List of embedded CRM systems

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Short description: Type of crm software

Embedded customer relationship management software is built-in to an ERP software and can usually not be used as stand-alone CRM software like Salesforce.com. It has the following characteristics:

  • functionalities in marketing, sales and service are integral part of the order-to-cash process within an ERP solution
  • deep process integration and seamless data flows from marketing, sales and service to invoicing but less feature rich than best-of-breed marketing, sales and service software
  • shared master data for customers, contacts, partners, products and prices
  • same user interface and application server on the same database for all users
Systems Company Price Deployment / Platform CRM Features Integration Initial Release Year
Acumatica Cloud ERP Acumatica Included in base package SaaS: Public Cloud, Private Cloud

Platform: Amazon AWS

  • Campaign, Target group, Lead
  • Opportunity, Quote, Order
  • Support cases, Self-service Portal
  • Invoice
  • Customer, Contact, Activity, Analytics[1]
 Salesforce, MS Outlook 2008
Epicor ERP Epicor Separate price package SaaS: Public Cloud, Private Cloud

On-premises

Platform: MS Azure, MS SQL

  • Lead, Opportunity, Quote, Order
  • Invoice
  • Customer, Contact, Interaction, Product Catalog[2]
 Salesforce 2008
IFS ERP IFS Included in base package SaaS: Public Cloud
  • Sales management including opportunities
  • Configure-to-order, engineer-to-order
  • Service management, customer projects[3]
 Salesforce 2006
IQMS IQMS Included in base package SaaS: Public Cloud

On-premises

  • Campaign, Target group, Lead
  • Opportunity, Quote, Order
  • Customer Service Requests, Field Service
  • Customer, Contact, Partner, Activity, Pricing, Tax, Product Catalog[4]
 MS Outlook 1997
MS Dynamics 365 ERP with Dynamics CRM Microsoft Separate price package SaaS: Public Cloud, Private Cloud

On-premises

Platform: MS Azure

  • Lead, Opportunity, Quote, Order
  • Customer service and automation, Field service
  • Customer, Contact, Partner, Activity, Pricing, Product Catalog, Analytics[5]
 MS Outlook, OData 2016
Dynamics Navision Microsoft Separate price package On-premises
  • Campaign, Target group, Lead
  • Opportunity, To Dos
  • Customer Service Requests, Field Service, Service Levels, Warranties
  • Customer, Contact, Activity, Pricing, Tax, Analytics[6]
 ODBC 1996
Netsuite CRM+ Oracle Separate price package SaaS: Public Cloud
  • Campaign, Target group, E-Mail Marketing, Lead
  • Opportunity, Quote, Order, Delivery
  • Customer support cases, knowledge base, Customer self-service,
  • B2B E-commerce
  • Customer, Contact, Partner, Activity, Pricing, Tax, Product Catalog, Analytics[7]
 SOAP Interfaces 1987
SAP Business ByDesign SAP SE Included in base package SaaS: Public Cloud, Private Cloud

Platform: SAP HANA

  • Campaign, Target group, E-Mail Marketing, Lead
  • Opportunity, Quote, Order, Contract, Delivery
  • Customer Projects, Service Request, Field Service, Return, In-house repair
  • E-Commerce, Point-of-sales, Over-the-counter sales
  • Invoice, Credit Memo, Customer Credit
  • Customer, Contact, Partner, Activity, Pricing, Tax, Product Catalog, Analytics[8]
 SOAP and OData Interfaces, Analytics, MS Outlook 2007
SAP S/4HANA SAP SE Included in base package SaaS: Public Cloud, Private Cloud

On-premises

Platform: SAP HANA

  • Lead, Opportunity
  • Inquiry, Quotation, Order, Delivery
  • Field Service, Return, In-house repair
  • Invoice, Credit Memo, Customer Credit
  • Account, Contact, Activity, Pricing, Tax, Product Catalog.[9]
 SOAP Interfaces, Analytics 2015

See also

References

  1. ↑ "Customer Management" (in en-US). https://www.acumatica.com/cloud-erp-software/customer-management/. 
  2. ↑ "Epicor ERP Sales" (in en-US). https://searcherp.techtarget.com/feature/Discover-the-best-cloud-ERP-software-for-your-company. 
  3. ↑ "IFS ERP embedded CRM" (in en-US). https://www.ifsworld.com/in/sitecore/media-library/assets/2015/04/23/20/09/erp-with-embedded-crm/. 
  4. ↑ "IQMS ERP CRM" (in en-US). https://www.iqms.com/products/crm.html. 
  5. ↑ "Microsoft Dynamics 365" (in en-US). https://dynamics.microsoft.com/en-us/. 
  6. ↑ "Microsoft Dynamics Navision" (in en-US). https://dynamics-consultants.co.uk/solutions/microsoft-dynamics-nav/sales-and-marketing/. 
  7. ↑ "Oracle Netsuite CRM+" (in en-US). http://www.netsuite.com/portal/assets/pdf/ds-netsuite-crm-plus.pdf. 
  8. ↑ "SAP Business ByDesign CRM" (in en-US). https://blogs.sap.com/2017/08/28/overview-on-sap-business-bydesign-customer-engagement-aka-crm/. 
  9. ↑ "SAP S/4HANA Customer Management 2.0" (in en-US). https://help.sap.com/doc/dc7d5ac9812d4b16bba92b32f0780691/2.0/en-US/loiobe7a4eb4a1304a27abb67253ed4684c4.pdf. 



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