CRM Software Recommendation Report: Uses, Products, and Comparison Criteria

1. Customer Relationship Management Software Recommendation Report • An Overview of Uses, Products, and Comparison Criteria Prepared by Austin Communications Consulting One ACC Center, Ste. 100 Austin, TX 78754 512-454-1000

2. Customer Relationship Management Software Recommendation Report: Outline • Description of CRM • How Cultural Embrace uses CRM • Past and current use • Changes in how CRM are used

3. OutlineContinued • Products reviewed • Sage ACT! 2011 • Intuit QuickBase • Salesforce Professional Edition • Zoho CRM Enterprise Edition

4. Outline Continued • Comparison Criteria by Product • Price • System requirements • Number of users • Number of customers • Ability to group customers • Ability to manage email • Ability to track information from website forms • Ability to track Google Adwords • Ability to import or use files from existing system • Independent Reviews

5. Outline Continued • Conclusions by comparison criteria • Recommendations

6. Description of CRM • Centralized record • All data sources • Organize • Automate • Synchronize

7. How Cultural Embrace Uses CRM Past and current use • Store all customer contact information • Notes on communications with customers • Progress notes for development of each customer’s travel program • Create and send weekly email newsletter

8. Changes in How Cultural Embrace Uses CRM • Tracking leads generated on social media such as Facebook and Twitter • Tracking the effectiveness of Google Adwords • Collecting data customers enter on the Cultural Embrace website • Need for mobile access

9. ProductsReviewed • Sage ACT! 2011 • Current system • DVD or download, installed on office server • Intuit QuickBase • Integration with QuickBooks • Software as a Service (SaaS) model, hosted on remote servers

10. Products Reviewed Continued • Salesforce Professional Edition • Replacement product • Software as a Service (SaaS) model, hosted on remote servers • Zoho CRM Enterprise Edition • Replacement product • Software as a Service (SaaS) model, hosted on remote servers

11. Product Specifications

12. Product Features

13. Ability to use or import existing CRM files • Sage ACT! 2011 • Use existing files • Intuit QuickBase • Import existing files • Salesforce Professional Edition • Import existing files • Zoho CRM Enterprise Edition • Import existing files

14. Independent Reviews

15. Reviews for Sage ACT! 2011 • PC Magazine • Tons of help within in the interface • Handy Sage Business Info Service • Slow performance when switching between tasks • Puzzling placement of some Menu commands • Salesmark.com • Good product, great features • Pricing and delivery model miss the mark • 3.5 out of 5 stars

16. Reviews for Sage ACT! 2011 Continued • Zdnet.com • Good Outlook integration • Social media integration not as complete as other services • Company responds well to user suggestions • Adavidcreation.com • Highly customizable and full-featured • Expensive upfront • No remote access

17. Reviews for Intuit QuickBase • PC Magazine • Powerful, fast, reliable online database • Easy to use • Document files can only be exported one by one • Brighthub.com • Highly customizable and full-featured • Pricing puts it out of reach of small businesses

18. Reviews for Intuit QuickBase Continued • Onlinedatabasefiles.com • Difficulty importing files • Errors when importing data from ACT! • User interface complicated and non-standard • Very difficult to learn • Techrepublic.com • Geared toward medium to large business • Large application that can be intimidating to get started with

19. Reviews for Salesforce Professional Edition • PC magazine • Streamlined interface with incredibly informative Dashboard views • Smooth workflow process • Pricing gets expensive • Lower-cost packages lack basic functions other CRM include for free • Customers.com • Good analytical capability for companies with lots of personal contact with customers

20. Reviews for Salesforce Professional Edition Continued • Eweek.com • Easy to navigate • Ample tabs and menu items, very complete • Integration with other applications could be improved • Overall 5-star rating • Techrepublic.com • Some remote access, but incomplete • One year of Salesforce costs as much as one-time cost of ACT!

21. Reviews for Zoho CRM Enterprise Edition • PC Magazine • Good email and Web integration • Inexpensive • Requires customization at outset • Lacks scalability • Customers.com • Available integration with QuickBooks and Gmail works well • Lacks the email marketing functionality of other products

22. Reviews for Zoho CRM Enterprise Edition Continued • Netprofitmarketing.com • Intuitive, easy-to-use interface • No features that a small business doesn’t need • Automation makes it easy to track leads and create tasks • Techrepublic.com • Many of the same features as Salesforce, for much less • Good mobile access

23. Conclusions

24. Conclusions • Price(including monthly email service fees) • Zoho CRM Enterprise Edition $112/month • System requirements • No product has advantage • Number of users • No product has advantage • Number of customers • QuickBase is only product with limit (25,000)

25. Conclusions Continued • Ability to group clients • Only ACT! has built in • Ability to manage email • Part of basic service with Salesforce • Ability to track website leads • Included with Salesforce and Zoho • Ability to track Google Adwords • Only offered with Salesforce • Ability to use or import files from existing system • No issue with ACT!

26. Conclusion from Reviews Zoho CRM Enterprise Edition • Good email and web integration • Inexpensive • Automation to track leads and create tasks • Good mobile access

27. Recommendation Zoho CRM Enterprise Edition • Low cost • Email and web integration • Mobile access • Accommodate company growth