SalesLogix v's Contact Managers

SalesLogix

Contact Manager

Market Focus

Sales Automation & Customer Management

Contact Manager

Open SQL Client-Server database

Y

N

Microsoft SQL Server support

Y

N

Robust opportunity management

Y

N

Supports Account-based selling

Y

Y

Complete customisation power

Y

Limited

Secure data by field by record

Y

N

Y

N

Ease of Use

Microsoft Office style navigation and toolbars

Y

User modifiable tabbed screens

Y

N

Y

Y

Contact Management

Unlimited

Generally Limited

Custom user-defined screens

Unlimited

Fields only

Custom data entry screens

Unlimited

N/a

Custom user-defined tables

Unlimited

N/a

Save groups with custom list views

Y

Y, some of them support this, although usually static

Multiple lead sources per contact

Y

Y

Associate contacts and accounts

Y

Y

Link contacts to separate Accounts

Y

Y

Track unlimited addresses per contact

Y

Y

Link contacts, accounts, activities to opportunities

Y

N

Import all data from ACT! or GoldMine

Y

Y

Calendars and Scheduling

Task delegation with RSVP

Y

Limited

Group scheduling with confirmation

Y

Y

Attach documents to activities

Y

N

Event activity type (eg. trade show)

Y

Y

Opportunity Management

Track deals in pipeline

Y

Unlimited fields per opportunity

Y

Customise opportunity screens

Y

N

Opportunity wizard for easy data entry

Y

N

Assign opportunity Owner and Account Manager; with territories

Y

N

Track multiple contacts with decision roles per opportunity

Y

N

Track multiple products with custom discounts

Y

N

Forecasts automatically rolled up

Y

N

Close opportunities as Won or Lost

Y

N

Track multiple competitors

Y

N

Track activities and history for each opportunity

Y

N

Track lead sources for opportunity

Y

N

Y

N

Word Processing, E-mail, Fax

Includes built-in word processor for quick correspondence creation, and use of Word

Y

Y

Public and private document templates

Y

Y

Documents synchronised

Y

N

Internet POP3 support

Y

N

Y

N

Marketing Information

Sales Library and marketing encyclopaedia

Y

Telemarketing scripting

Y

N

Process Automation

Literature requests and fulfilment

Y

N

Automated sales processes

Y

N

Graphical sales process builder

Y

N

Administration

Centralised user management and security

Y

N

Territory realignment

Y

N

Send files updates to remote users

Y

N

Server-based system agents

Y

N

Automatic report delivery from server

Y

N

Run SQL or VBA scripts on server

Y

N

Database

Client Server SQL database

Y

Normally Proprietary

Open ANSI SQL compliant

Y

N

Support Microsoft SQL Server and Oracle

Y

N

Direct Connections to SQL DB’s

Y

N

Add unlimited tables

Y

N

All new fields and tables synchronise

Y

Y 

Y

N

Remote Data Synchronisation

Centrally-managed configuration

Y

N

Field-level synchronisation with configurable conflict resolution

Y

Y

Users can view all changes

Y

N

Users can subscribe to selected data

Y

N

Synchronise documents

Y

N

Synchronises new reports, templates, screens, scripts

Y

N

Archive and re-synchronisation

Y

N

Synch process scheduling

Y

Y

New tables and fields synchronise

Y

Customisation

User options stored in database

Y

N

Built in Basic scripting (VBA compatible)

Y

N

Launch any menu item or function from toolbar, menu or triggered event.

Y

Y

Create custom data entry screens

Y

N

Graphical screen builder

Y

limited

Add buttons and other Windows controls to data screens

Y

N

Transfer custom screens between databases

Y

Limited

Complete control of appearance and actions of all data forms and screens

Y

N

Data Sharing and Security

Menu level security restriction

Y

N

Access security by sales team or user

Y

Y

Manager level access to combined data from subordinates

Y

N

Field level security

Y

N

Group ownership

Y

limited