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Side-by-Side CRM Vendor Comparison |
|
Company |
CRM Features |
Company Strengths |
Cost |
Exact Software
Suited For: Companies
|
Customer-specific Reports and Statistics, Financial Management, Document Management, Integrated Portal Technology |
- Complete teamwork and rapid communication
between you, your customers, business partners, suppliers and vendors through integrated portals.
- Secure logins that provide immediate access to all
customer activity from anywhere, at anytime,
worldwide.
- Recognition of customer problems or issues before
they happen.
- Centralized, detailed view of each customer,
including workflow, financial transactions and
support issues.
- Ability of customers and partners to actively and
privately manage their own accounts.
|
|
Workbooks
Suited For: Small, Mid-size Companies
|
Sales Force Automation (SFA), Marketing Automation, Sales Order Management, Customer Service and Support, Purchase Order Management, Invoicing and Cash Collection |
- Workbooks CRM improves the efficiency and effectiveness of marketing; increasing the flow of leads and measuring marketing ROI.
- Sales force automation (SFA) within Workbooks CRM improves and measures sales team performance and boosts productivity by streamlining sales processes including quoting for new business.
- The customer relationship management tools of Workbooks CRM streamline helpdesk organisations. Best practice customer support processes help to improve customer service whilst at the same time reducing delivery costs.
|
N/A |
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