2014 EDITION 2015 EDITION TOP 10 TOP 40 CRM SOFTWARE

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2014 EDITION2015TOP 4010 CRMSOFTWARE[SEGMENT]REPORTSOFTWAREREPORTComparison of the Leading CRM Software VendorsProfiles of the Leading [SEGMENT] Software Vendors

Overview of CRM Software SolutionsCustomer Relationship Management (CRM) simplifies company-client relations by providing acentralized repository for collecting information on prospective customers and established clientele.The ideal CRM system synchronizes your various marketing efforts and optimizes your marketingefforts by automating customer communications. Business owners should consider a CRM platformif they find it difficult to maintain regular interactions with clients or lack a comprehensive systemfor communicating with customers. A company might also find value in transitioning to a newCRM solution if they find an existing ad-hoc platform like a spreadsheet to be time-consuming orinadequate for their existing needs.The best CRM platforms will enhance client interactions through a number of tools designed to fityour company size and needs. Look for a flexiblesolution that automates key client transactionsand interactions, improves your customer supportKey Featuresservices and efficiently manages your marketingSaaS orcampaigns. For more information about thesolutionvariations of CRM solutions available, check outBusiness-Software.com’s range of CRM vendorreports, all of which are available on our ExclusiveReports page.Read on to browse the leading CRM systems anddiscover which ones will be the best fit for yourcompany in our Top 40 CRM Software Comparisonreport.on-premiseMobileaccessibleData onsData capper user orunlimitedFree trialversionAbout Business-Software.comBusiness-Software.com is your go-to source for business software reviews, expert advice, in-depth articles andproduct white papers to meet all of your software needs. We’re the most comprehensive online resource for buyersand vendors, catering to more than 300,000 members who trust us to connect them with the right software.We offer exclusive comparison reports for 80 business software segments, enabling you to efficiently researchand review highly rated software products. Download our free reports to discover top business solutions forAccounting, CRM, ERP, CMS, Manufacturing, HR and more. 2015, Business-Software.com. 2014,All ductionProhibited.Prohibited.

Top 40 CRM Software ComparisonSalesforce Sales Cloudwww.salesforce.comatBasic:Starts 5/user/mo. 25/user/moGroup: 25/user/mo.NetSuite CRM C2CRMInfor CRMSage ge.com 129/user/mo. 129/user/mo 47- 67/user/mo 47- 67/user/mo.basedBasedononpackagepackageContact Infor for 65/user/moprice quote 39/user/mo. 39/user/moSelect CustomersSelect CustomersSelect CustomersSelect CustomersSelect CustomersNBCUniversal, Siemens,Aeris.net, AMPRO,Verizon Wireless, DeanAmica Life Insurance,Panasonic, LockheedDell, Kelly Services, Dr.Oakland Athletics,Foods, Douglas Machines,UniFirst, Harry Rosen,Martin, Armstrong, CaberPepper Snapple, HPDocument SciencesCemex, City of CoppellMeridian BioscienceSure Fit, NYSEKey FeaturesKey FeaturesKey FeaturesKey FeaturesKey FeaturesAdditional Features Real-time updates oncontacts, accounts,opportunities anddocuments Consolidate accounthistory, customercommunications,contacts and more Social media insight Log calls andrespond to leads frommobile devices Manage and trackcampaigns acrossmultiple channels Business data View details aboutdeals the salesteam is pursuing Securely share files Email and calendars Analytics andforecasting Build and manage aloyal partner community Application libraryAdditional Features Opportunitymanagement views Competitor tracking Customer-specificpricing and discounting Multiple-leads tracking 360-degree view intoprospect and customerrecords Real-time salesforecasting Integrated ordermanagement Quote and ordermanagement Incentive compensation Commissionsmanagement Sales and marketing Library publishing Case management Knowledge basemanagement Customer portal Time trackingAdditional Features Relationshipmanagement maintainscustomer informationin central repository forquick access Sales managementincludes all areas underrelationships Sales force automation Customer service trackspost-sales activities Help desk support, timeand material billing andfield service Marketing managementprovides automated,collaborativecommunications via thecustomer’s preferredmethod of contact Analytics help uncoverthe best or mostprofitable customers Determines actualcosts associated withservicing customersAdditional Features Easy-to-use interfaceand intuitive functionalityfor faster user adoption No install mobileavailable on leadingsmartphones and tablets Embedded CRM insideMicrosoft Outlook withInfor CRM Xbar forOutlook Standard open APIs &integration options Seamless integrationwith back office systemsvia Infor ION Advanced customizationcapabilities topersonalize andconfigure CRM Available in French,English, German,Russian, Italian,*Portuguese, *Spanish,and *ChineseAdditional Features Easy-to-use interface Fully customizabledashboard Relationshipmanagement graphs Customizable graphicalworkflow Create accurate quotesand orders Quickly executemarketing campaigns Manage collaborationand team selling Customer service andsupport Reporting and analysis Leverages financialinformation from backoffice system Mobile access on thelatest smartphone andtablet devices Application integration Outlook and Exchangeintegration Social media integration(* Translation available throughChannel Partner) 2015,2014, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software ComparisonBase CRMMothernode CRMInsightlyGold-Vision CRMMicrosoft DynamicsCRMwww.getbase.comat ofUptoUp Startsto 22 lineslinesof de.comStartsat ofUpUp toto 22 lineslinesof htly.comFree up to 2 usersUpUp toto 22 lineslines ofofPremium plan ispricingpricing summarysummary 15/user/mowww.gold-vision.comUp22 linesofUp toto atlinesofStarts 24/mopricingpricing summarysummarywww.microsoft.comUpUp toStartsto 22 lineslinesat ofofpricingsummarypricing 65/user/mosummarySelect CustomersSelect CustomersSelect CustomersSelect CustomersSelect CustomersBarnes & Noble,RBC Securities, OmahaNY State Assembly,Ordnance Survey, BritishDelta Air Lines, HitachiExpensify, Wayfair, Dom &Public Library, ASI SignReddit, Centercode,Chambers of Commerce,Solutions America, INGTom, SartoriusSystems, Izone ImagingYepRoc RecordsCosworth, BridgestoneBank, Pandora, PGA TourKeyKey FeaturesFeaturesKeyKey FeaturesFeaturesKeyKey FeaturesFeaturesKeyKey FeaturesFeaturesKeyKey FeaturesFeaturesAdditional Features Base Voice includescalling, recording,logging and reporting inone platform Base Power Insightsprovides reporting forimportant sales metrics Native apps availableon iOS, Android andWindows devices Real-time visibility intoyour sales pipeline Automatically trackand share your emailcommunications, nomatter where you are Base Appointments is asales-focused calendarthat knows who’sassociated with eachdeal Base DocumentRepository provides oneshared library for all filesa team needsAdditional Features Real-time accountmanagement Leads and opportunities Sales management Custom reports Dashboards Tasks & calendarintegration Collaboration and realtime notifications Android, iOS mobileapplications Email templates Email integration Campaign management Help desk Case management Quotes & proposals Document signing Inventory Vendor management File libraries Customization Permissions Easy to useAdditional Features Task and calendarmanagement Contact managementhelps you efficientlyleverage your network togrow your business Opportunity reportsto manage key salesmetrics Project managementwith activity sets,pipelines and milestones Social CRM allows youto see your contacts’information on popularsites Integrates with Box,Dropbox, Evernote,Google Apps, Zapier,MailChimp, MicrosoftOneDrive, MicrosoftOutlook 2014/Office 365and QuickBooks Online(premium plan) API iOS and Android appsAdditional Features Outlook and Exchangeintegration Integrated marketingAutomation and emailmarketing Device-independentmobile access Dynamic dashboardsand powerful reporting Opportunity and pipelinemanagement Quote management Event and projectmanagement asstandard Sophisticated leadmanagement andscoring capabilities Social media integration Advanced customizationcapabilitiesAdditional Features Create businessconnections acrossCRM activitiesand entities Build teams withusers from multiplebusiness units Audit changes tobusiness data withautomatic notification Role-based access andpermissions Measure performance oforganizations, businessunits, teams andindividuals Contract management Knowledgemanagement Mobile capable Real-time analytics Scheduling tools Workflows establishrule-based approvals Marketing tools Sales force automation 2015,2014, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software ComparisonCommence tarts at 19/user/mo 468/user per yearSAP CloudPipelineDeals alesnexus.comContact vendor forpricing details 24/user/moStarts at 55/mofor SalesSelect CustomersSelect CustomersSelect CustomersSelect CustomersSelect CustomersWeight Watchers, NRA,Berkshire Hathaway,Bentley Systems, BOAThe Shearwater GroupBetter Business Bureau,Maryland GeneralThe City of Dublin, Ohio,Group, Proseed, RieberInc, Concentra, Cloops,Community Coffee,Assembly, Kenway MackOvation Brands, ClareonGroup ISOLoanDepotKey FeaturesKey FeaturesKey FeaturesKey FeaturesKey FeaturesAdditional Features Contact Management Organization Chart Activity Management Task, Reminders, Alerts Group Calendaring Notes & History Custom Dashboards E-mail integration Lead Scoring Pipeline Management Forecast & Reporting Custom Reporting Analytical Reporting Marketing Campaigns Bulk-E-mail Letter Templates MS Word Integration Document Library Web to Lead Capture Customer Service Automated Ticketing Support Knowledgebase Customer Portal Project Management Tasks & Time Slips Conversations “Chat”Additional Features Online and offlineaccess to data Quick and easy setupfully supported byClaritySoft specialists Seamless integrationwith MS Outlook, Gmailand QuickBooks Affordable Free lifetime supportprovided by ClaritySoftemployees Easy and intuitivenavigation Custom fields User profiles Access rights Data is maintainedin your own privatedatabase Manages accounts,contacts, leads,dashboards and more Mass email withanalytics lets you viewopen ratesAdditional Features Marketing resource andbrand management Campaign management Segmentation and listmanagement Real-time offermanagement Loyalty management E-marketing Collaboration tools tomanage communication Offers relevant servicesbased on customer insight Ecommerce Interaction center Partner channelmanagement Interaction center E-service Web channel analytics Increase sales andextend market reach Drive customer loyaltyand demand throughtargeted, personalizede-marketing campaignsAdditional Features Sales dashboarddisplays visual pipelinemetrics Real-time deal statusupdates Deal management Contact and leadmanagement Customizableactivity tracking andnotifications Accessible from anymobile device Import data fromOutlook, Google,vCards, Excel and otherCRM systems Customizable datafiltering Collaboration tools Set and track salesgoals Integrates with GoogleApps, MailChimp,Outlook, VipeCloud,Zapier and moreAdditional Features CRM and emailMarketing in one systemfor sales teams Select 500 prospectcontacts each monthat no charge viaLeadFerret.com,including emailaddresses Capture leads from yourwebsite Marketing automationto create ongoingmulti-step campaignsand activate themautomatically based onactivity, lack of activity,etc Integrate with virtuallyanything using ourrobust API Click-to-call usingRingCentral or 3CX 2015, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software ComparisonProphet CRMGoldMine CRMMaximizerCRMInfusionsoftAct! r.comwww.infusionsoft.comwww.act.comStarts at 55/user/mo for teamsLicenses start at 1,695 for 3 users 55/user/moStarts at 199/moSaaS starts at 45/user/mo; Single-userlicense costs 500Select CustomersSelect CustomersSelect CustomersSelect CustomersSelect CustomersAT&T, Bank of Hawaii,Air Animal Pet Movers, TERolex, Radisson, Nestle,All About Spelling, HearAmerican HealthCentury 21, Cisco, Dell,Financial, Electrolab, WWHallmark, BBC, EMI,and Play, Trainz.com, JustInsurance, Amerifund,Fujitsu, GatewayCannonHSBC, SiemensA Minute LLCBuelow Financial GroupKey FeaturesKey FeaturesKey FeaturesKey FeaturesKey FeaturesAdditional Features Centralize contactmanagement Sales opportunitytracking Flexible, customizablereports Prophet SyncAcrossand DupeDetector On-premise or clouddeployment on demand Scalable CRM inOutlook Advanced userpermissions Sales automation/workflows Generate quotes inExcel Share customercommunicationAdditional Features All modules formarketing, sales,customer service andmanagement Concurrent and sharedlicensing Easy setup by end useror with help from over100 national certifiedconsultants Automated processesfor workflow Real-time drill downdashboards Links to Word, Exceland Adobe Outlook client add-in Auto-linking of sent andreceived emails Faster access thanbrowser-based apps Integrates withConstantContact Web access withiGoldMine add-on Mobile accessAdditional Features Account and contactmanagement Sales forceautomation, opportunitymanagement and salesforecasting Marketing automationand email marketing Case management,customer self-service,knowledge base andcomputer telephonyintegration Reports, dashboardsand custom reporting Add-ons available forprocess automationand business activityreporting Customization Audit changes Role-based access andpermissions Integration withMicrosoft Office andOutlookAdditional Features Sales activities Lead qualification anddistribution Sales and conversionreports Opportunity and pipelinemanagement Web forms Customer segmentation Calendar Auto responders Social media Behavioral triggers Multimedia marketing Storefront andshopping cart Electronic order forms Payment plans Product management Workflow automationdiscounts, upsellsand trialsAdditional Features Store contactinformation and otherrelated details in acentral database Track all calendarevents like calls, to-dosand meetings Team calendar view Create, send and trackcampaigns Easy-to-use marketingtools Design email templates Group dashboards andreports Use tools like Office,Outlook, Google,Dropbox and LinkedIndirectly within Act! Video training andexpert support includedin Premium SaaSedition 2015, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software ComparisonInfoFloPipedriveCampaigner CRMHighrise CRMOncontact CRM ercrm.comwww.highrisehq.comwww.oncontact.comStarts at 99/user licenseStarts at 12/user/moStarts at 29.99/user/moStarts at 24/mofor up to 6 usersSaaS costs 49.95/user/mo; On-premisecosts 995/userSelect CustomersSelect CustomersSelect CustomersSelect CustomersSelect CustomersAlliant Capital LLC, FHDThe Brigade Inc,John Hancock Financial,Cubit Planning, LeadPrudential, Protective,Inc, Pinpoint Profiles LLCSubledger, IterableNorthpak Container,Graffiti, Wood Holmes,CBC, Carfax, BiotekAethon, MSAProblem, Adverplans IncKey FeaturesKey FeaturesKey FeaturesKey FeaturesKey FeaturesAdditional Features Manage all customerinformation from oneeasy-to-use interface Track and automaticallylink contact informationback to the correctcontact Custom fields Relationshipmanagement Collaboration andsharing tools Leads and opportunitiesmanagement Database searchfunction Notes management Document archiving Email management Import contacts fromOutlook Built-in softphone Recording management Social media integrationAdditional Features Intuitive pipeline view Reporting filters Admins can configureobjectives, companiesand contacts, products,deals, etc. Automatic follow-upfunctionality Track reasons forwinning/losing a sale Role-based permissions Distribute problems andsolutions to entire teamwith minimal clicks Carry-forward formaximized learning Two-way GoogleCalendar integration Automatic emailintegration Easy import fromGoogle, Excel andHighrise enables sameday Pipedrive systemsetupAdditional Features Create emails 500 email templates Add own text andimages No previous knowledgeneeded Smart email builder Customize entire email Automatically formatscontent Resize and edit images Personalize emails Automatically addcustomer’s name Target specificcustomers Tracking and results Track total emails sent Track total emailsopened Measure results Report statisticsAdditional Features View and track eachcontact on his or herown page Robust taskmanagement Easily track deals,proposals and leads Simple permissionstools Add contacts in seconds Tracks emails,conversations and tasks Latest activity screenview Customizable Cases helps you keeprelated notes, files,images and peopletogether in one location Collaboration toolsAdditional Features 360-degree CRM view Improve sales efficiency Marketing automation Streamline customerservice Links to social networks Powerful analytics Microsoft Outlookintegration Mobile Rich internet application User preferences Customizable Provides central locationwhere all departments ofyour company can sharenecessary information tocollaborate and providedetailed communicationwith customers 2015, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software ComparisonOracle CRMBlueCamrooLeadMasterPipeliner tarts at 75/user/mo 45/user/moStarts at 150/mofor 3 users 35/user/mo 15/user/moOn DemandSelect CustomersSelect CustomersSelect CustomersSelect CustomersSelect CustomersAlphawest, Equifax, NKKContact vendor for caseBIO-key International,Hunt Big Sales, Tensator,Contact vendor for caseSwitches, VerigystudiesChannel Tools, NebraskaQuest RMG, JuniperstudiesChristian College, CompaqSystems, Tiger CoatingsKey FeaturesKey FeaturesKey FeaturesKey FeaturesKey FeaturesAdditional Features Account management Agreementmanagement Audit trail Billing management Call center optimization Credit management Customer acquisition Customer and partnerapplications Customer retention Equipment andinfrastructure Fraud management Order configuration andmanagement Pricing management Third-party and legacyIntegration Trouble ticket andservice request Management upsellingand cross-selling Usage, billing andservice details Full customizationAdditional Features Integration services Tools to increasecustomer capabilityand service by enablingcustomers to discoverthe answers theyneed quickly Consistent UI Customer and accountdata Management tools Knowledgebaseprovides documentation,product briefs, answersto FAQs and more Access todownloadables Ticket tracking Live chat with supportrepresentatives Mobile support Community building Customer satisfactionmeasurement Business intelligenceAdditional Features Email and dripmarketing Lead nurturing Market segmentation ROI analysis Activity tracking Opportunitymanagement Lead management Synchronizingsales data Analytics andforecasting Mobile CRM Outlook integration Modules for everythingfrom contactmanagement and taskautomation to leaddevelopment, marketingautom

UniFirst, Harry Rosen, Meridian Bioscience Key Features Additional Features Easy-to-use interface and intuitive functionality for faster user adoption No install mobile available on leading smartphones and tablets . Customer Port