List of embedded CRM systems

{{Short description|Type of crm software}}

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

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!Systems

!Company

!Price

!Deployment / Platform

!CRM Features

!Integration

!Initial 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{{Cite web|url=https://www.acumatica.com/cloud-erp-software/customer-management/|title=Customer Management|website=Acumatica|language=en-US}}

|Salesforce, MS Outlook

|2008

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{{Cite web|url=https://searcherp.techtarget.com/feature/Discover-the-best-cloud-ERP-software-for-your-company|title=Epicor ERP Sales|language=en-US}}

|Salesforce

|2008

IFS ERP

|IFS

|Included in base package

|SaaS: Public Cloud

|

  • Sales management including opportunities
  • Configure-to-order, engineer-to-order
  • Service management, customer projects{{Cite web|url=https://www.ifsworld.com/in/sitecore/media-library/assets/2015/04/23/20/09/erp-with-embedded-crm/|title=IFS ERP embedded CRM|website=IFS|language=en-US}}

|Salesforce

|2006

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{{Cite web|url=https://www.iqms.com/products/crm.html|title=IQMS ERP CRM|language=en-US}}

|MS Outlook

|1997

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{{Cite web|title = Microsoft Dynamics 365|url=https://dynamics.microsoft.com/en-us/|website=Microsoft|language=en-US}}

|MS Outlook, OData

|2016

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{{Cite web|title = Microsoft Dynamics Navision|url=https://dynamics-consultants.co.uk/solutions/microsoft-dynamics-nav/sales-and-marketing/|website=|language=en-US}}

|ODBC

|1996

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{{Cite web|title = Oracle Netsuite CRM+|url=http://www.netsuite.com/portal/assets/pdf/ds-netsuite-crm-plus.pdf|website=Oracle|language=en-US}}

|SOAP Interfaces

|1987

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{{Cite web|title = SAP Business ByDesign CRM |url=https://blogs.sap.com/2017/08/28/overview-on-sap-business-bydesign-customer-engagement-aka-crm/|website=SAP|language=en-US}}

|SOAP and OData Interfaces, Analytics, MS Outlook

|2007

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.{{Cite web|title = SAP S/4HANA Customer Management 2.0 |url=https://help.sap.com/doc/dc7d5ac9812d4b16bba92b32f0780691/2.0/en-US/loiobe7a4eb4a1304a27abb67253ed4684c4.pdf|website=SAP|language=en-US}}

|SOAP Interfaces, Analytics

|2015

See also

References