Top 40 CRM Software Vendors

TOP 40CRM SOFTWARE VENDORS REVEALED

2012 Edition

Profiles of the Leading CRM Software Vendors For more information, visitBusiness-Software.com/CRM

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For businesses of all sizes, acquiring, retaining, and supporting customers is more challenging than ever before. Activities that were already complex have become highly-complicated, multi-faceted workflows and procedures that are difficult to coordinate, track and manage. Marketing teams must plan and develop an increasing number of sophisticated campaigns, and deliver them through multiple mediums. Sales reps must follow-up on hundreds of new leads, while juggling existing sales cycles. Support staff must rapidly resolve a growing volume of customer problems and issues. And, management must oversee customer-facing operations across all departments, and ensure that all client interactions are handled in a responsive and professional manner.

Customer relationship management (CRM) systems has emerged as a way for businesses to streamline customer-related processes across functional areas, increase the efficiency and effectiveness of customer transactions at all levels, and optimize service quality at each touch-point. Within the CRM world, there are many types of solutions, each having their own flavor, and each meeting different business needs.

What is Enterprise CRM?Enterprise customer relationship management is a family of tightly-integrated applications that span both front- and back-office operations throughout a company. These solutions – which include sales force, marketing, contact center, and help desk automation systems – seamlessly coordinate and consolidate the disparate, repetitive processes and silo-ed data that often exist across multiple customer-facing business units. With enterprise CRM, all sales, marketing, service, and support staff can share information and work in synch to build stronger, more profitable customer relationships.

What is Hosted CRM?Hosted CRM, also known as on-demand CRM, provides a simpler, faster, and more affordable way for businesses to take advantage of powerful technology tools that streamline and automate the way customer interactions are managed across touch-points. With hosted CRM, all hardware and software components are purchased, installed, tested, and maintained by a third-party hosting provider at a remote site. The hosting service provider also stores and manages all customer-related data. Companies need nothing more than a standard Web browser to access and utilize the CRM application and its features.

CRM Solutions

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What is On-Premise CRM?On-premise CRM, also known as licensed, on-site, or in-house CRM, is a customer relationship management application that is housed at a client’s location, and managed by its own employees. Internal IT personnel are responsible for installing all hardware and software components, integrating the solution with existing systems, deploying it to end-users, and storing all related data. System administration, upgrades, and other routine maintenance are also performed by IT staff.

What is Mobile CRM?A mobile CRM application is a powerful, full-featured software solution that allows field workers – such as sales representatives, service staff, and support teams – to access and interact with customer data while they’re on the road. Using cell phones, Blackberry devices, Windows Pocket PCs, and other Web-enabled handheld appliances, users can retrieve and update customer-related information from back-end systems, manage opportunities and jobs, process orders, check inventory levels, and much more, just as easily as if they were in the office.

Key Benefits of CRM Solutions for Your CompanyCRM solutions can help your business enhance the way it interacts with and services customers through multiple channels and divisions. With a CRM suite, you can deploy company-wide best practices, implementing consistent, effective, and efficient processes across departments and business units, to ensure a positive end-to-end experience for your customer.

CRM Solutions


Our GoalBusiness-Software.com’s Top �0 CRM Vendor report is intended to be used as a guide to help end-users in their vendor selection process. Given the wide array of CRM vendors currently in the marketplace, Business-Software.com helps users navigate this universe by categorizing the top CRM �0 vendors by functionality, delivery model, customer focus, and other criteria. In addition to including an “at-a-glance” matrix that compares the top �0 CRM vendors and vendor category lists, Business-Software also presents high-level summaries for each of these vendors to help end-users identify which best meet their specific business requirements.

Types of CRM VendorsThe landscape of CRM vendors is wide and varied. Some vendors are focused on the entire enterprise solution, while others have specific functional specialties such as Marketing Automation or Customer Service. Some vendors offer solutions that are more ideally suited for small or medium-sized businesses while others are optimal for large organizations. Some vendors offer a monthly-subscription model (SAAS – “software as a service”) while others price based on number of seats. Lastly, some have an on-premise solution while others are hosted on the web. Depending on an organization’s specific needs, there will be one or more vendors that will be deemed more suitable.

Report ContentsWe’ve organized the contents in this report to best facilitate the research process. The report is organized in the following way: 1) Vendor Matrix – includes an “at-a-glance” matrix that lists the vendors by row and various categories by column2) Vendor Categories – includes list of vendors by different categories�) Vendor Profiles – includes a high-level profile for each of the �0 CRM vendors in the report

In SummaryThe vendors highlighted in this report represent the top companies in the CRM space and are categorized by different criteria. We hope you will find this report a useful research tool as you begin to narrow your search for the right CRM vendor that meets your business needs.

About the Report


Vendor Matrix

Company Name1 NetSuite x x x x x x x x

2 SAP x x x x x x x x x� Maximizer x x x x x x x x� Pivotal (CDC Software) x x x x x x x x� Microsoft Dynamics x x x x x x x x x x6 Salesforce.com x x x x x x x x x7 Sage x x x x x x x x x8 Adapt CRM x x x x x x9 Amdocs x x x x x x x10 MyBusiness CRM x x x x x x x11 Avidian Technologies x x x x x12 C2CRM x x x x x x x x x1� ClaritySoft x x x x x x1� Tracker-RMS x x x x x x x16 Consona x x x x x x x17 Eloqua x x x x18 Aplicor x x x x x x x19 FrontRange x x x x x x x x x20 Infor x x x x x x x21 Infusionsoft x x x x x22 InsideSales.com x x x x x2� Ivinex x x x x x x2� Kana x x x x2� Landslide x x x x26 Marketo x x x x27 Oncontact Software x x x x x x x28 Oracle x x x x x x x x x x29 Parature x x x x�0 LeadMaster x x x x x x x x x x�1 RightNow x x x x x x x x�2 webCRM x x x x x x x x

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Vendor Matrix

Company Name�� VAI x x x x x x x x

�� Salesnet x x x x�� OmnipriseCRM x x x x x x x x x�6 Soffront x x x x x x x x x�7 SugarCRM x x x x x x x x�8 Surado CRM x x x x x x x x x x�9 ClickHQ x x x x x�0 Workbooks.com x x x x x x x�1 Zoho x x x x x x

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Vendor CategoriesSuite Marketing Customer Service

1 NetSuite 1 NetSuite 1 NetSuite2 SAP 2 SAP 2 SAP� Maximizer � Maximizer � Maximizer� Pivotal (CDC Software) � Pivotal (CDC Software) � Pivotal (CDC Software)� Microsoft Dynamics � Microsoft Dynamics � Microsoft Dynamics6 Salesforce.com 6 Salesforce.com 6 Salesforce.com7 Sage 7 Sage 7 Sage8 Amdocs 8 Adapt CRM 8 Adapt CRM9 C2CRM 9 Amdocs 9 Amdocs10 Consona 10 MyBusiness CRM 10 C2CRM11 Aplicor 11 C2CRM 11 ClaritySoft12 FrontRange 12 ClaritySoft 12 Consona1� Infor 1� Tracker-RMS 1� Aplicor1� Oncontact Software 1� Consona 1� FrontRange1� Oracle 1� Eloqua 1� Infor16 LeadMaster 16 Aplicor 16 Infusionsoft17 RightNow 17 FrontRange 17 Ivinex18 VAI 18 Infor 18 Kana19 Soffront 19 Infusionsoft 19 Oncontact Software20 SugarCRM 20 Marketo 20 Oracle21 Surado CRM 21 Oncontact Software 21 Leadmaster22 Workbooks.com 22 Oracle 22 Parature2� Zoho 2� Leadmaster 2� Commence

2� Commence 2� RightNow2� RIghNow 2� WebCRM26 WebCRM 26 OmnipriseCRM27 OmnipriseCRM 27 Soffront28 Soffront 28 Sugar CRM29 SugarCRM 29 Surado CRM�0 Surado CRM �0 Tracker-RMS�1 ClickHQ �1 Workbooks.com�2 Workbooks.com �2 Zoho CRM�� Zoho CRM


Vendor CategoriesCall Center SFA

1 SAP 1 NetSuite2 Pivotal (CDC Software) 2 SAP� Microsoft Dynamics � Maximizer� Salesforce.com � Pivotal (CDC Software)� Amdocs � Microsoft Dynamics6 C2CRM 6 Salesforce.com7 FrontRange 7 Sage8 Infor 8 Adapt CRM9 InsideSales.com 9 Amdocs10 Oracle 10 MyBusiness CRM11 Leadmaster 11 Avidian Technologies12 RightNow 12 C2CRM1� WebCRM 1� ClaritySoft1� Surado CRM 1� Tracker-RMS1� Tracker-RMS 1� Consona

16 Aplicor17 FrontRange18 Infor19 Infusionsoft20 InsideSales.com21 Ivinex22 Landslide2� Oncontact Software2� Oracle2� LeadMaster26 RightNow27 webCRM28 VAI29 Salesnet�0 OmnipirseCRM�1 Soffront�2 SugarCRM�� Surado CRM�� ClickHQ�� Workbooks.com�6 Zoho


Vendor CategoriesHosted On-Premise

1 NetSuite 1 SAP2 SAP 2 Maximizer� Microsoft Dynamics � Pivotal (CDC Software)� Salesforce.com � Microsoft Dynamics� Sage � Sage6 MyBusiness CRM 6 Adapt CRM7 Avidian Technologies 7 Amdocs8 C2CRM 8 Avidian Technologies9 ClaritySoft 9 C2CRM10 Tracker-RMS 10 ClaritySoft11 Eloqua 11 Consona12 Aplicor 12 FrontRange1� Infusionsoft 1� Infor1� InsideSales.com 1� Kana1� Ivinex 1� Oncontact Software16 Landslide 16 Oracle17 Marketo 17 LeadMaster18 Oncontact Software 18 VAI19 Oracle 19 OmnipriseCRM20 Parature 20 SugarCRM21 LeadMaster 21 Surado CRM22 RightNow2� webCRM2� VAI2� Salesnet26 OmnipriseCRM27 Soffront28 SugarCRM29 Surado CRM�0 ClickHQ�1 Workbooks.com�2 Zoho


Vendor CategoriesEnterprise Mid-Size Small

1 NetSuite 1 NetSuite 1 NetSuite2 SAP 2 SAP 2 Maximizer� Maximizer � Maximizer � Microsoft Dynamics� Pivotal (CDC Software) � Pivotal (CDC Software) � Salesforce.com� Microsoft Dynamics � Microsoft Dynamics � Sage6 Salesforce.com 6 Salesforce.com 6 Adapt CRM7 Sage 7 Sage 7 MyBusiness CRM8 Amdocs 8 Adapt CRM 8 Avidian Technologies9 C2CRM 9 Avidian Technologies 9 ClaritySoft10 Consona 10 C2CRM 10 Tracker-RMS11 Eloqua 11 ClaritySoft 11 Aplicor12 FrontRange 12 Tracker-RMS 12 FrontRange1� Infor 1� Consona 1� Infusionsoft1� Ivinex 1� Eloqua 1� InsideSales.com1� Kana 1� Aplicor 1� Ivinex16 Landslide 16 FrontRange 16 Oracle17 Oracle 17 InsideSales.com 17 LeadMaster18 Leadmaster 18 Ivinex 18 webCRM19 Parature 19 Kana 19 Salesnet20 RightNow 20 Landslide 20 OmnipriseCRM21 VAI 21 Tracker-RMS 21 Soffront22 Surado CRM 22 Oncontact Software 22 SugarCRM2� MyBusinessCRM 2� Oracle 2� Surado CRM

2� Parature 2� ClickHQ2� LeadMaster 2� Workbooks.com26 RightNow 26 Zoho27 webCRM28 VAI29 Salesnet�0 OmnipriseCRM�1 Soffront�2 StayinFront�� Sugar CRM�� Surado CRM�� Workbooks.com


www.netsuite.com | [email protected] | 6�0-627-1000

HigHligHtsThe #1 web-based accounting system with over 6,600 customers worldwideAnytime, anywhere access, and reduced technology costs with SaaSNetSuite receives ISM’s Top 15 CRM Software Award in 2009NetSuite Inc. receives 2009 CRM Excellence Award from Customer Interaction Solutions MagazineSoftware Satisfaction Awards 2008: Best Enterprise CRM Software and Best Mid-Range CRM Software

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HEAdquARTERS: San Mateo, California

BuSINESS MOdEl: Hosted

OWNERSHIP: Public - NYSE: N

FOuNdEd: California, 1998

CRM PROduCTS: NetSuiteNetSuite CRM +

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CuSTOMER FOCuS: Fast-growing and mid-sized businesses and divisions of global enterprises.

SElECT CuSTOMERS: Aeris.net, AMPRO, Oakland Athletics, Novak Conversions Inc., Document Sciences

PRICE: NetSuite CRM+: $129 /user /month (includes maintenance & support), NetSuite: $�99 /month base fee and $99 /user /month (includes maintenance, support is extra); Free Trial


About NetsuiteFounded in 1998, NetSuite Inc. (NYSE: N) is the leading provider of on-demand, integrated business management software for growing and midsize businesses. With thousands of customers using NetSuite’s online products and professional services, companies are enabled to manage all key business operations — in a single hosted system, including: customer relationship management (CRM); order fulfillment; inventory; accounting and finance, product assembly; ecommerce; Web site management; and employee productivity. NetSuite was originally incorporated as NetLedger by its founders Larry Ellison and a young protégé, Evan Golberg. The company’s name was later changed to NetSuite. NetSuite enables companies to manage all key business operations in a single system, which includes accounting/Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Ecommerce. NetSuite is delivered as an on-demand service, so there is no hardware to procure, no large, up-front license fee, and no complex set-ups. Finally, NetSuite’s patent-pending “”real-time dashboard”” technology provides an easy-to-use view into role-specific business information that is always up-to-date. Netsuite’s CRM Solutions include:NetSuite - An on-demand system that supports the entire company and includes customer relationship management (CRM) as well as enterprise resource planning (ERP) functionality. NetSuite CRM+ - A powerful customer relationship management system, including sales force automation, opportunity management, forecasting, marketing automation, customer support and service, flexible customization through SuiteFlex and more.

NetSuite CRM is a hosted CRM application that provides sales reps with a �60 degree view of customers so companies can maximize customer revenue, from lead and opportunity management through order processing, customer service and support resolution, to renewal and upsell purchase management. NetSuite CRM also gives sales reps the ability to create quotes, place real orders, and gain-real time visibility into order status, overdue invoices, inventory, customer transaction history, upsell and cross sell management, and commission compensation.

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www.sap.com/usa/index.epx | 800-872-1727

HigHligHtsOne of the largest software companies the world.Offers integrated suite of CRM, ERP, Supply Chain, HR, Financial and other enterprise applications.Forrester names SAP CRM LeaderISM Top 15 CRM Enterprise Winner in 2008SAP named Leader in CRM Magazine’s 2009 CRM Market awards

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HEAdquARTERS: Walldorf, Germany

BuSINESS MOdEl: Hosted and On-Premise

OWNERSHIP: Public (NYSE:SAP)

FOuNdEd: 1972, Germany

CRM PROduCTS: SAP CRMSAP Business All-in-OneSAP Business by DesignSAP Business One

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CuSTOMER FOCuS: Enterprise and Mid-Size

SElECT CuSTOMERS: AMD, Colgate-Palmolive, Phillip-Morris International, LyondellBasell, Pentax Medical

PRICE: Starting at $7�/user/month


About SAPFounded in 1972 as Systems Applications and Products in Data Processing, SAP is headquartered in Walldorf, Germany. The company employs more than �8,�00 people in more than �0 countries, and serves more than 89,000 customers worldwide. SAP Americas is a subsidiary of SAP AG and is headquartered in Newtown Square, PA. SAP offers CRM on-demand solutions that are easy-to-use, Web-based, and available on a subscription basis. SAP CRM was developed to address the unique, end-to-end requirements for major industries including: Auto, Chemicals, Consumer Products, Retail, Telecommunications, Professional Services, Public Sector, High Tech, Industrial Machinery & Components, Media, Utilities, Oil & Gas, Wholesale Distribution.

SAP CRM - for Enterprise CompaniesUsed by more than �,200 customers world-wide, SAP Customer Relationship Management (SAP CRM) is part of the SAP Business Suite and includes features and functions to support core business processes in the following areas: Marketing – Gain the essential business insights needed to make intelligent decisions, sharpen their focus on customers to drive demand and increase customer retention, and better manage marketing resources to do more with less. Sales – Transform organization’s direct and indirect sales force into a team of knowledgeable and trusted advisors – fostering efficient collaboration between sales, marketing, and service teams to align efforts on fulfilling customer needs Service – Reduce service costs while enhancing customer satisfaction by streamlining service operations and delivering exceptional customer service.Contact Center - Maximize customer loyalty, reduce costs, and boost revenue by transforming a contact center into a strategic delivery channel for marketing, sales, and service efforts across all contact channels E-commerce – Turn the Internet into a profitable sales and interaction channel while providing consumers and business customers with a personalized online experience and convenient self-services.

SAP Business All-In-One - For Mid-Size CompaniesWith the integrated ERP and CRM functionality in SAP Business All-in-One, companies


can streamline and complete a process from end to end. For example, companies can use CRM functionality to create an opportunity and convert it directly into a quote, and then later use the ERP functionality to convert it into a sales order – complete with product, pricing, billing, and delivery.

SAP Business ByDesign - On-Demand Solution, for Mid-Size and Small This is the fully integrated business management software designed for midsize companies or small businesses that want the benefits of large-scale business applications without the need for a large IT infrastructure. It enables preconfigured process best practices for managing financials, customer relationships, human resources, projects, procurement, and the supply chain. SAP takes care of installation, maintenance, and upgrades – so companies can focus on their business, not on IT.

SAP BusinessOne - For Small CompaniesThis is the single integrated business management application for small businesses. The SAP Business One application integrates all core business functions across an entire company – including financials, sales, customer relationship management, inventory, and operations. Unlike many other small business solutions on the market today, SAP Business One is a single application, eliminating the need for separate installations and complex integration of multiple modules.

About SAP


HigHligHtsCompletely integrated sales, marketing and customer service and support management solutionSimple & quick to deploy and use, offering the lowest TCO in its classAccess options: Windows® desktop, web, or mobile smartphone (BlackBerry® or other devices through web browser)All-Access (web, desktop, mobile) available for Group and Enterprise editions in one all-inclusive license

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HEAdquARTERS: Vancouver, BC, Canada

BuSINESS MOdEl: On-Premise

OWNERSHIP: Private

FOuNdEd: 2002 (Predecessor company founded 199�)

CRM PROduCTS: Maximizer CRM 11

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CuSTOMER FOCuS: Small and mid-sized companies and divisions of larger enterprises

SElECT CuSTOMERS: Cathay Pacific, Fisher & Paykel Healthcare, HSBC, Ipsos Canada, Oxford University, Siemens, Société Générale and TD Securities

PRICE: Starting at $199

www.maximizer.com | [email protected] | 1-800-80�-6299

Enterprise EditionGroup EditionTeam EditionEntrepreneur Edition


About MaximizerMaximizer Software is a leading provider of simple, accessible, customer relationship management (CRM) solutions, providing high value for small and medium-sized businesses, and divisions of large enterprises.

As a pioneer in the CRM industry for more than 20 years, Maximizer offers sales, marketing, customer service staff and business leaders access to customer information through a Web browser, a mobile device or on their desktop. Maximizer’s CRM solutions enable organizations to accelerate business growth by centralizing customer information and streamlining processes, while exceeding client expectations to build loyalty. Maximizer Software has sold over one million licenses to more than 120,000 customers, ranging in size from entrepreneurs to multi-national organizations. Maximizer Software is a global business with offices and business partners throughout the Americas, Europe/Middle East/Africa and Asia Pacific.

Maximizer CRM adapts to the way organizations work, and grows as a company’s business grows. Maximizer offers four editions, as well as several add-on modules and options for the solution that matches a company’s business needs. The right solution will depend on the number of users, access, and feature requirements.

Maximizer CRM 11 Group and Enterprise Editions (Full-Featured CRM)Maximizer CRM provides full-featured CRM functionality including sales force automation, marketing automation and customer service & support. Maximizer CRM provides multiple access options including desktop, Web and mobile through the latest smartphones. All-Access licenses also include one year of maintenance support.

Key Features of Maximizer CRM: Contact and account management, Sales force automation, Sales Quota Management, Sales Opportunity Management and Monitoring, Marketing automation, Wizard-driven dashboards, Quick email templates, Customer service and support, Microsoft Office® integration, Partner relationship management, Workflow automation, eCommerce and payment processing, Microsoft Exchange Integration, Integration with QuickBooks® and Microsoft GP® accounting software. Full-featured CRM available through Web access and full integration with Blackberry smartphones is provided with MaxMobile.

Enterprise EditionGroup EditionTeam EditionEntrepreneur Edition


About MaximizerMaxMobile (Maximizer Mobile CRM)Maximizer Mobile CRM combines the convenience of mobile devices and the power of CRM to help an organization stand out in today’s competitive environment. Maximizer Mobile CRM enables immediate updates from the field by providing real-time access to your entire Maximizer CRM database content. By equipping professionals on the road with full-featured CRM in their pockets, Maximizer fosters the collaboration and customer engagement, essential for succeeding in the field to win more deals.

Features of Mobile CRM: Wireless deployment via email, Relationship Management, Productivity, Collaboration & Access, Performance Measurement. Supported Devices: BlackBerry 7000, 8000 & 9000 Series, including Curve, Pearl, Bold, Storm and Tour and through the web browser for Windows Mobile®, iPhone™, Nokia, Palm®, Android and other smartphones.

Maximizer CRM 11 Entrepreneur and Team Editions (Contact Management)Maximizer Entrepreneur Edition, the award-winning contact manager, is designed to help companies maximize their time, improve customer satisfaction and increase sales. It’s easy to configure right out of the box, so organizations can get up and running quickly and focus on their business. Entrepreneur Edition is ideal for small businesses, home offices, financial advisors, realtors, and sales professionals in virtually any industry.

Team edition includes all of the functionality of Entrepreneur Edition, plus more robust sakes opportunity management. As well as one year of maintenance support and mobile access.

Features of Maximizer Entrepreneur Edition: Contact management, Opportunity management, Sale force automation, Integration with Microsoft Office®, Integration with QuickBooks® accounting software, On-the-fly reporting with easy exporting to Excel.


www.cdcsoftware.com/pivotalcrm | [email protected] | 1-877-PIVOTAL

HigHligHtsHighly flexible platform and applications enable companies to precisely model their unique business processes.Microsoft Outlook and SharePoint are embedded within the Pivotal CRM solution for a seamless experience; Microsoft Office is closely integrated for one-click data lookup or export.Industry-specific software solutions offer close business fit.ISM “Top 15” CRM Enterprise Packages (1997-2009).

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HEAdquARTERS: Atlanta, GA


OWNERSHIP: Public (NASDAQ:CHINA)

FOuNdEd: 199�

CRM PROduCTS: Pivotal CRMPivotal HandheldCDC Market FirstCDC Report

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CuSTOMER FOCuS: Enterprise, Mid-sized

SElECT CuSTOMERS: Calamos Investments, Miller Heiman, Softrax, Sysmex America, AAA Western & Central NY, Toyota France, Pacific Life, Toll Brothers, Savills

PRICE: Not published.


About CdC Pivotal CRMCDC Pivotal CRM is an intuitive, powerful solution for companies that want to use CRM strategically—to model and streamline their unique processes, not dictate them. Built for user adoption, CDC Pivotal CRM offers unparalleled flexibility and customizability. Microsoft Outlook and SharePoint are embedded right within the system for a seamless experience.

CdC Pivotal CRM Solutions: Sales - Shorten the sales cycle and improve close ratios. Marketing - Increase response rates and lead quality.Service - Accelerate incident resolution and improve customer satisfaction. Partner Management - Collaborate more effectively with your partner channels. Analytics - Make better-informed business decisions. Mobile CRM - Increase the productivity and effectiveness of field and mobile users. Social CRM – Market-leading integration of the most commonly used social media applications.

CDC Pivotal CRM provides a powerful application platform and additional capabilities in contact centers, partner management and interactive selling. Specialized solutions are designed to meet the unique needs of the following industries:

Financial services Home building and real estate Manufacturing Life sciences Healthcare

CDC Software, The Customer-Driven Company™, is a hybrid enterprise software provider of on-premise and cloud deployments. Leveraging a service-oriented architecture (SOA), CDC Software offers multiple delivery options for their solutions including on-premise, hosted, cloud-based Software as a Service (SaaS) or blended-hybrid deployment offerings. CDC Software’s solutions include enterprise resource planning (ERP), manufacturing operations management, enterprise manufacturing intelligence, supply chain management (demand management, order management and warehouse and transportation management), global trade management, e-Commerce, human capital management, customer relationship management (CRM), marketing automation, complaint management and aged care solutions.

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http://crm.dynamics.com | 1-888-�77-7989

HigHligHtsHighly customizable CRM application/platform.Familiar Microsoft Outlook-like user interface.Robust reporting engine for sharing between users in a variety of formats, including Excel, HTML, PDF, XML and CSV.2009 CRM Market Leader - ROI AwardsCRM Magazine Leader, 2008 - Enterprise, MidMarket, and BI

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HEAdquARTERS: Redmond, WA

BuSINESS MOdEl: On-Premise and Hosted

OWNERSHIP: Public (NASDAQ: MSFT)

FOuNdEd: WA, 197�

CRM PROduCTS: Microsoft Dynamics CRM*

CuSTOMER FOCuS: Enterprise, Mid-Size and Small Businesses

SElECT CuSTOMERS: Barclays, Hard Rock Cafe, Pfizer Australia, United States Air Force

PRICE: The full-suite Professional Edition is priced between $622 and $880 per user and $1,2�� and $1,761 per server. Full-suite Small Business Edition, which is a requirement for the Small Business Edition, is priced between $��0 and $�99 per user and between $�28 and $�99 per server.


About Microsoft dynamicsThe full-suite Professional Edition is priced between $622 and $880 per user, and between $1,2�� and $1,761 per server. Full-suite Small Business Edition, which is a requirement for the Small Business Edition, is priced between $��0 and $�99 per user, and between $�28 and $�99 per server.

Microsoft Dynamics for customer relationship management empowers employees to boost sales, satisfaction, and service with automated CRM that’s easy to use, customize, and maintain. Microsoft Dynamics business software offers a wide spectrum of feature-rich, affordable CRM solutions to help companies meet their specific needs.

Whether a company is a small, growing business or a large organization with a high number of customers and large sales and marketing team, it can use Microsoft Dynamics to help manage relationships even better. The Microsoft Dynamics CRM suite of products provides solutions around Sales Force Automation, Customer Service, and Marketing.

Sales Force Automation - Clients can get their sales force up to speed quickly with the advanced but easy-to-use features of Microsoft Dynamics CRM. Customers can take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to boost sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales. The Sales Force Automation solution supports the following functions: Planning, Leads, Opportunities, Accounts, Productivity, Pipeline, Workflows, Mobility, and Analytics.

Customer Service - With Microsoft Dynamics CRM customer service solutions, clients can transform customer service into a strategic asset. With a �60-degree view of the customer, agents can resolve issues quickly and reduce handling times with advanced customer service software. Through automated processes, clients can also reduce costs and help to ensure consistent customer service is delivered across all touch points. The Customer Service solution supports the following functions: Accounts, Cases, Contracts, Knowledge Base, Scheduling, Workflows, Mobility, and Analytics.

Marketing - With marketing management and automation software from Microsoft


Dynamics CRM, customers can market more effectively, improve productivity, and gain actionable insight into marketing campaigns. The Marketing solution supports the following functions: Data, Segmentation, Planning, Execution, Events, Response, Internet Marketing, Productivity, Workflows, Mobility, and Analytics.

Extended CRM – Microsoft Dynamics Extended CRM helps companies manage the other relationships that standard CRM products don’t cover. This includes a company’s relationship with employees, partners, suppliers, distributors, vendors, and critical stakeholders. These extended solutions are accomplished through the xRM Framework, a point-and-click feature to customize workflows, data management, analytics, and reporting. Extended CRM also includes solution management, workflows, system management, partner network, and Microsoft Dynamics Marketplace.

The CRM solutions and capabilities within Microsoft Dynamics connect closely to other Microsoft technologies that companies may already use. This brings together data, helping sales people to answer customer questions without making the customer wait. When employees use the CRM functionalities of Microsoft Dynamics, they work within a familiar Microsoft software environment. This helps reduce the distraction of having to learn and work with disparate software tools.

Microsoft Dynamics solutions are typically implemented by a Microsoft partner with the right industry and technical expertise. Microsoft Dynamics CRM and its global community of partners offer flexible, easy-to-use CRM solutions designed for many industries, including government offices, financial services, manufacturing, professional services, healthcare providers, retail, hospitality, entertainment, media, and education.

About Microsoft dynamics


www.salesforce.com | [email protected] | 1-800-667-6�89

HigHligHtsCustomizable CRM applicationAccess to AppExchange, a directory of third-party applications built for the Salesforce environmentCRM Markets Award 2009 for Enterprise Suite, Mid Market Suite and Small Business SuiteCODIE Award Winner, Best Business Software Solution: Salesforce CRM

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HEAdquARTERS: San Francisco, CA


OWNERSHIP:Public (NYSE: CRM)

FOuNdEd: CA, 1999

CRM PROduCTS: Contact Manager EditionGroup EditionEnterprise EditionProfessional EditionUnlimited Edition

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CuSTOMER FOCuS: Enterprise, Mid-Market, Small

SElECT CuSTOMERS: CNN, Starbucks, Wall Street Journal, Kaiser, Google, Sprint Nextel, United Way, EA

PRICE: Contact Manager starts at $�/user/monthGroup starts at $2�/user/monthProfessional starts at $6�/user/monthEnterprise starts at $12�/user/monthUnlimited starts at $2�0/user/month


About Salesforce.comSalesforce.com was founded in 1999 by former Oracle executive Marc Benioff, who pioneered the concept of delivering enterprise applications via a simple Web site. Since its founding, Salesforce.com has achieved remarkable recognition with customers, partners, investors and the media. Salesforce.com provides an array of CRM and business application services which enable customers and subscribers to systematically record, store, and act upon business data; and to help businesses manage customer accounts, track sales leads, evaluate marketing campaigns, and provide post sales services. Salesforce.com’s CRM products and cloud-computing model (also known as software as a service) provide many benefits to enterprises, requiring only moderate operating expense and offering a pay-as-you-go, elastic model that can scale with a company’s changing needs. Salesforce CRM solutions offer the fastest path to customer success in the cloud.

The company’s CRM services principally focus on sales force automation, marketing automation, and customer service and support automation. Salesforce.com’s sales force automation services enable salespeople to be productive by automating manual and repetitive tasks; provide organized data about their current and prospective customers; and help companies to establish a system and a process for recording, tracking, and sharing information.

Salesforce.com’s Sales Cloud: In recent years, cloud computing driven sales force automation—led by Salesforce CRM SFA—has pulled ahead of traditional on-premise sales tools. Salesforce.com’s sales force automation is easy-to-learn and use, affordable, globally accessible on demand, and frees companies from a large upfront investment and the complexity of server-based sales software. An integral part of the salesforce.com CRM solution, the Sales Cloud gives business users the ability to tightly manage their sales process and marketing spend. Salesforce.com’s CRM SFA is comprehensive and and optimizes the full spectrum of sales activities including lead management and distribution, deal progress, territory alignment, and channel management. Salesforce.com’s CRM SFA solution features: Sales Management, Opportunity Management, Account and Contact Management, Activity Management, Analytics and Forecasting. It also provides for customizable sales forecasts, data


quality management. point-and-click customization, integration features, and helps manage approvals and workflows.

Salesforce.com’s Service Cloud: The Service Cloud transforms customer service through the power of cloud computing by bringing together information from industry-leading cloud-computing services like Google, Facebook, and Twitter to capture every conversation and leverage every community expert in the cloud, ensuring that the quality of customer service is consistent across every channel.

Salesforce.com’s Custom Cloud: The Force.com cloud-computing platform enables companies to build and deliver business applications in a single environment using one data model, one sharing model, and one user interface. making it easy to customize and address industry-specific needs. Lastly, the AppExchange, a one-stop marketplace for add-on CRM solutions and other software-as-a-service applications, makes it easy for companies to find, sample, and select from hundreds of apps for their business, all preintegrated with Salesforce CRM solutions.

Salesforce.com is headquartered in San Francisco, California. More than 1.1 million subscribers at 6�,200 companies worldwide depend on Salesforce to manage their customer relationships. The company’s software is used by companies of all sizes, in all industries, around the globe.

About Salesforce.com


www.sagecrmsolutions.com | 866-�08-2�78

HigHligHtsISM awards Sage SalesLogix and SageCRM as Top 15 CRM Small & Medium Business Software Award winners for 2009. ISM awards Sage SalesLogix Top 15 CRM Enterprise Software for 2009 Search CRM named SalesLogix CRM Suite - SMB Product of the Year in 2008ACT! by Sage given “Excellence in Technology Award” by Small Business Computing in 2009

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HEAdquARTERS: Irvine, CA

BuSINESS MOdEl: On-Premise and Hosted

OWNERSHIP: Public (LSE:SGE)

FOuNdEd: 1981

CuSTOMER FOCuS: Mid-Size, Small

SElECT CuSTOMERS:American Building Contractors Inc., Avnet, Citigroup, Endeavor Commerce, GrantThornton, Kenexa Corporation, Legoland, Panasonic, The Seattle Times Co.

PRICE: Not Listed

CRM PROduCTS: ACT! by SageSage CRMSage CRM.comSage SalesLogix

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About SageSage North America supports the needs and challenges of nearly 2.9 million small and mid-sized business customers. The company’s software and services support accounting, operations, customer management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit and real estate industries. Sage’s CRM solutions include the following products:

ACT! by Sage -- is the #1 selling contact and customer manager helping individuals and small business owners to work more effectively. With ACT by Sage!, business owners can access a complete, integrated view of their contact relationships, impress contacts with their follow-up, complete tasks and make informed decisions to advance their business.

SageCRM - is an easy-to-use, fast-to-deploy, on-premise or on-demand CRM software solution with out-of-the-box configurable business process automation.

SageCRM.com - is an on-demand CRM solution that leverages the power and convenience of the Web to provide a company’s marketing, sales, and customer care teams with the tools they need to market and sell more effectively and provide industry-leading service.

Sage SalesLogix - is a robust, highly-customizable CRM software solution that provides a complete view of customer interactions across sales, marketing, customer service, and support and includes the following features:

Centralized Customer DataIntegrated Service and SupportRobust Forecasting and Reportings Advanced Opportunity ManagementFull Featured Mobile CRMBack-Office Integration

Award-winning Sage SalesLogix provides a complete view of customer interactions across sales, marketing, customer service, and support so teams can collaborate and respond promptly and knowledgeably to customer inquiries and opportunities.

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www.adaptcrm.com | 1-71�-�89-1�8�

HigHligHtsReal-time accounting & ERP integration seamlessly links ADAPTcrm to mid-range ERP systemsComprehensive customer service and support with warranty trackingEasy-to-use setup tables offer extensive platform configurationRobust contact management, sales force automation, marketing campaigns, service / repair management, sales opportunity management, and defect management

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HEAdquARTERS: Costa Mesa, CA


OWNERSHIP: Private

FOuNdEd: 1991

CRM PROduCTS: ADAPTcrm*

CuSTOMER FOCuS: Small-to-medium sized businesses, and divisions of larger enterprises in all verticals.

SElECT CuSTOMERS: Raytheon, Magic Software, Anchin Block & Anchin, SYSPRO Software, Dentek, Taylor Guitars, Yeti Cycles, Dunlop Manufacturing, Benchmade Knife Co., and many more

© 2012, Business-Software.com. All Rights Reserved. Reproduction Prohibited. �0

About Adapt CRMSince 1991, ADAPT Software Applications, Inc. has assisted over 1200 companies worldwide in meeting their enterprise software requirements. With more than a decade of experience in multi-platform and web-based custom application development, the company continues to develop and market moderately priced, end-to-end Customer and Supplier Relationship Management solutions characterized by leading-edge technology, comprehensive functionality and a solid implementation methodology.

ADAPTcrm, the company’s flagship product, was built from the ground up, not acquired from various other software developers. Because we have always maintained development and ownership exclusivity, the system maintains unsurpassed interdepartmental integration. ADAPTcrm is designed to track all key customer and vendor communications within a single, integrated module. The system’s intuitive design facilitates interdepartmental collaboration and provides visibility over all mission critical touch points within an organization.

ADAPT is also dedicated to providing total solutions to clients through our professional consulting services staff. These services include implementation of the ADAPTcrm line of products, project management, technology transfer, documentation, training and technical support – for new or existing clients.

Depending upon your specific requirements, ADAPTcrm implementation services (data conversion, installation and user training) will in most cases be provided by an Authorized ADAPTcrm Reseller Partner who has invested the time and resources in becoming proficient through our extensive training course offerings. Each consulting project has a detailed, step-by-step plan for implementation, to help the customers accurately project time and cost estimates.

ADAPT is also dedicated to providing total solutions to clients through our professional consulting services staff. These services include implementation of the ADAPTcrm line of products, project management, technology transfer, documentation, training and technical support – for new or existing clients.


About Adapt CRMDepending upon your specific requirements, ADAPTcrm implementation services (data conversion, installation and user training) will in most cases be provided by an Authorized ADAPTcrm Reseller Partner who has invested the time and resources in becoming proficient through our extensive training course offerings. Each consulting project has a detailed, step-by-step plan for implementation, to help the customers accurately project time and cost estimates.

Adapt CRM Key FeaturesADAPTcrm is an integrated solution that allows companies to focus their entire enterprise on their customers with minimal time and effort. ADAPTcrm Enterprise uses Microsoft SQL Server and offers account replication for remote users using Microsoft SQL Server’s replication technology.

The most effective CRM solutions can be customized to meet specific business needs, and ADAPTcrm can be extensively configured using setup tables that require no complex programming or database administration. Other ADAPTcrm highlights include:

Marketing Campaign Management – The ADAPTcrm campaign manager will help customers establish and execute customized, targeted campaigns, while ensuring that budgets are adhered to and that campaign expenses immediately result in new sales opportunities. In addition to offering the ability to track campaign results, customers can also independently track the ROI per event.

Real-Time Accounting/ERP Integration – ADAPTcrm offers accounting and ERP interfaces that seamlessly link to industry-standard, mid-range systems so that customers can achieve the greatest ROI from their ERP and accounting investments.

Advanced Sales Automation – Customers can give their sales staff the ability to manage the progress of pending opportunities as they relate to their business’s selling processes. Additionally, ADAPTcrm features a Sales Opportunity Manager that analyzes and tracks the life of an opportunity from start to close.

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About Adapt CRMComplete Customer Services – To help companies maintain customer satisfaction, there are advanced tools for managing service contracts, tickets/incidents, defect tracking, and warranty programs and renewals.

Email Methods – MS Outlook, SMTP Mail Server, Lotus Notes, GroupWise.

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© 2012, Business-Software.com. All Rights Reserved. Reproduction Prohibited. ��

HigHligHts

#1 telecom operations management systems vendor (Gartner) #1 vendor in worldwide billing (IDC)“One to Watch” Enterprise Suite CRM Category (CRM magazine)Product of the year (Amdocs 7) (Call Center magazine), 2007Best Practice Award for Global Billing Solutions (Frost & Sullivan)

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HEAdquARTERS: Chesterfield, MO

SOFTWARE MOdEl: On-Premise

OWNERSHIP: Public (NYSE: DOX)

FOuNdEd: 1982

CRM PROduCTS: Amdocs Customer Management (part of CES portfolio)

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CuSTOMER FOCuS: Enterprise, primarily in the telecommunications space.

SElECT CuSTOMERS: ACER, China Mobile, Japan Telcom, Telstra, Vodafone, Yellow Pages Group, ABN Ambro, Cable & Wireless, T-Mobile, AT&T, Bell Canada, Fiserve, Quixtar,Sprint Nextel, DIRECTV, Comcast, Clearwire, Union Bank of California

PRICE: Not Published

www.amdocs.com | [email protected] | (�1�) 212 7000


About AmdocsAmdocs is the market leader in customer experience systems innovation, enabling world-leading service providers to deliver an integrated, innovative and intentional customer experience™ at every point of service. Amdocs provides solutions that deliver customer experience excellence, combining the software, service and expertise to help customers execute their strategies and achieve service, operational and financial excellence. A global company (NYSE: DOX) with revenue of $�.16 billion in fiscal 2008, Amdocs has more than 17,000 employees and serves customers in more than �0 countries around the world.

Amdocs’ customers are among the largest, most innovative communications companies in the world. In more than 1.� billion experiences every day, the company is helping to deliver a simple, personal, valuable customer experience at every point of service. Amdocs is the market leader in customer experience systems innovation.

Amdocs’ mission is to help the world’s leading providers of wireline, wireless, broadband cable and satellite services deliver a customer experience that truly makes a difference and results in a real competitive edge. Amdocs’ roots in the communications industry gives them deep insight into what it takes to build stronger, more profitable customer relationships.

The company’s unique combination of software, consulting services and global strategic sourcing (also known as managed services), and unmatched industry experience spans all business processes and business- and operational-support systems (BSS/OSS), “customer experience systems.” Together, they work to minimize the risk and maximize the benefit of systems transformations, whether sweeping or incremental.

Amdocs’ products span business- and operational support systems—or “customer experience systems.” They are production-ready, carrier-class software applications, proven to scale to support the largest global service providers and their millions of end-customers. Amdocs’ products provides solutions in the areas of: Revenue Management, Customer Management, Service & Resource Management (OSS), Digital Commerce and Service Delivery, Information Management, and Foundation.


www.mybusiness-crm.com | [email protected] | +�� 20 �286 8�90

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Combining CRM, timesheet and project management in one solutionAn advanced report generation mechanism & customizable dashboardsA Rule Base Generator for automating business processesModular architecture for a fully tailored systemCloud based software - no server or hardware costs, maintenance or system upgrade expenditures

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HEAdquARTERS: Israel


OWNERSHIP: Private

FOuNdEd: 200�, Israel

CRM PROduCTS: MyBusiness CRMTimesheet & Project Management Solutions

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CuSTOMER FOCuS: Small to medium sized businesses

SElECT CuSTOMERS: Johnson&Johnson, TASC, Toyota, Celebros, HiCapital, Lexus, Sensecom, GlobalLogic, VibraTECH, advansoft, M+W Group, Mul-t-lock, Alto Investments

PRICE: From $2�9 per annum (My Start Edition – price includes � users)


About MyBusiness CRMEstablished in 200�, by Syrinx Technologies, MyBusiness provides cloud-based CRM, project management and timesheet software solutions to a global clientele from a broad range of business sectors. The MyBusiness CRM offering includes all the capabilities required for comprehensive management of customer relationships, sales, services, campaigns, project management and time tracking.

Designed with an emphasis on rapid performance, air-tight data security and a user-friendly web UI, the system is flexible and intuitive and fully customizable. The guiding principle driving the intuitive design of the MyBusiness CRM system is user- independence. The user- friendly architecture of the MyBusiness platform enables users to swiftly grasp the building blocks so that they can continue to tailor the system to meet their ever- evolving operational requirements. Customization is simple and the system can be easily adapted in tandem with the growth of every organization.

MyBusiness Key FeaturesA diverse clientele comprised of companies from the whole spectrum of business sectors are benefiting from the breadth of features in the MyBusiness toolkit. An unparalleled product palette allows users to customize the solution and enhance the profitability of their business, with key insights and in-depth analytics that ensure they are kept updated on every aspect of their operation.

Relationship Management• Customer and contacts management• Customer history management• Task management – assign responsibilities, create alerts• Calendar – share calendars and automate reminders• Web to Lead – direct lead transfer from website forms• Mobile Access - Blackberry, iPhone, Windows, Android• Customizable dashboards• Permissions Module – define access levels per system user • Outlook synchronization• Web Service Interface- API


About MyBusiness CRMSales• Opportunity Management - share data across your organization• Forecasting, quotes and contracts management• Quota progress and business performance monitoring• Sales territory management

Service• Help Desk Management• SLA management• Knowledge Base management• RBG (Rule Base Generator) Automated rules and triggers• Interface with CTI- synchronize call center with CRM• Service portal – manage client inquiries

Marketing• Mass – Email delivery• Mass-SMS delivery

Timesheet and Project Management• User –friendly timesheet• Employee availability planning• Employee hours approval and confirmation process• Project contract and rates management• Project progress monitoring – GANTT• Standard and configurable report generation• Actual vs. estimated cost/hours project reporting• Expenses - real time reporting and management• Billing engine for projects, contracts and hours

Support• Forum support• Portal support• Email support• Phone support • Free group or 1to1 live online training


About MyBusiness CRMMyBusiness Product HighlightsMyBusiness CRM offers a winning combination of web-based CRM, Timesheet and Project Management software in a single solution. The MyBusiness Software as a Service CRM solution can be accessed in seconds, via desktop, laptop, or mobile, with no additional costs for adaptations, upgrades interfaces, servers or hardware.

Flexible architecture means the system can be fine-tuned to meet each business’ unique requirements, while the easy to navigate web- interface allows for swift and simple set-up. Businesses can pinpoint relevant data in seconds, on contacts, customer service, sales, marketing, employee hours or project progress.

MyBusiness also guarantees full support from a veteran team of experts, offering guidance on implementation and customization. An extensive tool kit generates ROI by providing key business insights on customers, business opportunities, competitor information, sales forecasts, marketing and sales campaigns, customer service, agreements and contracts, as well as advanced management tools, for tracking employee hours and for planning, and successfully executing, multiple projects simultaneously.

The system enables organizations to automate alerts, customize dashboards, generate reports and share all critical information vital to successful business performance. The vast portfolio of features offers complete command over the operational space according to permission level, enabling system users to provide top-tier service and support to their customers.

MyBusiness TechnologyMyBusiness SaaS CRM employs intuitive architecture for instant user autonomy• Cost effective: No server or hardware costs, maintenance or system upgrade expenditures • Time Saving: Just buy a subscription and get started with no set-up process required • Flexible: Access your system, anytime, and anywhere from your laptop or mobile and keep up to date with your system in and out of the office. • Secure: System protection is handled for you externally, by industry experts, making data security worry free


www.avidian.com | 1-800-�99-8980

HigHligHtsEasy to use and installFully integrated with Microsoft outlook and other Microsoft applicationsAttractively price for small businessesAvidian Technologies named to 2009 INC 5000 ListAvidian Technologies Named One of the Red Herring 100

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HEAdquARTERS: Redmond, WA

BuSINESS MOdEl: On-Premise, Hosted

OWNERSHIP: Private

FOuNdEd: WA, 2002


SElECT CuSTOMERS: AT&T, Bank of Hawaii, Century 21, Cisco, Dell, Fujitsu, Gateway, Marriott

PRICE: Hosted: $9.9�/month for individuals and $�9.9� for enterpriseOn-Premise: Starting at $1�9.9� / user, up to $299.9� / user

CRM PROduCTS: Prophet � Personal EditionProphet � Advanced EditionProphet � Premium EditionProphet � Professional Server Prophet � Enterprise ServerProphet � Enterprise on DemandProphet � Premium EditionProphet OnDemand PremiumProphet OnDemand EnterpriseProphet Mobile

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About AvidianFounded in 2002, Avidian Technologies is an On-Demand/SaaS software development firm that specializes in easy contact and sales management software for users of Outlook and Exchange. The company’s core product, Prophet, is offered on an on-premise version, Prophet �, a hosted version, Prophet OnDemand, and a mobile version, Prophet Mobile.

Compared to other CRM providers, Prophet has three key differentiators: 1. Built into Outlook: Because Prophet is built into Outlook, users do not have to flip between two applications to manage multiple contact databases. Prophet acts and feels like additional features and functionality to Outlook instead of an entirely different application.

2. Built with .Net: This means that Prophet integrates at the object level with Outlook and easily extends into other parts of the business. Having been built with .Net, ensures that users can easily share Prophet and Outlook information with other applications.

�. Built to leverage existing Outlook data: Prophet software is built to leverage existing Outlook data. Every email sent, meeting appointment made or task created, all can be viewed, tracked and associated with an opportunity. This increases information organization and ease of finding critical pieces of opportunity information. Prophet is used by over 1�,000 companies worldwide. One of the reasons for the company’s success is its approach to personalized customer service, and one of the best guarantees in the software industry: A no questions asked, unconditional �0-day money back guarantee.


www.c2crm.com | [email protected] | 1-888-��9-�2��

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Premier IBM Business Partner.Awards: ISM Top 15 CRM 2009, Customer Interaction Solutions 2008 Product of the Year.Provider of both hosted and on-premise CRM software.Browser-based, simple, affordable.

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HEAdquARTERS: Coppell, TX


OWNERSHIP: Private

FOuNdEd: 199�

CRM PROduCTS: Relationship ManagementSales Management (SFA)Customer Service (Call Center)Marketing ManagementAnalyticsKnowledge Management

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CuSTOMER FOCuS: Mid-sized to Enterprise companies.

SElECT CuSTOMERS: Verizon Wireless, Dean Foods, Douglas Machines, Cemex, City of Coppell

PRICE: See website: www.c2crm.com


About C2CRMClear C2, Inc. is a Premier IBM Business Partner which develops applications for today’s changing business world. Clear C2, Inc. was founded in 199� and is a leading IBM Independent Software Vendor focused on driving customer loyalty.

Clear C2 has developed C2CRM, a browser-based CRM solution to help mid-sized companies improve productivity, save costs, increase sales and profits, and build strong customer relationships. In 2002, IBM and Clear C2 announced a Strategic Alliance making C2CRM IBM’s primary CRM offering for its middle market customers. C2CRM consists of �0 modules that span six solution sets: Relationship Management, Sales Management, Customer Service, Marketing Management, Analytics and Knowledge Management, and Utilities.

Solution SetsRelationship Management — Maintains customer information in a central repository for quick access and sharing by all customer-facing and support personnel, providing a unified customer experience.

Sales Management — Includes all areas under Relationships, plus the capabilities required for seamless, efficient Sales Force Automation.

Customer Service — Tracks post sales activities, specifically, help desk support, time and material billing, and field service activity complete with a built-in knowledge base.

Marketing Management — Provides automated, collaborative marketing communications via the customer’s preferred method of contact. Companies can personalize the promotion of their products and services based on a customer’s individual needs. Additionally, marketers can measure campaign results from ‘lead’ status to ‘opportunity’.

Analytics and Knowledge Management — Helps uncover the best or most profitable customers, determining what those customers really want and how best to serve them, C2 can help determine the actual costs associated with servicing a particular customer - without having to wait for reports or IT assistance.


About C2CRM

These comprehensive modules allow companies the ability to scale the application based on needs and number of users. ClearC2, Inc., delivers customer driven technology solutions. Accessible to everyone in the organization via the Web, offered as both an On-Premise and SaaS solution, C2CRM provides instant access to critical customer and prospect related information. While 100% web based, C2CRM also provides 100% off-line capabilities, which is ideal for companies with remote sales forces.

C2CRM is sold as a software and hardware solution on IBM equipment but is also platform independent. A variety of bundles offer flexibility to meet companies’ computing environment needs. C2 makes it easy to implement a CRM solution in stages to fit an organization’s business needs.


HigHligHtsSimplified CRM - Install, customize and load your data in a couple hoursIntuitive and Easy to UseSmart client technology combines the rich user experience of a Windows Client with the deployment benefits of a web clientNo hidden costs, no need to buy additional hardware or softwareNo Internet Required, Leverage the power of ClaritySoft with or without an internet connection

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HEAdquARTERS: Dublin, OH

BuSINESS MOdEl: Hosted & On-Premise

OWNERSHIP: Private

FOuNdEd: 2006

CRM PROduCTS: ClaritySoft CRM*

CuSTOMER FOCuS: Small to mid-size businesses.

SElECT CuSTOMERS: Muirfield Energy, EGSI Financial, Precision Medical, CareerMax, XLN Systems, Wetzel Insurance, Digital Reliance

PRICE: $26 per user per month (� year average)

www.claritysoft.com | 1-888-8�8-7�87


About ClaritySoftClaritySoft CRM was created on the belief that Customer Relationship Management (CRM) technology should be better. Most CRM solutions available today are bloated with too much functionality, are difficult to use and fail to provide real value to end users. Our research concluded that most salespeople and managers were dissatisfied with their existing CRM solutions and they were getting no measurable value out of those systems.

ClaritySoft provides an intuitive and easy to use software solution that sales people readily adopt and leverage to drive sales performance. ClaritySoft CRM fills the space between contact management software and mid-market CRM offerings, with a CRM solution that’s cost effective, implements fast, and delivers the right balance of functionality and simplicity to ensure user adoption and a successful CRM implementation.

ClaritySoft CRM Key FeaturesClaritySoft CRM includes the high value capabilities of enterprise CRM and eliminates the low value features that provide little to no benefit for most companies. ClaritySoft is thus easier to install, easier to customize and easier to use. Key capabilities include:

Account and Contact ManagementOpportunity Management and ForecastingQuotations and Price BooksTask and Activity ManagementShared CalendarEmail MarketingEmail and Letter TemplatesData Segmentation – For Target MarketingEasy CustomizationUser Profile Management

ClaritySoft CRM Software HighlightsList Actions – List Actions help you perform powerful functions on any lists of contacts such as; email, mail merge, print labels, group edit and export. In a matter of a few mouse clicks you can send out a targeted and personalized email to any group of contacts in your database.

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About ClaritySoftData Segmentation – Segment your data by capturing unique characteristics about your customers and prospects. You can then do a search on any combination of those characteristics to create a target list and perform a List Action such as “email contacts.”Power Search – Find anything fast. ClaritySoft offers multiple ways to find exactly what you’re looking for. Whether it’s a single contact or group of records within a date range, ClaritySoft makes it easy to find the information you need to run your business.Make It Yours – Transform ClaritySoft into a CRM solution that looks like it was built specifically for your business. ClaritySoft provides the basic fields and tabs you need to run a good CRM system, and lets you add the fields and tabs that work best in your unique business environment.

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www.tracker-rms.com | [email protected] | +�� (0) 8��1 262 �00

HigHligHtsOne system tracks leads, sales, orders, projects, service & resourcing planningAutomatic workflow, alerts, notifications and integration with Microsoft, including Outlook and ProjectsReal-time reporting and campaigning functionalityCentralize all company documents & standardize communications via templatesResource and client portals for submitting tickets, timesheets and expenses and availability

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HEAdquARTERS: Amersham, Buckinghamshire, England


OWNERSHIP: Private

FOuNdEd: 2002

CRM PROduCTS: TrackerRMS CRM*

CuSTOMER FOCuS: Small to medium-sized enterprises for all types of industries including Marketing, Telecoms, Manufacturing, Recruitment, Sport and Leisure, Management Consulting and IT Consulting

SElECT CuSTOMERS: The Nielsen Company

PRICE: £�00 per user per annum


TrackerRMS was formed to embrace the ever increasing needs for companies wishing to obtain access to powerful business application over the internet.

TrackerRMS aim is to continually provide a feature rich yet cost effective CRM, Project, Resource and Ticket Management solution to clients without the burden of them managing their own data or integrating multiple applications. TrackerRMS delivers a fast and actionable insight into their clients and their business.

TrackerRMS is an enterprise level fully hosted ASP tool which is completely customizable delivering cutting edge sales, recruitment, delivery and support tools through your browser.

With TrackerRMS software there is no need to acquire any other additional software to run your business and our clients receive maximum ROI and business efficiency in the day to day running of their business.

TrackerRMS sales and technical team delivers true on-demand solutions to a wide variety of industries from technical to leisure. TrackerRMS continues to update and upgrade clients systems to ensure they are always receiving the most up to date features and unrivalled customer support that the market offers.

TrackerRMS Key FeaturesThe foundation component of TrackerRMS offers an all-in-one CRM solution that can be applied to any type of business that require a mechanism for tracking customer activity information and consists of the following features:

Sales – Sales Force Automation and solid Opportunity Management is essential when effectively selling products or services within a sales lifecycle involving lead generation, sales calls.Diary Management – Keeping on top of your Activities is essential for any sales organization, as is the ability to keep a history of your existing meetings, calls, emails and more.Lead & Opportunity Management – The Leads function hooks directly into your website through your “Contact Us” page or other customized page used to attract

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About TrackerRMS


your clients. This allows your team to react instantly to prospects and use.Account & Contact Management – The Account & Contact Management function establishes a solid Customer Relationship Management (CRM) service that allows you to manage your day-to-day contacts and activities.Reporting & Analytics – The power of TrackerRMS is in the fact that every conceivable piece of information about your business is held within a single application, including more importantly, how this information relate.Workflow – To drive automation into the sales cycle, TrackerRMS has a subtle yet powerful workflow engine that takes the pain out of the sales process by making decisions, sending alerts, setting statuses, creating project records, updating.Campaign Management – TrackerRMS brings you a browser-based campaign tool that automates and manages multi-channel campaigns including email, fax, direct mail, web and telemarketing.

TrackerRMS HighlightsAlongside the day-to-day tracking of Account activity and your sales processes, there is also a set of highly productive tools to let you manage the wealth of content that supports your business.

The Document Library provides an online repository of searchable content and documents that can be categories and version controlled to ensure your teams have instant access to the latest information.

IntegrationAs most software and systems integrators will inherently know, bringing multiple systems together can be a challenge and even when done, the true value is not always realised because the applications work to different methods and processes.

The advantage of TrackerRMS is therefore simple, an all-in-one solution that you can extend to meet your needs without the necessity for integration. In fact whole areas of the application can be allocated and deallocated to users in � clicks of the mouse.

MailAgent – For all important communications either sent or received, the MailAgent ensures that these are held against your Contacts without the need to cut and paste or re-type. Simply BCC (blind copy) or forward your emails to your MailAgent and

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About TrackerRMS


TrackerRMS will store a copy – including any attachments – automatically.vCalendar – To quickly synchronize your diary in TrackerRMS with your Outlook or other email application, our one-click vCalendar links provide an instant way to store important appointments without needing to re-create them.Back Office – Although being a web-based application, TrackerRMS can still offer a host of both push and pull integration with your back-office applications and extract reports give you an instant and up to date feeds of data.

SecurityOf fundamental importance to all SaaS companies is the security and integrity of the data held and the access controls across your organization.

TrackerRMS provides a feature rich set of security tools providing you with high levels of control at the user level which can be implemented instantly.

Everything from remote access outside of your office, down to the records and reports that can be viewed, you can ensure that the right people gain access to the right information.

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www.consona.com | [email protected] | (888) 826-6766

HigHligHtsSpecializes in Customer Service and Support for upper mid-market to Global 2000 enterprises.Offers both customizable and pre-configured, cost-effective solutionsConsona Knowledge Management Named to KMWorld’s 2009 Trend-Setting Product List Call Center Magazine named Consona CRM Suite Product of the Year 07, 05

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HEAdquARTERS: Indianapolis, IN


OWNERSHIP: Private

FOuNdEd: 200�

CRM PROduCTS: Consona Knowledge ManagementConsona Knowledge Driven SupportConsona Enterprise CRMConsona OneServe Citizen ManagementConsona Live AssistanceConsona Dynamic AgentConsona Subscriber Assistance

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Enterprise, Mid-Size

SElECT CuSTOMERS: Canon, Qualcomm, Verizon Wireless, VMWare

PRICE: Not Published


About ConsonaConsona Corporation is a worldwide leader in providing customer relationship management (CRM) and enterprise resource planning (ERP) software and services for companies of all sizes. In 2006, Consona acquired Onyx Software and integrated their offering into Consona Customer Management product. In 2007 and 2009 respectively, Consona acquired KNOVA Software and SupportSoft Inc, which grew the product lines to include Consona Knowledge Management, Consona Live Assistance, Consona for Digital Service Providers, and Consona Dynamic Agent.

Consona’s CRM software product suite facilitates effective and efficient service interactions across proactive, assisted and self-help channels and communities. This CRM suite is designed for corporate or third-party IT help desks and service desk organizations and medium to large enterprises in the high tech, financial services and telecommunications industries who increasingly focus on building brand loyalty through customer service and support.

Consona delivers either bundled or standalone solutions, including integrated case management; knowledge-enabled service resolution with advanced search, web self-service, forums, and community management; integrated chat and remote diagnostics and control; desktop portal content delivery; advanced analytics and more, to enterprises with customer service, technical support and or IT help desks.

Approximately 1000 leading companies around the globe, including high tech software and manufacturing companies, telecommunications providers, help desks/service desks, IT & managed service providers, and cable and internet service providers, use Consona CRM solutions. Consona CRM solutions are used in more than �0 countries. Consona serves more than �,�00 customers globally and across a variety of industries.

Consona’s vision for the Consona CRM suite of products is to incrementally enhance the products based on customer feedback and direction. By listening to the leading companies using its solutions, as well as by extending its aggressive, targeted M&A strategy, Consona aims to build the most functional, deeply integrated set of service and support applications and channels delivered.


www.eloqua.com | [email protected] | 866 �27 876�

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Eloqua was named a DestinationCRM 2008 Market Leader not only because of its software offering, but also because of its impact on thought leadership.Eloqua was named SearchCRM.com’s 2007 Marketing Automation Product of the Year.Eloqua received the 2007 CRM Market Leader Award, and was also honored as a “Rising Star” by CRM Magazine.

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HEAdquARTERS: Vienna, VA


OWNERSHIP: Private

FOuNdEd: Toronto, Canada, 199�

CRM PROduCTS: Eloqua LiteEloqua ExpressEloqua TeamEloqua Enterprise

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CuSTOMER FOCuS: Enterprise and Mid-Size companies

SElECT CuSTOMERS: American Express, AON, Apple, Cognos, Dow Jones, Fidelity, Seagate, Sybase

PRICE: Starting at $1�00/month


About EloquaFounded in 199�, Eloqua is a marketing automation leader and provider of best practices expertise for marketers around the world. Eloqua helps companies read and decode their buyers’ Digital Body Language™, thereby improving the quality and quantity of sales leads, increasing marketing effectiveness, and accelerating the selling process. Thousands of customers from leading companies rely on Eloqua to execute, automate and measure programs that generate revenue.

Eloqua automates the science of marketing – campaign execution, testing, performance measurement, prospect profiling, and lead nurturing – allowing marketers to drive revenue and do what they do best: develop strong brands, build creative campaigns, and deliver compelling content.

Eloqua’s marketing automation platform includes the following areas:Campaign Management -- Easily execute email and Web-based marketing campaigns, automate lead nurturing programs to keep prospects engaged, develop integrated forms and landing pages and create effective online campaigns all in a single platform. Key Components: Email marketing, Website forms & landing pages, Event management, Lead nurturing, Multi-channel marketingLead Management - Synchronize leads in real-time between Eloqua and sales (CRM) systems with One-Click Integration, score and prioritize leads for sales, and facilitate quick follow up with prospects by notifying sales of hot leads. Key Components: Lead assignment, CRM integration, Lead scoring, Sales enablementContact Management - Track prospects’ Digital Body Language to better understand their online behavior, segment audience by activity and profile characteristics, and personalize communications with relevant content to drive increased response and conversion rates. Key Components: Contact profiling & segmentation, Contact management, Data integration, Preference managementMarketing Measurement - Validate decisions and prove the value of marketing programs with intuitive dashboards, powerful reports and insightful analytics, and leverage data on campaign response, click-throughs, and open rates to plan more effective, future campaigns. Key Components: Dashboards & reporting, Website analytics, Campaign analysis.

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HigHligHtsFocused on serving SMB, mid-market, and divisions of large enterprises.Aplicor Cloud Suite 7 synthesizes CRM and Financials (ERP) in a single web-based dashboard.One system to manage everything from lead to quote to order to cash.Eliminates manual workarounds and complexity inherent in integrating separate traditional CRM and ERP solutions. 100% hosted uptime for the last 5 years.

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HEAdquARTERS: Boca Raton, Florida


OWNERSHIP: Private

FOuNdEd: 2002

CRM PROduCTS: Aplicor Cloud Suite 7 CRMAplicor Cloud Suite 7 CRM and Financials

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CuSTOMER FOCuS: SMB, Midmarket and divisions of large enterprises

SElECT CuSTOMERS: US Department of Commerce, Intel, Jaguar, Land Rover, NOAA, Direct Med, Eco Logic, MRIS

PRICING:Starting at $99 per user per month.

www.aplicor.com | [email protected] | �61-��7-0�00


About AplicorAplicor is Global Cloud-Based Software Company which features a seamless business suite of CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) software solutions for high growth SMB, middle-market and divisions of enterprise companies. Verticals include Government, High Tech, Manufacturing and Services. The company is headquartered in Boca Raton, Florida, with international customers and strategic partners.

Aplicor has customers in over 160 countries. Its next generation cloud business suite solution is hosted in highly secure globally redundant data centers in the US and UK. The company has had 100% hosted uptime for the last � years and enjoys a 98.1% client renewal rate.

Aplicor’s Cloud Business Suite has garnered over �0 awards in the last � years and is a recognized industry leader in CRM, software availability and industry certifications. The company’s solution is unique in the industry providing a seamless cloud business solution at a single, low price point. Aplicor takes a different approach to delivering business value by listening to people on the ground level, understanding how their jobs and their organization’s workflow could be made more efficient and then delivering innovative solutions that help them solve complex problems.

Aplicor is revolutionizing the way companies manage their business, delivering simpler and more cost effective solutions that leverage the power of cloud computing to overcome the challenges of traditional CRM and ERP offerings. Aplicor Cloud Business Suite provides robust business management capabilities in an easy to use solution that truly empowers employees, enabling them to manage all aspects of their business from a single dashboard view.

Aplicor Key FeaturesThe Aplicor solution harmonizes Customer Relationship Management (CRM) features and functionality in a single business solution, empowering your sales, marketing and support teams to centrally track sales opportunities from lead generation through sales close and eventually contract renewal. Now everyone can be on the same page, coordinating their efforts through Aplicor Cloud Suite 7’s central repository and business suite.


About AplicorSales Force Automation: Track sales leads, quotes, renewals and contracts while recording all customer touches in a central repository. Calculate probability of sales close so you can forecast revenue and accurately provision resources.

Marketing Automation: Coordinate marketing campaigns from direct mailings to web downloads with an eye on moving leads to closed sales. Measure the effectiveness of campaigns through robust metrics including number of leads contacted versus those that responded and those that closed.

Project Office: Organize and implement client fulfillment projects, internal projects or the series of tasks required to get a new client into production. Host project-related documentation, tasks and communications—all in a central repository that is accessed by your teams no matter where they are working from.

Customer Support: Track all customer support issues originating from a phone call or a web portal in a central repository to improve customer service and inform sales associates of potential hiccups before and during the renewal process. Analyze incidents, escalate issues and track the response.

Benefits:Manage your business from a single dashboard viewAutomate the sales process from lead to close to renewalKeep sales, marketing and support teams on the same pageCoordinate all customer and lead interaction in central location accessible anywhereEliminate manual processes that can bog down sales cycleImprove customer support

Aplicor HighlightsAplicor product strengths are driven by the synthesis of CRM and ERP capabilities enabling an integrated front-to-back office suite that is easily customizable for your company specific objectives and processes. Their innovative approach enables you to run your entire business from a single web-based dashboard, all the way from lead to quote to order to cash. This fundamental shift enables you to eliminate workarounds and the complexity of managing integration between traditional CRM and ERP solutions.

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About AplicorThe Easiest CRM Solution - Enable Sales Force Automation, Marketing Automation, Project Office and Customer Support in a single easy to use solution.

Integrated Financial Management - Integrate CRM capabilities with basic financial (ERP) services including General Ledger, Accounts Receivable, Accounts Payable, Order Entry, Inventory Control, Job Costing and Fixed Assets.

Dynamic User Experience – This is not a static web page; it’s like a Windows application on the web. Drag and drop panels and customize your dashboard to meet your unique business needs. Get to information faster with one click navigation.

Business Process Automation – Automates your business workflows, ensuring that the sales cycle, marketing efforts, inventory, shipping and financials are working together in concert to uncover, close, support and invoice customers.

Cost Effective - Aplicor Cloud Suite 7 is available at a single, predictive price point optimized for small and medium sized businesses. Roll out the Aplicor Cloud Suite 7 business suite quickly with little capital investment.

Aplicor Software ModulesSales Force Automation (SFA)Marketing AutomationCustomer SupportPartner Relationship Management (PRM)Workflow ManagementBusiness Process ManagementProject Management Office (PMO)Financial Management (ERP)

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www.frontrange.com/software/crm/goldmine | [email protected] | 1-800-��-��7

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One of the most popular CRM solutions in the market with over 20 years experienceFrontRange Solutions offers an integrated suite of CRM, Customer Service, Call Center and Helpdesk solutionsOnly software vendor that provides out-of-the-box, integrated CRM & Voice functionality from a single vendor

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HEAdquARTERS: Pleasanton, CA

BuSINESS MOdEl: On-Premise Software

OWNERSHIP: Private

FOuNdEd: 1989

CuSTOMER FOCuS: Distributed Enterprises Organizations and Small to Medium Sized Companies across all industries. Multiple CRM solutions to fit any budget or implementation timeframe.

SElECT CuSTOMERS: Advanstar Communications, Chicago White Sox, Colonial Saw, COSCO, First American Equipment Finance, Instron Corporation, Leyland Alliance LLC, Smith Barney, American Railcar Industries, Bayshore Home Health

PRICE:Starting at $69� USD per user for GoldMine Premium Edition and $99� USD for GoldMine Enterprise Edition

CRM PROduCTS: GoldMine Enterprise GoldMine Premium GoldMine Voice

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About FrontRangeAbout FrontRange SolutionsHeadquartered in Pleasanton, CA., USA, FrontRange is a leading provider of powerful and affordable IT Service Management, IT Asset Management, and Customer Service Management solutions. These solutions enable IT and Services Transformation by providing Enterprise-class capabilities that deliver fast time to benefit, high ease of use, and rapid return on investment. With an award winning tradition and recognized as a leader by industry analysts, FrontRange’s products and solutions are used by over 1�,000 customers in more than 80 verticals and �� countries to quickly improve interactions with external and internal clients and achieve better business results.

About GoldMine CRM SolutionsFrontRange Solutions pioneered CRM with its GoldMine CRM software product line. Today’s GoldMine solutions include the following market leading benefits:

The tools any client facing division needs in order to promote the corporation to the best of its abilities. Supports native customer relationship management features such as marketing, sales management and customer support with easy to customize configuration.Provides multiple levels of business process management needed to run the business.Easy integration into the existing IT landscape to advance every customer relationship.Ideal for maintaining and updating customer information across the enterprise, consistently following the business’ processes.

The GoldMine CRM Solutions product line has multiple editions, each developed with a unique person and organization in mind. Numerous CRM editions provide a broad range of CRM functionality including account & contact management, sales force automation, marketing automation, customer service and support, activity management and project management functions. They vary in underlying technology, integration and configurability options. The Goldmine product family includes Goldmine Enterprise, GoldMine Premium, and Voice Enabled Goldmine CRM.

GoldMine Enterprise Edition — FrontRange Solution’s comprehensive CRM solution combines decades-long experience in sales, marketing and customer solutions with the latest .NET software technologies for improved access, integration, process automation, and configuration.

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About FrontRange

GoldMine Premium Edition — An easy to install, complete CRM solution which delivers a quick return on investment to support sales, marketing and customer service business needs.

Voice Enabled GoldMine CRM — An advanced, software-based IP telephone system with features including; IVR, ACD, Call Recording, Unified Messaging, Voice Self Service, as well as, inbound and outbound productivity applications, all combined with the power of GoldMine CRM solutions.


www.infor.com | [email protected] | 1-800-260-26�0

HigHligHtsTailored to meet the unique demands of many vertical markets.2009 Intelligent Enterprise Editor’s Choice Award. Selected for “exceptional vision, technology innovation and customer leadership”\2008 CustomerSat Achievement in Customer Excellence (ACE) Award from MarketToolsISM Top 15 CRM Enterprise Software in 2008

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HEAdquARTERS: Alpharetta, GA

BuSINESS MOdEl: On-premise

OWNERSHIP: Private

FOuNdEd:2002

CRM PROduCTS: Infor CRM Epiphany*

CuSTOMER FOCuS: Enterprise, Manufacturing and distribution.

SElECT CuSTOMERS: Denso, TRW, Heinz, Coca-Cola Enterprises, Godiva, Valvoline, GlaxoSmithKline, �M


About InforThrough a series of acquisitions, Infor is one of the largest software companies in the world, earning approximately $2.2 billion in revenue in 2008. Infor delivers fully integrated enterprise solutions as well as best-in-class standalone products that address the essential challenges its customers face in areas such as enterprise resource planning, supply chain planning and execution, customer and supplier relationship management, asset management, product lifecycle management and business intelligence. Additionally, Infor offers implementation and support capabilities in 100+ countries and serves 70,000 customers worldwide.

Infor CRM (Customer Relationship Management) helps companies optimize customer relationships by integrating marketing, sales, and service. By providing a full �60-degree view of customers, the system enables a consistent and continuous customer dialogue based on real-time information. With this advanced CRM solution set, clients can make the most of every interaction with every customer across every channel or touch point. As a result, organizations gain true customer insight, along with the ability to act on that insight.

Infor’s CRM solution provides the tools companies need to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to their products and services and improves bottom-line results. Infor CRM is comprised of the following key components:

Marketing — delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction.

Sales — provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction.

Service — serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers,


turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.

Infor’s CRM software system helps companies to: * Run campaigns that align with customers’ preferences * Tightly integrate marketing across all inbound and outbound channels * Increase sales productivity by providing customer insight * Manage marketing and sales resources more efficiently * Turn contact centers into profit centers

Infor also provides business-specific solutions with industry experience built-in, and addresses the unique processes, regulatory requirements, and trading environments of customers in a wide range of manufacturing, distribution, and service industries. In each of the industries they serve, Infor has domain experts who understand the productivity challenges of that particular vertical. Infor offers domain expertise in the following industries:

ManufacturingAerospaceApparel & FootwearAutomotive ChemicalsConsumer Packaged GoodsFood & BeverageHigh-tech & ElectronicsIndustrial Equipment & MachineryLife SciencesMetal FabricationPlastic FabricationShipbuilding

DistributionBuilding Materials (BMAT)ElectricalIndustrialJanitorialPaperPlumbing, Heating, Ventilation, Air Conditioning (PHVAC)

About Infor

Service IndustriesCommunications Facilities ManagementFinancial ServicesHealthcareHospitalityInsuranceLibrary and Information ManagementPublic SectorRetail


www.infusionsoft.com | [email protected] | 1-866-800-000�

HigHligHtsComplete all-in-one hosted marketing and sales automation solution for small businesses.Free, unlimited phone support.Features include email auto responders, lead nurturing, multi-media and marketing campaigns, CRM, sales force automation, e-commerce, and work-flow automation.

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HEAdquARTERS: Gilbert, AZ


OWNERSHIP: Private

FOuNdEd: 2001

CuSTOMER FOCuS: Small, 2 – �0 employees, professional services, service providers, online retail, trade, info marketers, internet marketers

SElECT CuSTOMERS: All About Spelling, Hear and Play, Trainz.com, Just A Minute LLC

PRICE: Standard: $199/monthPlus: $299/monthPremier: $�99/monthElite: $699/monthEnterprise: $999/month*$1,�00 up-front fee on all packages

CRM PROduCTS: Infusionsoft*


About InfusionsoftInfusionsoft provides web-based CRM software and services to small businesses. Unlike traditional CRM software designed for larger companies, Infusionsoft’s product combines the best of CRM, direct response marketing, e-commerce and small business management into one complete system that enables small businesses to automate and improve their sales, marketing and customer management.

Infusionsoft automatically manages the entire sales process from generating leads, to following up, to processing orders and collecting the cash. CRM functions include:

Marketing automation - automatic follow-ups with customers/hsSales force automation - automatic tracking and distribution of leadsEmail management - robust email tools and deliverability assurance programsAdvanced auto-respondersContact management - emails, faxes, appts, tasks and phone notes in one placeReferral / Affiliate / JV programs - multi-tiered affiliate structure to manage partner programseCommerce, Shopping Cart and Offline OrderingList Management - customers and prospects segmented into meaningful listsBilling and Accounting - sales and accounting reports; automated billingCalendaring & Tasks - daily agenda and tasks viewable in the office or on the road

Key BenefitsConvert more leads from your web siteGet repeat sales from customersGain efficiencies with sales teamGrow your business without having to grow your staffAnytime, anywhere accessEasy-to-use interfaceConfigurable for any industryNo software, hardware, or IT costsUnlimited technical supportAdvanced user permissionsSecure, tier � data hostingRegular data backups

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www.insidesales.com | 888.297.�009

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InsideSales.com adds Power Dialers to hosted CRMInsideSales.com was the first on-demand CRM offering integrated telephony tools and is a pioneer in Lead Response Management technologiesInsideSales.com bridges different media of marketing and sales into one system, from clicks, to site conversion, to lead capture, to email, to phone response, to face-to-face selling tools.

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HEAdquARTERS: Provo, UT

BuSINESS MOdEl: Hosted/SaaS

OWNERSHIP: Private

FOuNdEd: N/A

CRM PROduCTS: insideSales.comInsideSales.comPowerDialer for SalesforceJabberDog ResponseSwamiResponse DealerResponseVoice

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CuSTOMER FOCuS: Small and and medium-sized businesses.

SElECT CuSTOMERS: Dun & Bradstreet, Omniture, FranklinCovey, AAA. Logoworks, Dura-Tuff, RGA Legal

PRICE: Not Published, Free Trial


About InsideSales.comInsideSales.com is the first provider of on-demand Lead Management software to integrate a powerful suite of marketing tools that include dialers, voice messaging and nearly two dozen other productivity-enhancing ‘power tools’. These innovative solutions have made InsideSales.com the sales, customer, and lead management solution for nearly �00 companies world-wide. InsideSales.com products are proven to measurably increase lead qualification, drive sales, provide managers with timely and effective analytics, and increase overall customer satisfaction - all within one complete system. InsideSales.com is an ideal inside sales, lead generation, and marketing solution for small- to mid-sized organizations.

Products: InsideSales.com – The on-demand lead management CRM with built-in PowerDialer and more that made InsideSales.com the choice for sales professionals who sell remotely.PowerDialer for Salesforce – The world’s leading CRM teams up with the most powerful dialer on the planet built right in.JabberDog – An on-demand autodialer with voice message broadcasting for live answer or answering machines with survey capability or routing to a live representative.ResponseSwami – The award-winning solution for Lead Response Management (LRM) and PowerDialing that increases contacts 800%. ResponseDealer – The full suite of productivity enhancing telephony ‘power tools’ for the Automotive industry that doubled sales in 11 months at Jim Click Automotive.ResponseVoice – Toll free numbers on a web site that track offline web analytics by linking an offline response to the site visit analytics. Requires SiteCatalyst by Omniture.

Based in Provo, Utah, the company recently expanded its corporate offices, continuing the drive to become the number one inside sales, lead generation, and marketing solution for small-to-mid-sized organizations.

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www.ivinex.com | [email protected] | 801.9�1.�117

HigHligHtsUnique, algorithm-based sales acceleration methodologyi-design Platform allows customers to tailor CRM applications to meet their specific business needsAn all-inclusive, streamlined CRM platform that can be customized for many verticals

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HEAdquARTERS: Bountiful, UT

SOFTWARE MOdEl: Hosted

OWNERSHIP: Privately Held

FOuNdEd: UT, 2006

CRM PROduCTS: Ivinex Ultimate Edition*

CuSTOMER FOCuS: Small, medium, and large enterprises of various verticals.

SElECT CuSTOMERS: Customer list available upon request

PRICE: $60 per user per month.


About Ivinex CRMIvinex CRM was founded in 2006 by former Siebel and Microsoft employees, CraigAustin and Derek Miner. Having watched first-hand the evolution of the CRM marketas it moved from on-premise to the cloud, the founders quickly saw the need for a trulyinnovative CRM platform.

Since its founding, Ivinex CRM has delivered on its vision of bringing the market aninnovative and all-inclusive CRM platform. One of Ivinex CRM’s key features is itsoriginal, market-leading user interface, which is more progressive and customizablethan the UIs found in older CRM systems.

Ivinex CRM also provides a platform that empowers its users. Customers can evaluatetheir specific company requirements and pull from market-leading methodologies thatare unique to Ivinex when customizing their web-based CRM platform. Customers canalso utilize Ivinex’s revolutionary i-design product to create dynamic applications thatcater to their company’s distinct modus operandi.

The i-design platform powers Ivinex CRM’s flagship applications for sales and customerservice, and takes customers to a new phase in the evolution of the CRM market. TheIvinex philosophy is to allow customers to take advantage of their innovative CRMofferings without being defined by them. This means customers can incorporate theirideal business model into the i-design platform rather than having to work around thefunctionality of older CRM structures, which are often inflexible.

Another of Iviniex CRM’s defining features is its algorithm-based sales forecasting. Theproduct is unique to the Ivinex platform, and looks at real historical data to calculate astatistical probability and close date—ultimately providing true data as opposed to thesubjective forecasting model.


About Ivinex CRMThe question becomes not what can Ivinex do for you, but what can’t it do. Thecustomer is the designer—it’s their world, and Ivinex just wants to make it better. Hereare some of the ways:

Sales acceleration that takes your best sales rep and makes them better16-to-1 click reduction means users spend more time doing what you hired them to doCloud deployment anywhere, anytimeGlobal reporting on real-time dashboards configured with the analytics you needDrip-marketing that alerts your sales rep on their mobile when a prospect is looking at your marketing content

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www.kana.com | [email protected]. | 1-800-7�7-87�8

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Core competency lies in customer service solutions. Provides a number of industry-specific solutions.In 2008, Forrester named KANA a leader in its category for the third year in a row.

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HEAdquARTERS: Menlo Park, California


OWNERSHIP: Public (OTC: KANA.PK)

FOuNdEd: 1996

CRM PROduCTS: KANA IQKANA ResponseKANA Response LiveKANA Contact Center

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CuSTOMER FOCuS: Enterprise, Mid-Size

SElECT CuSTOMERS: Bank of America, Dell, eBay, Hewlett-Packard, Home Depot, IBM, Yahoo!, Wells Fargo

PRICE: Not published


About KanaKANA is a world leader in multi-channel customer service. KANA offers an innovative approach to customer service with cost-effective solutions that enhance the quality of multi-channel customer service interactions. Built on open standards for a high degree of adaptability and integration, KANA solutions intelligently automate the processes needed to successfully serve our clients’ customers, so that clients can deliver higher value service at lower cost, increasing customer retention and loyalty. KANA provides an integrated solution which enables organizations to deliver consistent, managed service across all channels, including e-mail, chat, call centers and Web self-service, ensuring a consistent service experience across communication channels. KANA is headquartered in Menlo Park, California with offices throughout the United States, as well as Europe and Japan.

KANA’S solutions include the following products:KANA IQ -- a sophisticated knowledge management application that guides customers and agents through the process of finding answers, enabling them to quickly and accurately locate the information they need.KANA Response -- a robust email management system which intelligently automates the process of managing high-volume email and Web forms in the contact center.KANA Response Live - comprehensive live chat and Web page co-browsing so that Web self-service customers can engage in online conversations with agents.KANA Contact Center -- a multi-channel customer service application for contact centers that provides an intelligent agent desktop with one-stop access to relevant customers and service data, multi-channel history, request management and extranet workflow.

KANA’s clients report double-digit increases in customer satisfaction, while reducing call volumes by an average of 20%. Global 2000 organizations across the industrial spectrum use KANA solutions including financial services, telecommunications, healthcare, high technology, manufacturing, retail and services industries. Customers such as American Express, AT&T, Bank of America, Cigna, Citibank, Dell, Dillard’s, eBay, GAP, Hewlett-Packard, HSBC, IBM, JetBlue, Kodak, KLM Royal Dutch Airlines, MetLife, Palm, Priceline.com, Sony, Sprint, Staples, Starwood Hotels, Target, Verizon, and Xerox are among the industry leaders that have implemented KANA solutions.

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www.landslide.com | [email protected] | 866-��0-8�22

HigHligHtsLandslide Technologies Named To Top 100 Private Companies in Eastern US by AlwaysOn in 2009Landslide Technologies Captures “One to Watch” Award from CRM Magazine in 2008Leading Industry Analyst Firm Positions Landslide in the Visionaries Magic Quadrant for Sales Force Automation

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HEAdquARTERS: Pittsburgh, PA


OWNERSHIP: Private

FOuNdEd: 200�

CuSTOMER FOCuS:Mid-Size, Divisions of Enterprise

SElECT CuSTOMERS: John Hancock Financial, Northpak Container, Aethon, MSA, Teletracking, Aethon

PRICE: Quick Start $��0/mo (Up to � Users); Field Sales $120/mo, Inside Sales $100/mo, Sales Support $90/mo

CRM PROduCTS: Landslide Sales P� System (LSP�)

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About landslideThe Landslide Sales P� System is a best-in-class hosted solution specifically focused on maximizing the effectiveness of the sales organization. Given that high performance selling requires coordinating a lot of activities, touch points, and conversations, improving just one of these activities can help a little, but improving every part of the sales process will result in a multiplier effect. Landslide’s Sales P� System goes beyond CRM/SFA by improving every facet of selling and dramatically increasing ROI.

Landslide Sales P� System Overview:1) Sales Process Software – Landslide’s software not only maps an organization’s unique selling process, but also allows sales the organization to show actions, conversations, and selling tools required to progress an opportunity to close. Landslide’s software embeds selling best practices into the sales team’s day to day activities, measurably improves sales team performance to the level of the company’s top performers, decrease sales cycle by more efficiently moving prospects to close, ensures the right sales tools are at-hand for every stage of the sale, and give better visibility into the sales pipeline and increased forecasting accuracy.

2) Sales Performance Tools – Landslide’s Sales P� System offers tools for Lead Qualification, Buyer Alignment, and Research & Prospecting. These sales tools help sales team sell more efficiently by automatically presenting best practice job aids right when needed, communicating with and engaging prospects through the company’s innovative iO Channel, helping sales teams more effectively and efficiently prospecting and preparing for sales meetings, actively tracking and measuring prospect engagement, and providing greater visibility into the true status of deals.

�) live Personal Sales Assistants – Landslide’s service enables sales people to offload data entry, administrative and clerical chores so they can spend more time selling. Average users estimate gaining an additional 2 hours per day of selling time by utilizing the service. Traditional CRM Systems require that they spend a significant amount of time filling in reams of information about each opportunity they work on. With the LSP� System, they’ll appreciate the availability of personal assistants to whom they can offload this administrative work. From entering contacts and leads to updating notes and setting up reminders, the Personal Assistants service comes as an unlimited-use feature for an additional $20 per month per subscriber.


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Salesforce customers voted Marketo ‘Best Marketing Automation Application’ on the Force AppExchangeMore than 250 customers in 10 countries use Marketo Lead Management (since March 2008)More than 75 customers use Marketo Sales Insight (since June 2009)

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HEAdquARTERS: San Mateo, CA

dElIVERY MOdEl: Hosted

OWNERSHIP: Private

FOuNdEd: 2006

PROduCTS: Market Lead MgmtMarketo Sales Insight

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CuSTOMER FOCuS: Mid-Size and Enterprise

SElECT CuSTOMERS: Avocent, Hughs, Kelly Services, McKesson, SHARP, Stratix, Trimble, WageWorks

PRICE: Starting $1,�00/month

www.marketo.com | [email protected] | 877.260.MKTO (6�86) x1 |


About MarketoMarketo is the revenue-focused marketing automation company, revolutionizing how marketing and sales teams of all sizes sell and succeed at every stage of the revenue cycle. Delivered in the Marketing Cloud, Marketo’s powerful and easy solutions provide the fastest time to value and ignite explosive revenue growth from the earliest phases of demand generation and lead management to the pursuit of revenue and customer loyalty. Known for providing the most innovative customer experience, Marketo was voted ‘Best Marketing Automation Application’ by Salesforce customers on the Force.com AppExchange. As of September 2009, more than 2�0 mid-market and enterprise companies in 10 countries have selected Marketo.

Marketo lead ManagementMarketo Lead Management is unlike any other marketing automation solution. It provides all the rich functionality marketers need to automate and measure demand generation campaigns that generate more high-quality sales leads, including email marketing, lead nurturing and lead scoring. And it gives marketers the freedom to execute campaigns with less manual effort, allowing more time to focus on the strategic and creative activities that improve marketing ROI.

Marketo’s innovative customer experience is unparalleled in the industry and combines advanced functionality with a flexible, easy to adopt user interface, and an on-demand model that delivers the fastest time to value, with no charge for setup, integration or training.

Marketo Sales InsightMarketo Sales Insight is a social sales application that helps sales teams understand, prioritize, and interact with the hottest leads and opportunities to enable smart selling and close more business faster. It gives reps a ‘sixth-sense’ awareness, so they know who is ready for, and most likely to appreciate, a follow-up call or email. And it lets them send smart email campaigns and get instant updates when leads and opportunities open email, visit the web site, or show other relevant buying signs. As a result, Sales reps are better prepared at every stage of the revenue cycle to deliver the right response at the right time to ensure the right revenue results. Marketo Sales Insight works natively inside Salesforce CRM, meaning there’s nothing new to learn, no new tools to install, and no need for additional IT.


www.oncontact.com | [email protected] | 1-800-886-0866

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Focus serving mid-market organizations.Depth of functionality and increased automation.Robust customization and integration capabilities.ISM Top 15 CRM 2009

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HEAdquARTERS: Cedarburg, WI


OWNERSHIP: Private

FOuNdEd: WI, 199�

CRM PROduCTS: Oncontact CRM 6.�*

CuSTOMER FOCuS: Mid-market companies.

SElECT CuSTOMERS: Prudential, Protective, CBC, Carfax, Biotek, Ecolab, US Oncology

PRICE: Starting at $89 per user per month.


About OncontactThe Oncontact CRM software solution, using the latest Microsoft .NET platform, provides a customer relationship management (CRM) system for mid-market companies, housing all the critical business information an organization needs to develop effective sales, marketing and customer service strategies. Oncontact’s easy to use CRM solution with a familiar Microsoft look and feel and convenient tab orientation ultimately empowers an organization to build stronger, more profitable relationships with customers and prospects. CRM modules include: Oncontact CRM Sales This powerful CRM software application contains a history of all interactions with customers and prospects on an individual or company-wide level. And, the interface of the CRM solution is completely customizable, which allows users to decide how they want to manage their customer and prospect relationships. Oncontact CRM Marketing Also included in the CRM package, is marketing functionality complete with call center features to maximize marketing dollars by allowing users to create, execute, manage and track successful campaigns that increase leads and generate sales. Oncontact CRM Customer Service The key to outstanding customer service is fast, accurate answers. Oncontact’s CRM solution makes outstanding customer service a reality by delivering a full-scale customer service and help desk management system that enables users to track customer service inquiries, incidents and problems.

Oncontact WirelessThis feature allows users to sync the Oncontact CRM application to mobile devices.

Oncontact Software is a privately held company with a presence throughout North America, South America, Europe, Asia/Pacific and the Middle East. Oncontact’s products are available through its corporate headquarters and an international alliance of value-added resellers, system integrators and distributors. Oncontact Software has over 600 customers worldwide, including Prudential, Foremost Insurance and Carfax.


www.oracle.com | [email protected] | 1.800.6��.07�7

HigHligHtsSingle pricing for all features of sales, service and marketingBundled with a business intelligence and analytics reporting tool for easy creation of rich interactive reports and dashboardsPre-built integration to Oracle E-Business Suite, Peoplesoft and JD Edwards ERPOracle is one of the largest application software companies in the world offering virtually everything a company needs to run its business.

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HEAdquARTERS: Redwood Shores, CA

BuSINESS MOdEl: Hosted, On-Premise

OWNERSHIP: Public (NASDAQ:ORCL)

FOuNdEd: California, 1977

CRM PROduCTS: Oracle CRM On DemandSiebel CRMOracle E-Business Suite CRMPeopleSoft Enterprise CRMJD Edwards EnterpriseOne CRM

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CuSTOMER FOCuS: Enterprise, Mid-Size, Small

SElECT CuSTOMERS: Dell, Blue Shield of Arizona, Allstate Insurance, AT&T, Visa


About OracleOracle, the world leader in CRM, claims five million live end users and more than 100 million registered self-service users. Oracle Corporation was founded by Lawrence J. Ellison in 1977 and is headquartered in Redwood City, California.

Building on Siebel’s award-winning CRM application with more than 12 years of experience, Oracle CRM On Demand offers the most strategic, comprehensive, and cost-effective hosted CRM solution on the market.Unlike other applications, which focus on short-term contact management, Oracle CRM On Demand provides a scalable, flexible platform backed by powerful analytics that enables organizations to change, analyze, and monitor customer-facing processes and simplify customer data management.

The company’s hosted software, Oracle CRM On Demand, competes with Salesforce.com. CRM On Demand offers low-cost, hosted CRM solution with little or no up-front IT investment. With CRM On Demand, companies can accelerate sales, improve marketing and deliver consistently top-notch customer service.

Oracle Key FeaturesOracle offers industry-specific versions, analytics solutions and is available in hosted and on-premise version.

Oracle CRM On Demand enables automation of sales, service and marketing functionalities. The sales features allow for consistent lead qualification and opportunity follow-ups while ensuring interactions with contacts and organizations are tracked in an effective manner.

The marketing tool allows recipients to be segmented, emails to be sent and its responses to be tracked from within the system without the addition of �rd party tools.

While the service management tool enables organizations to track customer queries, feedbacks and complaints while ensuring it adheres to strict service level agreements defined.


About OracleOracle Highlights

Built-in analytics and business intelligence reporting tool which allows for historical data analysis and creation of rich interactive reports and dashboardsPre-built integration to Oracle E-Business Suite, Peoplesoft and JD Edwards ERPSingle pricing for all functionalities of sales, service and marketing

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www.parature.com | [email protected] | 70�-�6�-77�8

HigHligHtsSpecialist in customer service and help desk software.Parature integrates with Twitter, JIRA, Salesforce.com, angel.com and other applications Web Marketing Association awards Parature 2009 Standard of ExcellenceJMP Securities names Parature to 2009 Hot 100 Private Software CompanyCRM Magazine awards Parature CRM Service Rising Star Award

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HEAdquARTERS: Vienna, VA


OWNERSHIP:Private

FOuNdEd: VA, 2000

CRM PROduCTS: Parature Enterprise EditionParature Professional Edition

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CuSTOMER FOCuS: Enterprise, Mid-sized companies.

SElECT CuSTOMERS: The Weather Channel, CenterStone Technologies, Jobfox



About ParatureFounded in 2000, Parature is the leader in on-demand customer service software, empowering businesses to leverage the Internet to provide outstanding customer service and online support. Parature provides the smartest, most efficient way to serve, support, retain, engage with and maximize the value of every customer. The company’s software-as-a-service (SaaS) delivery and integrated, intuitive design enables organizations to get up and running quickly, easily and efficiently.

Parature’s complete, on demand Customer Support software solution and Help Desk software solution allows companies to deliver exceptional customer service 2�/7.

Features of Parature’s Customer Service Software: Consistent UI – From a portal that looks like the client’s website, customer can access a fully searchable knowledgebase, submit tickets, and get ticket status.Recorded communication – Customer history is recorded and secured in one place, so it’s easier to confirm end user identity, and have the insight to upsellCustomer and Account data – Companies can track any level of customer or account data they need.Management Tools – Parature provides tools to help organizations better manage the activities of a busy support team to ensure everyone is working at peak productivity.Knowledgebase – Parature Knowledgebase™ enables customers to help themselves to documentation, product briefs, answers to faq’s, and all the latest information.Easy access to downloadables – Users can easily download documents, software patches, manuals, even video files.Ticket Tracking – Parature comes complete with a trouble ticket system that lets companies track, route and resolve support issues quickly and easily.Dynamic Interaction – Parature Customer Service software lets end users engage in live chat sessions directly with support representatives.Mobile Support – Access functionality from iPhone and iTouch mobile devices.Community Building – Includes a forum for end-users find relevant support content.Customer Satisfaction Measurement – Reporting tools to gauge the performance of the support team, the value of the knowledgebase content or overall quality of products.Business Intelligence – Measure customer satisfaction by integrating surveys throughout the support process for a steady stream of customer feedback.

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Pacific: www.leadmaster.com.au | Asia Pacific: [email protected] Asia: www.leadmaster.asia | +61 1 �00 8�2 �99 US: www.leadmaster.com

| + �� 8�� 0� 8222

HigHligHts

Distribute, track and reassign leads in real time via the webManage multiple marketing campaignsDevelop custom fields and formsImport leads from web forms and web inquiries directly into your own LeadMaster databaseTailor access privileges to each individual user or user group

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HEAdquARTERS: Sydney, Australia (APAC Headquarters) Wanchai, Hong Kong Singapore


OWNERSHIP: Private

FOuNdEd: 200�

CRM PROduCTS: • LeadMaster CRM

CuSTOMER FOCuS: Their mission is to provide value to their customers by helping increase their sales by delivering powerful, high quality, web-based (cloud-computing) software tools for the secure sharing, distribution, tracking and data mining of customer and prospect information. LeadMaster CRM is one of the best Sales CRM solutions for the Asia Pacific area.

LeadMaster is designed for flexibility and scalability which means that companies from large to small in any industry -- from high technology to insurance to real estate -- enjoy the benefits derived from LeadMaster.

PRICE:Range from AUD $7� to AUD $1�0 per user per month. Free trial and demo available.


About leadMasterLeadMaster offers affordable web-based lead management system that provides sales and marketing solutions which enable companies to close the loop between marketing and sales and provide top-notch Customer Relationship Management (CRM).

LeadMaster CRM takes data directly from landing pages into the lead management system and sends users an alert to let you know, ‘You’ve Got Leads!’

LeadMaster provides web-based lead and campaign management as well as powerful tools for data mining, sales forecasting and ROI measurement. LeadMaster has Sales CRM solutions that are designed specifically for the Asia Pacific area.

Users can pass sales leads and other key marketing information via the web in real time to all members of the sales and marketing team, including predefined channel partners, sales representatives and field sales management. Working with LeadMaster through their SaaS (Software as a Service) model, your company can have their sales and marketing team up and running with a web-based solution tomorrow.

leadMaster Key FeaturesLeadMaster encompasses sales and marketing solutions which enable your company to close the loop between marketing and sales and provides Customer Relationship Management (CRM) solutions and tools. It provides lead management and campaign management as well as powerful tools for data mining, sales forecasting and ROI measurement.• Manage multiple marketing campaigns• Develop custom web forms with easy-to-use tools• Import leads from landing pages, web forms and web inquiries• Tailor access privileges to each individual user• Create customized email e-marketing campaigns• Establish workflow automation rules - no programming required• Create a ‘white label’ version of your online marketing database• Event Tracker to publicize upcoming events - webinars, virutal trade shows• Email notifications for leads that are reassigned or require action• Share campaign updates in the online Information Center


About leadMaster• Host online event registration• Store additional information within the specific lead record - sales quotes, sales rep comments, customer comments, etc.• Analyze feedback on leads• Import scripts for telemarketing - fully searchable afterward• Perform market research analysis to improve target marketing• Analyze marketing campaigns ROI• Build and maintain a data mart• Download targeted mailing lists• Produce powerful reports - forecast, lead aging, etc.

leadMaster Product HighlightsWith LeadMaster CRM solutions sales and marketing teams will enjoy new levels of success. Workflow automation solutions improve sales people productivity. Multiple levels of access provide everyone in the company with just the right view of the customer. ROI analysis provides the marketing organization with the information they need to decide which marketing programs are producing the best results and the hottest leads. CRM analysis provides deeper insight into your customer relationships. Your company will know who’s buying and why and where the next customer is likely to come from.

CRM Solutions for Sales - with the LeadMaster CRM system leads flow into LeadMaster from the call center, landing pages etc. You’ll get more leads from more places, maximize lead management and have real-time updates on your sales pipeline for sales management. Automating your sales lead management system means sales people will be able to spend more time doing what they do best - selling - instead of trying to keep track of sales leads using a spreadsheet or email program.

CRM Solutions for Marketing - with the LeadMaster CRM system the marketing department will know which programs are working and why. The LeadMaster CRM system bridges the gap between sales and marketing by providing transparency to both the sales and marketing process. Complete information on each customer is available, including what sales did to follow-up.


About leadMasterCRM Solutions for Management - with the LeadMaster CRM solution management will have real-time access to ROI information for marketing programs as well as the latest sales forecast from the sales rep around the corner to the sales team around the world. CRM for Help Desk and Support - LeadMaster has been successfully deployed for both help desk systems and support systems. All the customer information is centrally located in the LeadMaster system. Easy access to the data can provide valuable insight into future needs.

CRM for Channel Management - LeadMaster is ideally suited to selling through partners and resellers. Because of the different levels of authorization and access, leads and sales can be tracked at just the right level of access whether for a single rep, a single partner, a sales district, a region, a country or the company. Your company will find LeadMaster provides seamless CRM integration with partners and sales channels.

leadMaster TechnologyLeadMaster Online Sales CRM is easy-to-learn and easy-to-use. On-demand means your company doesn’t need any software other than their browser. The only hardware they need is their computer. There are no worries about upgrades, data center capacity, maintenance or IT costs.


www.rightnow.com | 1-866-6�0-7669

HigHligHtsOne of the highest retention rates in CRM industryFully integrated into multiple channels such as web self-service, email management, phone, social web, live chat, communities, feedbackRightNow is recognized as a Leader in 2009 Magic Quadrant for E-Service Suites; Forrester ranked RightNow as a leader in enterprise CRM suites and midmarket CRM suites

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HEAdquARTERS: Bozeman, MT


OWNERSHIP: Public (NASDAQ: RNOW)

FOuNdEd: MT, 1997

CRM PROduCTS: RightNow Service™Right Now Marketing™Right Now Voice™Right Now Analytics™RightNow Sales™

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CuSTOMER FOCuS: Mid-sized to large enterprises.

SElECT CuSTOMERS: Ben & Jerry’s, Black & Decker, British Airway, Fandango, Daimler Chrysler, Nikon

PRICE: Start at $110/user/month.


About RightNowFounded in 1997, RightNow is headquartered in Bozeman, Montana, with additional offices in North America, Europe and Asia. Greg Gianforte started the company in 1997 with no investor money and created a software product that was initially focused on customer service with an integrated knowledge base. As the company grew, it added sales automation, marketing automation, voice automation, customer feedback management and analytics to its product, creating a full CRM suite. Today, more than 1,700 organizations worldwide use RightNow solutions including British Airways, British Telecom, Cisco Systems, Continental Tire North America, Nikon and the Social Security Administration.

RightNow Technologies, Inc. provides customer relationship management (CRM) software. Its CRM software suite includes RightNow Marketing, RightNow Sales, and RightNow Service. These solutions are designed to provide real-time visibility across all customer-facing departments, maximizing the efficiency of an organization and helping to provide a superior customer experience. RightNow Service - Provides a multilingual and multichannel customer service solution that captures customer interactions from both traditional and online channels. RightNow Sales - An intuitive, easy-to-use sales automation solution, RightNow Sales maximizes sales efficiency and productivity. RightNow Sales suite provides sales forecasting and reporting data, and manages accounts, track leads, organize contacts, and creates selling opportunities. RightNow Marketing - Offers functionality to manage marketing campaigns and automate standard campaign activities. RightNow Marketing helps turn ideas into reality, reducing the complexity of campaign administration and providing the actionable insight to track campaign impact. RightNow experience and leadership in consumer-centric CRM spans numerous industries including: Consumer Electronics / Hardware, Financial Services, Government, Higher Education, Retail / Consumer Packaging Goods, Software and Online Services, Telecommunications, Travel and Hospitality.


www.webcrm.com | [email protected] | + �� 8�� 0� 8222

HigHligHtsSend personally addressed mass emails / SMS to selected target groupsManage customers activities and notes to ensure vital customer task are never missedUsing the customizable sales pipeline and budgets customers can easily see what has been sold and forecast revenues and gross margins.Over 5000 users and 90% subscription renewal rateQuick to implement and adaptIntegrate to other systems thru API

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HEAdquARTERS: Leicestershire, United Kingdom


OWNERSHIP: Private

FOuNdEd: 2002

CRM PROduCTS: webCRM

CuSTOMER FOCuS: webCRM is targeted towards small and midsized enterprises that want a CRM solution that is flexible to use and, fast and easy to implement. webCRM is also able to accommodate the needs of large companies that want a flexible, intuitive solution and don’t need excessive CRM tools and features.

webCRM customers cover manufacturing, franchise, professional services, media, telemarketing, training, property retail and management, IT, consulting and much more.

SElECT CuSTOMERS: Nathaniel Lichfield and Partners, Lambert Smith Hampton, Farnborough College, CSCS Ltd, Money Saver Magazine, Scottish Widows plc, Seafield Logistics Ltd, Spoton.net Ltd, The UK Consumer Protection Agency, Albatros Travel, Maxisat, MultiMentor, PowerPile, Viherio, Responsum, ADVICE, , The Curtain Girls

PRICE:From £ 1� pr. User pr. month


About webCRMwebCRM was founded in 2002 by a team of experienced sales executives with the goal of providing simple and easy to use sales & marketing solutions. The result is a simple, affordable online CRM solution that sales people really love to use. Designed especially for small to midsized businesses it is quick to implement and adapt fast, user friendly and really helps improve productivity and close more deals. We use webCRM every day to help us build and maintain a healthy business.

webCRM Key FeatureswebCRM features improve efficiency and help to enhance the quality of customer communication. The features can be turned on and off as you require: • Send emails and SMS directly from Web CRM• Use webCRM templates for writing personal and professional messages• Send personally addressed mass emails / SMS to selected target groups• Use a shared web-based calendar to see everyone’s appointments• Outlook two-way synchronization with contacts, emails, tasks and calendar• Design searches and reports in minutes• Export data to Excel (or Word) and import existing data from Excel or other formats• webCRM to handle enquiries and automatically create follow up activities with contact information

webCRM Product HighlightsA CRM solution Sales people love to usewebCRM has worked hard to take the complexity out of CRM. The result is a simple, user friendly and fast CRM solution that sales people love to use. Furthermore webCRM is, quick to implement, very easy to customize & personalize. Additionally, webCRM has a great API for easy integration to other systems such as your ERP, mail, ecommerce site and much more.

No NonsensewebCRM customers want to know that webCRM understands their business and they are subscribing to a service which works for them. webCRM targets the same person that sells their system to also provide any assistance and support. If it won’t work for the customer, they tell them. It saves a lot of time and cancelled subscriptions, which doesn’t help anyone.


About webCRMSuccessful implementationwebCRM staff are all handpicked CRM experts with +10 years of experience in understanding sales processes, managing sales pipelines, managing sales teams and managing deliveries. They offer qualified and to the point assistance in order to accomplish a successful and short implementation period minimizing the implementation costs and maximising the chance of achieving the expected benefits.

Real Long term valueThey differentiate themselves by offering continuity of service, from the initial enquiry, through evaluation and post sales support. This ensures that our account managers understand their customers’ business and provide the correct and most efficient solution. webCRM is about maintaining and retaining our customers. They can only do this if their systems provide a significant return on their investment.

“With over 90% subscription renewal rates we must be doing something right”

Your benefits:Ease of CustomizationwebCRM understands the need to customize their service to your specific needs. Their easy customization helps users get things done fast.

Value for your moneywebCRM not only provide a great CRM software, but they also have a great price too. Subscription is only €15 /month, per user. No strings attached!

Exactly what you needwebCRM has exactly what businesses needs to become a more effective sales & service organization - without excessive features that will never be used.

It’s all hostedWhen businesses choose webCRM, webCRM does the hard work for their customers. Users do not have to buy expensive servers, software, backup solutions, etc. They can just focus on selling and leaving the rest to webCRM.


About webCRMAutomatic updateswith webCRM users will always run the latest version. Their solution is automatically updated to include any new feature releases and performance updates.

webCRM TechnologyWith webCRM, data is safe with hosted web CRM. Access to web CRM data is available on-line and users can benefit greatly from using cloud computing. Data can easily be imported and exported.

Although rich in features and options, the webCRM solution can easily be configured and adapted to present to the individual user exactly the features and functions required – nothing more, nothing less. This will highly increase the chance of a successful adaptation by the users.


www.vai.net | [email protected] | 1-800-82�-7776

HigHligHtsOver 30 years of experienceIBM Premier Business Partner with custom software solutions backed by superior service and support.Awards include: “Inc. 5000 America’s Fastest Growing Companies,” Deloitte & Touche’s “Fast 50 Award,” Long Island Software’s “Top 10 Fastest Growing Companies” and numerous IBM awards, including the “IBM Beacon Award for Most Innovative ‘Built On IBM Express Portfolio’ Solution.”

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HEAdquARTERS: Ronkonkoma, NY

OWNERSHIP: Private

FOuNdEd:1978

SOFTWARE SOluTIONS: S2K DistributionS2K ManufacturingS2K FoodS2K Warehouse ManagementS2K RetailS2K e-Commerce S2K Sales ForceS2K Analytics S2K Service and RepairS2K Rental

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CuSTOMER FOCuS: VAI’s flagship product, S2K Enterprise, is used by a variety of businesses worldwide, with clients in the manufacturing, wholesale distribution, retail, food and related service industries. Advanced applications such as Warehouse Management, EDI, CRM, Business Analytics and e-Business provide companies with the power to leverage their information technology investment.

SElECT CuSTOMERS: A.S. Bryden, Wist Office Products, Norscot, McClarin Plastics, Haier America, American Fibers and Yarns Company, Fraenkel Company, Naghi Group, Joshen Paper & Packaging, Ince Distributing


About VAI (S2K)VAI is an award-winning software developer and an IBM Premier Business Partner. Designed for the mid-range market, S2K Enterprise is used by a wide variety of companies worldwide, with a number of clients in the manufacturing, distribution, retail, food and related service industries.

VAI provides flexible, fully integrated business software solutions that give companies of all sizes a true market advantage. The IBM Power Systems™ technology is cost effective and can enrich business processes across-the-board, improving productivity, saving money and enhancing customer satisfaction. With VAI’s high performance Enterprise Resource Planning (ERP) application, companies obtain reliable data that will streamline business processes to make it more competitive, responsive, and profitable.

VAI is committed to helping its customers meet their objectives by delivering the most robust, feature rich, flexible software solutions available. VAI’s history of customer-driven software development and commitment continues today. Hundreds of features suggested by customers are incorporated into VAI’s products yearly and new technologies are continually integrated into new offerings.

VAI continues to grow as a leading provider of ERP Software solutions. The company’s continued expansion into Canada, Europe and the Caribbean has provided VAI with worldwide recognition as an industry leader for ERP solutions.

VAI is headquartered in Ronkonkoma, New York, with branch offices in Miami, Orlando, Chicago and Oroville, California.

VAI S2K distribution Key FeaturesVAI’s Enterprise for Distribution offers numerous solutions to help you manage your supply chain, enterprise resources, and customer relationships more efficiently and effectively.

Key features include:E-business application


About VAI (S2K)Sales AnalysisFinancial ManagementWarehouse managementPurchasing

Manufacturing SoftwareS2K Enterprise for Manufacturing is a manufacturing software solution that will help you manage all your operations with superior responsiveness and performance. Key features include:ForecastingProduct Quality TrackingWork Order ProcessingMPS and MRP StreamliningCapacity Requirements PlanningShop Floor Management

Warehouse Management SoftwareVAI’s WMS system helps you enhance productivity and improve overall warehouse efficiency, so that you can meet your company’s operational performance objectives and increase customer satisfaction. Key features include:Inventory Management/TrackingAutomated Receiving/Pallet CreationOrder ManagementPerformance Tracking Cycle and Physical Counting

VAI S2K distribution Product HighlightsS2K Enterprise provides one of the most advanced purchasing programs available today. A variety of tools help to minimize the burdensome tasks associated with manual purchasing through the automation of your demand planning, purchasing, and ordering process.

Increase Staff Productivity with advanced features such as windows application integration, workflow alerts, and job scheduling.


About VAI (S2K)Unlimited Growth Potential – VAI’s value pack offer includes source code, an unlimited user license and no upgrade charges, allowing you to grow, add users and incorporate new technology without any additional fees.

Eliminate costly mistakes and improve warehouse productivity with features such as receiving/pallet creation, product movement, order verification, and counting programs.

S2K Service and Repair Software VAI’s S2k Service and Repair application is an integrated field service software solution that provides a means of recording and tracking service and repair calls through the various stages. In addition, our field service software system assigns and tracks technicians with on-line inquiry support providing real-time information enabling you to provide your customers with the best possible service.

S2K Rental SoftwareThe rental industry spans many different types of equipment. S2K’s Rental Software covers all aspects of a rental business including Reservations and Allocations, Financials, Equipment Servicing, Sales Order Processing, Inventory Management, Purchasing and CRM.

S2K Retail Software With S2K Retail Software, you can transform your retail business into a multi-channel organization. This application offers a complete solution for the retail industry, including Point-of-Sale (POS), Accounting, Inventory Management, CRM, Purchasing, Warehouse Management, and e-Commerce. By centralizing information across your entire organization, you can locate and move items more effectively, eliminate costly delays, and make more informed decisions.

S2K Food Software Today’s food service enterprise systems must incorporate the latest industry features, offer unparalleled ease-of-use with a minimal learning curve, and be flexible in design and scalable in scope to meet the needs of a dynamic business environment. VAI’s S2K for Food Software meets these criteria and delivers much more. With this powerful, industry-specific solution, distributors can manage their supply chain and customer relationships more efficiently than ever before.

S2K e-CommerceVAI offers a variety of e-Commerce solutions that allow you to leverage the opportunities that the web provides. Our Commerce Express solution is ideal for small businesses looking to quickly start selling on-line.


About VAI (S2K)VAI TechnologyVAI’s S2K Enterprise software provides complete integration with PC-based productivity products such as Microsoft Outlook, Excel, and Word. At the touch of a key, users can move data into Excel Spreadsheets, send emails to contacts, create customer letters in Word, and schedule appointments into their Outlook calendar. In addition, options like *View and *Excel allow users to create PDF or Excel files for all reports. This integration provides users with the flexibility to utilize desktop applications while taking advantage of the power, reliability, and security of the VAI Enterprise software.


www.salesnet.com | [email protected] | 1-866-7�2-86�2

HigHligHtsFocused on driving sales effectivenessAccess via web, smartphone or offline applicationOutlook integrationCross-browser and platform compatibleAdvanced Navigation – Easy to LearnFully Customizable to your businessPatented sales process and workflow enginePowerful reports and dashboards allow you to see how your data is changingComprehensive Integration Suite (APIs, Cloud, Dedicated Hosted Solutions)

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HEAdquARTERS: Atlanta, GA

SOFTWARE MOdEl: Hosted

OWNERSHIP: Public (NASDAQ: RNOW)

FOuNdEd: 1999

CRM PROduCTS: Salesnet CRM StandardSalesnet CRM EnterpriseSalesnet Mobile CRM

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CuSTOMER FOCuS: Salesnet focuses on customers who are driven to increase sales effectiveness. Salesnet services a variety of industries including manufacturing, software, training and education, and real estate.

SElECT CuSTOMERS: Sovereign Bank, ITSM Academy, Namasco, Valley Bakers



About SalesnetFounded in 1999, Salesnet is a pioneer in customer relationship management software. Salesnet provides a web based CRM solution that is effective, customizable, and easy to use.

Based in Atlanta, Georgia, Salesnet is part of RightNow Technologies, a provider of on demand customer relationship management (CRM) solutions that help consumer-centric organizations deliver great customer experiences. RightNow Technologies is headquartered in Bozeman, Montana, employs more than 800 people, and serves over 1,900 organizations worldwide. RightNow Technologies is listed on the NASDAQ under the symbol RNOW.

Salesnet Key FeaturesPatented Sales Process Workflow Engine: Salesnet’s Process Builder is fully adaptable to your organization’s way of doing business regardless of your industry or sales methodology. Outlook Integration: Salesnet CRM works with Outlook to synchronize your contacts, appointments, and tasks. The Outlook integration solution also allows you to link both sent and received email messages to contact records in Salesnet CRM automatically.Salesnet Mobile CRM: Salesnet Mobile CRM provides users access to comprehensive Salesnet CRM functionality regardless of their location. The application does not require a download and is designed to be accessed via any standards-compliant smartphone browser, including those found on the iPhone, Blackberry, Android devices, and phones running Windows Mobile.Reports and Dashboards: The reporting capabilities in Salesnet CRM allow you to effectively forecast and track your sales, marketing efforts, and workflow. The Dashboard brings your sales and marketing data to life. Powerful Data Visualization: Salesnet’s ability to zero in on desired data and adjust its presentation is unmatched. You can create an unlimited number of custom queries providing quick access to fixed sets of data. Users are able to sort data by any field, change order of the fields, even group data and add filters – all accomplished easily on-the-fly. The resulting data can be quickly exported to Word, Excel or in CSV format. Report Snapshots: Users can take snapshots of reports and compare them to see how their data has changed over time.

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About SalesnetDashboard Comparison: Save and compare up to 2� instances of a dashboard to instantly see how data has changed over time.Salesnet Security, Stability and Scalability: Salesnet’s application infrastructure is designed to provide airtight security, stability and scalability.Marketing Communication Manager: Salesnet CRM integrates with Microsoft Word to allow users to create custom templates for form letters, envelopes, and mailing labels. HTML email templates and distribution lists can be created and used within Salesnet for mass email campaigns. E-mails can be generated with the click of a mouse.Multiple Layouts and Layout Usage: Create multiple screen layouts for Accounts, Contacts and Opportunities, and grant usage rights to layouts for specific positions, teams and individuals. This allows for customized interfaces for different departments.Importing & Exporting Data: Import data in comma separated values (CSV) file format from external sources. Export your data directly to Word, Excel or a CSV file for use in other applications.Won/Lost Reason Codes for Opportunities: Enable your organization to analyze why its Opportunities are being Won or Lost, which is key information for improving your sales organization and increasing your bottom line.Lead Management: By using the Lead Management functionality in Salesnet CRM, you can easily keep suspects separate from qualified prospects and existing customers.Marketing Campaigns: For marketing managers and other executives, the effectiveness of campaigns can be easily measured with Salesnet CRM by viewing vital statistics such as responses, conversions, and budget vs actual spend.Security Preferences: Users can specify the number of consecutive times someone can log in unsuccessfully before being automatically locked out (login attempt limit), establish password rules, use IP address restriction, create role based access rules, and restrict access to certain fields.Individual and Company Profiles: Set locale, time zone, business hours, fiscal year, currency, and other preferences on an individual user or company wide basis.Web Services API: Integrate your Salesnet data with other best-of-breed applications like call center, marketing automation and customer support software via XML Web Services.

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About SalesnetSalesnet Software Highlights

Easy to Use – Salesnet CRM automates many tasks and allows salespeople to see at a glance which opportunities need immediate attention, decreasing time in front of the computer and increasing time in front of the customer. Customizable – Salesnet CRM is simple to customize with clicks, not code. With our patented Process Builder, you can quickly configure Salesnet CRM to adapt to your unique processes, unlike other CRM applications that force you to adapt your processes to their CRM software. Powerful Reports and Dashboards –Salesnet CRM allows you to view real-time information on opportunities, to see related sales activities and to distinguish how this information is changing over time.Access from Anywhere – View and edit your opportunities, appointments and other important information through your web browser, on your smartphone, or offline.

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www.omniprisecrm.com | [email protected] | 1-800-929-8�26

HigHligHtsFrom start to finish, management can supervise a company’s sales pipe line in real timeOmniSync seamlessly connects OmnipriseCRM with Microsoft Outlook OmniAPI allows OmnipriseCRM to integrate with almost any 3rd party software Provides a fully hosted or on premise solution OmnipriseCRM is turnkey upgradeable to a fully functioning ERP (Enterprise Resource Planning) solution

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HEAdquARTERS: Bowling Green, Ky

BuSINESS MOdEl:Hosted or On-Premise

OWNERSHIP: Private

FOuNdEd: 1999

CRM PROduCTS: OmnipriseCRMOmniAPI OmniGUI (Graphical User Interface) OmniSync

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CuSTOMER FOCuS: OmnipriseCRM is scalable for any size company and customizable to meet any type of industry need. Business, Educational Institution or Government Agency, OmnipriseCRM has the ability to fit any process. Instead of entering a niche market, OmnipriseCRM focuses on functionality, flexibility and ease of use to easily integrate with any existing process.

SElECT CuSTOMERS: South Central Bank, Mariah’s & YOLOS Restaurants Warren County, Kentucky Government, Aspire Federal Credit Union, Bowling Green-Warren County Regional Airport, Oscarware Inc

PRICE: OmnipriseCRM offers three different software packages designed to meet any size


CRM PROduCTS: OmnipriseCRMOmniAPI OmniGUI (Graphical User Interface) OmniSync

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About OmnipriseCRM“Continually exceeding expectations by creating innovative and insightful technologically driven solutions while providing superior customer services. “ This is not just the mission statement but a total philosophy that has catapulted the company into the forefront of the CRM and Technology Industries.

The company has grown in leaps and bounds while ensuring that all employees stay true to the mission. Customers can be sure that Hitcents.com delivers on its promise to provide “Superior” customer service with a dedicated staff of programmers and developers. Not only does Hitcents.com sell OmnipriseCRM, but uses the tool. Hitcents.com believes a company shouldn’t be afraid to use their own products and through this usage ensures that once it gets to the customer, the quality and usability is a cut above the rest.

Hitcents.com provides solutions for Customer Resource Management software and offers a rich Enterprise Resource Planning Software, Website, Marketing, Technology, Creative, Database, Productions and Self-Service solutions providing resources that can meet almost any company’s technological needs from start to finish. Hitcents.com specializes in “Bringing it all together!”

OmnipriseCRM Key FeaturesDashboard System Data anywhere within the system may be harvested to manage at-a-glance reporting. Widgets provide snapshots of information useful for top executives and ordinary users.

Custom Report Writer Create custom reports with a point-and-click custom report builder easy enough for anyone to use. Turn custom reports into real time widgets that can be shared with other users within the system.

Opportunity TrackingCreate, organize and manage current leads and opportunities by sales stage, sales potential, sales representative and more. Track upcoming follow-ups by opportunity or contact ensuring that regular communication is made with key customers.


About OmnipriseCRMOrganizational ManagementBoost user productivity with tasks and system alerts. Managers can delegate work and track employee progress in real-time.

User Management Create, monitor and maintain all aspects of your employees ensuring maximum efficiency and system security. Track user activity within Omniprise.

OmniDrive A virtual hard drive on the Omniprise web server used to store and back up files. Users interact with OmniDrive via a mapped networked drive making file access as easy as ever.

OmniLiveA Microsoft Windows©-based application enhancing users’ Omniprise experience. Users are continually connected to Omniprise while creating a virtual private network to ensure data security.

OmniSyncConnects Omniprise with Microsoft Outlook© automatically synchronizing and transferring contacts, calendar events, tasks, and notes in real time.

OmniAPIAllows companies to create custom software integration to Omniprise without outsourcing development.

OmniGUI OmniGUI for �2 and 6� bit Microsoft Windows© offers multi tabbing, customizable navigation display, multi Monitor support and much more

OmniScan Users can attach uploaded business cards, contracts, documents, and more from one easy to use application.


About OmnipriseCRMOmnipriseCRM HighlightsFlexibility and ease of use puts OmnipriseCRM head and shoulders above other CRM Software providers. OmnipriseCRM, out-of-the-box, has three different configurations that can meet almost any CRM requirement but is also customizable. OmnipriseCRM is modular and works hand in hand with OmnipriseERP (Enterprise Resource Planning) allowing businesses to grow without having to rely on third party options.

This platform design is built for growth improving the ROI by eliminating the need for additional training and administrating on an additional �rd party software solution. Users will be familiar with the system allowing a quick transition to the ERP solution.

OmnipriseCRM has an API (Application Programming Interface) that allows administrators to integrate with �rd party software enhancing the existing capability of the software.

OmnipriseCRM Modules:Employee PermissionsData ImportData ExportOmniprise HelpFilter LockingLocation, Division & Department TrackingPersonal SettingsCompany ManagerServer AdministrationOmniToolboxOmnipriseCRM Dashboard

OmnipriseCRM TechnologySaaS option provides security and reliability with built in load balancing and redundancy. Data is ALWAYS backed up, ensuring 2�/7 availability. Automatic server monitoring provides optimal user experience.

On premise option provides control and flexibility and quick access of data for local users. Optional backup plan provides a redundant location ensuring data safety.

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www.soffront.com | [email protected] | �10-�1�-9000 x2�0

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Focus on providing CRM Software to small, mid-sized and enterprise companiesOffers complete suite of CRM solutionsProvider of both hosted and on-premise CRM software

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HEAdquARTERS: Fremont, CA

SOFTWARE MOdEl: On-premise, Hosted

OWNERSHIP: Private

FOuNdEd: CA, 1992

CRM PROduCTS: Soffront CRM*

CuSTOMER FOCuS:Mid-market

SElECT CuSTOMERS: ensim, Sand Technologies, Ternion Corporation, redemtech, Iverson, HitSoftware



About SoffrontSoffront was an early pioneer of CRM in 199�, with the release of its customer help desk and defect tracking solutions. For over a decade, Soffront CRM has evolved into a complete end-to-end CRM solution, providing sales, marketing, service and knowledge management with greater adaptability and customization than any other mid-market provider.

Soffront offers both Web-based and On-Premise solutions. Soffront Key FeaturesSoffront offers an end-to-end CRM solution spanning sales, marketing and support. Soffront CRM is comprised of:

Sales AutomationMarketing AutomationCustomer SupportDefect TrackingOrder ProcessingCRM PortalEmployee PortalKnowledge ManagementAsset ManagementMobile CRMEmail ResponsePartner PortalProject ManagementEmployee PortalOutlook IntegrationQuick books integrationQuotation ManagementEmployee Help Desk

Soffront Software Inc. focuses on mid market companies seeking CRM solutions. With more than 2,�00 customers worldwide, Soffront’s installed base includes Fortune �00 companies, mid-sized businesses, federal, state, and local governments.

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www.sugarcrm.com | [email protected] | 1-877-8�2-7276

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Open, flexible and feature-rich CRM platform2009 CODiE Award Winner: Best Open Source Solution2009 Best of Open Source Enterprise Software Award from InfoWorld Best Open Source Technology by CRM Magazine (2008, 2009)2008 CRM Market Leader from CRM Magazine

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HEAdquARTERS: Cupertino, CA

SOFTWARE MOdEl: On-premise and Hosted

OWNERSHIP: Private

FOuNdEd: CA, 200�

CRM PROduCTS: Sugar ExpressSugar Professional Sugar EnterpriseSugar On-Demand

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SElECT CuSTOMERS: Avis, H&R Block, Coca-Cola Enterprise, AXA, BDO Seidman, AthenaHealth

PRICE: Same pricing for on-premise and hosted:Sugar Express - $�99 annual subscription up to � users ; $799 annually up to 10 usersSugar Professional - $�0 /user/ monthSugar Enterprise - $�0/user/month


About SugarCRMSugarCRM is the world’s leading provider of commercial open source customer relationship management (CRM) software. Founded as an open source project in 200�, SugarCRM applications have been downloaded over five million times and currently serve over �00,000 users in 7� languages. Over �,000 customers have chosen SugarCRM’s On-Site and Cloud Computing services over lock-in based, proprietary alternatives. In the last year, SugarCRM has been recognized for its customer success and product innovation by CRM Magazine, InfoWorld, Customer Interaction Solutions and Intelligent Enterprise.

SugarCRM easily adapts to any business environment by offering a more flexible, cost-effective alternative than proprietary applications. SugarCRM’s open source architecture allows companies to more easily customize and integrate customer-facing business processes in order to build and maintain more profitable relationships. The company offers a complete, enterprise-class CRM system built on open-source technologies, including PHP, MySQL, and the Apache Web server. The SugarCRM platform is available in installed, hosted and appliance-based versions that offer the full range of CRM functionality. It is designed for maximum ease of deployment for the management of sales leads, business contacts, and more. Sugar On-Demand is hosted by SugarCRM. Sugar Cube, provides plug-and-play CRM appliance inside a company’s firewall. Sugar On-Site, allows organizations to manage Sugar on their own servers. SugarCRM is a good choice for budget conscious companies who primarily need sales force automation functionality for fewer than �0 users. They must also have the interest and technical resources for in-house customizations. The open-source version of Sugar Professional is free, but the fully licensed commercial product will be the better choice for corporations because of its broader feature set.


www.bpmonline.com | [email protected] | +�� (20) 8816 8�20

HigHligHtsBPMonline CRM merges CRM with BPM (Business Process Management) suite. This forward thinking product provides a powerful set of tools for process design fully integrated with the CRM solution. The CRM modules incorporate all the robust functionality for time optimization, sales automation, marketing automation, data and document management and analytics that you would expect.

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HEAdquARTERS: London, UK


OWNERSHIP: Private

FOuNdEd: 2002

CRM PROduCTS: BPMonline CRM *

CuSTOMER FOCuS: Small-sized to Enterprise companiesIndustry-tailored CRM+BPM solutions

SElECT CuSTOMERS: Contact BPMonline for customer success stories.

PRICE: $29 user / month


About BPMonline BPMonline was launched with a genuine desire to create a CRM solution that can help businesses build first-class relationships with their customers, deliver outstanding service, and monitor business processes. We have added process management tools into the CRM application to automate business processes and operations that are part of the CRM strategy. Moreover, business process management (BPM) can be employed to help management align tasks and activities with business strategy and current market needs.

BPMonline Key FeaturesBPMonline CRM incorporates the following features:

Enhanced Business Process Management & Workflow Management Capabilities (BPMS)BPMN 2.0 Based Process EditorSales Force AutomationMarketingCampaign AutomationAccount& Contact ManagementContact Profiling and SegmentationLead & Opportunity ManagementSales ForecastingQuotes& ContractsInvoicing & PaymentsEmail MarketingTask and Activity ManagementShared CalendarEmail IntegrationEmail and Documents TemplatesDocument ManagementIntegrated Content LibraryCustom DashboardsCRM Analytics, Graphs and ReportingCustom Report EngineUser Profile ManagementBack-Office Integration

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About BPMonlineBPMonline Product Highlights BPMonline CRM merges CRM with BPM (Business Process Management) suite. This forward thinking product provides a powerful set of tools for process design fully integrated with the CRM solution. The CRM modules incorporate all the robust functionality for time optimization, sales automation, marketing automation, data and document management and analytics that you would expect. The BPM module using BPMN (Business Process Modeling Notation) allows you to design and run processes directly from the solution. This means that processes designed in the solution are easily accessible and comprehensible for business users and IT staff.

The key advantages of BPMonline CRM are:BPM + CRM. BPMonline CRM software combines CRM with business process management (BPM) allowing users to streamline business processes and deliver outstanding customer experience.unparalleled self-customization tools. IT solution that can be tailored with the click of the mouse.Open source configuration. CRM software that enables limitless extension opportunities and assures independence from vendor.Only $29 per month. Unprecedented price for cutting-edge solution.All benefits of SaaS. No additional IT costs for hardware, premises, IT staff etc. Powerful data center, guarantees secured access to BPMonline CRM from anywhere in the world.

BPMonline ModulesBusiness Process AutomationCustomer Data ManagementSales ManagementMarketing ManagementTime ManagementDocument ManagementInternal Collaboration

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www.clickhq.co.uk | [email protected] | 08�� 88 00 20�

HigHligHtsDesigned, developed and supported in the UK by people who have built and run SME’s and who understand the everyday issuesUnique interface and system logic really resonates with business owners and managers Business software specifically designed for small and medium sized businessesUser friendly solution works the way you doFully supported implementation process

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HEAdquARTERS: Gloucestershire, UK

BuSINESS MOdEl: Cloud – SaaS

OWNERSHIP: Private

FOuNdEd: 2007

CRM PROduCTS: ClickHQ CRM SoftwareClickHQ Ecommerce SoftwareClickHQ Small Business Software

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CuSTOMER FOCuS: Small and medium sized businesses of all industry types.

SElECT CuSTOMERS: See company website for customer case studies

PRICE: £�� per user per month including all features and telephone support


About Click Innovation ltd.Click Innovation is an experienced software development company that prides itself on quickly understanding complex business challenges and in providing user friendly, value for money, easy to use software solutions that address those challenges.

Click Innovation’s ClickHQ software is a fully featured web based CRM software system that is easy to use and can be accessed quickly and securely from any web browser.

ClickHQ CRM software is designed to work as one joined up business system which will enable small and medium sized businesses to run efficiently. By focusing the system around people, and how they really work, Click Innovation clients are able to deal with more customers in less time.

The system provides simple to access up-to-date data across all business functions and is designed to enable staff to easily access and disseminate information in one simple click.

Click Innovation work with their customers through the implementation stage to make sure that the system is effective from day one and is configured specifically to work the way that they do.

Click Innovation take full responsibility - They design, develop, deliver and support the ClickHQ solution in house in the UK. Click Innovation CRM HighlightsWhat really sets Click Innovation apart from other business software companies is:

The level of handholding and customisation at the implementation stage which is based on taking the time to understand the customers’ business in enough depth to tailor the system specifically for their needs. The joined up, intuitive nature and business logic of the ClickHQ system which is based on experience in running fast growing SME’s.The quality of the on-going UK based support and the importance placed on customer relationship management.The overall value for money and a rapid return on investment for customers

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About Click Innovation ltd.Click Innovation CRM Key Features

Customer and contact managementAccount managementLead and sales opportunity managementDocument managementProduct managementTariffs and pricingQuotes, proposals, delivery notes & invoicesAccount ledgers, credit notes, payments receivedBusiness process managementDiary managementCampaign management, Telesales and Email marketingReportingInternal collaborationEcommerce integrationOutlook integrationSage integrationAPI for integration with legacy systems or websitesBespoke modules on request

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www.workbooks.com | [email protected] | +�� (0) 118 �0�0 100

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Simple windows-like Web 2.0 interface - easier to use and quicker to adoptWeb based: No hardware or software requiredPart of a suite of ‘prospect to cash’ online applicationsBased in UK

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HEAdquARTERS: Berkshire, UK


OWNERSHIP: Private

FOuNdEd: 2007

CRM PROduCTS: Workbooks CRMWorkbooks Business

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PRICE: Free �0-day trial


About WorkbooksWorkbooks is a web-based CRM solution that takes advantage of the very latest web 2.0 technologies. The service is competitively priced and delivers unlimited scalability and guaranteed availability.

Headquartered in the UK, Workbooks Online provides a suite of easy-to-use business applications designed specifically for small and mid-size organizations to run their business - already fully integrated and delivered via Software as a Service (SaaS). Workbooks CRM and Workbooks Business comprehensively support organizations’ business lifecycle, including sales, marketing, sales order management, invoicing, customer service and purchasing and supplier management.

Workbooks CRM and Workbooks Business help organizations improve the performance of their business; with real-time visibility of Key Performance Indicators (KPIs). Workbooks Online solutions help to increase productivity through efficiency gains and provide the framework to better manage business risk.

Workbooks Online applications are pre-integrated on the WorkbooksOne™ technology platform. This removes the traditional requirement for small and mid-size businesses to select, purchase, implement, integrate and manage separate CRM and back-office software and associated hardware; in contrast Workbooks is ready for use as soon as one subscribes - and starts to deliver value immediately.

Workbooks CRM includes key features to assist in the a number of important operations, including:

Sales Force AutomationMarketing AutomationSales Order ManagementCustomer Service & SupportSupplier Order ManagementInvoicing and Cash CollectionCompany Management

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www.zohocrm.com | [email protected] | 1-888-900-96�6

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Awards: “2008 Small Business CRM: Leader”, “2008 CRM Market Awards: Influential Leaders”.Fast and easy setup, easy customization, and easy to use and train employees. No long-term commitment required, pay as you go. 100% Free Edition available.

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HEAdquARTERS: Pleasanton, CA


OWNERSHIP: Private

FOuNdEd: 1996

CRM PROduCTS: Free EditionProfessional EditionEnterprise Edition

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CuSTOMER FOCuS: Small

SElECT CuSTOMERS: D-Tools, Inc., ImplantVision Communications LLC, Henchmen Productions LLC, Power Systems Direct, Inc., BITS LTD, Cobblestones Communication.

PRICE: Free Edition – Free for first � usersProfessional Edition –$12 per user/month from �th userEnterprise Edition – $2� per user/month from �th user.


About Zoho CRMZoho is a comprehensive suite of award-winning on-line business applications. Customers can use Zoho to run their business processes, manage their information, and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software. Zoho currently has more than 1.� million registered users.

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service, and Inventory Management in a single business system.

Zoho CRM users can use the same account to take advantage of the other 20+ different applications that Zoho provides. Many of them are complementary to Zoho CRM, for example - Zoho Projects for project management, Zoho Invoice for customer invoicing, and Zoho Meeting for web meetings, desktop sharing and remote support. Likewise, the single sign-on advantage extends to Google and Yahoo users, who can login to Zoho CRM directly with their respective accounts.

Zoho is a division of AdventNet, a privately-held and profitable company in business since 1996. With headquarters in Pleasanton, CA and offices in Austin, New Jersey, London, Tokyo, and Beijing, AdventNet serves the technology needs of more than �0,000 customers worldwide.