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Author: Navyug Infosolutions Pvt. Ltd.

                                                                         CRM Products

Serial #        Particulars           Open ERP CRM                   Sugar CRM                   Salesforce CRM     Microsoft Dynamics CRM         vTiger CRM

                                                           Windows, Linux, Unix, Mac
       1 OS                     Windows, Linux             OS                        Windows                        Windows                  Windows, Linux/Unix

                                                                                                                    On-
       2 Deployment Model       SaaS                       Saas                             Proprietary/Saas        Premise/Proprietary Cloud (Open Source)
       3 Business Size          Small-Medium               Any                              Small-Medium-Large      Large               Small-Medium

                               Customers/suppliers,                                                                 Lead management,         Lead management,
                               history, contacts,                                           Lead management,        Lead Tracking, Quote     Account & Contact
                               addresses,                  Accounts, activity tracking      Lead Tracking, Quote    Management,              Management,
                               lead/opportunity            & history, contacts,             Management, Contact     Contact                  Opportunity
                               management, sales           lead/opportunity                 Management,             Management,              Management, Sales
                               quote, sales order, sales   management, Quotes, sales        Billing/Invoicing,      Billing/Invoicing,       Quotes,
       4 Salesforce Automation team                        forecasting, sales team          Contact history         Contact history          Billing/Invoicing
                                                                                                                    E-mail marketing,
                                                        Campaign, campaign                                          mailing list
                                                        dashboard, e-mail                   E-mail marketing,       management,           Campaign
                                                        marketing, marketing                mailing list            product catalog,      management, mass
                                Marketing campaigns, E- reports, mass e-mail,               management, product     social media,         mailing, e-mail
         Marketing              mail templates,         newsletter, web to lead             catalog, territory      territory             templates, mail merge
       5 Automation             Customer profiling      capture                             management              management            templates
                                                                                                                                          Trouble ticket,
                                                                                                                                          Knowledge base,
                                                                                                                    Call center           customer self service,
                                                                                                                    management,           Online knowledge
                              Help desk and support,       Advanced case escalation         Call center             Customer service      base, SMS Notifier,
                              case escalation, Google      and notification, call center,   management,             integration,          Service Contract,
                              maps on customer,            bug tracking, customer self      Customer service        customer support      Project, Project Task,
         Customer Service and portals, knowledge           service portal, knowledge        integration, customer   tracking, forum, chat mail manager, PBX
       6 Support              management, survey           base                             support tracking        , blog                manager
Blogs, face book, Google
                                                       apps, LinkedIn, twitter,    Salesforce chatter
                                                       maps, sales intelligence,   (Secure and private
                                                       Cisco web-meeting, citrix   social network for
 7 Social CRM              N.A.                        online meeting              company employees)       N.A.                  N.A.
                                                                                                                                  Product catalog, price
                                                                                                                                  book, Vendor
                                                                                                                                  Management,
                                                                                                                                  Purchase Order, Sales
                           Products, products by  Product Catalogue, quote                                                        Order, Service/Asset
   Inventory               category, pricelist,   management, contract                                                            information, Sales
 8 Management              contract management    management                       Product catalog          Product catalog       Quotes,
                                                  E- mail plug-in outlook,
                                                  lotus notes, Google docs,                                                       Website, E-mail client,
                                                  word, excel, yahoo, Gmail                                                       Integration with Gmail,
                          E-mail gateway, outlook and IMAP mails, shared                                                          yahoo, fast mail, other,
   E-mail integration and plug-in, thunderbird    calendar, primary                Legacy Integration,      Legacy Integration,   RSS Feed, Outlook Plug-
 9 extensions             plug-in,                email/opt-out/invalid            Office Integrations      Office Integration    in (Made by Navyug)

                           To-do list, google                                                                                     To do list, Recurring
                           import, sugar CRM           Activity tracking & history,                                               Event, Shared
                           import, event               Shared calendar, reminder,                                                 Calendar, Activity
                           calendering (Meeting,       alerts, pop-up’s, data                                                     History, E-mail
   Calendar and activity   events, event invitation,   import from Google           Contact History, Data   Contact History, Data notification, notes,
10 management              phone call, alarm)          contacts and LinkedIn        Import/export           Import/export         Data Import/export
                                                                                                            Customized reports, Key Metrics,
                                                       Matrix reports, scheduled   Dashboard/reporting      sales forecast,       customizable reports,
   Reports and           Dashboard, customized         reports, advanced charts,   customization,           dashboard             20+ pre-built reports
11 Dashboards            reports,                      custom reports              forecasting              customization         folder
                         Custom module,                                            Multi Currency, Multi                          Multi Currency,
                         module manager,                                           Language,                Multi Language,       Module Manager, Pick
                         tab/field level               Custom module, custom       Customizable forms       Customizable forms List Editor, Custom
12 Product Customization customization                 record type, Module builder and data fields          and data fields       fields
User Management,
                                                                                                           Data encryption,       Role, Profiles, (No
                                                                                                           Security Admin         Restriction), Groups,
                                                                                                           profiles,              Field level security,
                                                                                  Security admin profiles, Roles/organization/h   Organization Level
                                                Access control by                 Roles/organization/hier ierarchy, Group         Access Control, Data
                                                user/role/team,                   archy, Group creation & creation &              Sharing Access, Audit
                       User level access, group LDAP/Microsoft active             management, Field        management, Field      Trails, User Login
13 Security Management level access             directory                         level security           level security         History

                                                                                                         Education, Financial,
                                                   Financial services,                                   Hospitality,
                                                   healthcare, education, hi-                            Consumer goods,
                                                   tech, media, Govt., non-       Education, Financial,  Retail, Media,           Manufacturing,
                                                   profit, real-estate, retail,   Government, Retail,    Manufacturing,           Banking, Financial
                         Electronics, Food, Heavy technology, utility, telecom,   Media, Manufacturing, Healthcare, Non-          Services, Technology,
14 Industries            Engineering, Services     shipping, services             Healthcare, Non-profit profit                   Professional Services
                         Starter (1800 €
                         annually), Medium
                         (3800 €), Large (8800 €), $30(Professional),
                         Corporate (13900 €),      $45(Corporate),                $65 (Professional),
                         Enterprise (Upon          $60(Enterprise),               $125(Enterprise),        $4,420 per server      $12 per user per
                         Request), Cummunity       $100(Ultimate) per             $250(Unlimited) per      and $880 per user,     month, Community
15 Pricing               Edition (Free)            user/month                     user per month           $44 SaaS Based         edition (Free)

                                                Bi-weekly scheduled back-
                                                up, Private/Public Cloud
                                                (Amazon EC2, IBM
                                                SmartCloud Enterprise,
                                                Microsoft Azure, or
                                                Rackspace clouds), doc
16 Data Storage          NA                     storage (15/30/60/250 GB)         620MB/User               NA                     5GB/Client
                                                USA fact, SIM university,                                  Icebreaker, Safety-    Nokia, German
                         Singer, Danone, Gaumar Affinity4, Covalent               Symantec, Kelly          Kleen, Centene         Postbank, Odyssey
                         Group, Value Decision, technologies, CBI, group,         Services, Bajaj Finserv, Corporation, Scott’s   Networks (Singapore)
17 Clients               Atlas copco            Athena health                     Dell                     Professional           LLP, Bridgepoint
Good number of                                                            Brand Name, Domain
                        features, simple       Industries and Reports:      Industry experience   strength, Easy     Easy customization,
                        customization and easy Very intuitive and Easy to   and internal social   integration with   features and
18 Strength             to use interface       Use                          network (Chatter)     Microsoft products functionality

  Contact Us: +91-9582193431

  1) sales@navyuginfo.com
  2) ritesh.dass@navyuginfo.com

  www.navyuginfo.com

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CRM Comparison Chart 2012

  • 1. Author: Navyug Infosolutions Pvt. Ltd. CRM Products Serial # Particulars Open ERP CRM Sugar CRM Salesforce CRM Microsoft Dynamics CRM vTiger CRM Windows, Linux, Unix, Mac 1 OS Windows, Linux OS Windows Windows Windows, Linux/Unix On- 2 Deployment Model SaaS Saas Proprietary/Saas Premise/Proprietary Cloud (Open Source) 3 Business Size Small-Medium Any Small-Medium-Large Large Small-Medium Customers/suppliers, Lead management, Lead management, history, contacts, Lead management, Lead Tracking, Quote Account & Contact addresses, Accounts, activity tracking Lead Tracking, Quote Management, Management, lead/opportunity & history, contacts, Management, Contact Contact Opportunity management, sales lead/opportunity Management, Management, Management, Sales quote, sales order, sales management, Quotes, sales Billing/Invoicing, Billing/Invoicing, Quotes, 4 Salesforce Automation team forecasting, sales team Contact history Contact history Billing/Invoicing E-mail marketing, Campaign, campaign mailing list dashboard, e-mail E-mail marketing, management, Campaign marketing, marketing mailing list product catalog, management, mass Marketing campaigns, E- reports, mass e-mail, management, product social media, mailing, e-mail Marketing mail templates, newsletter, web to lead catalog, territory territory templates, mail merge 5 Automation Customer profiling capture management management templates Trouble ticket, Knowledge base, Call center customer self service, management, Online knowledge Help desk and support, Advanced case escalation Call center Customer service base, SMS Notifier, case escalation, Google and notification, call center, management, integration, Service Contract, maps on customer, bug tracking, customer self Customer service customer support Project, Project Task, Customer Service and portals, knowledge service portal, knowledge integration, customer tracking, forum, chat mail manager, PBX 6 Support management, survey base support tracking , blog manager
  • 2. Blogs, face book, Google apps, LinkedIn, twitter, Salesforce chatter maps, sales intelligence, (Secure and private Cisco web-meeting, citrix social network for 7 Social CRM N.A. online meeting company employees) N.A. N.A. Product catalog, price book, Vendor Management, Purchase Order, Sales Products, products by Product Catalogue, quote Order, Service/Asset Inventory category, pricelist, management, contract information, Sales 8 Management contract management management Product catalog Product catalog Quotes, E- mail plug-in outlook, lotus notes, Google docs, Website, E-mail client, word, excel, yahoo, Gmail Integration with Gmail, E-mail gateway, outlook and IMAP mails, shared yahoo, fast mail, other, E-mail integration and plug-in, thunderbird calendar, primary Legacy Integration, Legacy Integration, RSS Feed, Outlook Plug- 9 extensions plug-in, email/opt-out/invalid Office Integrations Office Integration in (Made by Navyug) To-do list, google To do list, Recurring import, sugar CRM Activity tracking & history, Event, Shared import, event Shared calendar, reminder, Calendar, Activity calendering (Meeting, alerts, pop-up’s, data History, E-mail Calendar and activity events, event invitation, import from Google Contact History, Data Contact History, Data notification, notes, 10 management phone call, alarm) contacts and LinkedIn Import/export Import/export Data Import/export Customized reports, Key Metrics, Matrix reports, scheduled Dashboard/reporting sales forecast, customizable reports, Reports and Dashboard, customized reports, advanced charts, customization, dashboard 20+ pre-built reports 11 Dashboards reports, custom reports forecasting customization folder Custom module, Multi Currency, Multi Multi Currency, module manager, Language, Multi Language, Module Manager, Pick tab/field level Custom module, custom Customizable forms Customizable forms List Editor, Custom 12 Product Customization customization record type, Module builder and data fields and data fields fields
  • 3. User Management, Data encryption, Role, Profiles, (No Security Admin Restriction), Groups, profiles, Field level security, Security admin profiles, Roles/organization/h Organization Level Access control by Roles/organization/hier ierarchy, Group Access Control, Data user/role/team, archy, Group creation & creation & Sharing Access, Audit User level access, group LDAP/Microsoft active management, Field management, Field Trails, User Login 13 Security Management level access directory level security level security History Education, Financial, Financial services, Hospitality, healthcare, education, hi- Consumer goods, tech, media, Govt., non- Education, Financial, Retail, Media, Manufacturing, profit, real-estate, retail, Government, Retail, Manufacturing, Banking, Financial Electronics, Food, Heavy technology, utility, telecom, Media, Manufacturing, Healthcare, Non- Services, Technology, 14 Industries Engineering, Services shipping, services Healthcare, Non-profit profit Professional Services Starter (1800 € annually), Medium (3800 €), Large (8800 €), $30(Professional), Corporate (13900 €), $45(Corporate), $65 (Professional), Enterprise (Upon $60(Enterprise), $125(Enterprise), $4,420 per server $12 per user per Request), Cummunity $100(Ultimate) per $250(Unlimited) per and $880 per user, month, Community 15 Pricing Edition (Free) user/month user per month $44 SaaS Based edition (Free) Bi-weekly scheduled back- up, Private/Public Cloud (Amazon EC2, IBM SmartCloud Enterprise, Microsoft Azure, or Rackspace clouds), doc 16 Data Storage NA storage (15/30/60/250 GB) 620MB/User NA 5GB/Client USA fact, SIM university, Icebreaker, Safety- Nokia, German Singer, Danone, Gaumar Affinity4, Covalent Symantec, Kelly Kleen, Centene Postbank, Odyssey Group, Value Decision, technologies, CBI, group, Services, Bajaj Finserv, Corporation, Scott’s Networks (Singapore) 17 Clients Atlas copco Athena health Dell Professional LLP, Bridgepoint
  • 4. Good number of Brand Name, Domain features, simple Industries and Reports: Industry experience strength, Easy Easy customization, customization and easy Very intuitive and Easy to and internal social integration with features and 18 Strength to use interface Use network (Chatter) Microsoft products functionality Contact Us: +91-9582193431 1) sales@navyuginfo.com 2) ritesh.dass@navyuginfo.com www.navyuginfo.com