List of embedded CRM systems

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
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[1]
 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[2]
 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[3]
 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[4]
 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[5]
 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[6]
 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[7]
 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[8]
 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.[9]
 SOAP Interfaces, Analytics 2015

See also

References
  1. "Customer Management". Acumatica.
  2. "Epicor ERP Sales".
  3. "IFS ERP embedded CRM". IFS.
  4. "IQMS ERP CRM".
  5. "Microsoft Dynamics 365". Microsoft.
  6. "Microsoft Dynamics Navision".
  7. "Oracle Netsuite CRM+" (PDF). Oracle.
  8. "SAP Business ByDesign CRM". SAP.
  9. "SAP S/4HANA Customer Management 2.0" (PDF). SAP.
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