You sound like good guys. I just want to tell you that while Quintus has a very good CRM product, I'm just a bit concerned about their follow-through on customer service. There are also very legitimate concerns about their marketing efforts. Others here have told me they don't compete in Remedy's (RMDY) market space, as I've installed CRM software in many fortune 500 client sites, I'd tend to disagree. I think that Vantive, Siebel, Clarify, Remedy, et al all do about the same function. That is provide a shrink wrapped customizable GUI for Customer Service/Call Center data retrieval and management.
That being said, QNTS got a good market cap on their IPO, however now that they're public, they need to execute. Their market cap is still higher than RMDY, and RMDY is much more widely used and well known.
I think the ace in the hole for Quintus is the product itself. With the addition of Nabnassat, the CTI middleware piece, they can offer an out of the box, complete customer solution CRM package which is web enabled.
The huge obstacle this company has to overcome is getting their product to market and creating referencable clients. This is yet to be proven, despite their press releases. The product isn't even close to the market penetration of it's competitors. In the case of QNTS, it's the people that's the problem, not the technology. |