So sánh SugarCRM vs MisaCRM vs genCRM vs vTiger

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  • 1. So Snh phn mm SugarCRM vi MisaCRM, genCRM,vTigerContentsSo Snh phn mm SugarCRM vi MisaCRM, genCRM, vTiger .......................................................................... 11 Gii thiu ............................................................................................................................................. 42 Ngun gc ............................................................................................................................................ 43 Cc phin bn v gii php .................................................................................................................... 54 Giao Din Sn Phm .............................................................................................................................. 84.1 Giao din bnh thng: ................................................................................................................... 84.2 Giao din trn mobile: .................................................................................................................. 105 So Snh v tnh nng .......................................................................................................................... 115.1 Qun l kinh doanh ...................................................................................................................... 115.2 Qun l tip th ............................................................................................................................ 125.3 H tr khch hng ........................................................................................................................ 135.4 Lm vic cng tc ........................................................................................................................ 13 Page 1 of 23

2. 5.5 Ghi nhn hot ng ...................................................................................................................... 14 5.6 Qun tr h thng ......................................................................................................................... 14 5.7 Phn quyn .................................................................................................................................. 15 5.8 Tnh ton cu ha ........................................................................................................................ 15 5.9 Tch hp ...................................................................................................................................... 16 5.10Bo co ....................................................................................................................................... 166Hnh thc trin khai............................................................................................................................. 177Bo hnh, bo tr, backup, restore d liu ............................................................................................ 208Gi c v bn quyn, chi ph & thi gian trin khai ................................................................................ 209Kh nng ty bin, nng cp, m rng ................................................................................................. 2110 Kt Lun: ........................................................................................................................................... 2211 Tham kho: ........................................................................................................................................ 22 Page 2 of 23 3. CHANGED LOGDateChanged by A,M,D (*) DetailVersion 1/08/2012Duc Nguyen A To mi ti liu1.0 20/08/2012 Hoc BuiM Chnh sa ti liu1.1A - Added D Deleted M ModifyTi liu ny l ti sn ca OnlineCRM. Nghim cm mi hnh vi chnh sa, phn phi ti liu m khng c s ng ca chng ti.Page 3 of 23 4. 1 Gii thiuTrn th trng hin nay c mt s phn mm qun l quan h khch hng hay gi tt l phn mm CRM. ivi lnh vc phn mm ny, gii php ca ca th gii c, gii php ca Vit Nam c, vy lm sao ti chnc gii php CRM ph hp cho cng ty ca mnh?Trong phm vi bi vit ny, chng ti s c gng cung cp cho qu c gi cc thng tin mang tnh khch quannht, t khch hng xem xt v t mnh quyt nh la chn mt gii php ph hp.Cc vn chng ti tin hnh so snh bao gm:-Ngun gc sn phm-Tnh nng tin ch sn phm-Trin khai sn phm v cc hnh thc s dng-Gi c v mt s vn khcTrong cc thng tin c cung cp bi bi vit ny c th khng trnh khi thiu st. Rt mong qu c gi cv chn tnh gp chng ti ngy cng hon thin ni dung bi vit hn.2 Ngun gc- Phin bn u tin ra i vo nm 2004, do cng ty cng tn ti M pht trin- n v pht trin: SugarCRM Inc- S vn u t cho d n SugarCRM: 79.5 triu $, trong khong 60 triu $ lthng qua bn c phn.l cng ty CRM ng th 3 th gii.SugarCRM- Trn 10 triu lt ti v tnh ti thi im hin ti- Hn 1.000.000 ngi dng trn ton th gii- Trn 30.000 lp trnh vin tham gia pht trin sn phm Page 4 of 23 5. - 350 partners (n v pht trin cng tc) vi SugarCRM trn nhiu lnh vc- Phin bn u tin ra i vo nm 2008- n v pht trin: Cng ty C phn MISA (Tn ting Anh: MISA Joint StockCompany)MisaCRM- S vn u t cho d n MISA CRM: khng r.- S lng khch hng lnh vc CRM: khng r.- Phin bn u tin ra i vo nm 2009- n v pht trin: Cng ty c phn cng ngh GENgenCRM- S vn u t cho d n: khng r.- S lng khch hng: khng r.- Ra i nm 2004- n v pht trin: vTiger l mt Cng ty t nhn c tr s ti Sunnyvale,California v Bangalore, n vTiger- S lt ti v: 1.5 triu lt- S vn u t cho d n: khng r.- S lng khch hng: khng r.3Cc phin bn v gii phpSugarCRMPhin bn u tin: SugarCRM 4.5.1 Page 5 of 23 6. Phin bn hin ti: SugarCRM 6.5.4 (cp nht thng 08/2012) Sugar c 5 dng sn phm: Sugar CE, Sugar Professional, Sugar Coporate, Sugar Enterprise, Sugar Ultimate. Ngoi tr Sugar CE l phin bn free license, cc phin bn cn li u tnh ph. Sugar c th s dng theo hnh thc online, offline hoc trn cloud m my u c. Vi dng sn phm Sugar CE, ti Vit Nam, OnlineCRM chng ti c cc gii php sau: - SugarCRM-Biz: Gi CRM chun, dnh qun l khch hng trong cc doanh nghip va v nh. - SugarCRM-D.C: Dnh qun l hot ng phng khm - SugarCRM-Edu: Dnh qun l hc sinh, sinh vin trong trng hc - SugarCRM-Travel: Dnh cho ngnh du lch, nghip v du lch - SugarCRM-HR: Dng cho ngnh t vn, tuyn dng nhn s - SugarCRM-eTimesheet: Dng qun tr d n trong lnh vc phn mm, thit k, t vn - SugarCRM-Groupon: Dng qun l cc hot ng trong ngnh Mua chung, nhm mua, cng mua - SugarCRM-SMS: Dng qun l gi tin SMS (BrandName, u s): SMS Marketing, SMS Qung co MISA CRM c 2 phin bn:MISA.CRM - MISA CRM.NET 2008 (c ph) - MISA CRM.NET 2008 Express (min ph)vTiger Phin bn: 4.2.4 5.4.0 Cc gii php: Vtiger - Thng mi - Dch v Vtiger - Bt ng sn Vtiger - Du lch Vtiger - Y t Vtiger - Dch v Ti chnh: Ngn hng bn l / doanh nghip, Chng khon, BoPage 6 of 23 7. him...genCRM - Phin bn: 1.0 2.3 - Gii php: genCRM chuyn ngnh Ti chnh Ngn hng genCRM chuyn ngnh o to genCRM chuyn ngnh Truyn thng genCRM Chun cho doanh nghip genCRM cho tp on genCRM trn nn in ton m my Page 7 of 23 8. 4 Giao Din Sn Phm4.1 Giao din bnh thng:SugarCRMMisaCRM Page 8 of 23 9. genCRMvTiger Page 9 of 23 10. 4.2Giao din trn mobile:SugarCRMMisaCRM Cha cgenCRMCha cPage 10 of 23 11. vTiger5 So Snh v tnh nngTnh nng/Phn mmSugarCRM MisaCRM genCRM vTigerCRM(phin bn CE) (phin bn(phin bn (phin bn 2.1) vTiger 5.4.0) MisaCRM.NET 2008)5.1Qun l kinh doanhQun l lin h xx xx Page 11 of 23 12. Qun l ti khonx xx xQun l c hi bn hngx xx xD bo ch tiu kinh doanh OnlineCRM h x x trQun l lead xx xQun l hp ng xxKhch hng tim nng x xxQun l cc hot ng sau bn hng xxSn phm OnlineCRM hxx trBo giOnlineCRM h x trHot ng (gi in, hn gp, Email, x xx xghi ch..)Qun l hng tn kho OnlineCRM hxx trQun l d nxx5.2 Qun l tip thChin dch qung co x xx xEmail marketingx xx xQun l ha nx xxChc nng in b thx (OnlineCRMxxPage 12 of 23 13. h tr)Qun l v vic x xTheo di lixQun l lin lc emailxxx xQun l SMS x (OnlineCRM xx xh tr)5.3 H tr khch hngQun l v chm sc khch hng tim xxx xnngQun l chm sc c hi bn hngxxx xH tr cng ngxxx xGi SMS, gi in, gp mt ...x (gi SMS:xx xOnlineCRM htr)H tr gi v nhn Emailxxx xConsulting xx x5.4 Lm vic cng tcQun l vn bn x xQun l ti liuxxxChia s lch lm vic x x xTo nhn vin x xPage 13 of 23 14. AJAX email client xQun l d n x xPlugin cho Outlook ExpressOnlineCRM htrNhc nh v cnh box x5.5 Ghi nhn hot ngQun l cc tc vx x xQun l cuc gix xQun l hi hp x xEmail xxx xGhi ch xxx x5.6 Qun tr h thngPhn quyn theo chc v xxx xQun l d liu danh mc v thit lp xcc thng tin dng chungQun l hp ng, cng n, chuyn xxx xnhng, thanh lQun l hot ng v lch biux x xQun l ghi nhn lix xSao lu v phc hi d liu xxx xQun l Email xxx xPage 14 of 23 15. 5.7Phn quynPhn quyn truy cp xx x xPhn quyn thao tc xx x xPhn quyn d liuxx x xPhn quyn theo trng d liuxQun l Password nng cao xx x x5.8Tnh ton cu haNgn ng h tr Ting Anh, VitTing VitTing Anh v Ting Anh/v nhiu ngnnhiu ngnng khc Ting Vitng khc.(35 ngn ng)Ngn ng lp trnhPHPVisual Basic.NetPHP PHP1.000.000Khng rKhng rKhng rS lng ngi dng trn th gii 2 phin bn:Phin bn (Edition) 5 phin bn: vTiger - MISA CRM.NETKhng cCommunitySugar CE (min 2008Edition, vTigerph), Sugar Pro, bn min phSugarStandard, - MISA CRM.NETCoporate,2008 EXPRESSSugarvTiger (min ph)Enterprise, EnterpriseSugar UltimateDemo C (offline, phiC (online)C (phi ng C (online) ci t) k)Page 15 of 23 16. 5.9 Tch hpSMS Gateway x xx xLDAPxxCall Center x (Avaya,xAsterisk, Cisco)Google Maps xInsideViewxLinkedInxWeb API XxPlugin Word, Excel, Outlook X XX XPlugin Lotus Notesx5.10Bo coBo co bn hngX xX XBo co doanh thu X XX XBo co cng vic X XX XTy bin bo co dng bng biu X xx xTy bin bo co dng biu X (ch c tbn Sugar Protr ln)Cng thng tin khch hng X (ch c bnX (ch c Sugar Pro trbn vTigerln) Standard tr Page 16 of 23 17. ln)Ni thm v c ch phn quyn c bn:- Phn quyn truy cp: Ngi dng s c phn quyn truy cp vo h thng khi Admin to role v adduser vo role - Phn quyn thao tc (tng t nh trn): Ngi dng c quyn thao tc c xem xa, chnh, sa dliu trn h thng khi c cho php- Phn quyn d liu: Cho php ngi dng no s c c xem d liu trong cng group6 Hnh thc trin khaiTrin khaiLAN, WAN, Internet,LAN, WAN, Internet Client, Server, Client- LAN, WAN, Internet, Server,Cloud LAN, Internet