| ベンダー・ショーケース \\ CRM \\ Sage Software SageCRM/SageCRM.com \\ 評価参考資料 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
  評価参考資料 |
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SageCRM/SageCRM.com Rating displays the level of support for functionality and services provided by SageCRM/SageCRM.com by Sage Software. |
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Average Competitor Rating displays the average level of support for functionality and services provided by all of the vendors within TECs knowledge base. |
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Competitor with the Lowest Rating is a real product or service solution. It indicates the overall lowest level of support for functionality or services (based on TECs model of Customer Relationship Management (CRM) solutions). |
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Competitor with the Highest Rating is a real product or service solution. It indicates the overall highest level of support for functionality or services (based on TECs model of Customer Relationship Management (CRM) solutions). |
*To learn more about criteria rating definitions please consult The Customer Relationship Management (CRM) Rating Guide
| Module | Total Criteria | SageCRM/SageCRM.com by Sage Software | Lowest Rated Competitor for Customer Relationship Management (CRM) | Highest Rated Competitor for Customer Relationship Management (CRM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| SALES FORCE AUTOMATION Includes:Opportunity Management; Sales Forecasting Management; Sales Lead Management; Account and Contact Management; Activity Management; Territory Management, Team Selling, and Member Reassignment; and other | 246 | 136 | 0 | 110 | 77.85 | 164 | 54 | 26 | 70.93 | 237 | 0 | 9 | 98.9 |
| MARKETING AUTOMATION Includes:Campaign Planning; Campaign Execution and Management; Lead and List Management; | 69 | 24 | 0 | 5 | 39.28 | 21 | 0 | 8 | 38.41 | 29 | 0 | 0 | 42.03 |
| CUSTOMER SERVICE AND SUPPORT Includes:Creating New Cases (Service Requests); Assigning Cases; Escalating Unresolved Cases; Solving and Closing Cases; Creating and Maintaining a Solutions Knowledge Base; Customer Self-Service Portal; and other | 84 | 52 | 9 | 23 | 77.86 | 7 | 77 | 0 | 8.33 | 81 | 0 | 3 | 98.81 |
| TECHNICAL FUNCTIONALITY AND SUPPORT Includes:Business Functionality; Technical Functionality; Ongoing CRM Solution Support; | 590 | 306 | 70 | 214 | 72.49 | 235 | 296 | 39 | 41.78 | 508 | 44 | 38 | 90.1 |
Sales Force Automation
Buy the Customer Relationship Management (CRM) Software Evaluation Report to uncover the details of this analysis.
*To learn more about criteria rating definitions please consult The Customer Relationship Management (CRM) Rating Guide
| Module | Total Criteria | SageCRM/SageCRM.com by Sage Software | Lowest Rated Competitor for Customer Relationship Management (CRM) | Highest Rated Competitor for Customer Relationship Management (CRM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| OPPORTUNITY MANAGEMENT Includes:Pre-configured opportunities home page and data records; Quick access to recently created, modified, or viewed opportunity records; Pre-configured opportunity list views (opportunity record subsets based on user-defined filter variables); A workflow engine is available to help implement "best practice" opportunity management activities; Automatic assignment of probability percent of closing the deal based on the opportunity "Sales Stage" data field value; Opportunity data records can be associated with (hyperlinked to) the campaign records that spawned them; and other | 44 | 31 | 0 | 13 | 87.73 | 26 | 13 | 5 | 64.77 | 43 | 0 | 1 | 99.32 |
| SALES FORECASTING MANAGEMENT Includes:Pre-configured sales forecast home page and data records; Sales quota management with configurable enterprise level roll-ups; Predesigned quota versus forecast reports and/or analytics; Sales pipeline analyses based on the "Sales Stage" field values with configurable enterprise level roll-ups; Sales forecast management with configurable enterprise level roll-ups; Configurable sales "forecast categories" (e.g., in the pipeline, best case, committed, closed-won, etc.); and other | 12 | 11 | 0 | 1 | 97.5 | 8 | 4 | 0 | 66.67 | 12 | 0 | 0 | 100 |
| SALES LEAD MANAGEMENT Includes:Pre-configured leads home page and data records; Quick access to recently created, modified, or viewed lead records; Pre-configured lead list views (lead record subsets based on user-definable filter variables); A "quick create," "clone," or "save as" function (so that new leads can be created with minimal input); Multiple lead data record "layouts" can be defined to handle leads with different processes and data needs; A workflow engine is available to help implement "best practice" lead management activities; and other | 20 | 17 | 0 | 3 | 93 | 18 | 0 | 2 | 94.5 | 19 | 0 | 1 | 98.5 |
| ACCOUNT AND CONTACT MANAGEMENT Includes:Commercial Account Management; Contact (People) Management; | 45 | 35 | 0 | 10 | 91.56 | 34 | 3 | 6 | 80 | 42 | 0 | 3 | 98 |
| ACTIVITY MANAGEMENT Includes:Activities can be scheduled for specific dates with specific begin and end times; To-do activities or tasks can be scheduled with specific due dates; Scheduling and management of recurring activities; Daily, weekly, and monthly calendar views; predefined list views of open, closed and overdue activities or tasks; In addition to the account record, each activity can be associated with at least two additional data record types (contact, case, opportunity, etc.); and other | 23 | 21 | 0 | 2 | 97.39 | 20 | 2 | 1 | 87.83 | 23 | 0 | 0 | 100 |
| TERRITORY MANAGEMENT, TEAM SELLING, AND MEMBER REASSIGNMENT Includes:Sales territory administration, analysis, and maintenance; Sales territories can be organized based on geography, industry, product, or other customizable criteria; Automatic opportunity record assignment to appropriate sales professional based on user-definable rules; Automatic notification of the new opportunity to the assigned sales professional; Automatic scheduling of a follow-up activity to the assigned sales professional; Mass opportunity record transfer for reassigning ownership of one or more opportunities from one sales professional to another; and other | 11 | 7 | 0 | 4 | 81.82 | 9 | 1 | 1 | 88.18 | 11 | 0 | 0 | 100 |
| CONTRACT MANAGEMENT AND CREATION Includes:Contract Creation; Contract Management; | 12 | 3 | 0 | 9 | 77.5 | 10 | 0 | 2 | 86.67 | 11 | 0 | 1 | 97.5 |
| QUOTES AND PROPOSALS Includes:Proposal and quote template library maintenance; Generation of custom proposals and quotes using predesigned templates; Automatic creation of proposal and quote revision history records; Support for multiple currencies; Electronic copies of actual quotes and proposals can be associated with opportunity data records; | 5 | 4 | 0 | 1 | 94 | 4 | 0 | 1 | 94 | 5 | 0 | 0 | 100 |
| PARTNER MANAGEMENT Includes:Pre-configured partners home page and data records; Pre-configured partner list views (partner record subsets based on user-definable filter variables); Multiple partner data record "layouts" can be defined to handle partners with different processes and data needs; A workflow engine is available to help implement "best practice" partner management activities; Assigned account data records can be associated with (hyperlinked to) the partner records; Assigned lead data records can be associated with (hyperlinked to) the partner records; and other | 26 | 0 | 0 | 26 | 20 | 12 | 13 | 1 | 46.92 | 26 | 0 | 0 | 100 |
| SALES PROCESS MANAGEMENT Includes:Automatic maintenance of the "probability percent" (of closing the deal) based on the opportunity "Sales Stage" field value; Configurable "rules-based" selling process workflows that can automatically send e-mails, letters, faxes, or execute other activities; Configurable "rules-based" selling process workflows that can automatically update opportunity record data fields; Configurable "rules-based" selling process workflows that can automatically schedule and assign each selling step or activity in a sales process; | 4 | 4 | 0 | 0 | 100 | 4 | 0 | 0 | 100 | 4 | 0 | 0 | 100 |
| PROJECT AND TEAM MANAGEMENT Includes:Project Teams and Member Reassignment; Project Management; | 26 | 2 | 0 | 24 | 63.85 | 19 | 0 | 7 | 84.23 | 24 | 0 | 2 | 97.69 |
| INTERNET SALES Includes:Customer self-registration for login and password assignment and profile setup; Customer account and profile maintenance; Personalized one-to-one product recommendations are displayed to each customer; Up-sell and cross-sell recommendation engine; Product selection from an online product catalog; Real time access to product price and availability information; and other | 18 | 1 | 0 | 17 | 56.67 | 0 | 18 | 0 | 0 | 17 | 0 | 1 | 98.33 |
Marketing Automation
Buy the Customer Relationship Management (CRM) Software Evaluation Report to uncover the details of this analysis.
*To learn more about criteria rating definitions please consult The Customer Relationship Management (CRM) Rating Guide
| Module | Total Criteria | SageCRM/SageCRM.com by Sage Software | Lowest Rated Competitor for Customer Relationship Management (CRM) | Highest Rated Competitor for Customer Relationship Management (CRM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CAMPAIGN PLANNING Includes:Pre-configured campaign home page and data records; Pre-configured campaign list views (campaign record subsets based on user-definable filter variables); Campaign data records can be "cloned" for reuse in similar campaigns; Budget, organize, and schedule detailed marketing campaigns down to the task level; Multitiered marketing campaign event management; Users can submit a campaign for approval and execution; and other | 16 | 13 | 0 | 3 | 93.12 | 10 | 0 | 6 | 88.75 | 16 | 0 | 0 | 100 |
| CAMPAIGN EXECUTION AND MANAGEMENT Includes:A workflow engine is available to help manage collaborative marketing activities; Personalized mass e-mail campaigns (that can send an unlimited number of e-mails) from within the CRM Solution; Campaign response tracking (e.g., sent, no response, responded); Lead data records can be associated with (hyperlinked to) campaign records; Mass import of offline leads with response tracking; Opportunity (deal) data records can be associated with (hyperlinked to) campaign records; and other | 13 | 11 | 0 | 2 | 93.85 | 11 | 0 | 2 | 94.62 | 13 | 0 | 0 | 100 |
| LEAD AND LIST MANAGEMENT Includes:Lead Capture and Distribution; Lead Enrichment; Lead Management and Workflow; Reporting and Analysis; | 40 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Customer Service and Support
Buy the Customer Relationship Management (CRM) Software Evaluation Report to uncover the details of this analysis.
*To learn more about criteria rating definitions please consult The Customer Relationship Management (CRM) Rating Guide
| Module | Total Criteria | SageCRM/SageCRM.com by Sage Software | Lowest Rated Competitor for Customer Relationship Management (CRM) | Highest Rated Competitor for Customer Relationship Management (CRM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| CREATING NEW CASES (SERVICE REQUESTS) Includes:Pre-configured case (service request) home page and data records; Quick access to recently created, modified, or viewed case records; Pre-configured case list views (case record subsets based on user-definable filter variables); Multiple case data record "layouts" can be defined to handle cases and service requests with different processes and data needs; A workflow engine is available to help implement "best practice" case management activities; A mass e-mail function that can be used to send out responses to many people encountering the same problem; and other | 20 | 20 | 0 | 0 | 100 | 0 | 20 | 0 | 0 | 20 | 0 | 0 | 100 |
| ASSIGNING CASES Includes:When new case records are created, they can be automatically assigned to the appropriate person using predefined assignment rules; When cases are assigned to someone, this person can be automatically notified of the case via e-mail; Case records can be automatically assigned to a work queue (using predefined assignment rules) that multiple people can access them from; When working from a work queue or a list of cases a user can simultaneously take "ownership" of multiple case records (i.e., assigning him or herself to the cases); When working from a work queue or a list of cases a user can simultaneously assign the "ownership" of multiple case records to another person (or queue); When working from a work queue or a list of cases a user can simultaneously change the status of and escalate multiple case records; and other | 7 | 3 | 0 | 4 | 54.29 | 0 | 7 | 0 | 0 | 7 | 0 | 0 | 100 |
| ESCALATING UNRESOLVED CASES Includes:Case escalation rules can be defined that will control the automatic escalation of a case if it is not resolved within a certain period of time; Case escalation rules can be defined that will control the automatic escalation of a case when specified conditions are met, including values input into custom data fields; Escalation rules specify to whom the case will be reassigned to; Escalation rules specify all of the people who will be automatically notified via e-mail about the escalated case; | 4 | 4 | 0 | 0 | 100 | 0 | 4 | 0 | 0 | 4 | 0 | 0 | 100 |
| SOLVING AND CLOSING CASES Includes:Solution records (a knowledge base) can be searched for possible answers to the customer's problem; Solution records that address a case can be associated with (hyperlinked to) the case record; An e-mail can be automatically sent to the customer regarding the case and its possible solution (using a predesigned e-mail template); The reason for the customer's problem can be input on the case record using a predefined list of "reason" codes or descriptors; Service level agreement management; | 5 | 4 | 0 | 1 | 94 | 0 | 5 | 0 | 0 | 5 | 0 | 0 | 100 |
| CREATING AND MAINTAINING A SOLUTIONS KNOWLEDGE BASE Includes:New solution records can be automatically classified as such (i.e., new, draft, or unreviewed) until they are formally reviewed and approved by authorized personnel; A workflow engine is available to help implement "best practice" solution knowledge base maintenance; While closing a case, a new solution record can be created and associated to the case ("on-the-fly"); Solution records can be selected for automatic publication to the customer self-service portal; Solution records can be "rated" by users and the highest rated solutions can be easily viewed and accessed; Solution records can be associated with (hyperlinked to) other related solution records; and other | 7 | 5 | 0 | 2 | 91.43 | 0 | 7 | 0 | 0 | 7 | 0 | 0 | 100 |
| CUSTOMER SELF-SERVICE PORTAL Includes:Online registration and authentication using logins and passwords; Product detail records that are associated with (hyperlinked to) an opportunity that is "won," can be automatically associated with the account record (as assets or purchased product records); Online access to the company's published solution knowledge base to find solutions to their problems; Online access to open case or service request status; Online input of new cases or service requests; Online input of new orders; and other | 13 | 4 | 9 | 0 | 30.77 | 0 | 13 | 0 | 0 | 12 | 0 | 1 | 97.69 |
| E-MAIL RESPONSE MANAGEMENT Includes:E-Mail Routing and Categorizing; Intelligent E-mail Handling; E-Mail and Web Integration; Outbound E-Mail Communication; E-Mail Case Management Integration; E-Mail Usability; and other | 28 | 12 | 0 | 16 | 80.36 | 7 | 21 | 0 | 25 | 26 | 0 | 2 | 97.5 |
Technical Functionality and Support
Buy the Customer Relationship Management (CRM) Software Evaluation Report to uncover the details of this analysis.
*To learn more about criteria rating definitions please consult The Customer Relationship Management (CRM) Rating Guide
| Module | Total Criteria | SageCRM/SageCRM.com by Sage Software | Lowest Rated Competitor for Customer Relationship Management (CRM) | Highest Rated Competitor for Customer Relationship Management (CRM) | |||||||||
| Criteria Summary | Module Rating | Criteria Summary | Module Rating | Criteria Summary | Module Rating | ||||||||
| Sup* | NS* | Oth* | Sup* | NS* | Oth* | Sup* | NS* | Oth* | |||||
| BUSINESS FUNCTIONALITY Includes:Reporting; CRM Analytics and Dashboards; Workflow Automation; Document Management; Internationalization; Industry Vertical Module Availability; and other | 258 | 108 | 5 | 145 | 76.51 | 82 | 163 | 8 | 32.4 | 230 | 0 | 28 | 96.16 |
| TECHNICAL FUNCTIONALITY Includes:Technical Fit; Administration and Security; Customization; Integration; Mobile Options; Synchronization and Replication; and other | 301 | 179 | 59 | 63 | 69.4 | 134 | 124 | 30 | 47.57 | 249 | 44 | 8 | 84.19 |
| ONGOING CRM SOLUTION SUPPORT Includes:Implementation and Training; On-going Technical Support; | 31 | 19 | 6 | 6 | 69.03 | 19 | 9 | 1 | 63.55 | 29 | 0 | 2 | 97.1 |
Customer Relationship Management (CRM) Rating Guide
| Sup | - Supported. |
| NS | - Not Supported. |
| Oth | - Aggregate of other ratings. |
| Rating | Value | Description |
| Customization | 40 | Supported via customization (changes to the source code) |
| Future Release | 20 | Supported in a future release |
| Modification | 70 | Supported via modification (screen configurations, reports, GUI tailoring, etc.) |
| Not Supported | 0 | Unsupported |
| Supported | 100 | Supported as delivered out-of-the-box |
| Third Party Support | 60 | Supported via a third party solution |
| Unrated | 0 | The vendor or provider has not yet submitted information for a rating |
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