MUFI Rating & Risk – Base CRM

MUFI Rating & Risk – Base CRM

MUFI: Maintainability, Usability, Functionality, Implement ability

Vendor: Base CRM (Select For Vendor Profile)


Application Detail

Base CRM is not that widely known. However, we think that will soon change. The base has easily the best usability and best user interface, as well as the best reporting functionality of any CRM application we have covered.

Base DRM Documents

Base CRM allows documents to be dragged and dropped into specific areas of the user interface. This allows quick and short usage of the system, something that is critical to get good user adoption. Notice the links to add contacts, to email and phone numbers – if the phone number is selected, it automatically opens Base CRM’’s calling application.

Base CRM Call-1

Base CRM allows the user to call at any point in the use of Base CRM and allows that call to be recorded.

After a call has been made, the user can go back into the prospecting page and select documents that have been previously uploaded to be sent by email.

Base CRM Attachments

After a call has been made, the user can go back into the prospecting page and select documents that have been previously uploaded to be sent by email. All data associated with a prospect is kept in one place, and as anyone who has had to look through attachments associated with a contact can attest (even thought a powerful email application like Gmail) this is a significant time saver.

Base CRM has one of the few workflow capable CRM applications on the market. That is even for people that don’t use CRM for their job, can easily make sense of the application and figure out where to go what to do. We were able to figure out the application primarily in a few hours and was the first CRM application that we felt we would enjoy using.

Base CRM Email

Base CRM has tons of email options. These have been thought out so that users can work in ways that are most flexible to them.Base CRM Goals

Goals can be set up and tracked in Base CRM. 

Base CRM Tracking Goals

By looking at all members who are part of the goal, a manager can get a feel of how they are progressing towards their goal. 

One can get started with Base CRM quite inexpensively, but to access the voice and team-based functionality, an enterprise version is necessary, which makes Base CRM a moderately expensive application. It’s curious that Base CRM does not stand out more and is not better recognized in the CRM market.

MUFI Scores

All scores out of a possible 10.

Vendor and Application Risk

Software Decisions Risk Defined: (See This Link for Our Categorization of Risk)

Base CRM is our highest rated overall CRM application, and the application also comes from what is by far the highest rated software vendor in the CRM space. This is refreshing for buyers because the CRM software vendors as a group are not well rated. Base CRM combined a good user interface with leading functionality as well as many labor-saving attributes. We predict user adoption will be high on Base CRM implementations.

Likelihood of Implementation Success

This accounts for both the application and vendor-specific risk. In our formula, the total implementation risk is application + vendor + buyer risk. The buyer specific risk could increase or decrease this overall likelihood and adjust the values that you see below.

Risk Definition

See this link for more on our categorizations of risk. We also offer a Buyer Specific Risk Estimation as a service for those that want a comprehensive analysis.

Risk Management Approach

Because of the combined quality of the Base CRM application along with the vendor rating, we anticipate few implementation risks beyond the typical that are part of CRM projects. However, buyers that purchase Base CRM put themselves in a good position to mitigate these risks before the implementation begins.

Finished With Your Analysis?

To go back to the Software Selection Package page for the CRM software category. Or go to this link to see other analytical products for Base CRM.

Enterprise Software TCO Calculator – Base CRM

How it Works

Fill out the form below for a your customized TCO calculation, as well as each of the supporting cost components that make up the TCO. The form does not have a “beginning or end.” The form is constantly calculating, so feel free to make constant changes and the application will auto-adjust.


  • Vendor Name: Base CRM (See for Vendor Rating)
  • Software Category: CRM
  • Company Headquarters: 212 W. Superior, Suite 200, Chicago, IL, 60654
  • Site:
  • Contact number 800.940.9650
  • Delivery Mechanism: SaaS

Finished With Your Analysis?

Once complete, goto this link to see other analytical products for Base CRM.

Project Planning Package – Base CRM

How it Works

Fill out the form below for a your project planning estimate. The form does not have a “beginning or end.” The form is constantly calculating, so feel free to make constant changes and the application will auto-adjust.


  • Vendor Name: Base CRM (See for Vendor Rating)
  • Software Category: CRM
  • Company Headquarters: 212 W. Superior, Suite 200, Chicago, IL, 60654
  • Site:
  • Contact number 800.940.9650
  • Delivery Mechanism: SaaS

Finished With Your Analysis?

Once complete, goto this link to see other analytical products for Base CRM.

Honest Vendor Ratings – Base CRM


Base CRM is a young and small new CRM vendor. They are currently roughly 100 people. Base specializes in small clients. However, this is because this is how new software vendors start. From what we can tell, there is no reason larger companies could not use base CRM, but it will take some time before Base CRM’s profile grows enough to interest these types of customers.

Quality of Information Provided

The information provided by Base CRM’s website is accurate. Information provided by things like the Base CRM implementation guide is entirely correct.

Recommendations from this guide include the f­­­­ollowing:

  1. Start slow using a bottom-up approach
  2. Outline just a few KPIs and identify sales activities that go along with them.
  3. Use Base’s Deal Importer to migrate sales data
  4. Keep the documentation simple
  5. Make the executives use it

This is all quite good advice. Another example is found in 5 Myths About CRM Software.

“Customer relationship management software is often viewed as a necessary evil. It is the something that is better than nothing, yet thought of as expensive, underutilized and fragmented.”

That is 100% true. However, most CRM vendors will not tell you this. Base CRM does.

“Your CRM should be no different. If you only needed a simple repository of contact information, you’d use an address book. Your CRM must be more than that. Your CRM should add structure to your sales funnel and help your team track and close more deals. One great way to gauge the utility of your CRM is to look closely at how your team is using it. Your CRM should allow you to generate reports based on CRM activity. Not only will reports give you a clear picture of how your CRM is being used, it can also tell you a lot about where your sales approach is succeeding and in what ways it is failing. One promise of the CRM is that it empowers you to make data-driven decisions. Numbers don’t lie and your CRM should prove its worth with a solid ROI.”

Again, also valid, but many software vendors would be happy to charge you for a full CRM system, while it is only used as a glorified address book. Base CRM seems to want to differentiate itself from these types of software vendors. (are you listening to Oracle?)

Much of the information provided by the Base CRM website seems genuinely directed towards helping customers and prospects better implement and use CRM. This has been a consistent result of our research in the enterprise software space that the best software vendors not only focus on the technology but understand the subject matter better and have deeper insights than other CRM software vendors.

As for other areas of information provided by Base CRM, we do not have enough information to say one way or another.

Consulting and Support

We rate Base CRM as better than average in both consulting and support.

Internal Efficiency

Base CRM has developed an excellent product, with a few numbers of resources. This says good things about their internal efficiency.


The Current Innovation Level of Base CRM is high. We expect continued innovation from Base CRM.

Vendor Scores

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Software Selection Package for CRM

Software Category Analysis – CRM


CRM is the fastest growing software categories in enterprise software. CRM has been forecasted by Forbes to surpass ERP in revenues by the year 2017. If that occurs, that will be a fantastic accomplishment as this is the first time that any other category of enterprise software has even come close to ERP sales since ERP was introduced back in the 1980s.

This is good news and bad news regarding CRM. First, the good news is that CRM has been the test case for SaaS delivery of enterprise software. If it had not been for CRM and specifically for Salesforce, SaaS would have taken considerably more time to take hold. It should be remembered that the conventional wisdom was that no one would trust or use SaaS because it required giving up too much control – and then Salesforce went and proved everyone wrong. This is just another example of where the experts that cover enterprise software have been wrong. However, the bad news is that CRM is probably not worthy of being the next big enterprise software trend for reasons that will be explained shortly.

A Short History of CRM

CRM is an interesting software category because, before SaaS, and Salesforce, on-premises CRM had one of the failure rates of any category of application. Siebel was, of course, the market leader (Oracle acquired Siebel in 2005, and as is standard is now an irrelevant application). Then other companies like SAP and Oracle developed CRM applications. All of these applications failed in implementation at very high rates, and now most of the CRM market is delivered by SaaS. It is the only category of enterprise software that is delivered this way. Why? Some have argued that CRM is a natural fit for SaaS delivery because it is a more straightforward application, and requires little in the way of computation. CRM is, after all, just an input-output application. However, while this is a tempting line of logic, we don’t think this can be the only reason. One could run some of the most complex and processor heavy enterprise applications in the cloud, as the server is in any case remote from the user regardless of whether the application his hosted internally or externally. For instance, if we look at DropBox – a cloud-based data hosting solution, it has a better search capability than any operating system search we have ever tested – and this is a combination of both specialized hardware as well as software for searching.

Persistent Data Quality Problems

CRM has shed much of its image as a widow maker for IT; however, when we sit with marketing and sales personnel as they show us their sales data, we see continuing data quality issues. These sessions invariably end with a statement from the marketing or sales director we are sitting with say something like “much of this data is out of date.”

We would caution buyers not to get caught up in the hype of CRM. The number one problem with CRM is getting quality sales data, and this continues even with all of the advancements in CRM technologies. All manner of data quality issues has lead to software vendors that have products that clean CRM systems such as Talend and Data Cleaner (although the focus of these applications is more on the low-level quality issues such as duplicate records).

CRM Data QualityApplications like Data Cleaner check for things like completeness in CRM systems.

Many companies are happy with how quickly they can get a CRM system operational, but a detailed review of the data quality is almost always disappointing. This is a greatly deemphasized topic by both consulting companies. This is particularly the major consulting companies, as well as the CRM software vendors as if clients knew the real average quality of sales information in CRM systems. It would put a severe damper on CRM software sales. Of course, no one that stands to make money on CRM is going to kill the party by declaring that CRM systems offer dubious payback. Both of these entities can get away with doing this because buyers often are fooled by the participation in the CRM system or the amount of data that is within a CRM system as a measure of the success of the implementation.

The Sales Forecast Problem

A significant problem persists with the quality of forecasts that are entered into CRM systems, with the vast majority of companies not adjusting these sales forecasts for bias. The bias of Sales in forecasting generally is so well known that the software vendor Right90 has developed its primary application, as well as a CRM “plug-in” that is run from the platform and Oracle CRM on Demand (and can be integrated to other CRM applications as well) which is centered on managing the bias of sales forecasts. Few buyers buy this plug-in or address their persistent sales forecast bias.

Bias is a constant in forecasting regardless of the forecasting environment (supply chain and non-supply chain). Yet, few buyers are willing to see the forecast bias inherent in judgment methods as anything beyond a cognitive bias (that is an unconscious bias or error in cognition). Forecast bias is a tendency for a forecast to be consistently higher or lower than the actual value. Forecast bias is distinct from forecast error in that an estimate can have any level of error, but still be completely unbiased. For instance, even if a forecast is fifteen percent higher than the actual values half the time and fifteen percent lower than the actual values the other half of the time, it has no bias. But forecast which is, on average, fifteen percent lower than the real value has both a fifteen percent error and a fifteen percent bias.

Bias can exist in statistical forecasting or judgment methods. However, it is much more familiar with judgment methods and is one of the significant disadvantages of judgment methods. The fact that different groups in a company have various incentives is well documented. These incentives can cause the forecast to be set higher or lower than the rationally would be. Considering today’s level of technological sophistication, it is baffling that most companies don’t know the effect of the bias of different areas of their company on their forecast, much less the impact of the bias of different individuals.

On the other hand, many vendors don’t emphasize bias detection in their applications, so in many cases, companies are required to build custom reports to determine forecast bias. It is rare for software vendors to make bias identification a focal point (although consensus forecasting vendors seem to be ahead of the curve on this topic). Therefore, most companies lack software with an internal dashboard that allows the company to adjust for bias. This is where the custom report building comes into play.

Companies will often implement a CRM system, but not analyze how their internal sales incentives affect the quality of information placed into the system. Measuring individuals on sales volume and service level, without weighing them on inventory or forecast accuracy will promote a natural inclination to over forecast. This is because over forecasting provides the ability to meet a higher sales volume with the service level and sales volume Over forecasting is so prevalent in this scenario that its technical name is “hedging,” which is..

“Used so that “the factory will have stuff when I want it.” This game may be played by salespersons or customers, especially when capacity is tight or for new products.” – Sales Forecast Game Playing:Why It’s Bad and What You Can Do About It

Is CRM Improving Sales Forecasting or Customer Service?

One of the interesting features of CRM that we have yet to see discussed is if CRM applications are helping companies, why are we not seeing improvements in forecast accuracy in companies that have a CRM system? This is not a question that CRM salespeople are interested in answering.

There is little doubt that CRM systems improve visibility, but how does that visibility translate to financial benefits? It is estimated that roughly 90% of CRM systems are implemented without “significant business gains.” CRM systems are ostensibly designed to provide all types of customer information at sales, customer service, etc.. individuals’ fingertips. That is the hypothesis. However, two more important questions should be asked:

  1. Is CRM improving the customer experience?
  2. Is CRM customer service improving generally?

The answer to this question is easy to determine; customer service is widely acknowledged to have precipitously declined right as CRM implementations have increased.

One may question whether this is a correlation (the two just happened to be related) or causation (bad service is causing CRM implementations, or CRM implementations are leading to bad customer service). We do not know which is the right answer. However, we do understand that no CRM solution or other technology can improve customer satisfaction if the company has decided to no more extended take care of its customers. For instance, Sears, once a service leader that has been in a considerable decline in significant part because of policies that wiped out its customer service, began providing iPads to sales associates. Thinking this could help overcome poor pay and inadequate training and other incentives (that is another reflexive rule of the terminally uncreative – add iPads). This is what we refer to as Technology as Band-Aid Syndrome, where technology is used to cover up bad management practices. Technology can be a good thing, but if it becomes merely a crutch for a management that is entirely self-centered and is playing to Wall Street’s biases, technology can be a negative. Technologies like CRM are often used to mask the fact that the pay level for many of those that provide customer service is low and even worse to feel as if they can place enough information into the service system that they can deskill the position of customer service and outsource it or cut wages. This leads to high turn over and moral problems. The discrepancy between what salespeople get paid (and also how much goes to advertising), versus what customer service people get paid continues to widen.

Customers have noticed. Secondly, the differential between what they are promised – both by sales, but mainly by advertising is often a yawning chasm – as advertising feels it is their right to engage in any deception to make sales go up. Again, this is not something that CRM can help solve.

Research on CRM Based Business Improvement

We were unable to find any research on CRM applications improving sales, forecasting, or customer service – the types of things that CRM is supposed to improve. The CRM market is overflowing with promises but has precious little evidence to back up the claims that are made for it. This is the premise of the book Why CRM Doesn’t Work: How to Win by Letting Customers Manage the Relationship. In the book, it is explained that CRM projects often seem to become about the efficiency of processing customers rather than analyzing the sales or service process. CRM applications are often sold as Band-Aids by consulting and software vendors alike. And that beyond merely covering up sales and service policy and incentive problems, CRM is used to manipulate and extract from customers (Customer Relationship Management). One CRM vendor, Base CRM, actually writes on this topic. In their blog post 5 Ways your CRM is Decreasing Your Productivity Base CRM author Laura Licata points out the following:

  1. Data entry is turning your reps into robots.
  2. Duplicate data is making a mess of your system.
  3. It’s so complicated that your reps get frustrated and stop using it.
  4. Inaccurate reports are causing your to make bad business decisions.
  5. It can’t keep up on mobile.

The software vendor Base CRM is attempting to get companies to buy its software, by proposing that they aren’t like standard CRM, but the information it is providing on this topic also happens to be true. Many CRM applications are not designed for everyday usability.

This brings up a very rarely asked question concerning any software category. Usually, a software category is measured on its ability to provide a positive return on investment. Some applications, like tier 1 ERP, have a negative return on investment, which means the application will not pay back its total cost of ownership. An ERP application may have a seven-year TCO of $20,000,000 and only pay back $18,000,000, thus having a negative ROI. However, CRM is the only software category that we analyze where the question comes up if CRM worsens the company’s position.

CRM’s Low Average Software Quality

CRM quickly has the least impressive applications of any enterprise software category we cover. The applications that impress us usually are never the big brand names – however, in most software categories, we come away impressed with the thought that went into the design of the application. We are software enthusiasts and love good software. However, it was infrequent that when we were testing any of the CRM applications and came away impressed.

Nailing Down What is CRM

CRM is morphing into something that no one expected – an overall marketing platform. In just a short span of time CRM has turned from the enterprise software category one of the highest failure rates, that had the modest goal of accepting and reporting on sales information into a software category with high rates of success and which does so much more than just accepting and reporting on sales input. Most of this is due to Salesforce. They showed what was possible and created the credibility that CRM has with companies presently. It turns out that putting CRM into the cloud-enabled all of the other functionalities that have since been added to CRM to flourish.

Software Category Summary

When purchasing something that has so little in the way of evidence that it will help your company, it makes sense to limit the expenditure to the good, but inexpensive applications. This leads to a follow-on point. This is the natural conclusion based upon the low potential of CRM systems.

It is difficult for us to see many of the CRM applications that we reviewed could make much of an impact on a company’s bottom line. There is far more potential in other software categories, and applications in software categories with a much higher potential ROI – such as PLM/BOM management software are underinvested upon. We are one of the few information sources on enterprise software that helps buyers prioritize their software purchases.

MUFI Rating & Risk

See the MUFI Ratings & Risk below for all of the applications we cover.

Vendor NameApplication
SAPMUFI Rating & Risk – SAP ECC
OracleMUFI Rating & Risk – JD Edwards EnterpriseOne
EpicorMUFI Rating & Risk – Epicor ERP
SageMUFI Rating & Risk – Sage X3
InforMUFI Rating & Risk – Infor Lawson
Small and Medium ERP
SAPMUFI Rating & Risk – SAP Business One
OracleMUFI Rating & Risk – JD Edwards World
ProcessProMUFI Rating & Risk – ProcessPro
RootstockMUFI Rating & Risk – Rootstock
ERPNextMUFI Rating & Risk – ERPNext
OpenERPMUFI Rating & Risk – OpenERP
MicrosoftMUFI Rating & Risk – Microsoft Dynamics AX
Financial Applications
IntacctMUFI Rating & Risk – Intacct
IntuitMUFI Rating & Risk – Intuit Quickbooks Enterprise Solutions
FinancialForceMUFI Rating & Risk – FinancialForce
NetSuiteMUFI Rating & Risk – NetSuite OneWorld
SAPMUFI Rating & Risk – SAP PLM
Arena SolutionsMUFI Rating & Risk – Arena Solutions Arena PLM
Hamilton GrantMUFI Rating & Risk – Hamilton Grant Recipe Management
Demand Planning
SAPMUFI Rating & Risk – SAP APO DP
TableauMUFI Rating & Risk – Tableau (Forecasting)
Business Forecast SystemsMUFI Rating & Risk – Forecast Pro TRAK
Demand WorksMUFI Rating & Risk – Demand Works Smoothie
JDAMUFI Rating & Risk – JDA Demand Management
ToolsGroupMUFI Rating & Risk – ToolsGroup SO99 (Forecasting)
Supply Planning
SAPMUFI Rating & Risk – SAP SNP
SAPMUFI Rating & Risk – SAP SmartOps
ToolsGroupMUFI Rating & Risk – ToolsGroup SO99 (Supply Planning)
Demand WorksMUFI Rating & Risk – Demand Works Smoothie SP
PlanetTogetherMUFI Rating & Risk – PlanetTogether Galaxy APS Superplant
Production Planning
DelfoiMUFI Rating & Risk – Delfoi Planner
PreactorMUFI Rating & Risk – Preactor
AspenTechMUFI Rating & Risk – AspenTech AspenOne
PlanetTogetherMUFI Rating & Risk – PlanetTogether Galaxy APS
BI Heavy
SAPMUFI Rating & Risk – SAP BI/BW
SAPMUFI Rating & Risk – SAP Business Objects
OracleMUFI Rating & Risk – Oracle BI
SASMUFI Rating & Risk – SAS BI
MicroStrategyMUFI Rating & Risk – MicroStrategy
IBMMUFI Rating & Risk – IBM Cognos
TeradataMUFI Rating & Risk – Teradata
ActuateMUFI Rating & Risk – Actuate ActuateOne
BI Light
SAPMUFI Rating & Risk – SAP Crystal Reports
QlikTechMUFI Rating & Risk – QlikTech QlikView
TableauMUFI Rating & Risk – Tableau (BI)
SAPMUFI Rating & Risk – SAP CRM
OracleMUFI Rating & Risk – Oracle RightNow
OracleMUFI Rating & Risk – Oracle CRM On Demand
InforMUFI Rating & Risk – Infor Epiphany
Base CRMMUFI Rating & Risk – Base CRM
SalesforceMUFI Rating & Risk – Salesforce Enterprise
SugarCRMMUFI Rating & Risk – SugarCRM
MicrosoftMUFI Rating & Risk – Microsoft Dynamics CRM
NetSuiteMUFI Rating & Risk – NetSuite CRM




Nguyen, Bang. Simkin, Lyndon. The Dark Side of CRM: Advantaged and Disadvantaged Customers. Journal of Consumer Marketing. 2013.