别样“历史考”划重点：执好“四面旗”

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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	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	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	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	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	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	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	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	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.	SOAP Interfaces, Analytics	2015

See also

• Customer-relationship management