Installing Microsoft CRM was simple. The required XML Parser 4.0 and .Net framework are included--but preparing the infrastructure was no small task. We had to modify our domain, because Microsoft CRM requires its PDC (Primary Domain Controller) to be in native mode. We also had to install and configure Message Queuing Services before we could install the main application.
Microsoft CRM was the only product to correctly handle our CSV file of customers. The product imported every customer entry correctly. The mapping of fields from the file to Microsoft's data scheme was impressive, blowing away even ACCPAC's and FrontRange's solutions for mapping data.
However, navigation issues exposed Microsoft CRM's immaturity. While most browser-based applications provide easy access to all functions, some functions, such as searching, were hidden in the menu system and not readily accessible. Users will find it difficult to dive in and search for a contact or company on the fly. Creation of such records is a snap and links between documents and customers are easily navigable, but getting to them from the main page is difficult. We preferred ACCPAC's and Soffront's menus and personalization, which let us configure the interface in a portal-like fashion.
Microsoft Business Solutions CRM 1.0, Microsoft Corp., (800) 426-9400, (425) 882-8080. www.microsoft.com
In moving to version 8.0, Soffront began offering a browser-based client along with its traditional fat client. The fat client's cluttered and confusing interface initially made us skeptical about Soffront's browser access. However, we admit we were wrong. The browser component is highly customizable and, even though it's not usable "out of the box" without defining data formats and forms, the program's flexibility gives Soffront CRM an advantage over its more rigid competitors. We recommend you use the browser-based client and just forget the fat client exists.
Installing Soffront CRM 8.0 is a remote procedure akin to those for WebEx, VNC and pcAnywhere. We initiated the installation, which required no configuration changes to the server or firewall. After installation, the product provided only administrative functionality. No end-user data or forms were created--only those that let an administrator configure and customize the system.
