types (user definable) Full-featured layout designer (lets user change background, add images, etc)
Feature
and/or Web 2008/v10.0
Saleslogix 7.2
SageCRM/ SageCRM.com
Salesforce.com Summer '07
Dynamics CRM 3.0 Customizable drop-down (multi-select drop downs)
Change field settings (generate history when field changes value, make a field required)
Customize sales stages/processes
Change entity names such as Account, Contact, Opportunity
Customize and add SQL database tables N/A N/A
Coded and Codeless Customizations Reporting
Report templates Sales reports (# of reports) Preformatted sales reports
Report customization - create own reports using report designer Built-in reports for core contact/account management
Exporting reports to Microsoft Excel, HTML, Adobe PDF or e-mail Crystal Reports integration
Interactive pipeline report with drilldown capability Dashboards and Analytics
Customization (end-user vs. admin) Drill-down from graphics and list views Export to Microsoft Excel
Copy to clipboard/export to Microsoft Word or Adobe pdf Display graphics
Multiple dashboards
Set targets for dashboard components Dashboard security (Read-only, read-write) Dashboard permissions (accessibility by roles) Print dashboard graphics/list views
Interactive, customizable dashboards - enhanced business analytics Forecast, trend and historical analysis
Dashboards (Pipeline by Stage, Closed Sales to Date, Top Opportunities, etc.)
Data Sharing/Security Share data with multiple users Multi-user calendars
Set limited data access (entity level security) Password settings
Field level security (read-only access, no access) Built-in security levels (5 levels)
Custom user permissions Group info by teams/view by teams
Secure individual records (i.e. notes, history, activities, opportunities) Security on report templates/document/ word processor/templates
Database synchronization N/A
Feature
and/or Web 2008/v10.0
Saleslogix 7.2
SageCRM/ SageCRM.com
Salesforce.com Summer '07
Dynamics CRM 3.0 Integration
With Microsoft Word With Microsoft Excel With Lotus Notes Outlook activity sync Outlook contact import
Automatic history creation when sending/receiving e-mail from Microsoft Outlook
Access CRM contacts from within Outlook Microsoft Outlook integration
With Accounting/back-office products (third party) With Internet Explorer
Integrate with legacy databases N/A
Mobility/Access Options
Integration with handhelds - Palm, Windows Mobile (Pocket PC and Smartphone), and Blackberry
Web access Offline access Citrix/Terminal Services
Templates for popular paper organizers for printed schedules Centralized Administration and Deployment
Automatic backup N/A
Automatic database maintenance N/A
Automatic synchronization N/A
Silent Install N/A
Duplicate checking and ability to merge records Automatic install updates
Marketing Automation
Import mailing lists N/A
HTML templates or create your own N/A
Mail merge to email or word processor
Automatically update contact history N/A
Activity series to manage a campaign N/A
Campaign management - states, tasks, budgets, activities N/A Perform mass, multi-stage email campaigns N/A Seamlessly integrate with marketing service providers to upload
campaign lists and track responses on contact record N/A Analyze effectiveness with campaign reporting N/A Track email response including undeliverables and opt-outs N/A
Manage and track marketing campaigns N/A
Customizable flyers and marketing templates that can be published to
the Web N/A
Customer Web Pages N/A
Lead Management
Identify leads with a status field N/A
Track leads as separate entitties through sales cycle N/A Import leads from Web forms, tradehows, seminars etc. using lead
Feature
and/or Web 2008/v10.0
Saleslogix 7.2
SageCRM/ SageCRM.com
Salesforce.com Summer '07
Dynamics CRM 3.0 Customer Service & Support
Automatic tracking and resolution of customer inquires and technical
support N/A
Web-based customer self-service features N/A
Automatic incident escalation based on user defined criteria N/A Access knowledge database and search for problem resolutions N/A Monitor customer service effectiveness through reporting N/A
Product returns N/A
Defect tracking N/A
Product training N/A
Navigation/Ease of Use Offer one-step access to main views
View and edit related contact information without scrolling on detail views
Tabbed interface – viewing and editing in one place/area Offers one-area for contact access
Home view - Dashboards
Easy access to related common reports and tools Right-click, one-click functionality
Intelligent "defaults" Type-ahead
Consistent menu structure and controls In-context Help/Feature Tours/Documentation Multi-select drop-downs
"Layman" verbiage throughout application
Ratings are subjective opinion based on software evaluation and documentation. Features were selected based on the most common contact and customer management/CRM features. Additional features that may appear in competitor products might not be listed here.
