The document compares the sales, marketing, and service capabilities of SageCRM, InforCRM, and Salesforce. It provides an overview of each solution, then dives deeper into the capabilities of each for sales, marketing, and service. Key differences are noted such as pricing, deployment options, functionality out of the box versus with additional addons. The conclusion emphasizes that capabilities are similar across many solutions and fit is more important, advising attendees to understand their business priorities and work with a partner with expertise in multiple tools.

1. April 2, 2015
Compete to Win by Comparing CRM:
Sales, Marketing, and Service Across 3 Solutions
www.blytheco.com

2. Agenda
Intros
Solutions at a glance
Sales capabilities
Marketing capabilities
Service capabilities
Audience Poll
Next Steps and resources for today
Q&A

3. Introductions
Alicia Anderson
Manager, Business Solutions Experience
Atlanta, GA-based
20 years in ERP/CRM sales, service and
marketing
www.linkedin.com/in/aliciakanderson
@aliciakanderson

4. The Series
Sales, Marketing and Service Capabilities across 3 Major
Solutions – TODAY
Technology, Mobility, and Personalization across 3 Major
Solutions – May 21, 1pm ET/10am PT

5. Why Compare?
There are hundreds of CRM options in the mid-market
Features are very similar across solutions
It’s more about FIT
Narrow down the options

6. Solutions at a Glance
SageCRM InforCRM Salesforce
Notable customers Buffalo Sabres, Fuji Xerox Noble Systems, Big River
Communications
Design Within Reach, Stanley
Black & Decker
Typical user count 10-50 25-250 25-5000+
Deployment On-premise for full capabilities;
cloud for basic version
On-premise and cloud versions Pure cloud
Investment options One-time license, subscription,
leasing/financing
One-time license, subscription,
leasing/financing
Subscription
Software costs $$ $$$ $$$$
Add-ons available Yes Yes Yes
Mobile access Yes Yes Yes
Vendor focus Headquartered in the UK, Sage
provides business technology
offered through partner
network
Formerly known as Saleslogix,
InforCRM is now owned by Infor,
a US-based enterprise systems
company
Stable, publicly traded company
focused only on CRM.

7. Sales Capabilities

8. Sales Capabilities Ranking
SageCRM InforCRM Salesforce

9. Sales Capabilities Closer Look: SageCRM
Pros Cons
Choice in deployment
options
User interface could be
more intuitive and modern
Out of the box Sage ERP
integration
Focused on Companies, not
individuals
Global-friendly No competitor tracking

10. Sales Capabilities Closer Look: InforCRM
Pros Cons
Xbar enables embedding
CRM within Outlook
All Contacts must be
associated with an Account
Highly customizable for
creating “purpose-built”
apps
Making simple changes can
get complicated
Interactive, graphical
dashboards
Search capability requires
many steps

11. Sales Capabilities Closer Look: Salesforce
Pros Cons
The market leader and
innovator, with a strong
user community
Add-ons and additional
features can increase
subscription costs
substantially
Clean and intuitive user
interface promotes user
adoption
Better oriented to B2B than
B2C
Well-optimized for mobile Integrations are not deep

12. Marketing Capabilities

13. Marketing Capabilities Ranking
SageCRM InforCRM Salesforce

14. Marketing Capabilities Closer Look: SageCRM
Pros Cons
Integrated with MailChimp,
Survey Monkey, Salesfusion
Capabilities “beyond basic”
marketing require add-ons
Clone and re-create
Campaigns
No social or community
monitoring capability
Dashboards and graphical
reporting
Built-in email templates
benefit from additional
design

15. Marketing Capabilities Closer Look: InforCRM
Pros Cons
Import, de-dupe and clean
data via a wizard
Search and sorting
capabilities not as flexible
Budget tracking down to the
activity level
Marketing automation
requires add-ons
Content management for
providing responsive
campaign info
Screens may seem to offer
crowded interface

16. Marketing Capabilities Closer Look: Salesforce
Pros Cons
Visual interface enables
mapping customer
experience
Included only in Enterprise
version (available as an add-
on for lower level versions)
Google Adwords campaigns
supported
For full automation, Pardot
integration is recommended
Supports measurement
against goals
Social reach extended via
Chatter

17. Service Capabilities

18. Service Capabilities Ranking
SageCRM InforCRM Salesforce

19. Service Capabilities Closer Look: SageCRM
Pros Cons
Case management and
escalation
Not integrated to back-
office for order
management
Case severity display with
SLA status display
System speed can be
challenged at times
Customer self-service portal
available
Training provided by partner
network

20. Service Capabilities Closer Look: InforCRM
Pros Cons
Create and assign service
tickets
User interface not as
streamlined
Contract management Making admin changes can
get complex
Self-service portal available Order management works
best when ERP integrated

21. In summary….
Capabilities are similar among many solutions
Understand the priorities for your business
Work with a partner who has many tools in the toolbox

22. What next?
Learn more about which CRM
is right for your business:
Take a short quiz to get a
customized solution
recommendation
Talk to an expert. Email me
aanderson@blytheco.com
Sign up for the series here