CRM Software Vendors Revealed 2011 Edition

TOP 40
CRM SOFTWARE VENDORS

REVEALED
2011 Edition
Profiles of the Leading CRM

Software Vendors
For more information, visit
Business-Software.com/CRM
CRM Solutions
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.
© 2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited.

CRM Solutions
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 Company

CRM 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.

About the Report
Our Goal
Business-Software.com’s Top 40 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 40 vendors by functionality, delivery model,
customer focus, and other criteria. In addition to including an “at-a-glance” matrix that
compares the top 40 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 Vendors

The 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 Contents
We’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 column
2) Vendor Categories – includes list of vendors by different categories
3) Vendor Profiles – includes a high-level profile for each of the 40 CRM vendors in the
report
In Summary
The 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.

Vendor Matrix
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Company Name
1 NetSuite x x x x x x x x
2 SAP x x x x x x x x x
3 Maximizer x x x x x x x x
4 Pivotal (CDC Software) x x x x x x x x
5 Microsoft Dynamics x x x x x x x x x x
6 Salesforce.com x x x x x x x x x
7 Sage x x x x x x x x x
8 Adapt CRM x x x x x x
9 Amdocs x x x x x x x
10 MyBusiness CRM x x x x x x x
11 Avidian Technologies x x x x x
12 C2CRM x x x x x x x x x
14 ClaritySoft x x x x x x
15 coAction x x x x x
16 Consona x x x x x x x
17 Eloqua x x x x
18 eSalesTrack x x x x x x x
19 FrontRange x x x x x x x x x
20 Infor x x x x x x x
21 Infusion x x x x x
22 InsideSales.com x x x x x
23 Ivinex x x x x x x
24 Kana x x x x
25 Landslide x x x x
26 Marketo x x x x
27 Oncontact Software x x x x x x x
28 Oracle x x x x x x x x x x
29 Parature x x x x
30 ProspectSoft x x x x x x
31 RightNow x x x x x x x x
32 webCRM x x x x x x x x

Vendor Matrix
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Company Name
33 VAI x x x x x x x x
34 Salesnet x x x x
35 SalesNexus x x x x
36 Soffront x x x x x x x
37 SugarCRM x x x x x x x x
38 Surado CRM x x x x x x x x x x
39 Tracker-RMS x x x x x x x
40 Workbooks.com x x x x x x x
41 Zoho x x x x x x

Vendor Categories
Suite Marketing Customer Service
1 NetSuite 1 NetSuite 1 NetSuite
2 SAP 2 SAP 2 SAP
3 Maximizer 3 Maximizer 3 Maximizer
4 Pivotal (CDC Software) 4 Pivotal (CDC Software) 4 Pivotal (CDC Software)
5 Microsoft Dynamics 5 Microsoft Dynamics 5 Microsoft Dynamics
6 Salesforce.com 6 Salesforce.com 6 Salesforce.com
7 Sage 7 Sage 7 Sage
8 Amdocs 8 Adapt CRM 8 Adapt CRM
9 C2CRM 9 Amdocs 9 Amdocs
10 Consona 10 MyBusiness CRM 10 C2CRM
11 eSalesTrack 11 C2CRM 11 Chordiant
12 FrontRange 12 ClaritySoft 12 Consona
13 Infor 13 Consona 13 eSalesTrack
14 Oncontact Software 14 Eloqua 14 FrontRange
15 Oracle 15 eSalesTrack 15 Infor
16 ProspectSoft 16 FrontRange 16 Infusion
17 RightNow 17 Infor 17 Ivinex
18 VAI 18 Infusion 18 Kana
19 Soffront 19 Marketo 19 Oncontact Software
20 SugarCRM 20 Oncontact Software 20 Oracle
21 Surado CRM 21 Oracle 21 Parature
22 Workbooks.com 22 Commence 22 Commence
23 Zoho 23 RightNow 23 RightNow
24 webCRM 24 webCRM
25 Soffront 25 Soffront
26 SugarCRM 26 Sugar CRM
27 Surado CRM 27 Surado CRM
28 Tracker-RMS 28 Tracker-RMS
29 Workbooks.com 29 Workbooks.com
30 Zoho 30 Zoho

Vendor Categories
Call Center SFA
1 SAP 1 NetSuite
2 Pivotal (CDC Software) 2 SAP
3 Microsoft Dynamics 3 Maximizer
4 Salesforce.com 4 Pivotal (CDC Software)
5 Amdocs 5 Microsoft Dynamics
6 C2CRM 6 Salesforce.com
7 FrontRange 7 Sage
8 Infor 8 Adapt CRM
9 InsideSales.com 9 Amdocs
10 Oracle 10 MyBusiness CRM
11 RightNow 11 Avidian Technologies
12 webCRM 12 C2CRM
13 Surado CRM 13 ClaritySoft
14 coActoin
15 Consona
16 eSalesTrack
17 FrontRange
18 Infor
19 Infusion
20 InsideSales.com
21 Ivinex
22 Landslide
23 Oncontact Software
24 Oracle
25 ProspectSoft
26 RightNow
27 webCRM
28 VAI
29 Salesnet
30 SalesNexus
31 Soffront
32 SugarCRM
33 Surado CRM
34 Tracker-RMS
35 Workbooks.com
36 Zoho

Vendor Categories
Hosted On-Premise
1 NetSuite 1 SAP
2 SAP 2 Maximizer
3 Microsoft Dynamics 3 Pivotal (CDC Software)
4 Salesforce.com 4 Microsoft Dynamics
5 Sage 5 Sage
6 MyBusiness CRM 6 Adapt CRM
7 Avidian Technologies 7 Amdocs
8 C2CRM 8 Avidian Technologies
9 ClairtySoft 9 C2CRM
10 coAction 10 ClaritySoft
11 Eloqua 11 Consona
12 eSalesTrack 12 FrontRange
13 Infusion 13 Infor
14 InsideSales.com 14 Kana
15 Ivinex 15 Oncontact Software
16 Landslide 16 Oracle
17 Marketo 17 ProspectSoft
18 Oncontact Software 18 VAI
19 Oracle 19 SugarCRM
20 Parature 20 Surado CRM
21 ProspectSoft
22 RightNow
23 webCRM
24 VAI
25 Salesnet
26 SalesNexus
27 Soffront
28 SugarCRM
29 Surado CRM
30 Tracker-RMS
31 Workbooks.com
32 Zoho

Vendor Categories
Enterprise Mid-Size Small
1 NetSuite 1 NetSuite 1 NetSuite
2 SAP 2 SAP 2 Maximizer
3 Maximizer 3 Maximizer 3 Microsoft Dynamics
4 Pivotal (CDC Software) 4 Pivotal (CDC Software) 4 Salesforce.com
5 Microsoft Dynamics 5 Microsoft Dynamics 5 Sage
6 Salesforce.com 6 Salesforce.com 6 Adapt CRM
7 Sage 7 Sage 7 MyBusiness CRM
8 Amdocs 8 Adapt CRM 8 Avidian Technologies
9 C2CRM 9 Avidian Technologies 9 ClaritySoft
10 Consona 10 C2CRM 10 coAction
11 Eloqua 11 ClaritySoft 11 eSalesTrack
12 FrontRange 12 coAction 12 FrontRange
13 Infor 13 Consona 13 Infusion
14 Ivinex 14 Eloqua 14 InsideSales.com
15 Kana 15 eSalesTrack 15 Ivinex
16 Landslide 16 FrontRange 16 Oracle
17 Oracle 17 InsideSales.com 17 ProspectSoft
18 Parature 18 Ivinex 18 webCRM
19 RightNow 19 Kana 19 Salesnet
20 VAI 20 Landslide 20 SalesNexus
21 Surado CRM 21 Marketo 21 Soffront
22 MyBusiness CRM 22 Oncontact Software 22 SugarCRM
23 Oracle 23 Surado CRM
24 Parature 24 Tracker-RMS
25 ProspectSoft 25 Workbooks.com
26 RightNow 26 Zoho
27 webCRM
28 VAI
29 Salesnet
30 SalesNexus
31 Soffront
32 StayinFront
33 Sugar CRM
34 Surado CRM
35 Workbooks.com
© 2011, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 10

www.netsuite.com | info@netsuite.com | 650-627-1000
Highlights
* The #1 web-based accounting system with over 6,600 customers worldwide
* Anytime, anywhere access, and reduced technology costs with SaaS
* NetSuite receives ISM’s Top 15 CRM Software Award in 2009
* NetSuite Inc. receives 2009 CRM Excellence Award from Customer Interaction
Solutions Magazine
* Software Satisfaction Awards 2008: Best Enterprise CRM Software and Best Mid-
Range CRM Software
Ownership: Headquarters: CRM Products:

Public - NYSE: N San Mateo, California * NetSuite
* NetSuite CRM +
Founded: Business Model:
California, 1998 Hosted
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: $499
/month base fee and $99 /user /month (includes maintenance, support is extra); Free
Trial

About Netsuite
Founded 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 360 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.

www.sap.com/usa/index.epx | 800-872-1727
Highlights
* One 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 Leader
* ISM Top 15 CRM Enterprise Winner in 2008
* SAP named Leader in CRM Magazine’s 2009 CRM Market awards

Public (NYSE:SAP) Walldorf, Germany * SAP CRM
* SAP Business All-in-One
Founded: Business Model: * SAP Business by Design
1972, Germany Hosted and On-Premise * SAP Business One
Customer Focus:
Enterprise and Mid-Size
Select Customers:
AMD, Colgate-Palmolive, Phillip-Morris International, LyondellBasell, Pentax Medical
Price:
Starting at $75/user/month

About SAP
Founded in 1972 as Systems Applications and Products in Data Processing, SAP is
headquartered in Walldorf, Germany. The company employs more than 48,500 people
in more than 50 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 Companies

Used by more than 3,200 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 Companies

With the integrated ERP and CRM functionality in SAP Business All-in-One, companies

About SAP
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 Companies

This 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.

www.maximizer.com | info@maximizer.com | 1-800-804-6299
Highlights
* Completely integrated sales, marketing and customer service and support
management solution
* Simple & quick to deploy and use, offering the lowest TCO in its class
* Access 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

Private Vancouver, BC, Canada * Maximizer CRM 11
• Enterprise Edition
Founded: Business Model: • Group Edition
2002 (Predecessor On-Premise • Team Edition
company founded 1995) • Entrepreneur Edition
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

About Maximizer
Maximizer 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.

About Maximizer
MaxMobile (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 | info@cdcsoftware.com | 1-877-PIVOTAL
Highlights
* Highly 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).

Public (NASDAQ:CHINA) Atlanta, GA * Pivotal CRM
* Pivotal Handheld
Founded: Business Model: * CDC Market First
1994 On-Premise * CDC Report
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 Pivotal CRM
Founded in 1994 and currently operating in more than 50 countries, CDC Software is a
provider of enterprise software applications and services designed to help organizations
deliver a superior customer experience while increasing efficiencies and profitability. As
part of CDC Software’s product offering, Pivotal CRM is used by over 1800 customers,
worldwide.
CDC Software’s Pivotal CRM is a flexible, powerful customer relationship management

solution. Built with the user experience in mind, Pivotal CRM offers flexibility and
customizability, enabling companies to tailor the system precisely to their users’ needs.
With a Microsoft-style interface and role- and task-based navigation, Pivotal CRM is a
familiar and comfortable system for users, reducing the learning curve and increasing
the speed of user adoption. Pivotal CRM embeds Microsoft Outlook and SharePoint
right within the CRM system and integrates closely with the Microsoft Office suite,
bringing data to the user when and where they need it, for optimal efficiency.
Pivotal CRM is also available as industry-specific solutions for the financial services
(institutional asset management, mutual fund wholesaling, capital markets, commercial
banking, and private banking/wealth management), healthcare insurance, home building
and real estate, and medical devices and manufacturing industries. The advantage of
CDC Software’s industry-specific Pivotal CRM software is that it addresses underlying
industry processes, saving businesses from that first layer of customization and
providing functionality they can gain value from immediately. CDC Software’s solutions
are based on a customizable platform that allows companies to make enhancements to
suit the exact needs of their business.
Built on the Microsoft .NET platform, Pivotal CRM 6.0 introduces a new Smart Client
that combines the best of “thick” and “thin” client architectures. Its use of Microsoft’s
ClickOnce deployment technology makes it easy to implement and update. But
most importantly, it offers the following features to users: an intuitive interface, deep
integration with the Microsoft tools they use every day, and the ability to tailor and
personalize the solution to match unique business processes and individual user needs.

About Pivotal CRM
Pivotal CRM software includes solutions for:
* 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 partner channels.
* Analytics: Make better-informed business decisions.
* Call Scripting: Enables consistent brand marketing that improves employee
confidence and productivity.
* Mobile CRM: Increase the productivity and effectiveness of field and mobile users
with handheld CRM.
In addition, CDC Software offers a range of professional services designed to get

companies’ systems up and running, to train users and administrators, and to support
an organization’s ongoing success with effective strategies for change management
and user adoption. From helping large IT teams become technically self-sufficient to
taking on the full hosting and management of a CRM system, CDC Software offers a
continuum of services that fit an organization’s precise needs.

http://crm.dynamics.com | 1-888-477-7989
Highlights
* Highly 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 Awards
* CRM Magazine Leader, 2008 - Enterprise, MidMarket, and BI

Public (NASDAQ: MSFT) Redmond, WA * Microsoft Dynamics CRM

WA, 1975 On-Premise and Hosted
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 $1,244 and $1,761 per server. Full-suite Small Business Edition, which is a
requirement for the Small Business Edition, is priced between $440 and $499 per user
and between $528 and $599 per server.

About Microsoft Dynamics
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 quickly up to speed 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, Analytics.
Customer Service - With Microsoft Dynamics CRM customer service solutions, clients
can transform customer service into a strategic asset. With a 360-degree view of the
customer, agents can resolve issues quickly and reduce handling times with advanced
customer service software. By automated processes, clients can also reduce costs
and help to ensure consistent customer service is delivered across all touchpoints.
The Customer Service solution supports the following functions: Accounts, Cases,
Contracts, Knowledge Base, Scheduling, Workflows, Mobility, Analytics.
Marketing - With marketing management and automation software from Microsoft

Dynamics CRM, helps customers to 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, Analytics.
The CRM solutions and capabilities within Microsoft Dynamics connect closely to other

About Microsoft Dynamics
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 Financial Services, Manufacturing, Professional Services,
Healthcare Providers, Health and Social Services, Retail, Hospitality and Entertainment,
Education and the Government sector.

www.salesforce.com | info@salesforce.com | 1-800-667-6389
Highlights
* Customizable CRM application
* Access to AppExchange, a directory of third-party applications built for the
Salesforce environment
* CRM Markets Award 2009 for Enterprise Suite, Mid Market Suite and Small
Business Suite
* CODIE Award Winner, Best Business Software Solution: Salesforce CRM

Public (NYSE: CRM) San Francisco, CA * Contact Manager Edition
* Group Edition
Founded: Business Model: * Enterprise Edition
CA, 1999 Hosted * Professional Edition
* Unlimited Edition
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 $5/user/month
Group starts at $25/user/month
Professional starts at $65/user/month
Enterprise starts at $125/user/month
Unlimited starts at $250/user/month

About Salesforce.com
Salesforce.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

About Salesforce.com
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 63,200 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.

www.sagecrmsolutions.com | 866-308-2378
Highlights
* ISM 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
2008
* ACT! by Sage given “Excellence in Technology Award” by Small Business
Computing in 2009

Public (LSE:SGE) Irvine, CA * ACT! by Sage
* Sage CRM
Founded: Business Model: * Sage CRM.com
1981 On-Premise and Hosted * Sage SalesLogix
Customer Focus:
Mid-Size, Small
SELECT CUSTOMERS:
American Building Contractors Inc., Avnet, Citigroup, Endeavor Commerce, Grant
Thornton, Kenexa Corporation, Legoland, Panasonic, The Seattle Times Co.
Price:
Not Listed

About Sage
Sage 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 Data
* Integrated Service and Support
* Robust Forecasting and Reportings
* Advanced Opportunity Management
* Full Featured Mobile CRM
* Back-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.

www.adaptcrm.com | 1-714-389-1584
Highlights
* Real-time accounting & ERP integration seamlessly links ADAPTcrm to mid-
range ERP systems
* Comprehensive customer service and support with warranty tracking
* Easy-to-use setup tables offer extensive platform configuration
* Robust contact management, sales force automation, marketing campaigns,
service / repair management, sales opportunity management, and defect
management

Private Costa Mesa, CA * ADAPTcrm

1991 On-Premise
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

About Adapt CRM
Since 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 CRM
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 CRM Key Features

ADAPTcrm 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.

About Adapt CRM
* Complete 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.

www.amdocs.com | info@techexcel.com | (314) 212 7000
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), 2007
* Best Practice Award for Global Billing Solutions (Frost & Sullivan)

Public (NYSE: DOX) Chesterfield, MO * Amdocs Customer
Management (part of
Founded: Software Model: CES portfolio)
1982 On-Premise
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

About Amdocs
Amdocs 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 $3.16 billion in fiscal
2008, Amdocs has more than 17,000 employees and serves customers in more than 50
countries around the world.
Amdocs’ customers are among the largest, most innovative communications companies
in the world. In more than 1.3 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 | Sales@mybusiness-crm.com | +44 20 3286 8390
Highlights
* Combining CRM, timesheet and project management in one solution

* An advanced report generation mechanism & customizable dashboards
* A Rule Base Generator for automating business processes
* Modular architecture for a fully tailored system
* Cloud based software - no server or hardware costs, maintenance or system
upgrade expenditures

Private Israel * MyBusiness CRM
* Timesheet & Project
Founded: Business Model: Management Solutions
2005, Israel Hosted
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 $249 per annum (My Start Edition – price includes 5 users)

About MyBusiness CRM
Established in 2005, 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 Features

A 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

Sales
• 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

MyBusiness Product Highlights
MyBusiness 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 Technology
MyBusiness 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 | 1-800-399-8980
Highlights
* Easy to use and install
* Fully integrated with Microsoft outlook and other Microsoft applications
* Attractively price for small businesses
* Avidian Technologies named to 2009 INC 5000 List
* Avidian Technologies Named One of the Red Herring 100

Private Redmond, WA * Prophet 5 Personal Edition
* Prophet 5 Advanced Edition
Founded: Business Model: * Prophet 5 Premium Edition
WA, 2002 On-Premise, Hosted * Prophet 5 Professional Server
* Prophet 5 Enterprise Server
* Prophet 5 Enterprise on
* Demand
* Prophet 5 Premium Edition
* Prophet OnDemand Premium
* Prophet OnDemand
Enterprise
Customer Focus: * Prophet Mobile
Mid-Size, Small
Select Customers:
AT&T, Bank of Hawaii, Century 21, Cisco, Dell, Fujitsu, Gateway, Marriott
Price:
Hosted: $9.95/month for individuals and $49.95 for enterprise
On-Premise: Starting at $149.95 / user, up to $299.95 / user

About Avidian
Founded 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 5, 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.
3. 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 15,000 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 30-day
money back guarantee.

www.c2crm.com | C2Sales@c2crm.com | 1-888-339-4244
Highlights
* 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.

Private Coppell, TX * Relationship Management
* Sales Management (SFA)
Founded: Business Model: * Customer Service (Call Center)
1994 On-Premise, Hosted * Marketing Management
* Analytics
* Knowledge Management
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 C2CRM
Clear C2, Inc. is a Premier IBM Business Partner which develops applications for
today’s changing business world. Clear C2, Inc. was founded in 1993 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 30 modules that span six solution sets: Relationship Management, Sales
Management, Customer Service, Marketing Management, Analytics and Knowledge
Management, and Utilities.
Solution Sets
Relationship 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.

www.claritysoft.com | 1-888-838-7487
Highlights
* Simplified CRM - Install, customize and load your data in a couple hours
* Intuitive and Easy to Use
* Smart client technology combines the rich user experience of a Windows
Client with the deployment benefits of a web client
* No hidden costs, no need to buy additional hardware or software
* No Internet Required, Leverage the power of ClaritySoft with or without an
internet connection

Private Dublin, OH * ClaritySoft CRM

2006 Hosted & On-Premise
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 (3 year average)

About ClaritySoft
ClaritySoft 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 Features

ClaritySoft 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 Management
* Opportunity Management and Forecasting
* Quotations and Price Books
* Task and Activity Management
* Shared Calendar
* Email Marketing
* Email and Letter Templates
* Data Segmentation – For Target Marketing
* Easy Customization
* User Profile Management
ClaritySoft CRM Software Highlights

* List 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.

About ClaritySoft
* Data 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.

www.coaction.com | info@coaction.com | 1-732-636-0485
Highlights
* Beyond traditional CRM, to customer collaboration
* Web based, On Demand, Advanced Features with Simplicity
* Get up and running in hours
* Use leads, opportunities, contacts, accounts, cases, documents, tasks,
projects and more in a single unified system
* Customize screens, make reports and apply rules based automation-for your
business needs!

Private Iselin, NJ * coAction CRM
Founded:
2007
customer focus:
coAction offers highly customized solutions, benefitting small and medium sized
companies, and departments in large companies.
Select Customers:
D&B, Cantrex, Staffmark
Price:
$25 per user per month

About coAction
coAction provides an on demand business collaboration service as a platform for rich
business applications called coApps. coApps are linked applications used by Sales,
Customer Service, Finance and others to organize and collaborate, using the services
of the cloud.
A proven provider of collaboration software, coAction is well positioned to be the

dominant player in the on-demand business collaboration market. coAction’s
exceptional methodology, expertise, architecture and vision support the company’s
goal to lead this rapidly growing market. coAction’s SaaS-based collaboration
solutions have been actively deployed by a wide range of industry leaders that rely on
these business productivity applications daily.
coAction CRM Key Features

* Customer Portal - A built-in customer portal enables you to securely connect,
communicate, and collaborate with customers, partners and other vendors over the
Internet. As a result, companies can significantly reduce IT costs while improving
customer satisfaction.
* Task Management - It seems that tasks should be simple, yet managing tasks
across workgroups can be complex and cumbersome. coAction eases task
management by providing powerful business task management functionality for all
your needs.
* Email Management - With coAction, next generation Web-based business email is

here. coAction delivers email with business collaboration functions that have been
previously missing in other collaboration software. With coAction, you’ll experience
the first “desktop” like email that is fast, easy, and functionally rich.
* Analytical Dashboards - Drill down from rich dashboards, directly to the item and
perform actions.
* Calendar - coAction’s rich, interactive interface makes scheduling, tracking and

managing daily appointments convenient and productive.

About coAction
* Project Management - coAction enables you to manage milestones, resource
assignment, timelines, and tasks. Use coAction’s powerful allocation techniques
to optimize resource management. Track milestones and tasks; escalate, provide
reminders and due date based notifications. Project information can be searched,
sliced and diced as needed and context information and other relevant information
can be added to projects.
* Document Management - coAction streamlines the muddle and complexity of

document management by linking business processes, supporting collaboration with
internal and external users inside and organizing email clutter.
* Workflow - Create tasks, alerts, send email, route items, change item status and a
lot more using a powerful rules-based automation engine. Use an easy workflow
definition wizard to automate an item workflow.
* Status - Track life cycle of items through automated or manual status changes.
Denote your custom labels, icons and colors.
* Import Wizard - Use a powerful and easy-to-use mapping tool to import Excel/CSV
files, for items, accounts and contacts.
* Email - Send email on an item and keep communications in one place as part of item
history.
* Audit History - A record of all the actions taken on an item, along with the date, time,
and user ID stamp, is stored in the system for audit.
* Search - Use powerful search metaphors, such as wild cards, ranges, boolean
operators on any view and on multiple attributes to narrow your search results.
* Letter Templates - Use pre-defined PDF templates or combine user information

such as signature, item information, account information and custom text to create a
powerful template that can be used by one and all.

About coAction
* Comments - Add a comment to an item, keep track of past comments, who made
them and when.
* Sort/Freeze - Sort any view using a single click on ascending or descending order.
Freeze columns to enable efficient horizontal scrolling.
* Attach - Attach files of any type to an item, either upload file to coAction server or link
the file to your server, no upload necessary!
* Call Logging - Enter the details of a phone conversation with a customer by using pre-
defined call templates for audit.
* Email Templates - Use pre-defined email templates or combine user information

such as signature, item information, account information and custom text to create a
powerful template that can be used by one and all.
* Action History - All actions on an item become part of the audit history, which can be
exported.
* Tasks - Create tasks linked to items, assigne tasks to users or groups/roles.
coAction CRM Highlights

coAction provides three compelling reasons to finally provide a SAAS in context of your
work:
* A consistent and rich desktop like experience on the web, across all applications
* The ability to share, communicate and collaborate with internal users and external
partners, in a secure and easy manner
* Use powerful coApps, pre-built or design your own with all the power of the coAction
platform, ready to use

www.consona.com | info@consona.com | (888) 826-6766
Highlights
* Specializes in Customer Service and Support for upper mid-market to Global
2000 enterprises.
* Offers both customizable and pre-configured, cost-effective solutions
* Consona Knowledge Management Named to KMWorld’s 2009 Trend-Setting
Product List
* Call Center Magazine named Consona CRM Suite Product of the Year 07, 05

Private Indianapolis, IN * Consona Knowledge
Management
* Consona Knowledge
Driven Support
Founded: Business Model: * Consona Enterprise CRM
2003 On-Premise * Consona OneServe Citizen
Management
* Consona Live Assistance
* Consona Dynamic Agent
Customer Focus: * Consona Subscriber
Enterprise, Mid-Size Assistance
Select Customers:
Canon, Qualcomm, Verizon Wireless, VMWare
Price:
Not Published

About Consona
Consona 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 40 countries.
Consona serves more than 4,500 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 | sales@eloqua.com | 866 327 8764
Highlights
* 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.
Ownership: Headquarters: CRM PRODUCTS:

Private Vienna, VA * Eloqua Lite
* Eloqua Express
Founded: Business Model: * Eloqua Team
Toronto, Canada, 1993 Hosted * Eloqua Enterprise
Customer Focus:
Enterprise and Mid-Size companies
Select Customers:
American Express, AON, Apple, Cognos, Dow Jones, Fidelity, Seagate, Sybase
Price:
Starting at $1500/month

About Eloqua
Founded in 1993, 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 marketing
* Lead 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 enablement
* Contact 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 management
* Marketing 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.

www.esalestrack.com | sales@esalestrack.com | 1-866-765-4CRM (4276)
Highlights
* Expertise – Expert, hands-on configuration and training for all

implementations.
* Best Value – More features and functionality at the lowest price offers the
best value in a hosted CRM application.
* Customization - Create perfect custom dashboards, forms and detail pages to
show information in one clear page.
* Free Trial.

Private Overland Park, KS * eSalesTrack

2005 Hosted
Customer Focus:
Small, Mid-Size
Select Customers:
Telecom Inventory, LLC, TJ Properties, Accord Human Resources, Nuvox
Communtications
Price:
All features are included for just $40/user/month.

About eSalesTrack
After many failed CRM implementations in a large organization, a frustrated core group
of sales professionals and management put their heads together to create eSalesTrack,
a solution that solved every need inside their company, and thousands of users in other
companies since. Attempting to use everything from internally built sales automation
tools, to spreadsheets to massive “Big Business” CRM rollouts, all ended up failing
because the users found the applications to be a burden rather than a tool. Simple
interface with intuitive functionality is the key to an effective CRM tool and has been the
cornerstone of eSalesTrack since the first version was developed over 7 years ago.
Customizable and Feature-Rich

Fully customizable to meet the needs of a company, eSalesTrack offers quick access
to any piece of data. With the most advanced reporting tool available in a hosted CRM
application, eSalesTrack can develop reports on information companies are looking for.
With collaborative tools like a complete e-mail platform, integrated audio/video

conferencing, and unique tools like the “Funnel Manager”, eSalesTrack delivers a
suite of features that allows organizations to manage and report on any aspect of their
customer relationships on a granular level.
User-Centric
Many CRM’s promote that their user interface is more friendly than the others yet when
opened, they look like all the others. From the initial page, eSalesTrack stands out as a
very user-friendly application.
Expert implementation guidance on the most user-friendly interface available continues

to be the reasons eSalesTrack customers are experiencing CRM success like
never before. By helping develop a client’s internal sales process, assisting in the
configuration and set-up of a customizable application, and providing comprehensive
training to get users started quickly, eSalesTrack will give organizations the tool they
have been looking for help them be more successful.

About eSalesTrack
Key Features:
* Account Management * Live Collaboration/Chat
* Account Roll up * Marketing Automation
* Activity Management * Mobile Web CRM
* Application Programming Interface (API) * Field-level Security
* Audio and Video Conferencing * Online Service Inquiries
* Automated Processes * Opportunity Management
* Bidirectional Outlook synchronization * Order Management
* Business Process Automation * Outlook Integration
* Calendaring * Pipeline Management
* Campaign Management * Product Catalogs
* Channel Management * Queue Management
* Collateral & Literature Catalogue * Quota Management
* Contact Management * Quote/Proposal Generation
* Custom Reporting and Analytics * Sales Analytics
* Customer Service & Support * Sales Force Automation
* Customizable Dashboards * Sales Team Management
* Dashboards * Task Management
* E-mail Integration * Territory Management
* Forecasting * Time Management
* Lead Management * Web Integration
* Lead Routing * Workflow Process Automation

www.frontrange.com | sales@frontrange.com | 1-800-443-5457
Highlights
* One of the most popular small business CRM solutions in the market
* FrontRange offers an integrated suite of contact center, helpdesk, and
customer service solutions.
* Only CRM vendor that provides integrated Telephony/Call Center functionality
from one vendor

Private Pleasanton, CA * GoldMine Enterprise
* GoldMine Premium
Founded: Business Model: * GoldMine Corporate
CA, 2000 On-Premise * GoldMine Mobile
* GoldMine Voice
Customer Focus:
Distributed Enterprise organizations, Mid-Size, Small
Select Customers:
Advanstar Communications Inc., Chicago White Sox, Instron Corp, Smith Barney
Price:
Starting at $695 per user for GoldMine Premium Edition and $995 for GoldMine
Enterprise Edition

About FrontRange
FrontRange Solutions (the creators of GoldMine Software) is a leading provider of
software solutions for sales, marketing, and customer service and support solutions for
small- to medium-sized businesses and distributed enterprises. FrontRange Solutions
has over 600 employees, more than 1.7 million users, several hundred Value Added
Resellers and 130,000 customer sites worldwide. The company’s global presence
includes offices in North America, Europe, AsiaPacific and South Africa. FrontRange
customers represent 44 percent of the Fortune 100 and 76 percent of the FTSE 100,
and include Coca-Cola, Shell Oil, Prudential Securities, Électricité de France, Mack
Trucks, Campbell Soup, Avaya, Bechtel Corp, Bank of America, and Turner News
Network.
FrontRange’s CRM solution, Goldmine, offers a wide range of product features and
functionality, allowing companies to choose the modules and solutions that best fit their
needs. GoldMine CRM solutions helps companies streamline the sales cycle, boost
team collaboration, improve customer satisfaction and refine their efforts to make the
most of their sales, marketing and customer service investments.
The Goldmine product family includes Goldmine Enterprise, GoldMine Premium,

Goldmine Corporate, Goldmine Mobile and Goldmine Voice.
GoldMine Enterprise — FrontRange Solution’s comprehensive CRM solution

with advanced features and modules including Relationship Management, Sales
Management (Opportunity Management, Forecast Management, Quoting), Marketing
Automation (Campaign Management, Lead Management, Customer Support, added
Dashboards and a broad set of integration capabilities.
GoldMine Premium — Same CRM capabilities as Enterprise without management
dashboards and a few other features.
GoldMine Corporate Edition — Ideal for current GoldMine customers that don’t need
customer support capabilities.
GoldMine Mobile — Allows mobile users to access their customer and contact
information, opportunity details, and daily calendaring activities. Works with eGoldMine
Premium or GoldMine Corporate edition and runs on BlackBerry
GoldMine Voice — Comprehensive communications solution that combines the
customer’s phone system and the GoldMine CRM software system.

www.infor.com | sales@infor.com | 1-800-260-2640
Highlights
* Tailored 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
MarketTools
* ISM Top 15 CRM Enterprise Software in 2008

Private Alpharetta, GA * Infor CRM Epiphany

2002 On-premise
Customer Focus:
Enterprise, Manufacturing and distribution.
Select Customers:
Denso, TRW, Heinz, Coca-Cola Enterprises, Godiva, Valvoline, GlaxoSmithKline, 3M
Price:
Not published

About Infor
Through 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 360-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,

About Infor
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:
Manufacturing Service Industries

Aerospace Communications
Apparel & Footwear Facilities Management
Automotive Financial Services
Chemicals Healthcare
Consumer Packaged Goods Hospitality
Food & Beverage Insurance
High-tech & Electronics Library and Information Management
Industrial Equipment & Machinery Public Sector
Life Sciences Retail
Metal Fabrication
Plastic Fabrication
Shipbuilding
Distribution
Building Materials (BMAT)
Electrical
Industrial
Janitorial
Paper
Plumbing, Heating, Ventilation, Air Conditioning (PHVAC)

www.infusionsoft.com | sales@infusionsoft.com | 1-866-800-0004
Highlights
* Complete 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.

Private Gilbert, AZ * Infusionsoft

2001 Hosted
Customer Focus:
Small, 2 – 50 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/user/month
Plus: $299/month
Premier: $499/month
Elite: $699/month
Enterprise: $999/month
*$1,500 up-front fee on all packages

About Infusionsoft
Infusionsoft 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/prospects

* Sales force automation - automatic tracking and distribution of leads
* Email management - robust email tools and deliverability assurance programs
* Advanced auto-responders
* Contact management - emails, faxes, appts, tasks and phone notes in one place
* Referral / Affiliate / JV programs - multi-tiered affiliate structure to manage partner
programs
* eCommerce, Shopping Cart and Offline Ordering
* List Management - customers and prospects segmented into meaningful lists
* Billing and Accounting - sales and accounting reports; automated billing
* Calendaring & Tasks - daily agenda and tasks viewable in the office or on the road
Key Benefits
* Convert more leads from your web site
* Get repeat sales from customers
* Gain efficiencies with sales team
* Grow your business without having to grow your staff
* Anytime, anywhere access
* Easy-to-use interface
* Configurable for any industry
* No software, hardware, or IT costs
* Unlimited technical support
* Advanced user permissions
* Secure, tier 4 data hosting
* Regular data backups

www.insidesales.com | 888.297.3009
Highlights
* InsideSales.com adds Power Dialers to hosted CRM

* InsideSales.com was the first on-demand CRM offering integrated telephony
tools and is a pioneer in Lead Response Management technologies
* InsideSales.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.

Private Provo, UT * insideSales.com
* InsideSales.com
Founded: Business Model: * PowerDialer for
N/A Hosted/SaaS Salesforce
* JabberDog
* ResponseSwami
* Response Dealer
* ResponseVoice
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.com
InsideSales.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 400 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.

www.ivinex.com | info@ivinex.com | 801.951.5117
Highlights
* Unique, algorithm-based sales acceleration methodology
* i-design Platform allows customers to tailor CRM applications to meet their
specific business needs
* An all-inclusive, streamlined CRM platform that can be customized for many
verticals

Privately Held Bountiful, UT * Ivinex Ultimate Edition
Founded: Software Model:

UT, 2006 Hosted
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 CRM
Ivinex CRM was founded in 2006 by former Siebel and Microsoft employees, Craig
Austin and Derek Miner. Having watched first-hand the evolution of the CRM market
as it moved from on-premise to the cloud, the founders quickly saw the need for a truly
innovative CRM platform.
Since its founding, Ivinex CRM has delivered on its vision of bringing the market an
innovative and all-inclusive CRM platform. One of Ivinex CRM’s key features is its
original, market-leading user interface, which is more progressive and customizable
than the UIs found in older CRM systems.
Ivinex CRM also provides a platform that empowers its users. Customers can evaluate
their specific company requirements and pull from market-leading methodologies that
are unique to Ivinex when customizing their web-based CRM platform. Customers can
also utilize Ivinex’s revolutionary i-design product to create dynamic applications that
cater to their company’s distinct modus operandi.
The i-design platform powers Ivinex CRM’s flagship applications for sales and customer
service, and takes customers to a new phase in the evolution of the CRM market. The
Ivinex philosophy is to allow customers to take advantage of their innovative CRM
offerings without being defined by them. This means customers can incorporate their
ideal business model into the i-design platform rather than having to work around the
functionality of older CRM structures, which are often inflexible.
Another of Iviniex CRM’s defining features is its algorithm-based sales forecasting. The
product is unique to the Ivinex platform, and looks at real historical data to calculate a
statistical probability and close date—ultimately providing true data as opposed to the
subjective forecasting model.

About Ivinex CRM
The question becomes not what can Ivinex do for you, but what can’t it do. The
customer is the designer—it’s their world, and Ivinex just wants to make it better. Here
are some of the ways:
* Sales acceleration that takes your best sales rep and makes them better
* 16-to-1 click reduction means users spend more time doing what you hired them to
do
* Cloud deployment anywhere, anytime
* Global reporting on real-time dashboards configured with the analytics you need
* Drip-marketing that alerts your sales rep on their mobile when a prospect is looking at
your marketing content

www.kana.com | sales@kana.com. | 1-800-737-8738
Highlights
* 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.

Public (OTC: KANA.PK) Menlo Park, California * KANA IQ
* KANA Response
Founded: Business Model: * KANA Response Live
1996 On-Premise * KANA Contact Center
Customer Focus:
Enterprise, Mid-Size
Select Customers:
Bank of America, Dell, eBay, Hewlett-Packard, Home Depot, IBM, Yahoo!, Wells Fargo
Price:
Not published

About Kana
KANA 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.

www.landslide.com | inquiries@landslide.com | 866-450-8522
Highlights
* Landslide Technologies Named To Top 100 Private Companies in Eastern US
by AlwaysOn in 2009
* Landslide Technologies Captures “One to Watch” Award from CRM Magazine
in 2008
* Leading Industry Analyst Firm Positions Landslide in the Visionaries Magic
Quadrant for Sales Force Automation

Private Pittsburgh, PA * Landslide Sales P3
System (LSP3)
2004 Hosted
Customer Focus:
Mid-Size, Divisions of Enterprise
Select Customers:
John Hancock Financial, Northpak Container, Aethon, MSA, Teletracking, Aethon
Price:
Quick Start $550/mo (Up to 5 Users); Field Sales $120/mo, Inside Sales $100/mo, Sales
Support $90/mo

About Landslide
The Landslide Sales P3 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 P3 System goes beyond
CRM/SFA by improving every facet of selling and dramatically increasing ROI.
Landslide Sales P3 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 P3 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.
3) 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 LSP3 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.

www.marketo.com | sales@marketo.com | 877.260.MKTO (6586) x1 |
Highlights
* Salesforce customers voted Marketo ‘Best Marketing Automation Application’

on the Force AppExchange
* More than 250 customers in 10 countries use Marketo Lead Management
(since March 2008)
* More than 75 customers use Marketo Sales Insight (since June 2009)
Ownership: Headquarters: Products:

Private San Mateo, CA * Market Lead Mgmt
* Marketo Sales Insight
Founded: delivery Model:
2006 Hosted
Customer Focus:
Mid-Size and Enterprise
Select Customers:
Avocent, Hughs, Kelly Services, McKesson, SHARP, Stratix, Trimble, WageWorks
Price:
Starting $1,500/month

About Marketo
Marketo 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 250 mid-market and enterprise
companies in 10 countries have selected Marketo.
Marketo Lead Management

Marketo 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 Insight

Marketo 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 | info@oncontact.com | 1-800-886-0866
Highlights
* Focus serving mid-market organizations.

* Depth of functionality and increased automation.
* Robust customization and integration capabilities.
* ISM Top 15 CRM 2009

Private Cedarburg, WI * Oncontact CRM 6.3

WI, 1995 On-Premise, Hosted
Customer Focus:
Mid-market companies.
Select Customers:
Prudential, Protective, CBC, Carfax, Biotek, Ecolab, US Oncology
Price:
Starting at $89 per user per month.

About Oncontact
The 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 Wireless
This 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 | oraclesales_us@oracle.com | 1.800.633.0737
Highlights
* Single pricing for all features of sales, service and marketing
* Bundled with a business intelligence and analytics reporting tool for easy
creation of rich interactive reports and dashboards
* Pre-built integration to Oracle E-Business Suite, Peoplesoft and JD Edwards
ERP
* Oracle is one of the largest application software companies in the world
offering virtually everything a company needs to run its business.

Public (NASDAQ:ORCL) Redwood Shores, CA * Oracle CRM On Demand
* Siebel CRM
Founded: Business Model: * Oracle E-Business Suite CRM
California, 1977 Hosted, On-Premise * PeopleSoft Enterprise CRM
* JD Edwards EnterpriseOne CRM
Customer Focus:
Enterprise, Mid-Size, Small
Select Customers:
Dell, Blue Shield of Arizona, Allstate Insurance, AT&T, Visa

About Oracle
Oracle, 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 Features

Oracle 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 3rd 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 Oracle
Oracle Highlights
* Built-in analytics and business intelligence reporting tool which allows for historical
data analysis and creation of rich interactive reports and dashboards
* Pre-built integration to Oracle E-Business Suite, Peoplesoft and JD Edwards ERP
* Single pricing for all functionalities of sales, service and marketing

www.parature.com | sales@parature.com | 703-564-7758
Highlights
* Specialist 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 Excellence
* JMP Securities names Parature to 2009 Hot 100 Private Software Company
* CRM Magazine awards Parature CRM Service Rising Star Award

Private Vienna, VA * Parature Enterprise Edition
* Parature Professional Edition
VA, 2000 Hosted
Customer Focus:
Enterprise, Mid-sized companies.
Select Customers:
The Weather Channel, CenterStone Technologies, Jobfox
Price:
Not published.

About Parature
Founded 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 24/7.
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 upsell
* Customer 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.

www.prospectsoft.com | sales@prospectsoft.com | +44 (0) 1494 486 301
Highlights
* 16 Years of IT Experience
* Accounts and Website integrated CRM solutions
* Modular, fully flexible systems
* Mobile solutions, providing critical data to staff on the road

Private Stokenchurch, England, UK * ProspectSoft CRM Enterprise
* ProspectSoft CRM Professional
Founded: Business Model: * ProspectSoft Easy CRM
1994 Hosted & On-Premise * ProspectSoft Web Solutions
Customer Focus:
ProspectSoft offers flexible CRM and online solutions in a wide range of industries,
aimed specifically at growing businesses.

About ProspectSoft
ProspectSoft has a simple message: “CRM is not about minimizing costs, it’s about
clear, accessible, Customer and Supplier Intelligence”. This is achieved through basic
maxims of delivering systems which communicate with people, integrate with systems
and provide mobility of data.
Communication of information around the user’s organization is essential for rapid and
effective response to customer and supplier situations. Integration with other systems,
particularly those in the back office, prevents wasteful duplication caused by the well-
known “islands of information” syndrome. Over 90% of ProspectSoft CRM Software
installations include remote and mobile users, meeting the ever-increasing demand
by managers, sales and support staff who are regularly on the road, for up-to-date
customer and supplier information.
The company was formed in 1994 as a specialist software house and has developed
considerable expertise in mobile database solutions and systems integration.
ProspectSoft CRM has evolved over the past 5 years and, following a 300% expansion
in the company since the start of the millennium, CRM solutions are now installed in the
UK and 12 other countries, from Sweden to South Africa, Ireland to New Zealand and
the USA. ProspectSoft delivers its CRM Solutions in the UK through 40 highly trained
and qualified resellers, backed up by in-house sales, support and consulting staff. In the
rest of the world, support is provided locally by distributors.
ProspectSoft Key Features

Both ProspectSoft CRM and ProspectSoft Web Solutions are fully modular to meet
the needs of a diverse customer market, regardless of type or size. The ability to make
alterations to almost any aspect of the user interface is included with every system.
CRM software core system functionality:

* Multiple Company Accounting Software integration – inbuilt links for accounts system
ledgers and stock file, to read and import data
* Document management, including full integration to Microsoft Office
* Both Business-to-Business and/or Business to Consumer contact management

About ProspectSoft
ProspectSoft Technology
ProspectSoft CRM is powered by a robust SQL database, and installed on-site in a
single installation process. Installation and subsequent support is provided by a fully
accredited ProspectSoft partner.
ProspectSoft Highlights
Accounting Software Integration
ProspectSoft CRM software and solutions integrate seamlessly, with several leading
accounting software systems, including Access Dimensions, Exchequer Enterprise,
Pegasus Opera and Sage Line 50ProspectSoft CRM provides a user-friendly accounts
portal to; create new sales and purchase ledger accounts, view purchase history,
products and pricing as well as stock levels in a simple format – without requiring
additional accounting licences. Orders can then be confirmed directly into the accounts
Sales Order Processing.
Telephony Integration
ProspectSoft CRM software is compliant with Microsoft’s TAPI standard, so it can
be integrated “out of the box” with most widely used telephony systems to manage
outgoing and incoming calls. Users can automatically call companies or individuals from
any customer or supplier record, while incoming caller details are displayed clearly, but
unobtrusively. The system recognizes a DDI, switchboard or mobile number, or will find
the closest match. The caller’s details are then instantly accessible.
Mobile Computing
Customer or supplier information, including documents or accounting data, are
instantly accessible to any LAN user. The same information is available to wide area
network (WAN) users, so staff in other offices are always up to date. This is also true
for managers, sales or service people on the road, with laptop or tablet PCs, or PDAs,
over GPRS, 3G or Wi-Fi connections. Mobile users can access and process customer
information for example, to take orders or to receive and update service calls.
Optional CRM Functionality

* Telephony Integration

About ProspectSoft
* Sales Opportunity Tracking – progressing sales opportunities through any number of
user-defined statuses
* Quotation Engine – generating standardised quotations in a sharable format
* Problem/Issue Tracker – Assigning and resolving customer problems
* Campaign Manager – Monitoring and improving your marketing spend, carrying out
mailmerges.
* Infobase Searching – Building a searchable log of previously resolved issues
* Tracking individual inventory items and service contracts against a particular
customer

www.rightnow.com | 1-866-630-7669
Highlights
* One of the highest retention rates in CRM industry
* Fully integrated into multiple channels such as web self-service, email
management, phone, social web, live chat, communities, feedback
* RightNow 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

Public (NASDAQ: RNOW) Bozeman, MT * RightNow Service™
* Right Now Marketing™
Founded: Business Model: * Right Now Voice™
MT, 1997 Hosted * Right Now Analytics™
* RightNow Sales™
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 RightNow
Founded 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 | sales.uk@webcrm.com | + 44 845 305 8222
Highlights
* Send personally addressed mass emails / SMS to selected target groups
* Manage customers activities and notes to ensure vital customer task are never
missed
* Using 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 rate
* Quick to implement and adapt
* Integrate to other systems thru API

Private Leicestershire, United Kingdom webCRM

2002 Hosted/SaaS
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 £ 15 pr. User pr. month

About webCRM
webCRM 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 Features

webCRM 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 Highlights

A CRM solution Sales people love to use
webCRM 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 Nonsense
webCRM 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 webCRM
Successful implementation
webCRM 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 value

They 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 Customization
webCRM understands the need to customize their service to your specific needs. Their
easy customization helps users get things done fast.
Value for your money

webCRM 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 need

webCRM has exactly what businesses needs to become a more effective sales &
service organization - without excessive features that will never be used.
It’s all hosted

When 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 webCRM
Automatic updates
with webCRM users will always run the latest version. Their solution is automatically
updated to include any new feature releases and performance updates.
webCRM Technology
With 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 | ealmonte@vai.net | 1-800-824-7776
Highlights
* Over 30 years of experience
* IBM 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.”
Ownership: Headquarters: Software Solutions:

Private Ronkonkoma, NY * S2K Distribution
* S2K Manufacturing
Founded: * S2K Food
1978 * S2K Warehouse Management
* S2K Retail
* S2K e-Commerce
* S2K Sales Force
* S2K Analytics
* S2K Service and Repair
* S2K Rental
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 Features

VAI’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 Analysis
Financial Management
Warehouse management
Purchasing
Manufacturing Software
S2K Enterprise for Manufacturing is a manufacturing software solution that will help
you manage all your operations with superior responsiveness and performance. Key
features include:
Forecasting
Product Quality Tracking
Work Order Processing
MPS and MRP Streamlining
Capacity Requirements Planning
Shop Floor Management
Warehouse Management Software

VAI’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/Tracking
Automated Receiving/Pallet Creation
Order Management
Performance Tracking
Cycle and Physical Counting
VAI S2K Distribution Product Highlights

S2K 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 Software

The 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-Commerce
VAI 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 Technology
VAI’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 | 1-866-732-8632
Highlights
* Patented sales process engine
* Focused on driving sales effectiveness
* Smart forms to keep data fresh and forecasts accurate
* Snapshot reporting & dashboards compare how data has changed over time
* Cross-browser and platform compatible
* Advanced controls
* Power built-in data analysis tools

Public (NYSE: RNOW) Atlanta, GA * Salesnet CRM
Founded: Software Model:

1999 Hosted
Customer Focus:
Salesnet focuses on customers who are driven to increase sales effectiveness.
Salesnet services a variety of industries including financial services, manufacturing,
software, training and education
Select Customers:
Sovereign Bank, LXE, ITSM Academy, Namasco, Valley Bakers
Price:
Not published.

About Salesnet
Founded in 1999, Salesnet is a pioneer in customer relationship management software,
offering CRM that drives sales effectiveness and gives companies true pipeline visibility.
Based in Atlanta, Georgia, Salesnet is part of RightNow, a provider of on demand

customer relationship management (CRM) solutions that help consumer-centric
organizations deliver great customer experiences. Founded in 1997, RightNow is
headquartered in Bozeman, Montana, employs more than 700 people, and serves over
1,900 organizations worldwide. RightNow is listed on the New York Stock Exchange
under the symbol RNOW.
Update for 2010: The first quarter of 2010 marks the release of The New Salesnet. With
a brand new interface and many exciting new features, the New Salesnet has become a
CRM system for the next decade.
Salesnet Key Features

* Patented Sales Process Workflow Engine: Salesnet’s application allows the
customer to create multiple sales processes that will drive effectiveness.
* Smart Forms: Create multiple smart forms to be automatically provided to the sales
person as they complete their actions with the customer. These Smart Forms will
insure that the right data is collected at the right time during the sales process and will
insure that pipeline data is fresh.
* Color Coded Activity: Salesnet’s application uses color code to drive the right
activities at the right time. This color code activity takes the guess work out of what
the sales person should do today and allows managers to see who isn’t keeping up
with their day to day interactions with the client.
* Slice and Dice Data: Salesnet’s ability to slice and dice the data in real time is
unmatched. You can query the data with unlimited query items. You can also
change the fields in a layout, change the order of the fields, group the data base on
multiple fields and add filters. Once you have sliced and diced the data you can then
export it to word or excel.
* Snap Shot Reporting: Allows users to take snapshots of reports and compare these
snapshots to current reports or other snapshots. No longer does a sales managers
have to try to figure out why his forecast has changed, Salesnet’s snapshot compare
tell the sales manager what has change and by how much.

About Salesnet
* Dashboard Compare: Allows users to compare up to 24 instances of how a
dashboard has changed over time.
* Salesnet Security, Stability and Scalability: Salesnet’s application infrastructure is
designed to provide airtight security, with 99.6% uptime and unlimited scalability.
* Marketing, Communication Manager: Create custom templates for form letters,
envelopes, labels and HTML email using Microsoft Word. Templates can be used
within Salesnet for mass email campaigns, proposal generation, and a wide variety of
communications. E-mails can be generated within Salesnet with the click of a mouse.
* Multiple Layouts and Layout Usage: Create multiple screen layouts for Accounts,
Contacts and Deals, 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. You can export your data directly to Excel or a comma
separated values (CSV) file for manipulation in other applications.
* Won/Lost Reason Codes for Deals: 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.
* Message Center: The Message Center gives you a centralized hub for sending and
receiving messages to and from other people using Salesnet.
* Company Preferences: Set SSL encryption as mandatory for everyone, establish
the number of consecutive times someone can log in unsuccessfully before being
locked out (login attempt limit), establish password rules, choose your multi-note
options, and choose your linked email options for greater company security and more
standardized processes.
* Individual and Company Profiles: Manage your personal profile, the profiles of each
person using Salesnet, and your company’s profile. Assign privileges, allowing people
to access certain areas of Salesnet.
* 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.

About Salesnet
Salesnet Software Highlights
* Intelligent Pipeline Management – While there are many CRM products on the market
today, only Salesnet provides Intelligent Pipeline Management - the built-in capability
to view real-time information on pipeline opportunities, to see related sales activities
and to distinguish how this information is changing over time.
* Engage Your Way – Salesnet offers an easy-to-use customization tool that allows
you to Engage Your Way by configuring Salesnet to your unique processes, without
having to involve your IT department. Or, if you’re struggling with process definition,
Salesnet offers industry best practices to help you implement a process that will work
for you.
* Keep It Simple with Salesnet – The Keep It Simple with Salesnet functionality
automates many tasks that sales reps do on a daily basis to keep track of what’s
happening with accounts - decreasing time in front of the computer and increasing
time in front of the customer.

www.salesnexus.com | sales@salesnexus.com | (800) 862-0134
Highlights
* Extremely affordable hosted CRM with no software to buy or maintain.
* Suitable for businesses of all sizes; for organizations ranging in size from 5
to 500 people.
* Completely customizable and scalable solution.
* Includes unlimited email marketing.
* Chat, phone, email support available to all customers with 1 hour response
time, without premium charges.

Private Houston, TX * SalesNexus Standard
* SalesNexus PRO
2002 Hosted
Customer Focus:
Small, Mid-Size
Select Customers:
Advanced Planning Solutions, Countrywide Home Loans, Elite Retreat, SummaCare
Price:
SalesNexus Standard Edition starts at $35/month or $299 annually; SalesNexus Pro
prices at $449 annually; Free Trial available

About SalesNexus
SalesNexus, based in Houston, Texas, was founded in 2002 by Craig Klein, a seasoned
sales executive. The company was built on the premise that businesses win when their
sales staffs implement best practices through efficient contact management. Klein saw a
real need in the marketplace for a contact management solution that was easy for sales
reps to use, yet didn’t require expensive hardware, software, or IT support staff.
As a privately-held company, SalesNexus has grown steadily by staying focused on

building the best web-based contact management system on the market for small- to
mid- size businesses. The company has earned a strong reputation among its loyal
customers and partners for its commitment to delivering reliable and secure solutions
that enable companies to become better sales organizations through easy and
affordable customization, training, and support.
SalesNexus is a complete online contact management solution for organizations that

want to share information online and become more efficient and automated. With
SalesNexus, customers can:
* Access data anywhere and anytime

* Share and collaborate easily with a central database.
* Use web-based solution with no software or hardware to buy/install.
* Tailor the system to their business
SalesNexus CRM supports the following features:

Contact management - Share contacts, calendars, notes and documents effortlessly
Sales Automation - Pipeline and Activity Reporting, Intelligent Sales Design and
Workflow, Robust and Up-to-date Reporting, Mobile Phone/Handheld Integration,
Synchronization with Outlook
Marketing Automation - Email Integration, Automated Email Marketing Campaigns.
One Click Service, Automatic Lead Creation from Website Forms, Capture and Report
Source, Campaign of Website Leads
Administrative and Support - Update Existing Contacts with any Excel file, Secure
Hosting and Automated Backups, Low Cost of Ownership, Familiar and Easy to Use
Interface ( ACT! or Goldmine), Live Support and Training w/ the SalesNexus Success
Team, Free Upgrades and Enhancements

www.soffront.com | sales@soffront.com | 510-413-9000
Highlights
* Deployed in days; Zero Footprint Web Client; Easy to use customization tools
* Product of the Year Award, 2008 Unified Communications magazine
* TMC Labs Innovation Award, 2008 Technology Marketing Corporation
* CRM Excellence Award (2006 -2008) Customer Interaction Solutions
magazine

Private Fremont, CA * Soffront CRM
Founded: software Model:

CA, 1992 On-premise, Hosted
Customer Focus:
Mid-Size, Small
Select Customers:
ensim, Oilco, Ternion Corporation, HitSoftware, Oilco, Tatara Systems
Price:
Not published. Free 30 days.

About Soffront
Soffront Software Inc., a pioneer in the CRM market since 1992, offers an end-to-end
CRM solution spanning sales, marketing and support. The company focuses on mid
market companies seeking CRM solutions. With more than 2,500 customers worldwide,
Soffront’s installed base includes Fortune 500 companies, mid-sized businesses,
federal, state, and local governments. The Soffront solution is completely web-based
(zero foot print web client), is built to adapt and can be deployed in days.
Soffront offers an end-to-end CRM solution spanning sales, marketing and support.
Soffront CRM is comprised of:
* Marketing automation
* Customer support
* Defect Tracking
* Order Processing
* CRM Portal
* Sales Automation
* Employee Support
* Knowledge Management
* Asset Management
* Mobile CRM
Soffront CRM is “built-to-adapt”. Adapt not only for the initial deployment but also with
customer’s changing business. With Soffront, there is no need to force-fit the business
process to match the software. The architecture of the solution coupled with powerful
easy-to-use end-user tools is the key to this flexibility. There is no need for companies
to re-do customizations when upgrading; they are automatically ported.
Soffront offers one of the broadest suite of CRM applications spanning the marketing,
sales, partner management, customer support, defect tracking, employee support and
portal applications. These applications are pre-integrated and there is no need to write
special interfaces for integrating these applications. The COM based Soffront object
model used to establish this pre-integration is available for companies to integrate with
any external application.

www.sugarcrm.com | sales@sugarcrm.com | 1-877-842-7276
Highlights
* Open, flexible and feature-rich CRM platform

* 2009 CODiE Award Winner: Best Open Source Solution
* 2009 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

Private Cupertino, CA * Sugar Express
* Sugar Professional
Founded: software Model: * Sugar Enterprise
CA, 2004 On-premise and Hosted * Sugar On-Demand
Customer Focus:
Mid-Size, Small
Select Customers:
Avis, H&R Block, Coca-Cola Enterprise, AXA, BDO Seidman, AthenaHealth
Price:
Same pricing for on-premise and hosted:
Sugar Express - $499 annual subscription up to 5 users ; $799 annually up to 10 users
Sugar Professional - $30 /user/ month
Sugar Enterprise - $50/user/month

About SugarCRM
SugarCRM is the world’s leading provider of commercial open source customer
relationship management (CRM) software. Founded as an open source project in 2004,
SugarCRM applications have been downloaded over five million times and currently
serve over 500,000 users in 75 languages. Over 5,000 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 50 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.surado.com | 1-800-478-7236
HighlightS
* Easy to use and implement; Customizable; Fast integration with 3rd party
apps; Advanced security options.
* Surado, recognized as an emerging CRM innovator, has been featured in Inc,
Entrepreneur, PC Magazine, PC World, CRM Magazine, and Selling Power
* Industry specific solutions available.

Private Riverside, CA * Surado CRM Online
* Surado Business CRM
Founded: software Model: * Surado CRM Enterprise
CA, 1995 On-Premise, Hosted
Customer Focus:
Mid-market and Small
Select Customers:
Black Box Network Services, Index Corporation, Infotech, Rockwell Institute, Phoenix
Motorcars, Duquesne University, Riverside County Regional Medical Center
Price:
Surado CRM Online – Starting at $15/month
Small Business CRM – Starting at $55/user/month or $500 per user license
Surado CRM Enterprise – Starting at $700 per user license

About Surado
Founded in 1995, Surado continues to gain recognition as an emerging CRM innovator
and is featured regularly through national publications such as Inc, Entrepreneur, PC
Magazine, PC World, CRM Magazine, and Selling Power. In addition, Surado’s receipt
of prestigious awards such as the MobileFocus Award, awarded by Pepcom, the World
Leader in Technology Showcase events honoring the most outstanding products and
services in the mobile computing and wireless arenas, continues to gain industry
expert and user recognition alike. Surado is privately-held. The company’s products are
available in all 50 states and in more than 64 countries.
Recognizing the tremendous business opportunity in the mid-market CRM arena,

Surado has positioned itself to capitalize on its expertise in building large, powerful and
complex systems as well as out-of-the-box solutions to create a solution for the mid-
market.
Surado CRM is designed to work across horizontal markets. The company also offers
a number of vertical solutions spanning banking and finance, healthcare, education,
homeland security, public sector. Surado CRM includes core CRM functionality such
as contact and account management, sales automation, marketing automation and
customer support/service. The product also includes dashboards, dynamic workflows
and tools for project management. Surado CRM is available for enterprises with more
than 10 users, while Surado Small Business CRM is geared for fewer than 10 users.
Surado CRM Online allows companies to access all their information anytime,
anywhere using the Internet. From Email Marketing to Salesforce automation to
Contact Management and managing Customer Service, Surado’s Online CRM provides
the ease of use and power for businesses of all size. Moreover, organizations are not
locked in and can transition over from Online CRM to an on-premise CRM solution
when it makes business sense.
In addition to being a Microsoft Certified Partner and Microsoft Gold Certified Business
Solutions Partner, Surado continues to expand strategic relationships with industry
solutions providers including IBM, Palm, Corex Technologies, Intuit, Intel and others.

www.tracker-rms.com | contact@tracker-rms.com | +44 (0) 8451 262 300
Highlights
* One system tracks leads, sales, orders, projects, service & resourcing planning
* Automatic workflow, alerts, notifications and integration with Microsoft, including
Outlook and Projects
* Real-time reporting and campaigning functionality
* Centralize all company documents & standardize communications via templates
* Resource and client portals for submitting tickets, timesheets and expenses and
availability

Private Amersham, Buckinghamshire, * TrackerRMS CRM
England

2002 Hosted
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:
£500 per user per annum

About TrackerRMS
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 Features

The 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

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 Highlights
Alongside 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.
Integration
As 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 3 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

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.
Security
Of 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.

www.workbooks.com | sales@workbooks.com | +44 (0) 118 3030 100
Highlights
* Simple windows-like Web 2.0 interface - easier to use and quicker to adopt
* Web based: No hardware or software required
* Part of a suite of ‘prospect to cash’ online applications
* Based in UK
Ownership: Headquarters: CRM PRODUCTS:

Private Berkshire, UK * Workbooks CRM
* Workbooks Business
2007 Hosted
Customer Focus:
Mid-Size, Small
Price:
Free 30-day trial

About Workbooks
Workbooks 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 Automation

* Marketing Automation
* Sales Order Management
* Customer Service & Support
* Supplier Order Management
* Invoicing and Cash Collection
* Company Management

www.zohocrm.com | support@zohocrm.com | 1-888-900-9646
Highlights
* 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.

Private Pleasanton, CA * Free Edition
* Professional Edition
Founded: Business Model: * Enterprise Edition
1996 Hosted
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 3 users
Professional Edition –$12 per user/month from 4th user
Enterprise Edition – $25 per user/month from 4th user.

About Zoho CRM
Zoho 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 1.5 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
40,000 customers worldwide.

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TOP 40

CRM SOFTWARE VENDORS

Profiles of the Leading CRM

Customer relationship management (CRM) systems has emerged as a way for

What is Enterprise CRM?

What is Hosted CRM?

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What is Mobile CRM?

Key Benefits of CRM Solutions for Your Company

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Types of CRM Vendors

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Ownership: Headquarters: CRM Products:

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Netsuite’s CRM Solutions include:

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Ownership: Headquarters: CRM Products:

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SAP CRM - for Enterprise Companies

SAP Business All-In-One - For Mid-Size Companies

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SAP Business ByDesign - On-Demand Solution, for Mid-Size and Small

SAP BusinessOne - For Small Companies

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Ownership: Headquarters: CRM Products:

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Maximizer CRM 11 Group and Enterprise Editions (Full-Featured CRM)

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Features of Mobile CRM: Wireless deployment via email, Relationship Management,

Maximizer CRM 11 Entrepreneur and Team Editions (Contact Management)

Features of Maximizer Entrepreneur Edition: Contact management, Opportunity

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Ownership: Headquarters: CRM Products:

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CDC Software’s Pivotal CRM is a flexible, powerful customer relationship management

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In addition, CDC Software offers a range of professional services designed to get

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Ownership: Headquarters: CRM Products:

Founded: Business Model:

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Whether a company is a small, growing business or a large organization with a

Marketing - With marketing management and automation software from Microsoft

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Microsoft Dynamics solutions are typically implemented by a Microsoft partner with

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Ownership: Headquarters: CRM Products:

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Salesforce.com provides an array of CRM and business application services which

Salesforce.com’s Sales Cloud: In recent years, cloud computing driven sales

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Salesforce.com’s Service Cloud: The Service Cloud transforms customer service

Salesforce.com’s Custom Cloud: The Force.com cloud-computing platform enables

Salesforce.com is headquartered in San Francisco, California. More than 1.1 million

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Ownership: Headquarters: CRM Products:

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