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:
functionalities in marketing, sales and service are integral part of the order-to-cash process within an ERP solution deep process integration and seamless data flows from marketing, sales and service to invoicing but less feature rich than best-of-breed marketing, sales and service software shared master data for customers, contacts, partners, products and prices same user interface and application server on the same database for all users SystemsCompanyPriceDeployment / PlatformCRM FeaturesIntegrationInitial Release YearAcumatica Cloud ERPAcumaticaIncluded in base packageSaaS: Public Cloud, Private Cloud Platform: Amazon AWS Campaign, Target group, Lead Opportunity, Quote, Order Support cases, Self-service Portal Invoice Customer, Contact, Activity, AnalyticsSalesforce, MS Outlook2008Epicor ERPEpicorSeparate price packageSaaS: Public Cloud, Private Cloud On-premises
Platform: MS Azure, MS SQL Lead, Opportunity, Quote, Order Invoice Customer, Contact, Interaction, Product CatalogSalesforce2008IFS ERPIFSIncluded in base packageSaaS: Public Cloud Sales management including opportunities Configure-to-order, engineer-to-order Service management, customer projectsSalesforce2006IQMSIQMSIncluded in base packageSaaS: Public Cloud On-premises Campaign, Target group, Lead Opportunity, Quote, Order Customer Service Requests, Field Service Customer, Contact, Partner, Activity, Pricing, Tax, Product CatalogMS Outlook1997MS Dynamics 365 ERP with Dynamics CRMMicrosoftSeparate price packageSaaS: Public Cloud, Private Cloud On-premises
Platform: MS AzureLead, Opportunity, Quote, Order Customer service and automation, Field service Customer, Contact, Partner, Activity, Pricing, Product Catalog, AnalyticsMS Outlook, OData2016Dynamics NavisionMicrosoftSeparate price packageOn-premises Campaign, Target group, Lead Opportunity, To Dos Customer Service Requests, Field Service, Service Levels, Warranties Customer, Contact, Activity, Pricing, Tax, AnalyticsODBC1996Netsuite CRM+OracleSeparate price packageSaaS: 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, AnalyticsSOAP Interfaces1987SAP Business ByDesignSAP SEIncluded in base packageSaaS: 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, AnalyticsSOAP and OData Interfaces, Analytics, MS Outlook2007SAP S/4HANASAP SEIncluded in base packageSaaS: 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.SOAP Interfaces, Analytics2015
See also Customer-relationship management
References