Intalio|CRM On-Demand Editions Comparison

See how the Intalio|CRM editions compare, feature by feature.

Offerings

Group Professional Enterprise
Pricing
$9/user/month
$49/user/month
$99/user/month
User Limit
5 Users Maximum
3 Users Minimum
3 Users Minimum
Standard Training and Support

Included

Included
Included
Storage per User
5GB/user
10GB/user
20GB/user

Sales Force Automation (SFA)

Group Professional Enterprise
Account, Contact, and Activity Managementt
Opportunity Managementt
Document Management
Notes and Attachments
Data Validation
CRM Console
Customizable Forecasting
Contract and Renewal Management
Integration with Third-Party Methodologies
Winter 2009
Product Catalog
Revenue Schedule Management
Winter 2009
Winter 2009
Account and Opportunity Team Selling
Client Lifecycle Management  
Advanced Call Scripting
Spring 2009
Territory Management
Mass Quota Updates
Workflow and Approvals
Spring 2009
Spring 2009
Analytic Snapshots

Partner Relationship Management (PRM)

Group Professional Enterprise
Full Set of PRM Features
Spring 2009

Marketing Automation

Group Professional Enterprise
Google AdWords
Summer 2009
Summer 2009
Summer 2009
Web Site Lead Capture and Tracking
Lead Management, Routing, and Assignment
Document Management
Email Templates
Mass Email and Tracking
Campaign Management
List Management
Advanced Call Scripting
Spring 2009
Workflow and Approvals
Spring 2009
Spring 2009

Customer Service and Support

Group Professional Enterprise
Case Management
Data Validation
Check
Document Management
Case Queues and Auto-Assignment
Winter 2009
Winter 2009
Advanced Case Escalation and Notification
Winter 2009
Winter 2009
History Tracking
Knowledge Base and Suggested Solutions
Check
Multilingual Solutions
Agent Console
Check
Service Dashboards
check
Call Center
check
Web and Email Case Capture
check
Asset Management
Spring 2009
Spring 2009
Spring 2009
Service Entitlements
Spring 2009
Spring 2009
Customer Portal
Spring 2009
Spring 2009
Spring 2009

Content and Idea Management

Group Professional Enterprise
Content Management
check
check
Idea Management
Spring 2009
Spring 2009

Real-Time and Historical Analytics

Group Professional Enterprise
Standard and Custom Reports
Custom Report Formulas
Custom Conditional Highlighting
check
Customizable Dashboards
Analytic Mashups
check
Read-Only Report Access
check

Desktop and Mobile CRM

Group Professional Enterprise
Integration with Outlook and Office
Integration with Lotus Notes
check
Offline Access
Spring 2010
Spring 2010
Desktop Solution Administration
check
Mobile Access

Data Model Customization

Group Professional Enterprise
Custom Fields per Object
Unlimited
Unlimited
Unlimited
Total Custom Objects
Unlimited
Unlimited
Unlimited
Custom Object History Tracking
check
Custom Formulas
Fields Data Validation
Custom Object Sharing Controls

User Interface Customization

Group Professional Enterprise
Total Custom Tabs
Unlimited
Unlimited
Unlimited
XML Programming Language

Fusion

Fusion
Fusion
Graphical Programming Environment
check
check
Drag-and-Drop Custom Layouts
Embedded Mashups
check
Custom Buttons
Global Translation Workbench
check
Rename Tabs and Labels
check
Multiple Custom Page Layouts
Record-Dependent Page Layouts
AJAX Toolkit
check
Standard Button Overrides
check

Enterprise Administration

Group Professional Enterprise
Account-Based Sharing Controls
Record-Level Security
Field-Level Security
Spring 2009
Spring 2009
Spring 2009
Multidepartmental Administration
Profile-Based Departmental Security
Delegated Administration
Opportunity, Lead, and Case-Sharing Controls

Business Process Controls

Group Professional Enterprise
Lead and Case Routing
check
check
Multistep Approval Processes
Spring 2009
Spring 2009
Workflow Automation Rules and Tasks
Spring 2009
Spring 2009
Multiple Business Processes
Spring 2009
Spring 2009
XML Programming Language
X#
X#

Application Environment

Group Professional Enterprise
Application Installation
Intalio|Exchange
Intalio|Exchange
Intalio|Exchange
Maximum Custom Apps
Unlimited
Unlimited
Unlimited
Platform Edition
Included
Included
Included

On-Demand Database

Group Professional Enterprise
Platform Service Delivery

Intalio|On-Demand

Intalio|On-Demand
Intalio|On-Demand
Import/Export Utilities
Import De-Duplication
Weekly Export Service
Automated Backups
Automated Backups
Automated Backups
Real-Time Database Mirroring
Data Loader
Development and Test Environment
Spring 2009

Integration Platform

Group Professional Enterprise
Integration with Outlook and Office
Integration with Lotus Notes
check
Web Services API
check
Metadata API
check
Single Sign-On with LDAP Integration
Connector for SAP
$
Connector for Oracle
$

Architecture

Group Professional Enterprise
Multi-tenant Architecture
OS Virtualization
OS Virtualization
OS Virtualization
Implementation Platform
J2EE
J2EE
J2EE
1-N Relationships
check

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