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In the News

May 10, 2018

InterWeave Smart Solutions, is the industry’s most comprehensive SasS, Integration Platform for CRM integration; now in Boston.


April 12, 2018

InterWeave Smart Solutions: Redefining Field Service Management in 2018

InterWeave Smart Solutions® is the industry’s most comprehensive SaaS Integration Platform with “Smart Solutions” that integrate Enterprise Systems, Legacy Applications, Databases, Files, Content, and Web Services for Cloud integration. InterWeave is designed to help enterprise and mid-market companies quickly and affordably build, deploy and support new technology driven, cloud-based Field Service Solutions.

With the increasing penetration of cloud computing and related technologies, such as Internet of Things (IoT), big data, and serverless architecture, the demand for cloud FSM solutions and services among enterprises is gaining huge traction. The cloud Filed Service Management (FSM) market size accounted for $903.7 Million in 2016 and is projected to reach $2,254.5 Million by 2022, at a Compound Annual Growth Rate (CAGR) of 17.3 percent during the forecast period. The major vendors providing cloud FSM services are Industrial and Financial Systems AB (Sweden, Europe), ServiceNow, Inc. (California, US), Saleforce. com, Inc. (California, US), SAP SE (Germany, Europe), Oracle Corporate (California, US), International Business Machines Corporation (New York, US), ServiceMax, Inc. (California, US), Acumatica, Inc. (Washington, US), Microsoft Corporation (Washington, US), and Astea International Inc. (Pennsylvania, US).


December 15, 2017

InterWeave Smart Solutions: The Most Comprehensive, SaaS Integration Platform for your CRM today

Today, Strategic Customer Relationship Management (CRM) is playing a key role in the establishment and success of any business. A company’s CRM Solution must support their customers, the marketplace, multiple technologies and corporate marketing functions in an integrated and intelligent way. It is the incorporation of AI, across all of Salesforce’s offerings that are making this view a reality. When CRM is integrated with the inclusion of financial applications, ERP, eCommerce, ACH/CC Payment Gateways, POS Solutions, Customer Portals and databases in a hub/spoke model, you have an integrated and intelligent environment to support and manage your customers.

December 13, 2017

The InterWeave Smart Solutions partner – Talent Rover, the comprehensive staffing and recruitment platform, today launched a new analytics suite and an advanced partner integration with LinkedIn.

December 6, 2017

The InterWeave Smart Solutions team feels proud to share some amazing news with our users: our SaaS Hosted Integration Platform has just won FinancesOnline’s prestigious 2017 Rising Star award and 2017 Great User Experience award. 

November  29, 2017

My thoughts on using InterWeave Smart Solutions – see my review on G2 Crowd #B2Breviews  

Ten Years of Great Service! g2crowd.com

November  29, 2017

A Good Morning! InterWeave Smart Solutions has Run 779 times since I last turned it off (I just did for Liz to update AMEX). Zero errors on accounts. 776 passes on orders with no errors. William C. DeMuth, PKA Technologies, Inc. https://twitter.com/InterWeave1/status/935893680141033473

November  27, 2017

SugarCRM to QuickBooks Integration for CAST Software – now in its 7th year. Who knew?  InterWeave Smart Solutions……

November  20, 2017

CIO Applications – Top 25 Salesforce Solution Providers for 2017

InterWeave Smart Solutions, Seamless Salesforce Integration in 2017

November  17, 2017

InterWeave Smart Solutions completes certification test with our new Merchange Service Provider – TSYS

InterWeave Smart Solutions successfully completed the certification test today with correctly posting payments with our new Merchant Service Provider – TSYS. Additionally, the Customers SSL Certifcate which is valid through 02/14/18 was verified. The Customers integration is complete and their InterWeave PaymentGateway with Salesforce is now accepting live payments.

TSYS is our 47th Merchant Service Provider that we integrate with our InterWeave Payment Gateway and the InterWeave Customer Portal.

November  15, 2017

InterWeave QuickBooks Integration Pricing, Features, Reviews & Comparison of Alternatives on GetAPP

InterWeave Smart Solutions – Up and running on GetApp

November  15, 2017

InterWeave Smart Solutions  – Now on Capterra – The Smart Way to Find Business Software

November  15, 2017

InterWeave Smart Solutions announces Partnership with ORO; Provider of OROCRM and OROCommerce

InterWeave Smart Solutions provides seamless integration between ORO Solutions, Financial Applications, ACH/Credit Card Payment Gateways, Customer Portals, Point of Sales Systems, eCommerce, ERP and much more.

November 09, 2017

Salesforce and Google Form New Global Strategic Partnership

October 31, 2017

InterWeave Smart Solutions enables two-way integration between Number Cruncher, Accounting applications, Payment Gateways and CRM applications

October 30, 2017

InterWeave Smart Solutions – CIO Applications Top 25 SALESFORCE Solution Providers 2017

October 25, 2017

And now its with all our CRM Partners

InterWeave Smart Solutions brings WooCommerce Sales Data into your Financials and your CRM Solution

October 24, 2017

InterWeave Smart Solutions – introduces a new Solution – WooCommerce sales data into QuickBooks, and then Salesforce

Now automatically brings your WooCommerce sales data into QuickBooks, and then Salesforce

  • Integrates your sales data from WooCommerce directly into your QuickBooks, and then Salesforce
  • Integrates WooCommerce sales as receipts, invoices, or sales orders in your QuickBooks, then as Opportunities, Orders of Custom Objects in Salesforce
  • Assign’s sales transactions to the appropriate accounts, based on payment method, discounts, promotions, and more in QuickBooks – then brings to Salesforce
  • Integrates fees and expenses to QuickBooks, and then Salesforce

InterWeave Inventory Management with WooCommerce, QuickBooks and Salesforce

  • Manage, sync, track, and expand your product listings on your WordPress site based on the QB Item List; fully integrated with QuickBooks Items and Salesforce Products
  • Instantly sync’s price and quantity between your WooCommerce extension and your QuickBooks Inventory/Advanced Inventory, then Salesforce Products
  • Seamlessly integrates WooCommerce products in QuickBooks; automatically creates missing products in QuickBooks (Sage, MS Dynamics and more), then in Salesforce Products

Click here to access the WooCommerce_QB_SFData Sheet.

October 23, 2017

The prevalence of AI-powered IOT Devises inspires mixed emotions

October 12, 2017

Salesforce launches IoT Explorer, aims to bring sensor data to business users

Salesforce is integrating Internet of things data into its various clouds and providing orchestration tools and automated processes to business users.

October 12, 2017

IoT platform market to grow to $1.6 billion by 2020: Verizon report

PUNE: The Internet of Things (IOT) platform market is expected to grow 35% per year to $1.16 billion by 2020, according to Verizon’s State of the Market: Internet of Things 2017 report. The report finds that the biggest growth will be in business-to-business applications which can generate nearly 70% of potential value enabled by IoT. 

October 25, 2016

The Entrepreneur’s Guide to Finding the Right CRM – by Eloqua

September 16, 2016

InterWeave Smart Solutions CIO Review Article – Top 20 Solution Providers for Salesforce

June 30, 2016

InterWeave Smart Solutions and Conga® partner to provide exceptional Solutions for Salesforce.com Customers

InterWeave Smart Solutions, a CRM integration partner with Salesforce.com and others, has joined the Conga community of Marketing and Sales partners. Conga, a Salesforce Platinum ISV Partner, removes the administrative roadblocks that slow the sales process by creating enterprise-grade professional documents using Salesforce data.  With the #1 paid for application on the Salesforce AppExchange, Conga Composer helps businesses optimize their CRM investment with customized quotes, invoices, account plans and reports that simplify the sales process and increase time to revenue.

InterWeave’s integration solutions for CRM vendors provides configurable options for CRM customers to select software as a service (SaaS) offerings, working with their CRM Solution and now with the option of selecting the Conga suite of data and document generation solutions in their Salesforce.

For more information on how we can help you with CRM integration with the Conga suite, please call 800-671-8692 x 1, or email sales@interweave.biz.

June 15, 2016

InterWeave Smart Solutions and Avalara’s Sales Tax Automation Solution for CRM

InterWeave Smart Solutions, a CRM integration partner with CRM vendors like Salesforce.com, SugarCRM, SuiteCRM, Oracle Sales Cloud and others, has joined Avalara’s community of Marketing and Sales partners. Avalara, Inc., is a leading provider of tax compliance automation for business of all sizes. Their end-to-end suite of solutions automatically determines taxability, identifies applicable tax rates, accurately calculates taxes, prepares and files returns, remits taxes, maintains tax records, and manages tax exemption certificates.  InterWeave’s integration solutions for CRM vendors provides configurable options for CRM customers to select Avalara’s software as a service (SaaS) offerings for sales tax management directly in their CRM Solution or to work with Avalara in their QuickBooks Accounting Systems; integrated with their CRM solution.

For more information on how we can help you with CRM integration with Avalara, please call 800-671-8692 x 1, or email sales@interweave.biz.

June 07, 2016

Salesforce aims to expand its developer ecosystem, fund enterprise cloud creators

Salesforce is planning to build out its developer tools to improve productivity, accelerate and expand its ecosystem for mobile apps. How? With an expanded developer training effort, some gamification, $50 million from Salesforce Ventures and an incubator for enterprise startups.

Along with its first TrailheaDX developer powwow, Salesforce is rolling out its new App Cloud that will combine various parts and platform services for mobile developers.

In addition, Salesforce is expanding its Trailhead developer learning program.

What’s perhaps more notable is that Salesforce sees its developer efforts reaching beyond core coders. There are 2.8 million Salesforce developers that have built more than 5.5 million apps. AppExchange is the largest enterprise app store with more than 3,000 apps.

Brian Goldfarb, senior vice president of the Salesforce App Cloud, said “the demand for apps is more than what can be delivered.” Goldfarb added that this labor gap could be closed by diversifying the developer base. Some developers were computer science majors or self-taught coders. Salesforce is hoping it can simplify tools enough to enable business users to build apps.

“We can take a wide approach to move beyond language, expertise and gender,” he said.

Salesforce’s developer efforts highlight how the company is aiming to become more of a platform for enterprise software. The primary route to enterprise software in companies will be via front end mobile apps. Salesforce, by connecting CRM, analytics, apps, Internet of things and other tools, is aiming to lock down its developer ecosystem and expand it.

Meanwhile, Salesforce has to keep ahead of the mobile app game as both SAP and IBM have forged enterprise deals with Apple, which already has a formidable developer base.

According to the company, the plan is to up its gamification efforts with “Superbadges,” which can be used to highlight skills and enhance the talent marketplace. Salesforce highlighted Superbadges, which serve as a base to highlight development experience as well as skill levels reached. Superbadges are designed to reward developers who solved business challenges. The categories for Superbadges include Lighting Experience, Apex, Reports & Dashboards and Security.

A look at Salesforce’s Superbadges for developers.

Among the moving parts:

  • Salesforce outlined new developer tools to create app building blocks. Lightning LockerService, Lightning Inspector and Lightning Command Line Interface (CLI) are all designed to check code faster.
  • The company outlined new tools to revamp record and home pages and customize them to user profiles.
  • Apps can be built with components and pages with drag and drop tools.
  • Salesforce Ventures is creating a $50 million Lightning Fund to fund entrepreneurs building Salesforce apps.
  • The company also launched an incubator for Enterprise Cloud startups.

June 03, 2016

We Welcome our new UK Consulting Partner – Team 6ix

Team 6ix is an experienced UK consulting firm that helps organisations understand, choose, implement and integrate the correct marketing technology.

Team 6ix is an independent organisation that does not earn affiliate fees from any technology vendor. Our value is generated through alignment to your business goals enabling us to provide advice on the right solutions for your organisation. We help organisations overcome some of the common challenges:

  • When to buy and when to build
  • How to integrate different platforms
  • Establishing requirements and matching them to the market
  • Overcoming change management

Our goal is to make your marketing technology achieve your goals for both operational efficiency and marketing effectiveness.

Web: www.team6ix.com
Email: mailto:sam@team6ix.com

June 02, 2016

Book – Force.com As Your Key to the Cloud Kingdom

“Before you start questioning whether the application can be developed in Force.com you need to figure out if you will survive a move to the Cloud. The worst thing you can do is to spend a year’s worth of time and money and then dump the entire effort.”

Navatar Cofounder Alok Misra and Nimbus CEO Ian Gotts take you inside the world of salesforce.com. Whether you are a CEO or CTO, this is the only comprehensive and unbiased guide you will need to figure out whether Force.com is the right fit as well as what’s needed to be commercially successful.

In this book, the industry veterans help ISVs and Enterprise IT CIOs answer the many burning questions around if, how, and when to move their business to the Cloud and whether they should consider the Force.com as their platform to enable that transition.

The book also includes a foreword by Parker Harris, cofounder of salesforce.com and widely known as the “creator” of the Force.com platform.


“…This book is your key to unlocking success in the cloud. Nothing is left unexamined: Misra and Gotts explore the issues from both business and technical perspectives, but focus on the one intent that matters most: commercial success on Force.com…”

Parker Harris, 


“It’s interesting that over the past 50 years, the software industry has not only gone through business cycles but also business model cycles. And even more interesting is that the critical issues in successful business models keep being forgotten, or assumed are being solved in the next newest iteration. What Gotts and Misra have done in their thinking here is to frame the problem well and clearly. Then by using the Q&A approach, they provide not only a great check list, but also a bite-sized chunks process to allow the reader to think about and understand the key issues at a engaged and detailed level. I’d recommend the book to any ISV or enterprise CIO thinking about what they might or could do in the Cloud space.”

Ken Horner, 

“Thinking about building an app on Force.com? Well don’t, at least not until you have read Alok and Ian’s book. They’ll guide you through the decisions you need to make to ensure you build a successful app, but more importantly lead you through the commercial questions you must address in order to make sure you can successfully monetize your development investment. Alok and Ian are well respected in the Force.com community and this book is a great place to start your journey with the Force.com platform.”

Jeremy Roche, 

June 02, 2016

Great Integration Between Salesforce and QuickBooks with InterWeave Smart Solutions

My name is Meg Kreikemeier of the Foods Resource Bank, and we have been working the InterWeave Smart Solutions group since 2010. Our non-profit raises money to help people in developing countries grow their own food. To accomplish this, we needed an integration solution that worked for our defined business process and workflow requirements. Salesforce and QuickBooks provide the first two legs – InterWeave provided the third. Since 2010, we have been through 2 other Non-Profits Solutions, both integrated by InterWeave, and finalized on the Salesforce Non-Profit Edition in 2013 (again, integrated by InterWeave). I have read it elsewhere; the InterWeave team is supportive and flexible in setting up meetings and go way beyond in not only assisting where their Smart Solution is concerned, but providing advice and Best Practice. And the most important part – it works reliably! We look forward to the next 6 years. This group is a 5 out of 5.

May 27, 2016

Salesforce launches Snap-ins to bring app experiences to Service Cloud on web, mobile

Combined with Google’s move ?to combine Android apps and the mobile web via Instant Apps, the big theme is that there’s a movement to bring more of an app experience into other channels.


May 25, 2016

QuickBooks Online Inventory

October 12, 2015

Written by Charlie Russell

Inventory management is an important function for many types of business. Over the past few years I’ve written many articles about using QuickBooks desktop products for inventory management, but what about QuickBooks Online? Lots of businesses are starting to work with this program, so it is time for me to take an in-depth look at QuickBooks Online inventory.

Since this is an important topic (and I’m an inventory nerd, or possibly an inventory snob), I’m going to split my coverage of QuickBooks Online inventory into a series of articles. We will update this list with links to the articles as they are published.

My goal is to provide you with a look at what QuickBooks Online can and cannot do relating to inventory, so that you can decide ahead of time whether it fits your needs. However, if you are already committed to the product, then hopefully I’ll provide you with some insight as to how it works.

Note: Intuit updates QuickBooks Online just about every month, so operational details can change quickly. Look at the tag #QuickBooks Online Inventory to see the latest information about the inventory control features of this program.

Minimum Inventory Features Needed

Every business has different needs for inventory. A manufacturing firm requires different features than a retail store, for example. There are, however, some basic features that pretty much every inventory-centric business needs. Here’smy list:

  • The ability to track the quantity on hand for your important inventory items
  • Close, simple integration between your inventory system and your accounting system
  • The ability to set and adjust both the quantity and the value of your inventory items
  • Transactions that let you easily work with item receipts and sales, so that you don’t have to enter inventory adjustments and journal entries for daily work
  • Simple, clear reports that show you how many items you have on hand, what their value is, how many you have purchased within a timeframe, and how many you have sold within a timeframe

That is my “basic inventory needs” list, features that are common to pretty much all inventory-centric businesses. It doesn’t mean that if your accounting software has all of these you will be happy, because there are added features that yourparticular kind of business might need.

Everyone will have a different opinion of what should be on this list. I’d love to hear what your list would include. Again, keep in mind that I’m looking at the minimal features that would be common to all inventory businesses.

QuickBooks Online Inventory

Up until recently, QuickBooks Online has traditionally been focused on “service” businesses. Many of the popular small-business accounting products take the same approach. Inventory tends to be a side issue for these kinds of accounting programs. Things are changing fast and we are starting to see a greater interest in inventory from these companies.

It is clear that Intuit is placing a greater commitment to providing improved inventory control features in QuickBooks Online. They released a number of new inventory-related features in August this year such as adding a SKU field, adding images to the item list, and more. Their rapid pace of development makes it tough on reviewers, because features are constantly being added.

Looking forward, Intuit says that their goal is to address the gap between the inventory features of QuickBooks desktop and QuickBooks Online. Projects are underway to provide features like categories, bundles (similar to Group Items in the desktop product), and price levels, although no time frame for these features has been announced. However, I’m reviewing the inventory features as I see them today – with the hope and expectation that there will be some significant improvements coming soon.

So, how does the current release of QuickBooks Online do with my list of basic features?

  • Track quantity on hand? Yes, but only when you have subscribed toQuickBooks Online Plus. Lower cost versions don’t provide this feature.
  • Close, simple integration with the accounting system? Yes, of course, since it is built in to the program, rather than relying on an outside product (at least as far as the basic functions).
  • Ability to set and adjust the quantity and value of inventory? This is an area where I think the program needs more work. You can set the quantity and value easily when receiving an item, but you cannot easily manually adjust the value of inventory after it is entered or received. I’ll go into more detail later, but this is a key negative issue with QuickBooks Online.
  • Easy sales and receipt transactions? Yes, QuickBooks Online handles this well and updates your accounts correctly. It is easy to configure.
  • Simple, clear valuation, sales and receiving reports? For the most part. The inventory-related reports in QuickBooks Online need more flexibility, and don’t always allow us to add the fields we want. FIFO costing reports are noticeably missing, and while sales reports are available there could be better support for the purchasing side of things.

I will go through all of this in detail in this series of articles. However, I’ll give you my “quick opinion” of QuickBooks Online inventory as it stands at this point in time.

  • QuickBooks Online inventory barely meets my minimum criteria. I’m very concerned with the limitations on inventory adjustments. The lack of an easy “value” adjustment could be a major roadblock for many businesses.
  • I don’t think that any business that really needs to manage inventory will be happy with this product by itself. For anything but the simplest of inventory management needs you will want to use an add-on product.
  • There is hope, however, as Intuit says they are committed to building up the basic inventory functions of their product.

Having said that, let me add a few additional comments:

  • Online products tend to evolve on a continuous scale. Nowhere is this more apparent than with QuickBooks Online! Intuit constantly is modifying, tweaking, improving their product. I’m not a fan of how rapidly and frequently they roll out changes – I think that it often creates chaos with the workflow of a business using their product. However, it means that improvements are coming and the shortcomings I outline in these articles may soon be addressed.
  • Intuit has, for many years now, said that they are building an “ecosystem”, not just a product. By that they mean that they are also working on creating the hooks that other software developers can use to integrate with QuickBooks Online. If you need a feature for a special type of business, Intuit suggests that you look to an addon product. In addition to the products you can find at apps.intuit.com, they are partnering with companies to bring out industry-specific solutions. For example, this year Intuit announced a close integration with Shopify and Bigcommerce,  leading ecommerce platform. In addition, for retail businesses, they announced QuickBooks Point of Sale Powered by Revel Systems. Of course, that raises the cost of operating the company with QuickBooks Online. Many companies believe that inventory management should be one of the core features of their accounting system, rather than an addon.
  • I’m sensing a change in emphasis from Intuit lately. In the past, the focus was “service” businesses, with inventory being considered a sideline suitable for an addon. Lately we have seen an increased focus on inventory, with a number of small but important improvements coming out in the past few months. I believe that Intuit has realized that they have to put more effort into the inventory features of QuickBooks Online.

So, this series of articles will talk about what the product can do now, at the time that I’m writing them.

QuickBooks Online Inventory Basics

QuickBooks Online has a Products and Services list where you can create records representing services you charge for and products that you sell. However, if you want to track the quantity on hand of items, you must subscribe to QuickBooks Online Plus. The lower priced versions, QuickBooks Online Simple Start and QuickBooks Online Essentials (as well as the separate product,QuickBooks Online Self Employed), do not support quantity tracking.

QuickBooks Online Plus doesn’t track the quantity on hand for products by default – you have to enable the feature. There are two things you have to do:

  1. Enable the inventory tracking feature
  2. Add or change product records to have the proper settings

About the author

Charlie Russell

Charlie Russell has been involved with the small business software industry since the mid 70’s, and remembers releasing his first commercial accounting software product when you had an 8-bit microcomputer with one 8 inch floppy disk drive. He has a special interest in inventory and manufacturing software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor with additional certifications for QuickBooks Online and QuickBooks Enterprise, as well as being a Xero Certified Partner. Charlie started blogging about QuickBooks in 2008 (Practical QuickBooks) and has been the managing editor and primary writer for the Sleeter Report since 2011. Charlie can be reached at charlie@ccrsoftware.com

Visit his CCRSoftware web site for information about his QuickBooks add-on products. He is also the author of the California Wildflower Hikes blog.

3 Ways Salesforce Became a Leader in Innovation

May 13, 2016 By Izzy Park in App CloudInnovationITMobile

As Salesforce grows, it must contend with building bigger, better, and stronger systems that incorporate the ability to change as new developments come along. It’s a tricky balance: be resilient but adaptable. Vala Afshar, Salesforce’s Chief Digital Evangelist, and Ross Meyercord, Salesforce’s Chief Information Officer, wrestle with this in a webinar on “How Salesforce Became a World Leader in Innovation.” They discuss the challenges of keeping up with the growth of the company as it expands more than 20 percent year over year. They consider the problem faced by any company, of designing new elements that allow for future changes. And they offer answers to the question of how Salesforce innovates from within.In the webinar (still available, worry not), Afshar and Meyercord talk about three ways Salesforce does that. 

1. Self Service

 Salesforce, as Meyercord says, once had “your grandfather’s intranet.” It was only good for looking up static information like holidays and phone numbers and required users to hunt around the directory of services. It was inefficient.The solution was to focus on the employee and how he or she accesses information. “Could we make employees want to self-serve?” Meyercord asked at the time. What they came up with was Concierge, which offers Google-like search to take users to a relevant article and give them the ability to log a ticket, all the while tracking metadata so the system can be reorganized for greater transparency and efficiency.
Concierge is so good at being self-serve that routing to phone support has dropped by 60 percent and, even though the company has grown, there’s been no need to add staff to the support team. Concierge has taken up the slack.2. Platforms of InnovationThat growth also means Meyercord can’t rely solely on his IT team to innovate. He’s encouraged the team to do side projects like hackathons; tapped into Salesforce’sAppExchange and the 3,000 independent software vendors; and opened up the field for the 20,000 Salesforce employees to design apps using App Cloud.Since people spend 90 percent of their time on smartphones using apps rather than browsers, developing better mobile apps is the surest way to reach eyes and serve customers and employees. App Cloud, Meyercord says, streamlines the app process so that time to market “is just ridiculously short,” going from months to weeks or even days. App Cloud handles the platform so that users can spend the time innovating.3. Talent and TrainingIT leaders lament that with the increased demand for tech workers, there’s a widening of the skills gap across mobile, social, and Internet of Things platforms. It’s important, Meyercord says, to invest in talent. Salesforce used its Salesforce University, cross-training, and other more traditional types of educational systems and, he says, pumped out “amazing numbers of people.” But it was still not enough.He wanted a “platform that gets the trainer out of the way and allows trainees to learn at their own pace to get certified.” And, of course, it had to be scalable. At Dreamforce ‘15, the team launched Trailhead, which is in effect another kind of self-service system—this one designed for education. With bite-sized units that connect along a trail to teach users certain skills, Trailhead is a way for admins, developers, and others to learn Salesforce and stay current as the products evolve. It’s been a success: more than one million challenges completed, 600 thousand badges earned, and a 2.5-million strong developer community behind it.What’s Next?Meyercord says there’s no finish line, but there is a direction. He sees the future in employee-centric design. By investing in training and development and embracing emerging technologies, IT leaders will “unlock new value that we didn’t even know was out there.”

To watch “How Salesforce Became a World Leader in Innovation” and our other webinars, go here.

Magic Quadrant for CRM Web Customer Service Applications

Gartner’s Magic Quadrant for CRM Web Customer Service Applications shows a market for mostly mature technologies with buyers increasingly focusing on mobile, video and social channels, while expanding content in the knowledgebase for self-service.

Market Definition/Description

This document was revised on 13 February 2013. The document you are viewing is the corrected version. For more information, see the Corrections page on gartner.com.

The CRM Web Customer Service Applications Magic Quadrant is based on the Web customer service framework, and consists of eight primary building blocks (also see “CRM Web Customer Service Application Framework, 2012”):

  • Knowledgebase for self-service — Web-based self-service supported by a knowledge management engine and database through which to perform advanced content delivery. The key focus is to achieve at least an 85% relevance of response (see Note 1).
  • Email response management — Email management environment with natural language understanding, optical character recognition (OCR), email routing, virtual email agents, automated email categorization and escalation, keyword spotting, and text emotion detection.
  • Web chat — Online Web text-based interaction with a live agent or speech-based interaction with a virtual assistant. The Web chat sessions are routed in a similar manner to voice calls, and a group of text chat agents will engage with the client when receiving an incoming Web chat request.
  • Collaborative browsing — Simultaneous browsing of a website to assist with shopping cart or forms completion. Often referred to as assisted forms completion, this activity will allow an agent to respond to a customer request for online assistance or click-for-help request.
  • Virtual assistant — Interaction with a virtual entity (humanoid) via a Web-based or mobile device interface. Interaction types are text-to-text, text-to-speech, speech-to-text and speech-to-speech.
  • Video services — Single directional outbound video services from an agent to a customer, and video-based guided assistance using how-to videos stored in the knowledgebase or a social media channel.
  • Mobile customer service with SMS — Service notification and requests via mobile device or smartphone using data and an SMS channel, and the embedding of a URL into an SMS text. Also providing mobile customer service applications or engagement on channels such as mobile Web chat and mobile virtual assistants.
  • Social services — Harvesting of content from social networks and updating the knowledgebase with the content to allow better resolution of recurring problems across all interaction channels.

In addition to the primary components, there are three other components that are important for managing the Web customer experience:

  • Multichannel analytics — The use of business intelligence and analytical tools to obtain comprehensive insight into the usage of, and customer interaction across, all channels deployed
  • Multichannel feedback management — Using survey tools to obtain customer feedback across all the above channels following interaction within a Web customer service channel
  • Multichannel interaction recording — Recording of Web searches, email chains, Web chat transcripts, collaborative browse sessions and/or SMS interactions for quality purposes

The market size for Web customer service is currently estimated at $1 billion, up from $900 million in 2011 and up from $820 million in 2010.

Magic Quadrant

Figure 1. Magic Quadrant for CRM Web Customer Service Applications

Figure 1.Magic Quadrant for CRM Web Customer Service Applications

Source: Gartner (February 2013)

Vendor Strengths and Cautions


Anboto is a privately owned provider of Web customer service based in Bilbao, Spain. It is primarily focused on the European market. Gartner estimates the vendor’s annual revenue at between $5 million to $10 million. Anboto has won a number of industry awards and is rapidly building an expanding customer base as a result of sales and infrastructure investments, as well as opening an office in Redwood City, California. This Niche Player provider of Web customer service uses a sophisticated algorithm to conceptualize the knowledge delivery based on a five different analytical processes (morphologic, syntactic, semantic, pragmatic and functional), averaging an above 90% relevance of response in its self-service responses. The Anboto solution is exclusively cloud-based, with a software as a service (SaaS) business model, and pricing includes a setup fee and monthly pay-per-use charge, with the cost of maintenance also based on use.

  • All the Anboto channels are on the same integrated platform, with all the products integrating with the same knowledgebase that has a single administrative dashboard for knowledge maintenance.
  • Under the same analytics tool, a client can check the interaction channel analytics, as well as the recorded surveys of all the different channels.
  • The Social module allows the use of the Anboto Virtual Assistant for Customer Service and Sales from a Facebook page. This allows clients to interact with the virtual assistant without leaving the social network. The virtual assistant shares a knowledgebase with the Web version, so there’s no need to maintain different knowledgebases for different channels.
  • In addition to the vertical focus on finance, transportation and healthcare, Anboto needs to expand its focus to other growth verticals, such as retail and public sector.
  • Due to its primary focus on Spain and Europe, Anboto has a limited capability to sell and provide support in other international venues. Recently established offices in the U.S. should help business expand into wider geographies.
  • Anboto has a mobile customer service development platform in the native Web customer service suite, but further development is required for SMS delivery. The library of packaged mobile applications is also not as comprehensive as some of the other providers in the Magic Quadrant.

Artificial Solutions

Artificial Solutions is a Visionary provider of Web customer service focused primarily on the European market. Gartner estimates the vendor’s annual revenue at $10 million to $14 million. The Teneo customer interaction suite has become well-established and mature in the past 12 months, and it forms the core of Artificial Solutions’ offering. Artificial Solutions has a flexible licensing structure that is either based on SaaS or perpetual licensing. The licensing is not based on hardware infrastructure or the number of licenses, but on the traffic that is generated through the system, which is measured by the volume of interactions. Clients pay an initial fee for the software and then per interaction.

  • At the core of the Artificial Solutions’ offering is a knowledgebase that is managed and accessed through the Teneo Interaction Engine. It is able to receive and send data from and to external systems, in addition to its own knowledgebase, thereby extending the capability of the overall solution.
  • Artificial Solutions is able to stream how-to videos either within the Teneo platform or via social networks. The video content is accessed via the knowledgebase and can be played through a Web page in response to a service query placed through the virtual assistant, or the link can be emailed or displayed in a Web chat.
  • Teneo can search through aggregated social media content for keywords. Using natural language, it can understand the sentiment behind comments and respond appropriately, whether that means providing helpful information, a link to a website or a telephone number.
  • Artificial Solutions does not have any Web chat nor collaborative browsing capabilities. For these functions, customers will have to engage with partners, such as NTRglobal or LivePerson. There are currently no plans to add these channels to the native platform.
  • The email response management solution can analyze the content of an incoming email, but it cannot open email attachments and process the content in the attachments.
  • Due to the mainly European focus, Artificial Solutions is limited in its ability to support and sell its solution in other geographies.


Avaya is a $5.547 billion company selling a comprehensive set of communications software and services. With approximately 400 employees dedicated to the development of Web customer service solutions, Avaya provides multichannel and Web self-service solutions for internal and external customer use. The Avaya Aura Contact Center Suite forms the platform for most of the Web-customer-service-related channels and is sold on a per-server basis, with licensing required for agents. Avaya also offers an enhanced software licensing program that provides pricing economies based on scalar user license fees, an increased level of flexibility for software license moves and software version investment protection. Avaya has moved to the Visionary quadrant following the release of Avaya Aura, but it still lacks the functionality of a deep, rich knowledge management solution, integrated with the other channels, and this will restrict further movement at this time.

  • Avaya provides a variety of collaborative capabilities using automatic synchronization, where a customer and agent can have their browsing synchronized and customer page sharing is available through page push, which helps customers fill out forms and through which predefined or ad hoc pages can be pushed to customers. No customer download is required for enabling these activities.
  • The Avaya Social Media Manager scans and processes events from external social and community sources. It gathers potential interactions from social channels, analyzes social work items, selects appropriate events for agent review and then assigns the social work items for action.
  • The vendor provides real-time video sessions between agents and customers, supporting both one-way and two-way video chat. Video collaboration also includes the ability for agents to show customers how-to videos.
  • The knowledgebase self-service tool is provided in the form of an FAQ solution and has good search facilities, but it is only available in one of the Avaya Web customer service solutions.
  • Avaya indicates that it can integrate with a number of virtual assistant solutions. The vendor has also revealed plans for growth and acquisition in this area.
  • Avaya has no emotion detection built into its core routing platform, but does offer emotion detection in its Social Media Manager product.


eGain is a $44 million company based in San Francisco. The eGain solution is available in on-premises, hosted and SaaS deployments. The vendor’s biggest strength lies in its extensive knowledge management capabilities, which are tightly integrated with and support all the various Web customer service interaction channels. The eGain solution is hosted in California and England, providing multicontinent opportunities. A variety of pricing options allows businesses to purchase what they need in terms of applications (one or more at a time) and deployment options (cloud or on-premises). The pricing options include user-based and session-based, with user-based pricing in the range of $80 to $120 per user per month for cloud deployments, and pricing in the range $1,000 to $1,500 per user for on-premises deployments, depending on the application, with additional purchase volume discounts. Other pricing options, such as session-based and offer-based pricing, are available, depending on the application. Annual maintenance costs for on-premises deployments are typically 12% to 15% of the license fee, and there are no maintenance costs for hosted deployments. Moreover, eGain offers an investment model called SLaaS (for solution as a service), which is a month-to-month, cloud-based deployment option encouraging risk-free innovation.

  • eGain’s SLaaS agreement requires no contract of any kind and customers only pay for what they want to use. The fast, cloud-based implementation provides an ideal platform for customers to pilot a wide variety of Web customer service channels before deciding on what to deploy.
  • The eGain knowledgebase is the best among all the providers evaluated and provides for all five of the following levels of search: keyword matching, natural language, semantic understanding, intent-based search and case-based reasoning. This federated search approach allows customers to obtain very high accuracy when performing searches of internal or external sources.
  • The vendor is one of the few providers in the Magic Quadrant that not only has a highly functional solution for Web customer service, but also has an equally efficient multichannel solution to support Web commerce and sales-based activities.
  • The eGain platform is 100% pure Java Platform, Enterprise Edition (Java EE) and it implements service-oriented architecture (SOA). There is no Microsoft .NET solution available or planned for the future.
  • The vendor has increased its investment in distribution, recently adding local teams in Germany, France, Singapore and South Africa. It will need to educate customers in these new markets and adapt its product strategy to effectively serve local needs.
  • eGain APIs have been significantly enhanced with REST APIs for its knowledge platform. This presents a new opportunity for partners to develop value-added solutions, embedding knowledge in business processes. However, the vendor’s partner network will need training and certification to take full advantage of this capability.


Eptica is a $9 million Niche Player vendor of Web customer service solutions. The Eptica Web customer service suite provides a single platform for email response management, Web, social, chat and mobile, supporting multiple brands, suppliers and languages. Eptica’s central engine comprises a self-learning knowledgebase, semantic and natural language processing, an interaction workflow engine, and analytics. Interaction detection, routing and business rules enable the management of multitier customer interaction between the customer, the service provider and the enterprise. Both on-premises and SaaS options are available from the vendor, and licensing options are charged for on a concurrent user basis, based on the number of connected agents. There are also knowledgebase usage volume limits that are charged for based on the number of interactions. Maintenance is paid at 20% of the list price; however, with concurrent user pricing, this could be difficult to calculate.

  • Eptica Self-service enables video customer service through the use of how-to video knowledgebase articles. Video can be stored in the knowledgebase content library, and a link is contained within the self-service text to a YouTube video.
  • The Eptica Facebook Interaction Portal provides integration and management of inquiries from Facebook users. All Facebook interactions (and Twitter messages) are also recorded within the customer’s individual contact history. Agents process Facebook questions through the Eptica Email Management interface in the same way they process inbound emails.
  • Drill-down reporting is provided as standard within the Eptica Web customer service solution, providing customer insights into all multichannel interactions, including social media channels.
  • Eptica’s primary focus is in Europe and Asia, and the vendor currently has no plans to extend its operations to the U.S.
  • Eptica does not have a virtual assistant solution, and customers will have to engage a third party to fill this gap. The vendor also does not have any plans on its road map to develop a virtual assistant.
  • Eptica’s Web customer service solution is built entirely on the Java EE platform, and there is no .NET option available. Customers with this architecture standard will have to invest in integration efforts to run the solution.


Genesys is a $600 million company. It uses a three-tiered SOA approach to Web customer service. The various channels are managed by the following servers: E-Mail Server, Chat Server, SMS/MMS and Social Messaging Server, Web API Server, Interaction Server, Universal Routing Server (URS), Stat Server and Classification Server, as well as Training Server, which is focused on providing a seamless customer experience. Genesys provides on-premises, CPU and subscription-based licensing and charges by the seat or named user, and has an application fee for social media. Maintenance is calculated as 16% to 20% of the net license price.

  • With Genesys Mobile Engagement, customers can use a mobile application to connect directly to an agent, who then receives session information, customer history, preferences, location and other contextual information for the mobile interaction.
  • The vendor uses Conversation Manager to gather and execute on key customer information, and to manage cross-channel conversations.
  • The Genesys social solution has the following key capabilities: Monitoring to automate the process of listening, and to analyze the action ability and sentiment of a social media message; prioritizing to determine the service level and priority of the social media interaction; and engaging, which aligns the social media interaction with the ideal available resource to service the interaction.
  • Genesys has disclosed an ambitious road map to develop its own knowledge management capability, which, until last year, was primarily provided through an OEM arrangement. There is risk in any development road map, so enterprises are cautioned to understand how and when the Genesys suite meets their specific knowledge requirements.
  • Genesys does not have a virtual assistant solution, but has partnered with Oddcast to provide functionality in this area.
  • The private equity and venture capital firms that own Genesys have high expectations for growth, so the vendor will be aggressively pursuing new markets. As it pushes itself beyond its traditional market segments, it may stretch its go-to-market delivery capabilities. Enterprises should evaluate the level of support they will require from partners or from Genesys for the overall solution.

Interactive Intelligence

Interactive Intelligence is a $210 million company and currently has six data centers around the world. At the core of all Web customer service interactions is the Customer Interaction Center (CIC) server, which routes, monitors, records and reports on all interactions. The on-premises-based licensing includes a server fee for every locally installed switchover pair, and a user- or workstation-based perpetual access license to handle email and Web chat. Licenses can be upgraded from single to multichannel. Separate licenses are needed for the Interaction Recorder, Interaction Optimizer, Interaction Analyzer and e-FAQ. Communications as a service (CaaS) licensing provides a monthly agent fee, with an add-on monthly charge for multiple channels. Maintenance is 18% of list price for standard maintenance for premises-based software, and CaaS pricing includes all software maintenance.

  • The 2011 launch of Interaction Analyzer provided the ability to perform real-time keyword and phrase spotting during interactions as it monitors the conversation stream between an agent and customer. Future releases will also include a contextual overview of each conversation.
  • During a Web chat session, prewritten responses (such as greetings, closings and commonly asked questions, as well as responses from e-FAQ) can be dragged and dropped into the chat window to speed up chat times and standardize interactions.
  • The Interaction Recorder solution provides the ability to record Web chats and emails, and to score them for quality assurance purposes. Recording also includes the option to screen record the agent’s activity while working on an email or Web chat.
  • The e-FAQ solution is the vendor’s answer to a knowledgebase solution; however, during the past 12 months, no new functionality has been released for this product. Currently, it lacks the advanced features one would find in a full self-service knowledge management deployment.
  • Interactive Intelligence does not have a virtual assistant solution available nor does it have a collaborative browsing solution; it partners with LiveLOOK for the latter.
  • Interactive Intelligence has some limited video services available and has developed integrations with Microsoft Lync, IBM Sametime and Polycom to provide video queuing. With regard to knowledge management, videos can be accessed via the e-FAQ solution, but no searchable scripts can be created from the video content.

Kana (Enterprise)

Kana is a $100 million company, following some strategic acquisitions. Kana Enterprise provides both an on-premises and a cloud-based context-aware SOA with three architectural tiers: service experience (focusing on the user interface and experience), orchestration (focusing on knowledge, email, Web chat and other channel services) and integration (focusing on creating a unified integration layer between all the channels). Pricing for on-premises products is module- and agent-based, and pricing for the SaaS offerings is subscription-based by seat or usage. Standard maintenance is offered at 20% of the net license fee, and premium maintenance is offered at 25% of the net license fee. SaaS offerings include maintenance in the usage price.

  • The Kana Enterprise knowledgebase supports the embedding of how-to video content and distributing it at the right point in the service experience — posting a video to a social community, playing a video during a Web chat or co-browse session, or sending a URL link to the video in an email.
  • Using text analytics for natural language and accommodating “Internet speak” (such as misspellings and acronyms), Kana Enterprise’s social listening capabilities allow enterprises to listen to discussions and content on social communities. There is also an ability to detect customer sentiment and highlight pervasive issues, and agents can respond directly to social media posts if needed.
  • Kana Enterprise provides multichannel analytics to derive insights from customer interactions (email, chat, phone), feedback (Web forms, surveys) and social media (Facebook, Twitter, blogs). Business rules can take multiple actions, like escalating the case, or sending out an email resolution or a knowledgebase article.
  • Storing video by recording the voice into searchable text and the provision of an SMS gateway is still a gap in the Kana Enterprise edition.
  • The recent acquisition of Ciboodle, focused on rounding out the vendor’s social CRM footprint and providing a mobile platform, could create some challenges around integration of Ciboodle and its product lines in the short term.
  • Complete availability of all the Kana Enterprise channels and functionality in the cloud remains a road map objective. Although some components are available as SaaS, others are not. The entire product can be hosted, but more development is needed to migrate the entire solution to support a SaaS model.

Kana (Express)

Kana Express is a new solution from Kana, following the acquisition of Trinicom. Prior to the acquisition, Trinicom was an approximately $10 million company, but since its incorporation into the $100 million Kana organization, there have been a number of enhancements to the solution and an increase in the geographic availability of the product. Kana Express is available as an on-premises or a cloud-based solution and is ideally suited for the midsize to large tier organization looking for Web customer service interaction channels. Kana Express licenses are charged for the number of used modules (channels) and transaction bundles (unique visitors/contacts). For on-premises deployments, the maintenance fee is 20% of the license costs. For SaaS offerings, there is a subscription-based model based on user modules and transaction volumes.

  • Kana Express has the ability to embed video in the knowledgebase either as URL links to YouTube-stored content or as video knowledge in the knowledgebase.
  • The product currently has two social media monitoring platforms, and has the ability to add the results of listening activities as contacts/cases for agent attention. The knowledgebase has also been integrated with the front-end community, creating the possibility for knowledge content to be delivered directly to the social network or forum in which the questions are being asked.
  • Kana Express’ analytics module delivers drill-down and slicing-and-dicing functionality over all the primary information domains: customer, organization, interactions and the knowledgebase. Cross-domain analysis is also possible to gain insights into user behavior.
  • Kana Express currently does not have a collaborative browsing capability, but this is planned for the next release.
  • Kana Express has a very well-established market share in the Benelux region, but is not well-known outside of it. Kana will have to invest in training and the development of the broader sales force to accelerate the go-to-market pace in the rest of the world, where Kana Enterprise is better-known.
  • The product has no multichannel recording capability. Organizations that have a legal requirement to record Web-based customer interactions (such as financial services) will have to engage with third-party solutions for recording them.

Moxie Software

Moxie Software is a privately held company that provides a Web customer service solution built on a .NET platform and employs approximately 200 people across the world. Customers can select from either an on-premises or cloud-based solution. The vendor provides a full, multichannel customer communications suite that is powered by a built-in knowledge management solution. Moxie Software’s licensing and pricing model is per user for on-premises solutions and subscription-based per user for the cloud model solutions for both the enterprise and small business markets. Maintenance is calculated at 20% of list price.

  • Moxie Software’s Web customer service solution is designed on a publish/subscribe framework. Customer Spaces from Moxie Software allows changes made to the user interface, agent roles/permissions or content layer to be immediately pushed out to the agents without requiring relogin.
  • The social media response module offers the ability to listen to social media channels, filtering out unwanted content and returning only the discussions and comments that require a response, and doing sentiment analysis as part of the process.
  • The Moxie Software suite provides detailed recordings of all incoming communications and all interactions across the Web self-service channels. Track-and-store communications chains give agents a complete view of the entire customer history across all channels, putting the current interactions in context, and provide the ability to view related messages and other interaction histories across a particular incident or group of incidents.
  • Moxie Software does not serve the small or midsize business market; the solution is better-suited for midsize and large enterprise sales and service centers.
  • The vendor does not provide OEM virtual assistant capabilities, but can integrate with other providers’ solutions. It has a partnership with VirtuOz, with integrations into its chat and knowledge solutions, but Moxie Software does not provide support or contracting and licensing for this third-party product.
  • The Moxie Software solution has the capability to store videos as knowledge articles that can be delivered via a self-service search or referenced via a URL. However, there is still no capability to record the soundtrack into text to create a searchable knowledge article that can start the video replay at the point where the information is required.

Oracle-RightNow Technologies

The Oracle RightNow CX Cloud Service solution employs a three-tier architecture: database, application/Web server and client, with communication from the client to the server taking place via SOAP services and HTTP. The solution supports a multitenant, hosted environment, enabling support of multiple clients on the same database, as well as multiple versions of the software to run within the hosting environment. Oracle RightNow CX Cloud Service is priced on a subscription model offering four desktop packages: Standard, Enterprise, Enterprise Contact Center or Stand-Alone Chat. The suites follow a seat-based pricing model and Oracle RightNow Web Experience follows transaction-based pricing based on sessions consumed. The Oracle RightNow Social Experience is offered through a fixed-fee annual price for a stand-alone community. Oracle RightNow Engage for social follows transaction-based pricing based on the number of emails sent.

  • Oracle RightNow’s mobile Web customer service solution extends the Web self-service channels and knowledge for use with mobile devices and smartphones using either of the following mobile interaction points: Mobile browser interactions of a customer within a Web browser within the device; mobile applications with purpose-built applications specific to the operating system within the mobile device; and mobile Web relying on the processing of the server to deliver content.
  • Oracle RightNow has no video chat capabilities, but does support the use of how-to videos in the knowledgebase for delivery either as direct push interactions with customers during a Web chat or via the URL of the video embedded on a website or in an email link.
  • Oracle RightNow Social Monitor Cloud Service, Oracle RightNow Self Service for Facebook and the Oracle RightNow Community offerings for social listening, analytics and response provide social media capabilities for customers seeking custom social service solutions.
  • Some of the objectives that Oracle RightNow is focusing on require collaboration with other Oracle businesses. Some of those collaborations will likely take time to bring to fruition/bring to market. Be prepared to discuss release targets/road map if you are looking to utilize capabilities that span Oracle RightNow and other Oracle products, like Siebel.
  • The Virtual Assistant offering is new to the market and does not yet have references. Oracle RightNow lacks a productized offering for SMS, relying instead on partners to fill the gaps in that area. If outbound/inbound messaging is key to your customer interaction strategy, then you might want to consider other suitable vendors.
  • The RightNow solution is only available in a SaaS model and no on-premises option exists. Customers looking for an on-premises solution will have to select another provider.
  • Since the acquisition, fewer clients have called us with inquiries related to Oracle RightNow than was the case before the acquisition. We believe this reduction is because there is a slowdown in Oracle RightNow deals being considered, at least among Gartner clients. We acknowledge that Oracle RightNow has been specifically called out by Oracle management as a growing area in Oracle’s last three quarterly investor calls, and it could also be that clients have fewer questions because they know Oracle.

Presence Technology

Presence Technology is a $9 million company based in Barcelona, Spain. It focuses on a value-added reseller (VAR) strategy as its primary means of growth and expansion for both its on-premises and SaaS offerings. Licensing is mostly focused on one license per concurrent agent interaction across the various channels. For recording, it is one license per port, with two different license levels, based on the recording activation. Rental, pay-per-use, hosted and SaaS pricing models are based on the same principles. Maintenance fees are calculated as a percentage of the license cost and range from 12% to 22%. Presence Technology has also embedded the Voxeo Prism unified communications application server into every channel, which will mean some additional expenses for every license.

  • Presence Technology supports video chat and, to date, deployments have primarily been through a video kiosk enabled with client-side cameras and the ability to video chat with call center agents. All video interactions are recorded and stored as interaction history.
  • The Presence Social Media Gateway (SMG) supports Twitter and Facebook (bidirectional) as the primary social media channels. The social media monitoring also includes multilevel filters for routing interactions to the necessary agents for action. Social media responses can be automated based on results of the integration with the partner knowledgebase, where appropriate.
  • The Presence Messaging SMS module includes a set of monitors and reports to supervisors managing the SMS channels. It allows the embedding of URLs into outbound SMS communications, focused on reducing call backs to the contact center.
  • Presence Technology has a limited ability to provide Web customer service solutions for global deployments.
  • The vendor does not have a knowledge management solution; it partners with KBpublisher to fill this gap.
  • Presence Technology does not have a virtual assistant solution; it partners with Artificial Solutions to fill this gap.


SAP is a €12,500 million company providing an open application and integration platform. The Web customer service solution is based on the SAP Java EE platform, which is part of the SAP NetWeaver stack. SAP partners with eGain for a number of channels that are not native to the SAP solution. The vendor prices its solutions on a CPU core basis for business-to-consumer (B2C) customers and on a named-user basis for B2B customers. Maintenance fees are calculated as a percentage of the license costs. SAP provides standard support packages and a customer-specific support agreement.

  • SAP not only focuses on Web customer service, but also provides a wider multichannel customer service solution, including contact center (SAP Business Communications Management and SAP CRM Interaction Center), e-service (SAP Web Channel Experience Management), mobile (SAP Mobile Platform) and social (SAP Social Customer Engagement OnDemand).
  • The SAP Web Channel Experience Management platform and the SAP Mobile Platform focus on providing business processes via the Web or consumer mobile devices.
  • SAP continues to heavily invest in its solution portfolio, and multichannel customer service is an ongoing strategic investment for SAP.
  • SAP does not offer a complete solution set for Web customer service as native functionality. A number of components are only available through a partnership with eGain, requiring customers to sign separate vendor agreements. This could result in a higher total cost of ownership, compared with some of the other more specialized Web customer service vendors.
  • SAP does not offer an on-demand option for Web customer service. However, in the next release of SAP Social Customer Engagement OnDemand, the addition of email and chat capabilities is planned.
  • SAP uses its broad partner ecosystem to extend the Web and mobile reach of business processes beyond what is offered out of the box. Enterprises should be cautious when choosing a knowledgeable implementation partner.

Vendors Added or Dropped

We review and adjust our inclusion criteria for Magic Quadrants and MarketScopes as markets change. As a result of these adjustments, the mix of vendors in any Magic Quadrant or MarketScope may change over time. A vendor appearing in a Magic Quadrant or MarketScope one year and not the next does not necessarily indicate that we have changed our opinion of that vendor. This may be a reflection of a change in the market and, therefore, changed evaluation criteria, or a change of focus by a vendor.


  • Anboto was added to this Magic Quadrant.


  • Oracle-Siebel has been dropped from this Magic Quadrant, following the acquisition of RightNow Technologies by Oracle and the positioning of RightNow as the primary Web customer service interaction solution for Oracle, in place of Siebel. Gartner no longer considers Siebel as a multichannel Web customer service solution.

Inclusion and Exclusion Criteria

Market Traction and Momentum

  • The vendor can provide customer references that have at least three of the eight primary Web customer service channels in production for a minimum period of 12 months, to demonstrate a well-integrated and functional product.
  • If the vendor reference has social as a Web customer service channel, then a total of four channels are required, at minimum.
  • The vendor might have a regional focus, but can sell and support multiple industries across a wider customer base.
  • The vendor has generated at least $5 million in business application customer revenue for Web customer service in the past four rolling quarters.
  • The vendor must have a minimum of five of the eight components identified as the building blocks of the Web customer service framework in OEM products and as part of its integrated solution. The other components can be partnered for or tightly coupled.
  • The vendor must have its own sales team or use a partner’s sales team. Deal management, pricing and negotiation must be done centrally, and the vendor must provide presales support to system integrators (SIs) and partners.

Short-Term Viability

  • The vendor has at least enough cash to fund one year of operations, given current burn rates.
  • The vendor has sufficient professional services to fulfill customer demand during the next 12 months.
  • This Magic Quadrant focuses on the Web customer service suite framework and the vendors in that market. It does not focus on the stand-alone or best-of-breed solutions in any of the eight framework areas.

Evaluation Criteria

Ability to Execute

Product/Service: A robust Web customer service suite is a combination of several subsystems or channel functionalities. The implication is that a key evaluation criterion is the existence of a well-integrated architecture. The Web customer service application should have out-of-the-box, self-service functionality, which means a strong set of industry- and process-specific business logic and data. Through process design or functional breadth, the system must support end-to-end, Web-based customer service processes. Published APIs are critical to connect (or expose) an application’s customer service functionality with that of another system or process. Vendors are assessed on the ability of their current product releases to support customer service, as well as their technical support of multichannel and cross-channel environments. The vendor rating is developed by weighing specific functionality: having its own integrated knowledgebase for self-service (25%), email response management (10%), Web chat (10%), collaborative browsing (8%), virtual assistant (10%), multimodal and mobile services (10%), video services (5%), multichannel interaction recording (10%), multichannel analytics (7%), and social services (5%). The vendor must have a stable product development team for all the products it sells. Partnerships were not included in this evaluation; only OEM solutions were included. Where a partner solution is used in any of the above channels, a score of zero for that channel is applied.

Overall Viability (Business Unit, Financial, Strategy, Organization): This refers to the ability of the vendor to ensure continued vitality of a product, including a strong product development team to support current and future releases, as well as a clear road map with delivery dates regarding the direction that the product will take until 2014. The vendor must have the cash on hand and consistent revenue growth during four quarters to fund current and future employee burn rates and to generate profits. The vendor is also measured on its ability to generate business results in the Web customer service market.

Sales Execution/Pricing: This refers to the ability of the vendor to provide global sales and distribution coverage that aligns with marketing messages. It must also have specific experience selling its Web customer service offering to the appropriate buying center. The strength of the management team is also key. In addition, the ability of the vendor to offer consistent and comprehensible pricing models and structures, including contingencies (such as failure to perform as contracted, or mergers and acquisitions), is important. The vendor is measured on its flexibility to support multiple pricing scenarios, such as on-premises and on-demand licensing (50%), as well as applications offering SaaS (50%).

Market Responsiveness and Track Record: This refers to the ability to perceive evolving customer requirements and articulate that insight back to the market, as well as to create products that are ready as demand comes online from customers.

Marketing Execution: This involves the ability of the vendor to consistently generate market demand and awareness of its Web customer service solution through marketing programs and press visibility. In Web customer service, the marketing execution ought to be less critical than some other factors; however, the business reality is that marketing success can fuel future growth and improvements.

Customer Experience: The vendor must produce a sufficient number of quality clients and references with varying levels of sophistication to prove the viability of its product in the marketplace. References are used as part of the evaluation criteria for the vendor’s ability to execute and create a vision for how customers can improve customer service. Included in this are implementations and support. The vendor must be able to provide internal professional services resources, or partner with SIs with vertical-industry expertise, Web customer service domain knowledge, global and localized country coverage, and a broad skill set (such as project management or system configuration) to support a complete project life cycle. The critical point on customer experience is to ascertain the degree of change management that accompanied the implementation. Often, the end user experiences discomfort not from the new software, but from the change processes that were introduced with the new system. A score of 10% per successfully engaged reference is allocated for each reference, up to a maximum of 10 references.

Operations: This involves the vendor’s ability to meet its goals and commitments. Factors include the quality of the organizational structure, such as skills, experiences, programs, systems and other vehicles, which enables the vendor to operate effectively and efficiently. This includes management experience and track record, and the depth of staff experience, specifically in the Web customer service market. The most important factor in this category is customer satisfaction throughout the sales and product life cycle. The vendor must have sufficient professional services (in-house or through third-party business consultants and SIs) to meet evolving customer requirements.

Table 1. Ability to Execute Evaluation Criteria
Evaluation Criteria Weighting
Product/Service High
Overall Viability (Business Unit, Financial, Strategy, Organization) Standard
Sales Execution/Pricing High
Market Responsiveness and Track Record Standard
Marketing Execution High
Customer Experience High
Operations Low

Source: Gartner (February 2013)

Completeness of Vision

Market Understanding: The market for customer service is highly diverse because of the multichannel nature of customer interactions and the wide range of processes that need to be supported. To succeed, a vendor must demonstrate a strategic understanding of current and future Web customer service opportunities unique to its target market. This may be new application functionality, evolving service models or in-line analytical capabilities for unique customer segments. There is also a requirement to demonstrate process integration across multiple channels (for example, where a customer starts in one channel and finishes in another). Vendors must also demonstrate a road map with planned delivery dates on how to fill in the gaps in functionality where it exists.

Marketing Strategy: The vendor can describe its go-to-market strategy as something other than “growing until it is acquired by a larger company.” Even with this as the endgame, it must be clear how prospects will be protected, or even benefit, from such a strategy. We look for a well-articulated strategy for revenue growth and sustained profitability. Key elements of the strategy include a sales and distribution plan, internal investment priority and timing, and partner alliances.

Sales Strategy: The vendor delivers products and services in line with the needs and capabilities of the buying centers. For this Magic Quadrant, the product must be appropriate for large and midsize businesses. This includes preproduct and postproduct support, value for pricing, and clear explanations of and recommendations for detection events. Building loyalty through credibility with full-time enterprise Web customer service staff demonstrates the ability to assess the next generation of requirements.

Offering (Product) Strategy: Specific vision criteria include business process management (supporting a threaded service task across functional areas, regardless of channel) and providing for the creation of content about the most likely customer intentions and how to address them, based on continuously variable business scenarios. “Continuously variable” means that, depending on the business context of the interaction, the steps and decisions in a service procedure may vary. The vendor openly communicates to its customers and to Gartner a statement of direction for the next two product releases that keeps pace with or surpasses Gartner’s vision and our clients’ vision of the Web customer service market. The vendor has a sufficiently broad set of products to ensure the success of the product. Without an advanced SaaS product plan (realizable within 12 months), a vendor cannot be considered a Visionary. Vendors must also demonstrate a road map on how to fill in the gaps in functionality where they exist.

Business Model: To be a Leader through 2014, the vendor will have a SaaS option and an on-premises application option. Application modules are tightly integrated and have business process modeling capabilities and advanced workflow. The vendor has a strategy to appeal to its key vertical industries — that is, it integrates with systems that are unique to an industry, and delivers packaged functionality and workflow for an industry (such as for the telecommunications, automotive and consumer goods industries), and B2B and B2C interactions.

Vertical/Industry Strategy: The vendor has solutions for specific vertical industries.

Innovation: Innovative vendors will begin to incorporate concepts that extend to consumer technologies, virtual assistants and customer service functions embedded in mobile devices and solutions. The vendor understands major technology/architecture shifts in the market and communicates a plan to use them, including the migration issues it may cause for customers on current releases. The architecture is built to operate in a SaaS delivery model, and the application integrates or includes contact center functionality or application links. We examine how well the vendor articulates its vision to support service-oriented business applications. The applications must be designed to collect data to supply a feedback loop for corporate performance management. They will help optimize a predictive customer analytics system. These predictive analytics alert management when service patterns are detected that might signal the need to adjust a business strategy or direction, or indicate that the likelihood of a particular business scenario occurring has changed (for example, customers responding to a notice on defective parts, an accident or financial news). The vendor will be measured on the ability of its architecture to support global rollouts and localized international installations. The vendor must have tools for IT and business users to extend and administer the Web customer service application and especially the knowledgebase, so that there is not a permanent reliance on the vendor for support.

Geographic Strategy: The vendor understands the needs of the three largest markets — the European Union, North America and the Asia/Pacific region — and knows how to build a strategy to focus on aspects of the overall market, directly or through partners. The vendor delivers products and services in line with the needs and capabilities of the buying centers. For this Magic Quadrant, the product must be appropriate for large and midsize businesses, and for at least three vertical industries.

Table 2. Completeness of Vision Evaluation Criteria
Evaluation Criteria Weighting
Market Understanding Standard
Marketing Strategy Standard
Sales Strategy Standard
Offering (Product) Strategy High
Business Model Standard
Vertical/Industry Strategy High
Innovation High
Geographic Strategy Low

Source: Gartner (February 2013)

Quadrant Descriptions


Leaders demonstrate market-defining vision and the Ability to Execute against that vision through products, services, demonstrable sales figures and solid new references for multiple geographies and vertical industries. Clients report that these vendors deliver a high level of value and return on their commitment. The development team has a clear vision of the implications of business rules and the impact of Web customer service on customer service requirements. A characteristic of a Leader is that clients look to the vendor for clues as to how to innovate in customer service. When asked, their clients reply that this product has affected the organization’s competitive position in their markets and helped lower costs. Leaders provide functionally diverse and rich Web customer service suites in which a knowledgebase solution is part of the integrated offering and can be deployed and supported globally, and have at least six of the eight Web customer service framework components supported as an OEM solution.


The vendors in the Challengers quadrant demonstrate a high volume of sales in their chosen markets (that is, more than 30% of new business by percentage comes from more than one industry). They understand their clients’ evolving needs, yet may not lead customers into new functional areas with their strong vision and technology leadership. They often have a strong market presence in other application areas, but have not demonstrated a clear understanding of the Web customer service market direction, or are not well-positioned to capitalize on emerging channels, and might lack depth of full functionality in all the areas of the Web customer service framework. Challengers typically will also not have all the Web customer service framework channels available in their own products, and will partner to enrich their offerings. Challengers often will also not have a knowledgebase product. They may not have a strong worldwide presence or deployment partners.


Visionaries are ahead of potential competitors in delivering innovative products and/or delivery models. They anticipate emerging/changing customer service needs and move into the new market space. They have a strong potential to influence the direction of the Web customer service market, but Visionaries struggle to meet the needs of all organizations because of geographic limitations, company size constraints or specific product channel omissions. Typically, their products and market presence are not yet complete or established enough to challenge the leading vendors.

Niche Players

Niche Players offer solid solutions for Web customer service, and support only some of the overall suite functionality and components. They may offer components of the complete portfolios, but demonstrate weaknesses in one or more important areas, or are starting out in the Web customer service industry. They could also be regional experts, with little ability to extend globally. Niche Players are usually not focused on, and cannot support, large enterprises globally, but extend their services and solutions to small or midsize businesses. They may offer complete portfolios, but focus only on one size of organization or primarily on one regional area.


There are many niche vendors that are providing solutions for Web customer service channels (see “The Gartner CRM Vendor Guide, 2012” for other Web customer service vendors not included in this Magic Quadrant). In analyzing Gartner customer discussions during the past 12 months, we have once again observed that more than 82% of multichannel product buyers prefer a more comprehensive Web customer service suite, as opposed to a stand-alone single-channel or point-based product. The most often quoted technology reason is an attempt to avoid the problems, efforts and costs associated with trying to integrate multiple disparate channel solutions from a plethora of point-based product solution sets, as well as the challenges experienced to try to integrate different knowledge vendors’ products into Web customer service channel solutions.

The top business processes that customers need to focus on through 2014 include (also see “Top Business Processes for CRM Customer Service, 2011 to 2013”):

  • Case management and problem resolution
  • Collaborative answer
  • Workforce optimization
  • Voice of the customer
  • Self-service problem resolution
  • Customer interaction hub

There is very a strong link between Web customer service and the contact center. Whenever a customer needs the assistance of a human customer service representative, there is a shift from strictly Web customer service to the CRM customer service contact center (see “Magic Quadrant for CRM Customer Service Contact Centers” and Note 2).

The Gartner research focus and scope in 2012 was widened with the addition of a new channel — social services — to the Web customer service framework and this Magic Quadrant. This Magic Quadrant is based on the Web customer service framework (see “CRM Web Customer Service Application Framework, 2012”).

The strategy and business case for Web customer service deployments are most often based on the following business drivers:

  • The need for a consistent customer experience across all channels and a “one correct answer” scenario (2011 ranking: 4; 2012 ranking: 1)
  • Deploying new and additional customer access channels to reach new audiences (2011 ranking: 1; 2012 ranking: 2)
  • The avoidance of high costs associated with traditional channels (2011 ranking: 3; 2012 ranking: 3)
  • Procuring a suite solution today that will also cater to future requirements, as opposed to procuring many point-based solutions (2011 ranking: 2; 2012 ranking: 4)
  • Increasing governance associated with recording interactions across all the customer channels (2011 ranking: 5; 2012 ranking: 5)

An interesting observation between the 2010 and 2011 Magic Quadrant research was that buying behavior today favored the deployment of new channels to reach new customers. In 2012, the key focus is around creating a consistent experience across all the Web customer service interaction channels. The advances in Web customer service functionality have also created a growing landscape of possible vendors from which to select solutions.

Not appearing in this year’s Magic Quadrant is Oracle-Siebel. As a result of the acquisition of RightNow Technologies by Oracle (see “Oracle CRM Application Decision Tree for 2012 and Beyond”), Gartner has not observed any new name sales of Oracle’s Siebel Web customer service solutions in the past 12 months. Appearing for the first time this year on any Magic Quadrant is Anboto, the Spanish-based Web customer service provider.

Each industry and each business or organization has its own unique customer service processes and service channels, making it unlikely that a single Web customer service vendor will dominate any given industry. Organizations often find that their biggest investment when choosing a Web customer service vendor is the building out of the knowledgebase required for self-service (see “Investing in Self-Service Knowledge for CRM Web Customer Service”). This knowledgebase needs to be easily integrated across various Web customer service channels and, therefore, favors a comprehensive suite approach, versus a stand-alone, best-of-breed approach.

The positions and commentary in this research are substantially based on the following sources:

  • Customer perceptions of each vendor’s strengths and challenges, derived from Web-customer-service-related Gartner client inquiries during the last 12 months
  • Vendors’ supplied references completed an online questionnaire
  • Reference calls made to vendors’ clients
  • Participating vendors’ completed online questionnaires
  • Participating vendors’ conducted an hour-long briefing about their Web customer service strategy and operations

For the purposes of the CRM Web Customer Service Applications Magic Quadrant research, a focus has been placed on the social offering provided as part of the Web customer service suite. This focus on social services within Web customer service complements the extensive research already published on social customer service and in “Magic Quadrant for Social CRM.”

Like all Gartner Magic Quadrants, the Magic Quadrant for CRM Web customer service applications is not meant to be used as the sole tool for creating a vendor shortlist. Use it as part of your due diligence, in conjunction with consultations with Gartner analysts.

Magic Quadrants are snapshots in time; to be fair and complete in the analysis, we need to stop data collection efforts at a consistent time. In this research, the cutoff date was 23 October 2012.

Market Overview

In addition to Web customer service being closely linked with the CRM contact center, the Web customer service suite market mostly consists of solution providers with a very mature basic set of functionality. Channels such as Web chat and email response management are well-proven and often the first to be deployed by customers. What differentiates the Leaders from the rest is a well-structured and integrated knowledgebase with advanced search functionality that can handle both structured and unstructured data. This knowledgebase needs to be part of the integrated solution set, and developed and owned by the provider to ensure ongoing R&D and seamless integration into the other Web customer service channels. Because the delivery of “one right answer” is extremely critical in Web customer service channels, the vendors that fill some channels through partners and external integration often struggle in this area. Failure to have an embedded knowledgebase will continue to be an inhibitor for vendors attempting to move into the Leaders quadrant.

The balance of Web customer service suite providers all have functional gaps, with capabilities that they either don’t offer or attempt to fill with partnerships. In the current market phase of acquisitions, the key challenge with the partnership model is that there is seldom any security that a strategic partner today will still be a strategic partner tomorrow. This is a severe limitation and is seen as a threat by buyers often investing millions of dollars in a Web customer service solution as part of their strategic CRM and channel expansion strategies.

Business leaders continue to see signs of growth, while viewing discretionary investments cautiously. Vendors providing Web customer service solutions must have convincing business cases and metrics to demonstrate that their products will have a measurable impact on one or more key performance metrics of the customer experience. The argument for increased investment is bolstered by demands to support Web-based customers. Customers expect to find their own answers and solve their own problems, and when they cannot, they expect to find answers in peer forums and communities. Virtual assistants, SMS and multimodal communication are starting to see mainstream adoption and are appearing in a large number of organizational road maps.

As a delivery model for Web customer service, SaaS is being accepted by many organizations. However, Gartner has observed resistance to SaaS in several areas, including:

  • Locations in which there is greater caution due to fears regarding data privacy, latency and application availability — for example, in Central and Eastern Europe, many parts of Asia (such as India and China), and South America. There has also been resistance in federal governments and healthcare organizations in which regulations inhibit penetration of SaaS solutions
  • More-complex environments with high call volumes, high transaction volumes and real-time integration with legacy systems, which can slow performance

As the market matures, the rating scales from one year to another can shift. The result is that a product that has not improved or declined could still show a shift in position on the Magic Quadrant that has resulted from a change in the weighting of a criterion between 2011 and 2012.

By 2014, as more applications are built using a cloud-based model, SaaS will emerge as a critical selection factor at all levels of Web customer service.


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