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CRM Comparison Report 2016: Salesforce vs Dynamics CRM vs VIENNA Advantage CRM

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In this CRM report you will find a comparison of the most important features a CRM should offer. The features are organized into the following categories:
• Sales Management
• Lead / Opportunity Management
• Marketing
• Product / Price Management
• Document Management
• Partner Management
• Workflow Management
• Reporting & Analytics
• Productivity
• Administration & Customization
• Integration & Collaboration
• Mobility & Mobile Compatibility
• Operating Systems
• Customer Support
• User Interface Configuration
• Security
• Data Management
• Deployment
• Cloud Computing
• General Info
• Pricing and Conditions
These categories cover nearly everything a company might need in order to manage and further develop its customer relationships and sales pipeline.

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CRM Comparison Report 2016: Salesforce vs Dynamics CRM vs VIENNA Advantage CRM

  1. 1. CRM Comparison Report Which CRM software solution is the best fit for your organization? Salesforce CRM | VIENNA Advantage CRM | Microsoft Dynamics CRM 2016
  2. 2. FEATURES COMPARISON In order to offer a fair comparison of the top CRM solutions, we have compiled a table of the most important features a CRM should offer. These are organized into the following categories:  Sales Management  Lead / Opportunity Management  Marketing  Product / Price Management  Document Management  Partner Management  Workflow Management  Reporting & Analytics  Productivity  Administration & Customization  Integration & Collaboration  Mobility & Mobile Compatibility  Operating Systems  Customer Support  User Interface Configuration  Security  Data Management  Deployment  Cloud Computing  General Info These categories cover nearly everything a company might need in order to manage and further develop its customer relationships and sales pipeline. Technology is changing every day. That is a fact! In the last 10 years we have witnessed more changes compared to the past 50 years. And this trend is not going to stop in near future. Business owners and managers are too busy running the companies, so without a proper CRM software they are doomed to fail on a long term. When it comes to CRM solutions, providers must adapt their product to fit a constantly changing business environment. For example, more and more CRM solutions are now becoming web and cloud-based, available for different mobile devices. Being able to maintain your customer relationships anytime, anywhere, from any mobile device changes the way you operate and manage your sales activities. Being not able to keep up with all the data that has been created can be a serious disadvantage for your company. Especially when that data involves current or potential customers’ information that can affect your sales. A proper CRM solution might help you effectively manage the customer related data. Introduction Modern businesses need more than just the ability to manage their contacts. A modern CRM has to offer other features such as efficient communication tools, emailing, phone or chat integration, custom reports generation, as well as profound business intelligence module and most importantly, having a great user interface for your salespeople to be productive. When a company makes a decision to invest in a Customer Relationship Management software, it should inevitably involve key personnel from top management, sales and marketing departments, which would eventually use the system and help realize its value. In this report you will find an in-depth comparison about the following three popular CRM solutions: Salesforce, VIENNA Advantage CRM and Microsoft Dynamics CRM. Additional content If you are in the process of selecting a CRM solution this two articles might be of help:  How to Evaluate a CRM Software?  9 Reasons why your company needs CRM Solution?
  3. 3. Sales Management Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Accounts and Contacts Profiles and Page Layouts Customizable Sales Process Quote Management Order Management Deal Trending Sales Teams Territory Management Console for Sales Sales Performance Management Sales Forecasting Contract Management Comments CRM Features Comparison Lead / Opportunity Management Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Lead Capture Lead scoring, routing, and assignment Opportunity Tracking Web-to-Lead Capture Comments DOWNLOAD FREE CRM COMPARISON REPORT DOWNLOAD FREE CRM COMPARISON REPORT
  4. 4. Marketing Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Marketing Campaigns and Lists E-mail Marketing E-mail Templates Mass E-mail Customer Segmentation Newsletter Management SMS Marketing Campaigns Social CRM Comments CRM Features Comparison Product / Price Management Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Products and Price Books Product Catalog and Tracking Comments Document Management Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Inbuilt Document Management System Document Management Attachments Comments DOWNLOAD FREE CRM COMPARISON REPORT DOWNLOAD FREE CRM COMPARISON REPORT DOWNLOAD FREE CRM COMPARISON REPORT
  5. 5. Partner Management Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Partner and Customer Community Comments CRM Features Comparison Reporting & Analytics Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Reports Advanced Reporting Analytic Snapshots Customizable Dashboards Comments Workflow Management Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Custom Workflows Visual Workflow Workflow and Approval Automation DOWNLOAD FREE CRM COMPARISON REPORT DOWNLOAD FREE CRM COMPARISON REPORT DOWNLOAD FREE CRM COMPARISON REPORT
  6. 6. Productivity Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Chatter Collaboration Reminders and Alerts Content Library Files Administration Google Apps Integration Outlook Sync E-mail Interoperability Time Tracking Comments CRM Features Comparison Administration & Customization Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Task and Activity Tracking System Customization and Admin Role Permissions Maximum Custom Applications Comments DOWNLOAD FREE CRM COMPARISON REPORT DOWNLOAD FREE CRM COMPARISON REPORT
  7. 7. Integration & Collaboration Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Integration via Web Services API Microsoft Office Integration Ideas Community Team Notices Project Management App Marketplace Comments CRM Features Comparison Mobility & Mobile Compatibility Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Mobile Access Mobile Offline Access Compatibility with Android Compatibility with Windows Compatibility with iOS Comments Operating Systems Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Apple OSX Windows Linux DOWNLOAD FREE CRM COMPARISON REPORT DOWNLOAD FREE CRM COMPARISON REPORT DOWNLOAD FREE CRM COMPARISON REPORT
  8. 8. Customer Support Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Training Customer Self-service Portal Online Support Options Case Management Advanced Case Escalation & Notification Phone Support Online Case Submissions Comments CRM Features Comparison User Interface Configuration Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Drag to customize home page Grouped Tabs/Custom Apps Rename fields, tabs and labels Multiple tabs on the home page Module Builder DOWNLOAD FREE CRM COMPARISON REPORT DOWNLOAD FREE CRM COMPARISON REPORT
  9. 9. Security Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Access Control by User Access Control by Team/Group Access Control by Role Advanced Password Management LDAP / Microsoft Active Directory SAML Support Comments CRM Features Comparison Data Management Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Data Governance Database Backend Support for Microsoft SQL Server Data Import Data Import de-duplication Data Loader Database Backup/Export Scheduled Database Backup/Export Multi-Tenant Database Comments DOWNLOAD FREE CRM COMPARISON REPORT DOWNLOAD FREE CRM COMPARISON REPORT
  10. 10. Deployment Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition On-Premise Cloud Platform CRM Features Comparison Cloud Computing Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Service Cloud Private Cloud (On-Site hosted) Partner Cloud (VAR hosted) Vendor Cloud (SaaS hosted) File Storage Comments DOWNLOAD FREE CRM COMPARISON REPORT
  11. 11. General Info Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition The CRM offering includes integrated ERP software Recurring Costs Works best for (Company Size) Multi-Lingual Upfront Costs CRM Features Comparison DOWNLOAD FREE CRM COMPARISON REPORT
  12. 12. Pricing & Conditions Professional Edition Enterprise Edition Unlimited Edition Performance Edition Professional Edition Essential Edition Basic Edition Professional Edition Monthly Pricing Free Trial Free Updates Upgrades to Future Versions Contract Term CRM Features Comparison DOWNLOAD FREE CRM COMPARISON REPORT
  13. 13. User Interface - Screenshots
  14. 14. Conclusion Head Office +49-621-307-80370 GERMANY Marketing & Sales 1-949-325-0615 USA Research & Development +91-172-5090-860 INDIA www.viennaadvantage.com info@viennaadvantage.com This whitepaper was compiled by VIENNA Advantage. We did our best to make it objective and fair. If you find a mistake or a missing feature, please report it to marketing@viennaadvantage.com | Our goal is to have a continuously updated comparison of the main competitors to be as accurate as possible. INTERNATIONAL CONNECTWITH US Choosing and implementing a CRM solution is an important decision as well as a significant investment. The life span of a CRM solution is often 10 or more years, and during this time technology and business requirements will change. While the functional capability of a product is important it is equally important to take into consideration the technology on which the CRM solution is based and its ability to be modified and enhanced to meet the changing needs of an organization as its business needs change. With so many options available today, a company needs to have clear selection criteria in order to make the right decision and choose the CRM that best suits its business needs. Here are some points to consider before making your decision. Before you start the whole process, it’s important to understand why your business needs a CRM in the first place? A well planned CRM strategy supported by the right technology can deliver powerful results – but what goals do you want to achieve through CRM? Is it to produce powerful sales and business insights? Is it to have a history of your contacts, leads, deals and conversations? Is it to scale your operation and make you more productive? Secondly, what type of technology and support does your company prefer? Do you prefer to maintain your software by yourself or by the software vendor? Would you prefer on-premise deployment or utilize a cloud-hosted solution? Additionally, what is your budget and internal competencies? On-premise solutions are preferred by large companies because they provide increased control of the platform and can assist in overcoming security concerns. Alternatively, online solutions are advisable for SME’s as the customization and costs are usually minimal or even included in the base rate. Once you have the answer to the above questions you should create a standardized evaluation process that will eventually guide you to the best CRM solution for your organization. This 5 steps evaluation guide might help you in your quest for the best CRM solution for your organization. The future of the CRM systems is mobile with integrated solutions supporting multi-channel sales and efficient communication. A mobile tool allows your employees to react quickly to customer requests while an integrated tool can seriously save time, empower users to operate more efficiently, and help maintain a clean, unified database. Lastly, don’t forget to look at the big picture. If a company’s long-term goal is to scale the business with cost-effective solution, the best approach to choosing a CRM solution is to start with a solution that can follow that growth over time. Look for a flexible solution with robust features that can offer tools and modules that can be easily integrated with the chosen CRM software.

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