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Side-by-Side CRM Vendor Comparison

 

Company

CRM Features

Company Strengths

Cost

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.
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Epicor

Suited For: Mid-size, Large Companies

Incident management, Problem management, Change management, Configuration management, Service level management, Knowledge management, Self-Service, Fully Customizable, Built on Microsoft.net
  • Epicor ITSM enables you to set and monitor varying service levels based on specific agreements.
  • Epicor ITSM offers your service desk a powerful structured solution for IT management processes.
  • Epicor ITSM provides a robust set of service management features that provide support for the key IT processes outlined by the Information Technology Infrastructure Library (ITIL) and has been certified by Pink Elephant, a leading IT service management education and consulting provider
  • Using Epicor IT Service Management (ITSM) you can provide your end users with accurate, complete and clear information. You can easily create, trace, summarize and close incidents, problems and change requests.
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