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CRM & ERP Software Comparison Matrix |
BizAutomation
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Netsuite
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SalesForce
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MS
CRM
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QuickBooks
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General Features / Technology
& Pricing Considerations
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Available as a Subscription based service aka Software
as a service (SaaS)
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Database Technology
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SQL Server
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Oracle
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Oracle
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SQL Server
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Proprietary
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Front-end platform
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Web (.NET)
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Web (JAVA)
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Web (JAVA)
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Web (.NET)
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Desktop or (Web for Basic ver.)
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Manage Records by Custom Relationships & Sub-Relationships
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Group Records into Hierarchical tiers (Parent
Company, Subsidiary, etc..)
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Fixed SaaS
Pricing policy - Promises never to raise monthly subscription user prices or
break our service into multiple core versions charging separately for each (limits
on storage limit tiers, processing intensive features such as e-mail marketing,
partner add-on, and inflation adjustments non-withstanding).
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Yes
price guaranteed not to change for
the life of subscription, except to keep up
with inflation as per Commonody Pricing index
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No guarantees. Prices subject to change.
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No guarantee.
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n/a
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n/a
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Sales Force Automation
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Account, Contact, and Opportunity
Management
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TRUE 360° view of Customer and Contacts
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Activity Management with Reminders
(Tasks, Events, Calendar)
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Pre-event auto-reminder to parties you're calling or
meeting with
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Create Action Item Templates for automating follow-up
activities
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See employee availability based on teams
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Customizable Quote Generation with in-depth price management
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Create Sales Orders / Invoices from Purchase Orders &
Visa Versa
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Business Process Automation (BPA) - Design and run
automated sales processes for all your different types of sales opportunities. Set
triggers that automate schedules of action items you can pre-assign to employees.
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(scripting required)
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(scripting required)
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(scripting required)
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Sales Opportunity Management
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Commissions
Calculations (based on amounts paid)
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Real-time Sales related Alerts
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Marketing Features
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Online Campaign Management & Analytics -
Business Intelligence (BI) dashboard for online campaigns such as Google Adwords,
SEO campaigns, email marketing, etc.... Track leads, prospects, and accounts generated
per campaign. Calculate income by campaign per month, ROIs. Track top keywords from
organic searches, with source URLs such as Google search, etc...
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Requires SiteAnalytics a $299 per month extra
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Offline Campaign Management & Analytics-
Business Intelligence (BI) dashboard for offline campaigns such as trade shows,
telemarketing, print advertising, direct mail, etc.. Track leads, prospects, and
accounts generated per campaign. Calculate income by campaign per month, ROIs, etc..
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Web
to Lead Capture with Routing Rules
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Email Broadcast with mail merge & group templates
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Extra $$ (Q2-12) |
Extra $$
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Extra $$
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? |
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Drip Campaigns & Auto-Responder - Create Email /
Action item templates, schedule a series of "events" to profiled contacts
(e.g. On day 1 mass mail group msgs, on 2 assign sales people that own those
leads follow-up action items, etc..)
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Web Analytics - Track where leads came from (e.g.
Google search term, etc..), what pages on your web site they visited,
and how often.
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Online Survey Management with workflow automation
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Customer Service &
Support
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Case Management
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Online Case Capture
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Knowledge Base
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Email to Case
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Email History for Cases
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Add Billable / Non-billable Time & Expense from Cases
to Invoices
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Assign Contracts to Cases & show balances
(time, incident, or days left)
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Share Cases with Customers & Partners
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Blog between employees and customers (via the portal)
within a Case
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Project & Fulfillment
Management
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Milestone & Stage based process creation with Stage
Alerts
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Requires Advanced Project add-on for $399 per month and may require SuiteFlex
programming
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Add Billable Time & Expense from Projects to Invoices
& P.O.s
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Full correspondence history - Including emails,
notes, & action items.
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Share Projects with Customers & Partners via a Portal
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Business Process Automation (BPA) - Design and run
automated project processes for all your different types of projects. Set triggers
that automate schedules of action items you can pre-assign to employees.
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Report all items associated within a project including
- Bill of materials (BOM), billable / NB time, sales orders / invoices, purchase
orders', and contract criteria such as time and amounts budgeted.
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Project Costing / Expense / Income Reporting - With
list of accounting ledgers impacted that reveal exact income and expense transactions,
including billable time, and employee cost impact.
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Sub-Contractor & Partner Management - Enable your sub-contractors and partners to approve
documents, work 3rd party project tasks, enter time & expense, and even create
P.O.s on your behalf against projects your both collaborating on.
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Extra$$
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Associate Sub-contractors & Partners with appropriate
roles
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Inventory, Order
Management, & Shipping
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Support for all item types (Inventory-Item, Non-inventory
Item, Service, Matrix Item, Kits, and Assemblies)
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Ability to drop-ship while creating an order.
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Create P.O. from Invoice and visa versa.
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Order Workflow Automation
- For all item types (Just in time, drop-ship, and inventory) where P.O.
creation is automated depending on how items are added to Sales Orders and Invoices
(automatically generating a daily queue of P.O.s which can be sent out to vendors
in a single batch). Invoice & P.O. amount threshold approval requirements to
key personal.
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(Requires custom programming using "SuiteFlex")
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Qty On-Hand, On-Order, Re-Order Point, & On-Allocation
Levels
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Price Management by Customer tier (e.g. Retailer,
Wholesaler, Distributor), Volume discount, and Temporary discount
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Limited
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Serialized Items (with unique attributes / description)
Ability to search for deals based on Serial # of item purchased (Handy way of determining
if a product is under warrantee)
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Advanced Inventory version ($299 per month))
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?
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Product Matrix Options / Accessories & Attributes
- With unique price set for each unique attribute configuration.
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Item Assemblies - Assemble items into a collection
that makes up an item.
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Item Kits - Create kit templates made up of child
items, then configure template from order entry. When sales is made, collection
inventory is updated.
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Multiple Warehouse Locations
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Multiple level items (items that are themselves
made up of items made up of other items, etc...with price roll-up for all items
in the hierarchy).
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Enterprise
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Item Images - Thumbnail and full images
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COGS
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Sales / Purchase Fulfillment & Back-Order Mgt -
When a Sales Order is placed Biz instantly creates the shipping / fulfillment queue
where you can create pick lists to pick, pack, and ship. If there's insufficient
qty on hand you can invoice & ship a partial qty. Biz automatically places the
remainder on back order (BO) creating a procurement queue (along with items that
have reached the reorder point). When items within the purchase queue are ordered,
they are are then listed within the receiving queue. As items are shipped and received
Biz automatically adjusts your inventory across all warehouses.
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>1 warehouse requires Advanced
Inventory version ($299 per month)
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Shipping - Support for FedEx, USPS, and UPS,
including shipping option presentation (standard, over night, etc...) amount calculations
from items selected, issuance of the tracking number, and creation of shipping labels,
all neatly integrated into order management and invoicing.
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Asset Tracking - Track customer assets by location.
Create an unlimited number of locations, and custom fields all of which can be tracked
as a view of the organization record.
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^
free add-on
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?
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RMAs -
Customer and Vendor Returns Management )
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Multiple Units of Measure
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Manage Rental Items - Daily or
Monthly based rental item management. |
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Employee Management
(H.R.)
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Time Sheet Entry (Billable & Non-billable
time)
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Requires Incentive Mgt add on - $299 per month
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Set Salary and Commission Percentages (Owner,
Assignee, Role based) where amounts paid against invoices calculate commission
% due.
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Leave request & approvals, with rules based accrued
leave time balance calculations.
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Employee Profile Center with Gross Payroll
+ print checks for subcontractor
labor. |
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E-Commerce
& Point Of Sale (POS) |
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Shopping
Cart - Powerfull
e-commerce store front integrated with the Portal.
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$50 / Mo (1K
items) $100 / mo
(1-100K items) |
$299 per
store per month
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Customer Portal
- Embed the customer portal into your E-Commerce front end.
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Very limited |
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Multi-Site/Brand/Domain Capable
- Create multiple carts each with it's own unique design, configuration of categories,
products, and Brand.
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SEO Compliant -
Bread crumbs, no use of query
strings for product lnks.
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Favorites - Repeat buyers often
need the same thing over and over again, particularly in B2B environments. Favorites
lets them speed up orders by picking items from past orders in one fell swoop without
having to navigate through categories all over.
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Skinning, & Template Support - Design your own,
or support for 3rd party theme.
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Cross sell / Related Items, Shop by
Mafacturer |
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Navigte products by manufacturer, item matrix
attribute (e.g. size and color), price, class,
or any other custom field you wish to add. |
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Rapid Sales Order Entry - Quick customer order entry
& payment processing, with support for net billing terms.
Auto-create Invoice, Estimates, etc..
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EDI (Electronic Data Interchange)
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Extra$$
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POS (Point Of Sale) with
support for touch based tablets, support for
point of presence credit card processing, USB
card readers and scanners, and online signature
capture (requires USB pen). |
Extra$$
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Messaging & Collaboration
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Compose Emails Natively
with Email Templates
(spell-check and full editing)
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Complete email web client with calendaring
& alerts |
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Automatically capture Customer inbound/outbound email
history.
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Create Project or Case from Email record
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Add scheduled calls and tasks to calendar
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Fully integrated with
Google Apps (including contact and
calendaring bi-directional synchronization, and
Google Maps for radius based searching) |
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View email inbox / sent items, and all email interaction
between your customers / contacts and your employees right from the customer or
contact record detail.
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Document / Proposal
Management, & Contract Management
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Upload any document throughout the suite
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Auto-Define Document Category Tree
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Set document approval workflow rules
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Assign Hours, Incidents, and/or Days to Contracts
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Track Assets within a Contract
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Document Workflow - Allowing for amount to be applied
to Invoices and Purchase Orders, requiring key personal to approve or decline document.
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Requires custom programming using SuiteFlex
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Expose contract details through Cases and Projects
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Financials & Accounting
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General Ledger (GL), Customizable Chart
of Accounts (COA), Journal
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Easy of use (similar to QuickBooks)
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Accounts Receivables (AR) & Accounts
Payables (AP)
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Deferred Income / Revenue Recognition
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Fixed Assets
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COGS (Based on Average Costing)
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Invoicing / Sales Orders & Purchase Orders
- COMPLETELY customizable in terms of look
and feel, background color, custom fields,
headers / footers. |
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Recurring transactions - Apply a schedule (e.g."1st
of ea. month") against Sales Orders, Purchase Orders, or partial Invoices
(e.g. If a Sales Order is 1,200 and you want to recur an invoice ea. month in the
amount of 100 for 12 mo. - within the same sales order)
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Partially
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Bank Reconciliation
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Key financial reports - Balance Sheet & Profit
Loss Statement (all with drill down)
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Set tax % or Integrate with Tax Calculation Web Service
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Bill & P.O. Creation on the fly
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Check Writer - Use your check template to print out
checks for payments due.
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Multi-Entity -
Share one
chart of accounts across multiple branches or
subsidiaries, or consolidate reporting across
completely seperate entities. |
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One-World
($2,000 / mo)
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Multi-Currency - Create transactions in any number
of currencies, with full support for offset gains and expenses due to currency fluxuations.
Automatically update your currencies daily if you like. Combine with Multi-Company
and seamlessly run your Multi-National from a single consolidated super-suite.
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EDI - Electronic Data Interchange - Leverage existing
Invoice, P.O.s, etc.. for EDI trading via X12 / AS2 (web over http)
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Extra$$
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3rd Party
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Landed / Embedded Cost Configuration - Importing
product requires support for accounting of external costs such as air and ocean
freight, duty, taxes, etc... including cost center distribution across estimates,
proposals, and invoices.
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Reporting
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Report Dashboard - Based on customer report wizards
which enable portlet customizations.
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Custom Reporting Engine and Predefined Reports
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Customization
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Customer User Access Permissions - Set groups, give rights
to groups (which can include who can access what, and how), and users
inherit those rights.
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Custom columns and filter defaults for initial lists
(When you click the main tab such as contacts or accounts, each user can customize
the columns and filters that display, not just for all lists but for each individual
category of lists)
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Custom Field Wizard with various field types (Drop-down
list box, Text box, Check box, Date control, Hyperlinks, Text area.)
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Custom Search Results Page by employee groups
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Custom Invoices, Purchase Orders, and Proposals
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Customize Tabs (add new tab, hide by group, re-label,
change location)
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Customize Page Layout (Number of columns, labels,
location on page)
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Integrate External Application via custom smart tabs
(i.e. invoke contact or company ID in link)
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Custom report wizard with report scheduler integrated
with customizable dashboard
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Customize Registration Forms (Surveys, E-commerce,
Web Leads, etc..)
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Enable custom fields to appear based on relationship
affiliation
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RESTful Web Service API - Integrate with best of
breed front end systems. Also enables you to build your own custom web forms, which
feed data (i.e customer/contact records, leads, etc...) back to the system
for auto-updates, etc...
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^
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Extra $$
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Only with Enterprise / Ultimate versions
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Integration with Amazon.com, Ebay, and Buy.com -
All your orders across all the most popular store outlets now flow into one system
that manages your ENTIRE business.
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Extra $$
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Extra $$
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Multi-Lingual
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English only for now
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Other Features
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Customer Portal - Exposes customer specific information
to customers via secure and private login account for customers.
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Extra $$
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Extra $$
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Share Documents, Invoices, and P.O.s with customers and
partners
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Multi-Currency
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Share Opportunities, Leads, Prospects & Accounts
with partners
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Allow partners to share / create records with you
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Allow partners to make quarterly forecasts through the
portal
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Assign stages within Projects to partners (e.g. sub-contractors)
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Link custom tabs to relevant content relative to group
partner belongs to
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BizAutomation.com does not charge extra for the Customer
portal which is a self-service center that also lets you share related data such
as projects, cases etc... with your customers, but we do charge for Partner Portal
access, which essentially lets you manage sub-contractors, and other partners while
sharing 3rd party records / data. All other companies shown here with these features
charge for both.
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*Included (free) with 21 users (min of
3 users per company) / ^Minimum of 5 users
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