CRM Applications Product Roundup

Article ID: 21055

Customer relationship management (CRM) is an application type that is sometimes regrettably vague. Some define it as anything that has to do with selling something to a customer, which covers a great deal of territory. Technically speaking, that could include airplanes, cars, telephones, and even postage stamps. More to the point, it could include anything related to travel, communications, sales, and retrieval of corporate information that might be related in any way to a sale of products or services.

To keep this product roundup to a manageable size, we'll define a CRM application as one that fulfills at least three conditions. First, it must help facilitate or automate communications and other customer-related processes by an enterprise's employees, but not necessarily restricted to the sales staff. So, for example, it should be able to track information such as customer contact information, contact history, and transaction history and make it available to any authorized enterprise employee. Second, it must enable analysis of customer data for such purposes as prediction of demand, marketing campaigns, and management decisions related to enterprise strategy. Third, it must be usable by enterprises in virtually any kind of business or market, and not simply restricted or tailored to business functions of a single type, for example, distribution or warehousing. We'll also limit ourselves to CRM solutions that run under i5/OS or OS/400, as opposed to web-based, client-based, or on-demand applications that can be accessed by System i users via browser or network but that don't run natively on the platform.

Applications that meet the first qualification are sometimes called contact management applications, but those are too limited in their functions to be included here. In addition, nearly any good document-management or messaging product will facilitate communications with customers and among sales staff members. Solutions that meet the second requirement could be virtually any business intelligence or accounting product, all of which are product categories that are too broad for the scope of this overview.

Finally, note that there are other product types, many examples of which embody within them CRM attributes by definition, such as enterprise resource planning (ERP) and supplier-relationship management applications. However, because virtually no one would buy those types of products simply to take advantage of their CRM capabilities, those won't be included here either.

What we are left with are applications that are geared to managing multiple aspects of an enterprise's customer relationships and communications, regardless of the type of business in which the enterprise is engaged, and that don't limit themselves to a single aspect of customer communications or relations, for example, call-center operations or sales-force automation. Generally speaking, all applications included here offer automated access to an internal or external database of customer information, integration between the various CRM features the product includes, and some level of customizability for individual organizations making use of them.

The product descriptions provided are merely overviews of some major modules or features available with a particular solution. For more complete and detailed information on any offering, please consult the vendor or product URLs that follow each product summary.

John Ghrist is senior products editor for System iNEWS.


Customer Relationship Management Applications

C2 CRM
Clear C2, Inc.
C2 CRM is a suite of CRM applications that handles analytics and relationship-, sales-, customer service-, marketing-, and knowledge-management tasks for any enterprise. It interfaces with a variety of third-party ERP applications, incorporates workflow and website analytics capabilities, embodies a built-in web portal and document repository, and offers a customizable security system to control data access.
c2crm.com

CRM: Sales & Marketing
Basic Business Systems, Ltd.
CRM: Sales & Marketing is a Lotus Notes/Domino CRM application that stores all contact information, including personal details and correspondence history. It includes tools for centralized lead creation and delegation, reminders, marketing campaign management, document creation, and employee task lists.
basic.co.uk

Customer Information System (CIS)
Gamma Software, Inc.
Designed to handle a virtually unlimited amount of user-defined information, CIS offers CRM functions that feature the ability to import data from any source, information searches on a wide range of name and geographical information, user-defined sequences for outbound calling, automated report generation with custom report definition, tickler services, access from legacy applications, and order-fulfillment support.
gamma-software.com

Customer Relationship Management
Vormittag Associates, Inc. (VAI)
VAI offers customized CRM applications for its System 2000 family of applications, which are specialized for distribution, manufacturing, retail, e-business, and other industries. These CRM offerings provide an enterprise-wide view of all interactions with customers and prospects, information searching and analysis, reporting via third-party business intelligence tools, lead generation and tracking, automated marketing campaigns via a variety of media, and individual to-do lists.
vai.net

enTouch.crm
PSC Group, LLC
EnTouch.crm runs under Lotus Notes/Domino on System i and other platforms. It provides an integrated set of frameworks for handling CRM, supplier-relationship management, and sales-force administration activities for companies of any size. It features integrated components that can be added one at a time, unlimited tailoring, a secure embedded infrastructure with access to personal productivity tools (e.g., calendaring, work lists, address books), a built-in document repository, and self-instruction wizards for users.
psclistens.com

Infor CRM
Infor
Infor CRM offers integrated applications for controlling sales, CRM, marketing, and services operations, as well as tailored solutions for specific industries, including financial services, hospitality, manufacturing, and retail. It enables marketing campaigns designed to specific customers, personalized contacts across virtually any communication type, interactive selling, customer self-service order processes, customized product offerings, and realtime analytics and business rules to support inbound marketing.
infor.com

M3 Mobile Sales, Service and Marketing
Lawson Software
M3 Mobile Sales, Service and Marketing combines contact-, opportunity-, and campaign-management tools with functions for integrating remote sales and service activities in the field. It includes separate modules for sales automation, marketing automation, and mobile sales support. The solution integrates with Lawson's wide range of M3 applications and lets field personnel create quotations, orders, and service-activity records.
lawson.com

mySAP CRM
SAP AG
MySAP supports "Interaction Center" -based customer interactions and runs on a wide range of platforms, including System i servers running the Java Virtual Machine. Its wide-ranging capabilities include multichannel sales, service, telesales and telemarketing, analytics, workforce management, workflow management, and portal management. It supports web commerce, customer communications across all media, self-help tools for customers and employees, and generation of alerts. It also prompts for a wide variety of situations and problems, sales and workload forecasting, and planning functions.
sap.com

Sugar Enterprise
SugarCRM, Inc.
Sugar Enterprise is an open-source CRM application written in Zend Corporation's PHP language and uses the MySQL database. It features modules for reporting, customer support, multichannel marketing, sales management, sales-force collaboration, and administrative tools.
sugarcrm.com

Wintouch eCRM
Touchtone Corporation
Wintouch eCRM is designed to enable any desktop or PDA to interact with the System i and integrates with any ERP, legacy, or custom back-end applications and databases. Unique features include drag-and-drop customization, integrated e-mail and 5250 emulation capabilities, and data import and export to virtually any external application.
wintouch.com

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