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Unlimited Access to All Features including Mobile
Full Offline Capability
Accounts, Contacts, Leads, Opportunities Unlimited
Pipeline & Archive Management
Tasks, Appointments Unlimited
Document Storage 2 GB
Alerts & Notifications
Built-in Internal Messaging
Accounts and Contacts Auto Profiling
Automatic Task Scheduling
Visual Buying Center
Visual Org Chart
Dynamic Velocity View
Dynamic Opportunity Timeline View
Dynamic Target Views
Target Multiple KPIs
Sales automation and forecasting
Marketing lead management
Call center automation
Reporting & Dashboards
Cloud or on-premise deployment
Unlimited Studio customizations
Unlimited online support
Support for MySQL and SQL Server (On-Site)
Revenue Line Item Level Opportunity Tracking Forecasting
Product Level Quotes
100 Concurrent Customer Self-service Portal Users
SQL-Based Reporting Access
Support for Oracle and DB2 (On-Site)
12x5 (hours/days) Email and Phone Support
I really love using Pipeliner. It has made my life so much easier!andnbsp; The functionality is spot-on. It gives us greater visibility of what is happening per team, per sector, per campaign we are running.andnbsp; It's really easy to use and powerful on the screen in meetings. I particularly like being able to jump from view to view and also the velocity option.andnbsp; I find the Navigator really good too, especially for summarising overdue tasks and the upcoming activities bar at the right hand side, makes planning even easier. The support is also excellent, my contact Todd is always available for any queries. His knowledge of the tool is first class and he has helpful suggestions to make everything run smoother. Recommended!
Sugar CRM is one of the best open source CRM software in the world. It is one of the most customization friendly CRM which can be tweaked according to needs of sales, marketing and other teams. Even without customization, Sugar CRM caters to most of the needs of sales, marketing and customer support departments. Complete customer profile and past interactions are available on Sugar CRM interface. It even integrates with various social media platforms and pulls all the information so that customer support and sales teams know about the customer and their views about their company. Everything can be tracked from what campaigns the customer was targeted, whether customer was exposed to the campaign and what services or products the customer is interested in.
Sugar CRM offers complete customization facility using Sugar Studio. Sugar Studio is a web based tool which helps to add custom functionalities or remove any functionality from the dashboard. This offers customization at the most granular level. Everything from a screen to a particular logic can be modified to suit or match the way your enterprise or teams work. Sugar CRM offers a free community version for the small and medium organizations and a commercial version which can be hosted on the company’s servers for higher security of your customer data. Sugar CRM has also launched Sugar Exchange where commercial CRM version users can find a host of third party applications to enhance the functionalities for their CRM. Sugar CRM offers a broad set of APIs which enables it developer partners to develop a large number of applications that can seamlessly integrate with Sugar CRM. Even the source code is available to the developers being an open source which makes these third party applications a lot better.
There is a minimum requirement of 5 users and a subscription of one year for all paid versions. This is a deviation from the industry standards where most of the CRMs require a commitment of only 1 user. It restricts small and medium enterprises to use Sugar CRM. Customer support is not uniform for all the versions. Telephonic support should be available for all the customers with paid versions rather than only to customers with Enterprise or Ultimate versions.
This is the Microsoft Dynamics of the CRM world. Software made to sell itself, meaning if someone demos it to a CEO, they'll be massively impressed. A CRM is as good as it's usage by salespeople. This CRM struggles to get that.
Thursday 22 May 2014
Pipeliner is the first CRM application to really link method with process. The method is the logical sequence of events in the customers buying steps, and how this translates into what the sales organization does to move an opportunity forward.More about Pipeliner CRM
Wednesday 31 December 1969
SFA is very sales-process oriented. The natural account sales stage progression—from a suspect to a lead to a contact to an opportunity and to a win or a loss—can be accomplished with one or very few clicks and from single instance page views. The user interface is uncluttered, simple and gets the job done in a minimum number of keystrokes, but as mentioned it lacks the inviting user experience of a Web 2.0 or consumer technologies application.More about SugarCRM
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