Best Sales Force Automation

#1 Netsuite - CRM and SFA Software

Review date: 01.11.2012

Description:

The system isn't just an on-demand CRM system. It offers a set of Web-based tools designed to handle all of a company's needs. Fairly easy to learn and use, it also offers a secure shopping experience for customers. In addition to that, PayPal integration enables businesses to accept several forms of payments during checkout.

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Price:

$1,188.00

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Advanced Features:

Integrated application. Multi-currency
Very comprehensive
Ideal for businesses of various sizes
Upsell manager
Order management
Back-order status management
Sales analytics
Customer privileged pricing
Demand forecasting
No-click e-mail integration
Incentive management

Review:

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Best of all, you can set up allocations as dollar amounts or on a percentage basis.

Sales representatives can access customers, contacts and update their leads.
Enables faster decisions through real-time business intelligence.
Billing capabilities and schedules for all sales transactions.
Offers accounting-related reports. Sophisticated expense Management.
Enables to calculate sales tax, finance charges.
Support an unlimited number of general ledger accounts.
Can be confusing to operate because it is text-based.
Dynamic HTML interface.
Oracle database is used by NetSuite.

Bottom line: the program does not include online analytical processing and a basic purchasing system. Besides, you are unable to report on project profitability. However, NetSuite enables to generate an audit trail on just about all changes to the database.

#2 QuoteWerks

Review date: 01.10.2012

Description:

Errors and inaccuracies quickly reduce the company's margin. This is why, this business software enables you to generate sales quotes efficiently and it integrates seamlessly with leading contact management software. Besides, it can be customized, and emailed to customers. Version 4.0 build 50 now supports ACT 2010. Offers many different ways for you to add products to your quote.

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Price:

Free Demo

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Advanced Features:

Built-in contact database
Peachtree 2012 is now supported
Product import wizard
Customize Quote Layouts
Cross Industry Support
Eliminates duplicate data entry
Document automation
Required items support
Track custom Information
Calculate your Costs
Link to Accounting Software
Online Ordering for IT Distributors

Review:

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Best of all, you can free download and get a free trial before you buy.

Offers a step-by-step process. Enables to group products.
The Built-in SMTP email encoding can now be modified.
Access to multiple product databases all at the same time.
A must have for anyone interested in automating their quoting process.
You can track your cost, selling price, and profit.
You can also create bundles of items, enter volume discounts.
Emails sent from QuoteWerks are automatically logged into the ACT! history.
The enhanced MS CRM integration is available in Build 51.
Users can search the entire MS CRM database for an email by account or phone number.
It creates ACT! toolbar buttons inside ACT! that make it easy for you to start QuoteWerks.
Quotes are stored in a Microsoft Access or SQL database.

In addition, this sales quoting tool allows you to export your QuoteWerks documents to QuickBooks estimates, sales orders, or invoices, and it offers an automatic inclusion of the current contact's information in the quote. In addition to integrating with ACT! by Sage 2010, this sales quoting software solution supports previous ACT! versions.

#3 SalesForce

Review date: 01.07.2012

Description:

This online CRM software offers sales force automation (SFA) and a suite of supporting tools. The platform edition allows to give users the ability to install and customize downloaded applications from AppExchange without the CRM.

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Price:

USD $995.00/year/5 users

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Advanced Features:

Software customization utilities
Multichannel campaigns
Web-based CRM
Contact management software
Third party solutions
Mobile Solutions
Forecasting
Quotes and contracts
Dashboards
30-day free trial

Review:

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Best of all, SalesForce uses the latest technology to give companies the best chance to succeed. Thanks to the AppExchange, the application provides templates to promote vertical market industries.

Offers quick access to all critical account data. You can analyze all your contact management data.
You can synchronize Salesforce CRM with your Microsoft Outlook.
Maybe one of the best customer relationship management subscription values in SaaS market.
Focus attention on the most profitable deals.
You can create and execute campaigns across marketing channels.
It allows to measure return on investment of campaigns.
Monitor quota progress and business performance.
Effective presentations and proposals to customers.
However, SalesForce includes high recurring subscription costs with a lack of feature sets and functionality.

Overall, this hosted CRM software enables small businesses to improve how they manage their sales, marketing and customer service management. With Salesforce CRM, it saves a company the time and money.

#4 Dovarri

Review date: 01.22.2012

Description:

Designed for a sales team, this hosted CRM sales Force automation (SFA) company enables you to enhance sales lead generation and improved workflows within your organisation.

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Price:

Free Demo

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Version 6.0 includes single user; enterprise editions and improved sales process features.

Main Features:

Sales centric CRM
Mailing Campaigns
Outlook integration
Importing data
Sales planning
Free trial

Review:

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Prophet Sales and Contact Management Software can be purchased online from their web site

Ability to create custom and automatic reports such as: top proposals or closed sales activities.
Provides tailored versions of its hosted CRM and SFA software.
Built entirely on the Microsoft.Net platform. Smooth customization.
100% SharePoint CRM. Helps you optimize your salesforce's performance.
Each Dovarri solution is compatible with PC and PDA.
Allows small to midsize companies the ability to manage customer relationships.

With quick and simple implementation, this web-based CRM solution enables customers of all sizes are better able to achieve a rapid return on investment and streamlines business costs.

#5 Prophet Sales CRM

Review date: 01.28.2012

Description:

If you’re thinking about buying an online CRM program, Prophet 5.0 offers over 20 new features and performance enhancements, Vista support and Outlook.

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Price:

$19.95/month/user

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Software Summary:

Prophet Sales and Contact Management Software can be purchased online from their web site.

Main Features:

Built for small businesses
Flexible sales reporting
Personal workflow manager
Streamline team communications
Increase sales lead conversion
Built into Outlook
Easy Sales Automation

Review:

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Designed to readily adapt to your processes, workflows, data and users. Offers free 30-day trial and online demo.

No need to change or learn anything new. Sales opportunities can be view from Outlook contacts tool.
You can assign automated emails and follow-ups to any selected companies.
The Enterprise Server edition allows you to create a hierarchy of access to your data.
Users can learn how tp associate email templates with sales stage.
Provides an easy-to-use web-based knowledgebase.
It adds workflow management capabilities and automates follow-up e-mail and appointment scheduling.
Prophet will not work with Windows NT, 98, 95 and ME.

Overall, Prophet from Avidian software offers several versions of their CRM software, making it accessible to any business that can manage all aspects of customer service. Besides, with one click you can create a formatted quotation and you can generate instant quotes.