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Guide to CRM Providers
Search our interactive tables for the customer relationship management software that best suits your company.
Dave Cook, CFO.com | US
May 01, 2003


Browse the Provider Directory


Provider Talisma
Kirkland, WA
(888) 462-3484
UpShot
Mountain View, CA
(888) 700-8774

Sales/Marketing Contact

Mike Nason, (888) 462-3484

Paul Gross, (650) 323-8368

Product Name

Talisma eCRM Suite

UpShot

Features and Functions

Sales Campaign Management

Delivery Channel Selection

Online Campaign Management

Offline Campaign Management

Opportunity Management

Sales Lead Management

Account Management

Contact Management

Activity Tracking

Message Broadcasting

Problem Description and Categorization

Prioritization

Status Tracking

Marketing Campaign Management

Loyalty Programs

NA

Customer Profiling

Segmentation

Personalization

Analytical Capabilities (including data mining)

Reporting Tools

Workflow Automation

Call Scripting

NA

Dynamic Scripting

NA
Vertical Market Support

Retail

Distribution

NA

Manufacturing

Financial Services

Hotels/Restaurants

Entertainment/Gaming

Telecommunications/Utilities

Cable TV/Internet Service Providers

NA

Other

Education High-Tech Companies: Software and Hardware
Operating System Support

Windows 2000

Windows NT

Windows XP

Sun Solaris

NA NA

IBM AIX

NA NA

HP UX

NA NA

Linux

NA NA
Databases

Oracle

NA NA

DB 2

NA NA

Sybase

NA NA

Microsoft SQL Server

Hardware Platform Support

Mainframe

NA NA

Windows/Intel Industry Standard Architecture

IBM iSeries

NA NA

Sun Sparcserver

NA NA

Hewlett-Packard

NA NA
Links to ERP Platforms

SAP

NA

Oracle

NA

PeopleSoft

NA

J.D. Edwards

NA

Other

Any data source
Wireless Access

Links to Pagers

NA

Cell Phones

Handheld Computers

Integration with…

Fax

E-mail

Instant Messaging

NA

Web Sites

Middleware Communications

Integration with Marketing Data Warehouse

Deliverable Through Web-Based ASP

Multiple Site Support

Security Features

Firewalls

Encryption

Password Access

Annual Sales

$500 Million to $1 Billion More than $1 Billion



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