In this CRM report you will find a comparison of the most important features a CRM should offer. The features are organized into the following categories: • Sales Management • Lead / Opportunity Management • Marketing • Product / Price Management • Document Management • Partner Management • Workflow Management • Reporting & Analytics • Productivity • Administration & Customization • Integration & Collaboration • Mobility & Mobile Compatibility • Operating Systems • Customer Support • User Interface Configuration • Security • Data Management • Deployment • Cloud Computing • General Info • Pricing and Conditions These categories cover nearly everything a company might need in order to manage and further develop its customer relationships and sales pipeline.

1. CRM Comparison Report
Which CRM software solution is the best fit for your organization?
Salesforce CRM | VIENNA Advantage CRM | Microsoft Dynamics CRM
2016

2. FEATURES COMPARISON
In order to offer a fair comparison of the
top CRM solutions, we have compiled a
table of the most important features a
CRM should offer. These are organized into
the following categories:
 Sales Management
 Lead / Opportunity Management
 Marketing
 Product / Price Management
 Document Management
 Partner Management
 Workflow Management
 Reporting & Analytics
 Productivity
 Administration & Customization
 Integration & Collaboration
 Mobility & Mobile Compatibility
 Operating Systems
 Customer Support
 User Interface Configuration
 Security
 Data Management
 Deployment
 Cloud Computing
 General Info
These categories cover nearly everything a
company might need in order to manage
and further develop its customer
relationships and sales pipeline.
Technology is changing every day. That is a fact!
In the last 10 years we have witnessed more changes
compared to the past 50 years. And this trend is not going to
stop in near future. Business owners and managers are too
busy running the companies, so without a proper CRM
software they are doomed to fail on a long term.
When it comes to CRM solutions, providers must adapt
their product to fit a constantly changing business
environment. For example, more and more CRM solutions
are now becoming web and cloud-based, available for
different mobile devices. Being able to maintain your
customer relationships anytime, anywhere, from any
mobile device changes the way you operate and manage
your sales activities.
Being not able to keep up with all the data that has been
created can be a serious disadvantage for your company.
Especially when that data involves current or potential
customers’ information that can affect your sales. A proper
CRM solution might help you effectively manage the
customer related data.
Introduction
Modern businesses need more than just the ability to
manage their contacts. A modern CRM has to offer other
features such as efficient communication tools, emailing,
phone or chat integration, custom reports generation, as
well as profound business intelligence module and most
importantly, having a great user interface for your
salespeople to be productive.
When a company makes a decision to invest in a Customer
Relationship Management software, it should inevitably
involve key personnel from top management, sales and
marketing departments, which would eventually use the
system and help realize its value.
In this report you will find an in-depth comparison about
the following three popular CRM solutions: Salesforce,
VIENNA Advantage CRM and Microsoft Dynamics CRM.
Additional content
If you are in the process of selecting a CRM solution this
two articles might be of help:
 How to Evaluate a CRM Software?
 9 Reasons why your company needs CRM Solution?

3. Sales Management Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Accounts and Contacts
Profiles and Page Layouts
Customizable Sales Process
Quote Management
Order Management
Deal Trending
Sales Teams
Territory Management
Console for Sales
Sales Performance Management
Sales Forecasting
Contract Management
Comments
CRM Features Comparison
Lead / Opportunity Management
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Lead Capture
Lead scoring, routing, and assignment
Opportunity Tracking
Web-to-Lead Capture
Comments
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DOWNLOAD FREE CRM COMPARISON REPORT

4. Marketing Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Marketing Campaigns and Lists
E-mail Marketing
E-mail Templates
Mass E-mail
Customer Segmentation
Newsletter Management
SMS Marketing Campaigns
Social CRM
Comments
CRM Features Comparison
Product / Price Management
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Products and Price Books
Product Catalog and Tracking
Comments
Document Management
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Inbuilt Document Management System
Document Management Attachments
Comments
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DOWNLOAD FREE CRM COMPARISON REPORT
DOWNLOAD FREE CRM COMPARISON REPORT

5. Partner Management Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Partner and Customer Community
Comments
CRM Features Comparison
Reporting & Analytics
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Reports
Advanced Reporting
Analytic Snapshots
Customizable Dashboards
Comments
Workflow Management
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Custom Workflows
Visual Workflow
Workflow and Approval Automation
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DOWNLOAD FREE CRM COMPARISON REPORT
DOWNLOAD FREE CRM COMPARISON REPORT

6. Productivity Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Chatter Collaboration
Reminders and Alerts
Content Library
Files Administration
Google Apps Integration
Outlook Sync
E-mail Interoperability
Time Tracking
Comments
CRM Features Comparison
Administration & Customization
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Task and Activity Tracking
System Customization and Admin
Role Permissions
Maximum Custom Applications
Comments
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DOWNLOAD FREE CRM COMPARISON REPORT

7. Integration & Collaboration Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Integration via Web Services API
Microsoft Office Integration
Ideas Community
Team Notices
Project Management
App Marketplace
Comments
CRM Features Comparison
Mobility & Mobile Compatibility
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Mobile Access
Mobile Offline Access
Compatibility with Android
Compatibility with Windows
Compatibility with iOS
Comments
Operating Systems
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Apple OSX
Windows
Linux
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DOWNLOAD FREE CRM COMPARISON REPORT
DOWNLOAD FREE CRM COMPARISON REPORT

8. Customer Support Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Training
Customer Self-service Portal
Online Support Options
Case Management
Advanced Case Escalation & Notification
Phone Support
Online Case Submissions
Comments
CRM Features Comparison
User Interface Configuration
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Drag to customize home page
Grouped Tabs/Custom Apps
Rename fields, tabs and labels
Multiple tabs on the home page
Module Builder
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DOWNLOAD FREE CRM COMPARISON REPORT

9. Security Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Access Control by User
Access Control by Team/Group
Access Control by Role
Advanced Password Management
LDAP / Microsoft Active Directory
SAML Support
Comments
CRM Features Comparison
Data Management
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Data Governance
Database Backend
Support for Microsoft SQL Server
Data Import
Data Import de-duplication
Data Loader
Database Backup/Export
Scheduled Database Backup/Export
Multi-Tenant Database
Comments
DOWNLOAD FREE CRM COMPARISON REPORT
DOWNLOAD FREE CRM COMPARISON REPORT

10. Deployment Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
On-Premise
Cloud Platform
CRM Features Comparison
Cloud Computing
Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Service Cloud
Private Cloud (On-Site hosted)
Partner Cloud (VAR hosted)
Vendor Cloud (SaaS hosted)
File Storage
Comments
DOWNLOAD FREE CRM COMPARISON REPORT

11. General Info Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
The CRM offering includes integrated
ERP software
Recurring Costs
Works best for (Company Size)
Multi-Lingual
Upfront Costs
CRM Features Comparison
DOWNLOAD FREE CRM COMPARISON REPORT

12. Pricing & Conditions Professional
Edition
Enterprise
Edition
Unlimited
Edition
Performance
Edition
Professional
Edition
Essential
Edition
Basic
Edition
Professional
Edition
Monthly Pricing
Free Trial
Free Updates
Upgrades to Future Versions
Contract Term
CRM Features Comparison
DOWNLOAD FREE CRM COMPARISON REPORT

13. User Interface - Screenshots

14. Conclusion
Head Office
+49-621-307-80370
GERMANY
Marketing & Sales
1-949-325-0615
USA
Research & Development
+91-172-5090-860
INDIA
www.viennaadvantage.com
info@viennaadvantage.com
This whitepaper was compiled by VIENNA Advantage. We did our best to make it objective and fair. If you find a mistake or a missing feature, please report it to marketing@viennaadvantage.com | Our goal is to have a continuously updated comparison of the main competitors to be as accurate as possible.
INTERNATIONAL CONNECTWITH US
Choosing and implementing a CRM solution is an important decision as well as
a significant investment. The life span of a CRM solution is often 10 or more
years, and during this time technology and business requirements will change.
While the functional capability of a product is important it is equally important
to take into consideration the technology on which the CRM solution is based
and its ability to be modified and enhanced to meet the changing needs of an
organization as its business needs change.
With so many options available today, a company needs to have clear
selection criteria in order to make the right decision and choose the CRM that
best suits its business needs. Here are some points to consider before making
your decision.
Before you start the whole process, it’s important to understand why your
business needs a CRM in the first place? A well planned CRM strategy
supported by the right technology can deliver powerful results – but what
goals do you want to achieve through CRM? Is it to produce powerful sales
and business insights? Is it to have a history of your contacts, leads, deals and
conversations? Is it to scale your operation and make you more productive?
Secondly, what type of technology and support does your company prefer? Do
you prefer to maintain your software by yourself or by the software vendor?
Would you prefer on-premise deployment or utilize a cloud-hosted solution?
Additionally, what is your budget and internal competencies? On-premise
solutions are preferred by large companies because they provide increased
control of the platform and can assist in overcoming security concerns.
Alternatively, online solutions are advisable for SME’s as the customization
and costs are usually minimal or even included in the base rate.
Once you have the answer to the above questions you should create a
standardized evaluation process that will eventually guide you to the best
CRM solution for your organization. This 5 steps evaluation guide might help
you in your quest for the best CRM solution for your organization.
The future of the CRM systems is mobile with integrated solutions supporting
multi-channel sales and efficient communication. A mobile tool allows your
employees to react quickly to customer requests while an integrated tool can
seriously save time, empower users to operate more efficiently, and help
maintain a clean, unified database.
Lastly, don’t forget to look at the big picture. If a company’s long-term goal is
to scale the business with cost-effective solution, the best approach to
choosing a CRM solution is to start with a solution that can follow that growth
over time. Look for a flexible solution with robust features that can offer tools
and modules that can be easily integrated with the chosen CRM software.