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

Systems  | Company  | Price  | Deployment / Platform  | CRM Features  | Integration  | Initial Release Year

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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

* Customer-relationship management

## References

1. ↑ "Customer Management" (in en-US). https://www.acumatica.com/cloud-erp-software/customer-management/.
2. ↑ "Epicor ERP Sales" (in en-US). https://searcherp.techtarget.com/feature/Discover-the-best-cloud-ERP-software-for-your-company.
3. ↑ "IFS ERP embedded CRM" (in en-US). https://www.ifsworld.com/in/sitecore/media-library/assets/2015/04/23/20/09/erp-with-embedded-crm/.
4. ↑ "IQMS ERP CRM" (in en-US). https://www.iqms.com/products/crm.html.
5. ↑ "Microsoft Dynamics 365" (in en-US). https://dynamics.microsoft.com/en-us/.
6. ↑ "Microsoft Dynamics Navision" (in en-US). https://dynamics-consultants.co.uk/solutions/microsoft-dynamics-nav/sales-and-marketing/.
7. ↑ "Oracle Netsuite CRM+" (in en-US). http://www.netsuite.com/portal/assets/pdf/ds-netsuite-crm-plus.pdf.
8. ↑ "SAP Business ByDesign CRM" (in en-US). https://blogs.sap.com/2017/08/28/overview-on-sap-business-bydesign-customer-engagement-aka-crm/.
9. ↑ "SAP S/4HANA Customer Management 2.0" (in en-US). https://help.sap.com/doc/dc7d5ac9812d4b16bba92b32f0780691/2.0/en-US/loiobe7a4eb4a1304a27abb67253ed4684c4.pdf.

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