List of embedded CRM systems

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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:

SystemsCompanyPriceDeployment / PlatformCRM FeaturesIntegrationInitial 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 Outlook2008
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]
Salesforce2008
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]
Salesforce2006
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 Outlook1997
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, OData2016
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]
ODBC1996
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 Interfaces1987
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 Outlook2007
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, Analytics2015

See also

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References

  1. ↑ "Customer Management". Acumatica.
  2. ↑ "Epicor ERP Sales".
  3. ↑ "IFS ERP embedded CRM". IFS.
  4. ↑ "IQMS ERP CRM".
  5. ↑ "Microsoft Dynamics 365". Microsoft.
  6. ↑ "Microsoft Dynamics Navision".
  7. ↑ "Oracle Netsuite CRM+" (PDF). Oracle.
  8. ↑ "SAP Business ByDesign CRM". SAP.
  9. ↑ "SAP S/4HANA Customer Management 2.0" (PDF). SAP.
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