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The Top 10 reasons the Salesforce user should switch to SugarCRM
Agenda SugarCRM’s Competition Salesforce.com Comparing the Software Software Architecture Software Integration 3rd Party Applications Software Features Comparing the Costs Software Costs Typical Implementation Costs Ongoing Costs Comparing Services Support Offerings Deployment Offerings About Levementum
Pre-amble… BHAS:   	“If you are assessing Salesforce, or any other closed source CRM for your CRM needs, you would be remiss (ok…foolish) not to examine the SugarCRMvalue proposition”
Bias in this presentation? Objectivity?  Researchers are competitors to salesforce.com Respectfulness Yes Our experience? Multiple Salesforce.com to SugarCRM conversions
The basis…and disclaimer The data being presented here is from research performed over 2010-2008 This presentation is focused on differences….not subjective opinions about Salesforce.com “People vote with the their feet”….and Salesforce.com is a very successful and solid solution.  Period. …that said, SugarCRM offers some real advantages.
So with that… The Top 10 reasons to switch from Salesforce.com to SugarCRM
#10: Deployment flexibility Salesforce.com offers you a SAAS solution, hosted in its NA, EMEA or AP data centers. SugarCRMoffers you a SAASsolution and an On-Premisesolution (both are provided with your subscription) or a host of certified partner SAAS solutions worldwide Differentiator?   Deployment Choice!
#9 Core code customizations Salesforce offers you an architecture to extend product features and integrate. SugarCRMoffers you an architecture to modify the core – modify the API – re-architect product features….in an upgrade safe-way.  Additionally – all SugarCRM code is provided to you….its open source (even the commercial version!) Differentiator: Choice, Control, Power with a Framework
Comparison: Software Architecture  Application Architecture Database Architecture Deployment Architecture SugarCRM provides customers with: ,[object Object]
Software built on benchmarked proven Open application development code and objects.
 Multiple options for database and platform deployment
 Flexible deployment in ANY industry standard cloud  platform
  A true “Open Cloud” choice…as opposed to a private black box cloud and platform.,[object Object]
Comparison: Software Integration Web Services Architecture Database Access Architecture Deployment Architecture SugarCRM provides complete flexibility on integration and data delivery: ,[object Object]
 Access your data via web services, or access via ODBC, JDBC, or a direct database connection
 Utilize any Business Intelligence platform seamlessly.
Note, for example, Crystal reports for Salesforce.com can only be used “within” Salesforce.,[object Object]
Comparison: 3rd Party Applications (2009) Sugar CRM Salesforce.com SugarCRM provides customers with: ,[object Object]
 A commitment to open source
 The ability to customize all add-ins
 More than 75 language packs,[object Object]
Comparison: Software Features – Entry Level Offering SugarCRM Salesforce Microsoft SugarCRM provides customers with: ,[object Object]
Software built on benchmarked proven Open application development code and objects.
 Multiple options for database and platform deployment
 Flexible deployment in ANY industry standard cloud  platform
  A true “Open Cloud” choice…as opposed to a private black box cloud and platform.,[object Object]
Comparison: Software Features – Professional Level Offering
Comparison: Software Features – Enterprise Level Offering
#4 Money Salesforce.com’s enterprise ready solution is offered at $125/mo SugarCRM’senterprise ready offering at offered at $30/mo Differentiator: Cost!!!!
Comparison: The Costs
#3 Data…and Control of it Salesforce.com has historically made it difficult to pull complete data sets (relationships, objects, constraints) SugarCRM offers you native and complete access to the entire db Differentiator: Control
Comparison: Data Jail SugarCRM: With SugarCRM, you are the owner of your own data. You get a full backup of all your data with all the object relationships intact up to four times a month at no additional cost. There are two key aspects to CRM data: customer data and the relationships between accounts, contacts, opportunities and all the other data Salesforce (2009): Raw object text backups No relationships between objects One monthly flat file data dump without any data relationships. How is a customer supposed to load that into a database? You can’t.
#2 The USA PATRIOT ACT Organizations that run on the NA systems or Salesforce.com are subject to the PATRIOT act – and the EMEA and AP instances have ambiguous rules therein. SugarCRM offers you control of your on-premise environment Differentiator: Control
#1a Open Source Salesforce.com…closed SugarCRM…open Differentiator: Total control of your own destiny
#1b Basic Customizations Salesforce.com offers a robust framework for basic change…but with limitations on max applications, objects, fields, etc. SugarCRM has a limitless module builder and studio Differentiator: Control!
More reasons…
Custom Modules and Fields SugarCRM Easy to use “Field Studio”.  Does not require developer skills. No limits on custom fields No limits on custom modules Salesforce.com Easy to use module builder + “Eclipse –force.com”.  Does not require developer skills. Constraints on additions

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SugarCRM vs Salesforce 2010

  • 1. The Top 10 reasons the Salesforce user should switch to SugarCRM
  • 2. Agenda SugarCRM’s Competition Salesforce.com Comparing the Software Software Architecture Software Integration 3rd Party Applications Software Features Comparing the Costs Software Costs Typical Implementation Costs Ongoing Costs Comparing Services Support Offerings Deployment Offerings About Levementum
  • 3. Pre-amble… BHAS: “If you are assessing Salesforce, or any other closed source CRM for your CRM needs, you would be remiss (ok…foolish) not to examine the SugarCRMvalue proposition”
  • 4. Bias in this presentation? Objectivity? Researchers are competitors to salesforce.com Respectfulness Yes Our experience? Multiple Salesforce.com to SugarCRM conversions
  • 5. The basis…and disclaimer The data being presented here is from research performed over 2010-2008 This presentation is focused on differences….not subjective opinions about Salesforce.com “People vote with the their feet”….and Salesforce.com is a very successful and solid solution. Period. …that said, SugarCRM offers some real advantages.
  • 6. So with that… The Top 10 reasons to switch from Salesforce.com to SugarCRM
  • 7. #10: Deployment flexibility Salesforce.com offers you a SAAS solution, hosted in its NA, EMEA or AP data centers. SugarCRMoffers you a SAASsolution and an On-Premisesolution (both are provided with your subscription) or a host of certified partner SAAS solutions worldwide Differentiator? Deployment Choice!
  • 8. #9 Core code customizations Salesforce offers you an architecture to extend product features and integrate. SugarCRMoffers you an architecture to modify the core – modify the API – re-architect product features….in an upgrade safe-way. Additionally – all SugarCRM code is provided to you….its open source (even the commercial version!) Differentiator: Choice, Control, Power with a Framework
  • 9.
  • 10. Software built on benchmarked proven Open application development code and objects.
  • 11. Multiple options for database and platform deployment
  • 12. Flexible deployment in ANY industry standard cloud platform
  • 13.
  • 14.
  • 15. Access your data via web services, or access via ODBC, JDBC, or a direct database connection
  • 16. Utilize any Business Intelligence platform seamlessly.
  • 17.
  • 18.
  • 19. A commitment to open source
  • 20. The ability to customize all add-ins
  • 21.
  • 22.
  • 23. Software built on benchmarked proven Open application development code and objects.
  • 24. Multiple options for database and platform deployment
  • 25. Flexible deployment in ANY industry standard cloud platform
  • 26.
  • 27. Comparison: Software Features – Professional Level Offering
  • 28. Comparison: Software Features – Enterprise Level Offering
  • 29. #4 Money Salesforce.com’s enterprise ready solution is offered at $125/mo SugarCRM’senterprise ready offering at offered at $30/mo Differentiator: Cost!!!!
  • 31. #3 Data…and Control of it Salesforce.com has historically made it difficult to pull complete data sets (relationships, objects, constraints) SugarCRM offers you native and complete access to the entire db Differentiator: Control
  • 32. Comparison: Data Jail SugarCRM: With SugarCRM, you are the owner of your own data. You get a full backup of all your data with all the object relationships intact up to four times a month at no additional cost. There are two key aspects to CRM data: customer data and the relationships between accounts, contacts, opportunities and all the other data Salesforce (2009): Raw object text backups No relationships between objects One monthly flat file data dump without any data relationships. How is a customer supposed to load that into a database? You can’t.
  • 33. #2 The USA PATRIOT ACT Organizations that run on the NA systems or Salesforce.com are subject to the PATRIOT act – and the EMEA and AP instances have ambiguous rules therein. SugarCRM offers you control of your on-premise environment Differentiator: Control
  • 34. #1a Open Source Salesforce.com…closed SugarCRM…open Differentiator: Total control of your own destiny
  • 35. #1b Basic Customizations Salesforce.com offers a robust framework for basic change…but with limitations on max applications, objects, fields, etc. SugarCRM has a limitless module builder and studio Differentiator: Control!
  • 37. Custom Modules and Fields SugarCRM Easy to use “Field Studio”. Does not require developer skills. No limits on custom fields No limits on custom modules Salesforce.com Easy to use module builder + “Eclipse –force.com”. Does not require developer skills. Constraints on additions
  • 38. Workflow and Reports limitations
  • 39. Integration Limitations I Callouts or Logic Hooks SugarCRM CE No Limits Professional No Limits Enterprise No Limits Salesforce.com CM Not allowed Group Not allowed Professional Limited Enterprise Limited Unlimited Limited
  • 40. Integration Limitations II Web Services API SugarCRM CE No Limits Professional No Limits Enterprise No Limits Salesforce.com CM Not allowed Group Not allowed Professional Limited Enterprise Limited Unlimited Limited
  • 41. Implementations! What is the key technical skill required for your implementation No Leverage Leverage in other Projects Leverage in other Projects
  • 42. Deployment Options Salesforce.com Force.com hosting environment (not a cloud) Multi-tenant shared database environment No migrations allowed outside of the host SugarCRM Hosted, On-Premise, Private Cloud or Hosted Cloud Supports AmazonEC2, Rackspace, and all major cloud offerings Images are ready to go Migration from Hosted to Cloud, On-Premise to Hosted, etc…allowed!
  • 43. Summary SugarCRM offers a superior cost, feature, integration and flexibility offering. In our horribly biased opinion….but investigate for yourself!
  • 44. About Levementum Founded 2005 Added SugarCRM service line 2005 (v3.5.1) Added Compiere ERP service line 2008 Added Pentaho BI service line 2009 Added Magento e*Commerce service line 2009 Added Mindtouch Collaboration service line 2009 Mission: Drive “world class” Revenue & Margin results using Open Source Technology and Process focused Methodology Company Information 31 Employees Offices: Phoenix, AZ (Headquarters) New York City, NY Atlanta, GA
  • 45. About Levementum Service Lines SugarCRM (Open Source CRM) Officially a “Gold Partner” of SugarCRM since 2006 Services: Consulting, Development, Integration and Intelligence Training Cloud Hosting CompiereERP (Open Source ERP) Services Consulting Training Development, Integration and Intelligence Magento Mindtouch
  • 46. Levementum Global USA Phoenix, AZ Atlanta, GA Portland, OR Green Bay, WI Australia Sydney, NSW Canada Toronto, ON
  • 47. A Sampling of our Accounts