Crmnext's AI-driven CRM vs Traditional CRM systems

1. Multi-tenant
Architecture
SOA Importance: Ability to integrate, agility and flexibility in new software development and
integration touchpoints.
Scalability Importance: Ability of the application to support large user base with minimal increase
in infra cost.
Importance: Ability to easily customize/configure parts of the application, such as user
interface (UI), businss rules,etc. Significantly reduces maintainence & upgrade costs.
Architecture
Different product offerings for cloud
& on premise
Available for both private &
public deployments
Available Available
Available Only MS SQL
Proven scalability with lab
certificates. Runs large
installations including
HDFC Bank, ICICI Bank,
Axis Bank with 50,000+ users
& 15,000 concurrency
Scalability limited to 10,000 seats with
simple configurations only
Database
Options
Importance: Ability of the application to support multiple databases:
i) MS SQL SERVER 2008, 2012 & above ii) Oracle 11g & above
Available Not Available
Meta Data Importance: Application is built on metadata architecture.
Available Not Available
Commutable
Cloud
Importance: Capability to provide all features in both, public and private cloud, environ-
ments without compromising, scalability, agility and low cost hardware needs. Auto
upgrade to new versions without any need of re-implementation or migration projects.
CRMNEXT TRADITIONAL
CRM SYSTEMS
VS

2. Inbuilt
Screen
Designer
Master Data
Management
Importance: Ability to store and maintain masters like products, schemes, customer,
etc. required for complex rules and workflows
Business Rule
Engine
Importance: Ability to configure and maintain Complex Business Rules for digital
journey
Importance: Ability to create screen layouts and workflows using UI designer tools
Digital Capability
Available
Available
Available
External
Connectors
Importance: Out of the Box capability to integrate with Credit Bureau systems to provide
personalized offers and approvals
Not Available
Not Available
Not Available
Not Available
Available Not Available
Payment
Gateway
Integration
Importance: Out of the box capabilities to integrate with multiple payment
gateways
Real-time Offers Importance: Provide personalized offers based on purchase history, profile and customer
behaviour
Available
Not Available
Available

3. UI based
integration
designer
Pattern-based
integration layer
Importance: Out of the Box pre-built patterns which enable faster integration with
reuseable functionalities
Anywhere
mash-ups
Importance: Ability to integrate with external system and display in real time without
storing data
Importance: Ability to create integration tasks and events through UI based designer
Integration capability
Available
Available
Available
Web services
APIs
Not Available
Not Available
Not Available
Available Available
Cross-sell
Modelers
Basic
Forecasting
Models
Performance
Modelers
Importance: Ability to set targets, strategize and execute sales, service, Relationships
plans and track performance
Importance: Ability to put measurable value to every customer depending on its life cycle
stage and define customize offerings to boost ROI
Customer
Lifecycle
Value
Modeller
Importance: Ability to create smart personalized cross sell offers based on data stored in
CRM or external source systems
Business Performance Boosters
Available
Available
Available Not Available
Available Available
Not Available
Not Available

4. Business Process Expression
Business Process
Automation
Importance: Ability to quickly configure stage based business processes with logic to fork
using a visual designer.
Not Available
Available Available
Complex Workflow
Designer
Importance: Ability to configure complex workflows enriched with integration to enable
end-to-end process fulfilments
Autoflow
Designer
Importance: Ability to create screen layouts and workflows using GUI designer tools
Available with a
'Autoflow Designer'.
Not Available
Available
Structured Data
Capture
Importance: Ability to create question based flows to capture and enrich information
Available, limited to 'Dialog'
Available
UI based Report
Designer
External Reports Importance: Out-of-box capability to display external reports within the application
Sonic Report
Scheduler
Importance: Ability to design tabular and matrix reports through the UI Report designer
Reporting Capabilty
Available
Available
Available
Importance: Ability to auto-generate , schedule and trigger personalized reports based on
roles and permissions via emails from a single report
Available, relies heavily on
SQL database reporting services
Available only with
complex integration
Not Available

5. Geographic
Information
System
Smart Meeting
Records
Importance: Make all meetings and related tasks actionable and accountable
Group Based
Collaboration
Importance: Assist and track field force for accurate and real-time reporting.
Collaboration
Available through
'Cogent Meetings'
Available through 'Pulse'
Available
Importance: Enable teams and cutomers to collaborate in open form
Available, relies heavily on
SQL database reporting services
Available only with
complex integration
Available through 'Yammer'
Native Connectors
to Mails like
MS Outlook
& Lotus Notes
Document
Management
System
Available
Available
Importance: Ability to host & manage documents related to various accounts, leads, cases
etc.
Available, only for MS Outlook
Not available.
Need to buy Sharepoint
Document
Management
Connectors
Available for Dropbox,
Google Drive, One Drive
& box
Importance: Ability to use 3rd party document storage drives.
Available, only for One Drive

6. Auto-upgrade Importance: CRM should automatically upgrade itself when a new feature, UI or complete
version is launched. It should retrofit existing customizations, configurations and integration
touchpoints without any need of re-implementation or expensive migration projects and
significant downtimes.
Ownership Experience
CRMNEXT has Autobot upgrade tech-
nology which enable auto upgrade. It
has proven large customers using the
system since more than 3 years and all
running the latest CRMNEXT version
MS Dynamics needs expensive migra-
tion projects, which involves re-configu-
ration and customizations in existing
versions, which also involves significant
downtimes
Integration
Touchpoints
Importance: Integration touchpoints and any incremental changes if needed should be
configurable wihtout writing any code. Auto alerts can be sent with exact reasons in case of
any failure or breakage. When a new upgrade comes, it should retrofit the existing integra-
tion jobs.
CRMNEXT has inbuilt Autonoma inte-
gration engines which enables UI
based configuration of integration
touchpoints & retrofitment when
upgrades happen
MS Dynamics relies on 3rd party mid-
dleware for integrations which involves
expensive development with writing of
codes. Due to this maintenance of
integrations, incremental changes &
upgrades are very epensive
Scalability Importance: System performance should not deteroriate when number of users, concurren-
cy and database size increase. It should be benchmarked in certified labs for the concur-
rency and data size needed.
CRMNEXT has proven large imple-
mentations with 50,000+ users, con-
currency of 15,000+ users, more than
1 Tera bytes of data and used from
3,000+ locations
MS Dynamics has no implemetnations
with more than 10,000 users in BFSI
Hardware Needs Importance: System should scale on commodity hardware without need of any proprietory
hardware as and when number of users and data size increases.
CRMNEXT due to its comutable cloud
architecture can scale easily on any
commodity hardware
MS dynamics has limited scalability
which also needs epensive proprietory
hardware to scale

7. Mobility
App for Mobile
Devices
Importance: Mobile Application with hybrid app for Android, IOS, Windows
Available
Available
Available only as native &
partner apps
Features on
Mobile Device
Importance: Covering all aspects of CRM such as Customer management,
Lead Management, Activity Management, Case Management
GPS Tracking
and Allocation
Importance: Ability to integrate with location services and track mobile logged in users,
assign, leads, task etc. Help users to create a route plan enable managers to track actual
day of field teams on a map
Available
Not Available
Available