This document compares features and pricing of 5 CRM software options: Salesforce, Zoho CRM, SugarCRM, Pipedrive, and Odoo. It includes a table that rates each software on various CRM features under categories like customer relationship management, sales, marketing, reporting, and productivity. It also provides brief descriptions of each software, including founding year, employees, customers, and pricing models. Overall, the document aims to provide a fair comparison of the top CRM solutions based on important features that a company might need to manage customer relationships and sales pipelines.
The document compares the features and pricing of Microsoft Dynamics NAV, NetSuite, and Odoo Online ERP solutions. It finds that all three provide core accounting, sales, CRM, inventory and other functionality important for SMEs. However, Odoo Online offers the most affordable pricing at $25 per user per month and also has over 7,300 customizable apps available compared to a few hundred for NetSuite. Customer satisfaction ratings on review sites also favor Odoo Online.
Today’s CRM market offers a significant number of solutions and software alternatives. Some fit larger enterprises (which typically require on-premise hosting) while others apply more to the needs of SME’s (commonly utilizing a cloud-hosted solution).
When it comes to CRM solutions, providers must adapt their product to fit a constantly changing business landscape. For example, more and more CRM solutions are now becoming available for mobile. This is a crucial advantage for modern companies and brings versatility to their CRM usage. Being able to maintain your customer relationships directly from your phone or tablet changes the way you operate and manage your sales activities.
Stanford Case Study - Salesforce.com TransformationSteve Greene
This document summarizes the development challenges facing Salesforce.com in 2006. Steve Greene and Chris Fry proposed a new agile development process to address slowing release cycles and morale issues. However, their VP Harris mandated implementing the new process company-wide instead of starting with a pilot. The existing "waterfall" process was no longer working as revenues grew over 80% annually but releases slowed to once per year. Salesforce.com aimed to maintain innovation as it grew from a disruptive startup into a larger company serving a growing market for cloud-based enterprise software.
The document discusses Salesforce.com, the leading provider of customer relationship management (CRM) software delivered as a service. It provides information on Salesforce's history and success, how it overcome key challenges of competitors and expansion, and how features like the App Exchange allow third-party developers to create add-ons for its platform. The document also outlines some of the advantages and disadvantages of Salesforce's software-as-a-service model compared to traditional on-premise CRM software.
When the Best-In-Class and your SIMMETHOD C-Level indices are moving in opposite directions your ability to compete weakens in proportion to your widening gap to the Best-In-Class
I analyzed Salesforce.com by digging deep into the company's history, reviewing their financial statements and justifying my valuation methods. This is my final term paper for Financial Statement Analysis from the Spring of 2013.
Salesforce.com was the first company to offer customer relationship management (CRM) software on-demand, in contrast to traditional CRM vendors who offered on-premise software. This allowed Salesforce.com to target non-customers of traditional CRM like small businesses by offering lower upfront costs and easier implementation. Through strategic moves like building out the Force.com platform and AppExchange in the 2000s and social networking tool Chatter, Salesforce.com sustained its market leadership over traditional vendors and new entrants for over a decade.
This document provides an overview of the Magic Quadrant for Customer Communications Management Software published by Gartner in January 2017. It evaluates 15 featured CCM providers, assessing their strengths and capabilities. The market for CCM tools is evolving from static printed outputs to dynamic on-demand communications across multiple channels. Application leaders should use this report to help assess the best CCM solution for their organization.
The document compares the features and pricing of Microsoft Dynamics NAV, NetSuite, and Odoo Online ERP solutions. It finds that all three provide core accounting, sales, CRM, inventory and other functionality important for SMEs. However, Odoo Online offers the most affordable pricing at $25 per user per month and also has over 7,300 customizable apps available compared to a few hundred for NetSuite. Customer satisfaction ratings on review sites also favor Odoo Online.
Today’s CRM market offers a significant number of solutions and software alternatives. Some fit larger enterprises (which typically require on-premise hosting) while others apply more to the needs of SME’s (commonly utilizing a cloud-hosted solution).
When it comes to CRM solutions, providers must adapt their product to fit a constantly changing business landscape. For example, more and more CRM solutions are now becoming available for mobile. This is a crucial advantage for modern companies and brings versatility to their CRM usage. Being able to maintain your customer relationships directly from your phone or tablet changes the way you operate and manage your sales activities.
Stanford Case Study - Salesforce.com TransformationSteve Greene
This document summarizes the development challenges facing Salesforce.com in 2006. Steve Greene and Chris Fry proposed a new agile development process to address slowing release cycles and morale issues. However, their VP Harris mandated implementing the new process company-wide instead of starting with a pilot. The existing "waterfall" process was no longer working as revenues grew over 80% annually but releases slowed to once per year. Salesforce.com aimed to maintain innovation as it grew from a disruptive startup into a larger company serving a growing market for cloud-based enterprise software.
The document discusses Salesforce.com, the leading provider of customer relationship management (CRM) software delivered as a service. It provides information on Salesforce's history and success, how it overcome key challenges of competitors and expansion, and how features like the App Exchange allow third-party developers to create add-ons for its platform. The document also outlines some of the advantages and disadvantages of Salesforce's software-as-a-service model compared to traditional on-premise CRM software.
When the Best-In-Class and your SIMMETHOD C-Level indices are moving in opposite directions your ability to compete weakens in proportion to your widening gap to the Best-In-Class
I analyzed Salesforce.com by digging deep into the company's history, reviewing their financial statements and justifying my valuation methods. This is my final term paper for Financial Statement Analysis from the Spring of 2013.
Salesforce.com was the first company to offer customer relationship management (CRM) software on-demand, in contrast to traditional CRM vendors who offered on-premise software. This allowed Salesforce.com to target non-customers of traditional CRM like small businesses by offering lower upfront costs and easier implementation. Through strategic moves like building out the Force.com platform and AppExchange in the 2000s and social networking tool Chatter, Salesforce.com sustained its market leadership over traditional vendors and new entrants for over a decade.
This document provides an overview of the Magic Quadrant for Customer Communications Management Software published by Gartner in January 2017. It evaluates 15 featured CCM providers, assessing their strengths and capabilities. The market for CCM tools is evolving from static printed outputs to dynamic on-demand communications across multiple channels. Application leaders should use this report to help assess the best CCM solution for their organization.
The document discusses how cloud computing and digital networks can drive business model innovation. It introduces a cloud enablement framework that categorizes companies based on how their use of cloud impacts value propositions and value chains. Companies are classified as optimizers, innovators, or disruptors. Optimizers use cloud to incrementally enhance customer value, innovators significantly increase customer value through new revenue streams, and disruptors invent new value propositions by creating customer needs they were unaware of. Examples of each category are provided.
The next generation mobile enterprise opportunity involves the extension of a company’s
core data and applications to mobile executives, sales personnel and field technicians via
Internet-enabled smart phones, laptops, and PDAs. High levels of business interest in a
wide range of mobile data solutions, coupled with advancements in network technologies,
have cultivated the development of wireless enterprise applications and created a
multifaceted assortment of players, service concepts, and business models.
The document discusses how Salesforce provides customer relationship management (CRM) solutions tailored for media and communications companies. It explains that industry leaders like media companies rely on Salesforce's on-demand CRM platform to manage client relationships and access customer data. The CRM solution allows companies to store all customer information in one place and provides tools for tasks like sales management, marketing automation, and collaboration.
Microsoft Dynamics CRM offers several advantages over Salesforce.com including better integration with Microsoft products like Outlook through native Outlook functionality. It also includes a financially backed 99.9% uptime SLA and has deployment options of online, on-premise, or partner hosted. Additionally, it has lower costs starting at $44 per user per month compared to Salesforce starting at $65 and includes mobile access at no extra cost unlike Salesforce.
This document provides an overview comparing SugarCRM and Microsoft Dynamics. It outlines the key strengths and cautions of each platform according to Gartner reviews. SugarCRM is recognized for its strengths in mobile, UI, and social technologies while Microsoft Dynamics has increased investment in other Microsoft products and a common data model with its on-premises offering. However, Microsoft Dynamics has limitations in flexible reporting online and lacks a development sandbox. The document also highlights differences between the platforms in terms of innovation, value, flexibility, and culture. It promotes SugarCRM's platform agnosticism, single pricing, and open community compared to Microsoft Dynamics' Windows focus and additional hidden fees.
CRM soft wares comparisons and recommendationEvelyne Otto
The document discusses key criteria for evaluating Customer Relationship Management (CRM) systems, including Salesforce and Microsoft Dynamics. It analyzes both platforms across dimensions such as scalability, ease of use, deployment options, available features, integration capabilities, flexibility, reporting, costs and developer strength. While Salesforce has a larger app ecosystem and mobile offerings, Microsoft provides better integration and lower costs. Overall, the best CRM solution will depend on a company's unique needs and growth projections.
Top cloud CRM overview. Part 1 - Choosing the right CRM solutionEugene Zozulya
Cloud CRM is a software as a service, hosted in a public or private cloud, that allows users to access application and their data remotely. Hosted CRM software can be either single- or multi-tenant. Single-tenant means that each of the vendor’s servers contains one organization’s data. Multi-tenant means that computing resources (servers, databases, etc.) are shared among many different organizations.
Choosing the right CRM solution always a challenge, especially for enterprises. For many small and medium-sized businesses always costs associated with purchasing, installing and implementing a CRM system can greatly overshadow the benefits.
Cloud CRM with free trial can be an easy way to try out you key CRM processes without upfront investments
1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere.
Learn About The Basic of Salesforce.com (force.com) which is the worlds' first and most popular CRM system headquartered in San Francisco.
By : Vijay maurya
Student At Baddi University of emerging science and technology ,solan
For more info contact me:-
email: vijaymaurya3167@gmail.com
IG: @vijaymaurya_ (follow me)
Fb.com/vijay.maurya2
The document discusses the features and capabilities of the INBOX25 integration with SugarCRM. It provides details on real-time data sync between the platforms, flexible data management options, bi-directional sync of target lists, and an auto-segment tool to replicate CRM target lists in INBOX25. The integration aims to go beyond other marketing platforms by providing more seamless and complete syncing of data between SugarCRM and INBOX25.
SugarCRM is rethinking how technology can help companies manage customer relationships. Sugar, the market leading commercial open source CRM application, delivers a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. Supported by deep collaboration and administration capabilities that adapt to how your company operates, Sugar is delighting customers of all sizes across a broad range of industries.
AFS Technlogies Selects AbilityCRM as their Preferred CRM PartnerAbilityCRM
AFS Technologies selects AbilityCRM as their preferred Customer Relationship Management (CRM) partner to assist with integrated implementations of Microsoft Dynamics CRM and AFS Order Management Solutions. This will allow seamless data flow between the systems and eliminate duplicate data entry. Users will be able to access customer details and initiate orders from the same screen. AbilityCRM has over 13 years of experience with Microsoft CRM implementations and both companies look forward to the partnership.
Salesforce was founded with a vision to redefine the Cloud CRM model. It sowed the seeds for a new era of cloud computing and brought in revolutionary changes to the concept of Customer Relationship Management. The USP of Salesforce is its presence across-the-board. It competes with Oracle, SAP, and Microsoft in the top-market. While these three competitors match Salesforce’s features, Salesforce offers far superior and flexible solutions with value for your money.
To get in touch, write to us at: jghosh@suyati.com
Zijun Lian-Current Status & Future Trends of Vertical SaaS Software CompanyZijun Lian (Harry)
This document discusses the rise of vertical SaaS software companies that focus on specific industries, as opposed to horizontal SaaS companies that provide broad, cross-industry solutions. Vertical SaaS has grown into a notable market share as it provides tailored solutions that meet the unique needs of industries like transportation, energy, manufacturing, healthcare, and hospitality. Vertical SaaS companies have lower costs than horizontal companies due to targeting smaller, more homogeneous markets, facing less competition, and being able to differentiate their products more effectively for specific industry needs.
CRM Online is a customer relationship management consulting firm that was founded in 2006. It helps clients improve their customer experience through CRM implementation, marketing automation, and custom application development. CRM Online specializes in the SugarCRM and Salesforce platforms and has offices in Australia and the Philippines. It provides a range of services including customer journey mapping, CRM strategy, and integrating CRM systems with other business applications and accounting software.
What they don't tell you about sugarcrm community editionsalesagility
The document compares SugarCRM Community Edition to the Professional version. It summarizes that the Community Edition allows for flexible development, has a large community for support and documentation, and contains the same core functionality as the Professional version. Additionally, it provides details on the various features included in the Community Edition like custom reports, sales forecasting, marketing reports, contracts and quotes, email integration, mobile access, tasks and projects, and hosting options. It emphasizes that the Community Edition offers full control over customization and hosting without proprietary restrictions.
Ronjay Chakraborty will be presenting on CRM Salesforce. The presentation will provide an overview of CRM, its importance, and the history of cloud computing. It will introduce Salesforce.com and its key products like Sales Cloud, Marketing Cloud and Service Cloud. It will also cover business objects, Salesforce tools, and analytics. The goal is for attendees to learn the fundamentals of CRM and how Salesforce is changing how businesses engage with customers through cloud technology.
Intergen - Dynamics CRM Roadmap and Social MediaIntergen
Earlier this year we saw the global launch of Dynamics CRM 2011, and according to key
analysts it’s already proving to be a world beater. In this session we’ll cover the key strengths
of CRM 2011, both on premise and online, as well as take a brief look into the future.
The session will also cover a deeper dive into the use of social media in the sales and
marketing arena. We’ll demonstrate how Dynamics CRM 2011 can help you create a central
view of social media activity as it relates to your business and how Dynamics CRM can help
extend your view of your customers and prospects.
This document provides a comparison of top CRM software solutions, including Salesforce, Zoho CRM, SugarCRM, Pipedrive, and Odoo. It introduces each solution and provides a feature comparison across various categories like customer relationship management, sales, marketing, reporting, and productivity. The comparison includes pricing information for each solution and subjective ratings on aspects like usability. The document aims to offer businesses an overview of the leading CRM options available today.
Today’s CRM market offers a significant number of solutions and software alternatives. Some fit larger enterprises (which typically require on-premise hosting) while others apply more to the needs of SME’s (commonly utilizing a cloud-hosted solution).
When it comes to CRM solutions, providers must adapt their product to fit a constantly changing business landscape. For example, more and more CRM solutions are now becoming available for mobile. This is a crucial advantage for modern companies and brings versatility to their CRM usage. Being able to maintain your customer relationships directly from your phone or tablet changes the way you operate and manage your sales activities.
Uses Of New And Emerging Technologies In Marketing SoftwareJenny Mancini
Salesforce.com spearheaded the cloud CRM platform that can be accessed entirely over the internet without the need for infrastructure. Salesforce.com's CRM service includes Sales Cloud, Service Cloud, Analytics Cloud, Marketing Cloud, and other features. It facilitates case management, task management, and automatic routing. Salesforce.com has over 43,000 customers and attributes its success to its software-as-a-service model and ease of use. However, it faces challenges from increased competition from Microsoft, SAP, Oracle and others replicating its model.
The document discusses how cloud computing and digital networks can drive business model innovation. It introduces a cloud enablement framework that categorizes companies based on how their use of cloud impacts value propositions and value chains. Companies are classified as optimizers, innovators, or disruptors. Optimizers use cloud to incrementally enhance customer value, innovators significantly increase customer value through new revenue streams, and disruptors invent new value propositions by creating customer needs they were unaware of. Examples of each category are provided.
The next generation mobile enterprise opportunity involves the extension of a company’s
core data and applications to mobile executives, sales personnel and field technicians via
Internet-enabled smart phones, laptops, and PDAs. High levels of business interest in a
wide range of mobile data solutions, coupled with advancements in network technologies,
have cultivated the development of wireless enterprise applications and created a
multifaceted assortment of players, service concepts, and business models.
The document discusses how Salesforce provides customer relationship management (CRM) solutions tailored for media and communications companies. It explains that industry leaders like media companies rely on Salesforce's on-demand CRM platform to manage client relationships and access customer data. The CRM solution allows companies to store all customer information in one place and provides tools for tasks like sales management, marketing automation, and collaboration.
Microsoft Dynamics CRM offers several advantages over Salesforce.com including better integration with Microsoft products like Outlook through native Outlook functionality. It also includes a financially backed 99.9% uptime SLA and has deployment options of online, on-premise, or partner hosted. Additionally, it has lower costs starting at $44 per user per month compared to Salesforce starting at $65 and includes mobile access at no extra cost unlike Salesforce.
This document provides an overview comparing SugarCRM and Microsoft Dynamics. It outlines the key strengths and cautions of each platform according to Gartner reviews. SugarCRM is recognized for its strengths in mobile, UI, and social technologies while Microsoft Dynamics has increased investment in other Microsoft products and a common data model with its on-premises offering. However, Microsoft Dynamics has limitations in flexible reporting online and lacks a development sandbox. The document also highlights differences between the platforms in terms of innovation, value, flexibility, and culture. It promotes SugarCRM's platform agnosticism, single pricing, and open community compared to Microsoft Dynamics' Windows focus and additional hidden fees.
CRM soft wares comparisons and recommendationEvelyne Otto
The document discusses key criteria for evaluating Customer Relationship Management (CRM) systems, including Salesforce and Microsoft Dynamics. It analyzes both platforms across dimensions such as scalability, ease of use, deployment options, available features, integration capabilities, flexibility, reporting, costs and developer strength. While Salesforce has a larger app ecosystem and mobile offerings, Microsoft provides better integration and lower costs. Overall, the best CRM solution will depend on a company's unique needs and growth projections.
Top cloud CRM overview. Part 1 - Choosing the right CRM solutionEugene Zozulya
Cloud CRM is a software as a service, hosted in a public or private cloud, that allows users to access application and their data remotely. Hosted CRM software can be either single- or multi-tenant. Single-tenant means that each of the vendor’s servers contains one organization’s data. Multi-tenant means that computing resources (servers, databases, etc.) are shared among many different organizations.
Choosing the right CRM solution always a challenge, especially for enterprises. For many small and medium-sized businesses always costs associated with purchasing, installing and implementing a CRM system can greatly overshadow the benefits.
Cloud CRM with free trial can be an easy way to try out you key CRM processes without upfront investments
1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere.
Learn About The Basic of Salesforce.com (force.com) which is the worlds' first and most popular CRM system headquartered in San Francisco.
By : Vijay maurya
Student At Baddi University of emerging science and technology ,solan
For more info contact me:-
email: vijaymaurya3167@gmail.com
IG: @vijaymaurya_ (follow me)
Fb.com/vijay.maurya2
The document discusses the features and capabilities of the INBOX25 integration with SugarCRM. It provides details on real-time data sync between the platforms, flexible data management options, bi-directional sync of target lists, and an auto-segment tool to replicate CRM target lists in INBOX25. The integration aims to go beyond other marketing platforms by providing more seamless and complete syncing of data between SugarCRM and INBOX25.
SugarCRM is rethinking how technology can help companies manage customer relationships. Sugar, the market leading commercial open source CRM application, delivers a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. Supported by deep collaboration and administration capabilities that adapt to how your company operates, Sugar is delighting customers of all sizes across a broad range of industries.
AFS Technlogies Selects AbilityCRM as their Preferred CRM PartnerAbilityCRM
AFS Technologies selects AbilityCRM as their preferred Customer Relationship Management (CRM) partner to assist with integrated implementations of Microsoft Dynamics CRM and AFS Order Management Solutions. This will allow seamless data flow between the systems and eliminate duplicate data entry. Users will be able to access customer details and initiate orders from the same screen. AbilityCRM has over 13 years of experience with Microsoft CRM implementations and both companies look forward to the partnership.
Salesforce was founded with a vision to redefine the Cloud CRM model. It sowed the seeds for a new era of cloud computing and brought in revolutionary changes to the concept of Customer Relationship Management. The USP of Salesforce is its presence across-the-board. It competes with Oracle, SAP, and Microsoft in the top-market. While these three competitors match Salesforce’s features, Salesforce offers far superior and flexible solutions with value for your money.
To get in touch, write to us at: jghosh@suyati.com
Zijun Lian-Current Status & Future Trends of Vertical SaaS Software CompanyZijun Lian (Harry)
This document discusses the rise of vertical SaaS software companies that focus on specific industries, as opposed to horizontal SaaS companies that provide broad, cross-industry solutions. Vertical SaaS has grown into a notable market share as it provides tailored solutions that meet the unique needs of industries like transportation, energy, manufacturing, healthcare, and hospitality. Vertical SaaS companies have lower costs than horizontal companies due to targeting smaller, more homogeneous markets, facing less competition, and being able to differentiate their products more effectively for specific industry needs.
CRM Online is a customer relationship management consulting firm that was founded in 2006. It helps clients improve their customer experience through CRM implementation, marketing automation, and custom application development. CRM Online specializes in the SugarCRM and Salesforce platforms and has offices in Australia and the Philippines. It provides a range of services including customer journey mapping, CRM strategy, and integrating CRM systems with other business applications and accounting software.
What they don't tell you about sugarcrm community editionsalesagility
The document compares SugarCRM Community Edition to the Professional version. It summarizes that the Community Edition allows for flexible development, has a large community for support and documentation, and contains the same core functionality as the Professional version. Additionally, it provides details on the various features included in the Community Edition like custom reports, sales forecasting, marketing reports, contracts and quotes, email integration, mobile access, tasks and projects, and hosting options. It emphasizes that the Community Edition offers full control over customization and hosting without proprietary restrictions.
Ronjay Chakraborty will be presenting on CRM Salesforce. The presentation will provide an overview of CRM, its importance, and the history of cloud computing. It will introduce Salesforce.com and its key products like Sales Cloud, Marketing Cloud and Service Cloud. It will also cover business objects, Salesforce tools, and analytics. The goal is for attendees to learn the fundamentals of CRM and how Salesforce is changing how businesses engage with customers through cloud technology.
Intergen - Dynamics CRM Roadmap and Social MediaIntergen
Earlier this year we saw the global launch of Dynamics CRM 2011, and according to key
analysts it’s already proving to be a world beater. In this session we’ll cover the key strengths
of CRM 2011, both on premise and online, as well as take a brief look into the future.
The session will also cover a deeper dive into the use of social media in the sales and
marketing arena. We’ll demonstrate how Dynamics CRM 2011 can help you create a central
view of social media activity as it relates to your business and how Dynamics CRM can help
extend your view of your customers and prospects.
This document provides a comparison of top CRM software solutions, including Salesforce, Zoho CRM, SugarCRM, Pipedrive, and Odoo. It introduces each solution and provides a feature comparison across various categories like customer relationship management, sales, marketing, reporting, and productivity. The comparison includes pricing information for each solution and subjective ratings on aspects like usability. The document aims to offer businesses an overview of the leading CRM options available today.
Today’s CRM market offers a significant number of solutions and software alternatives. Some fit larger enterprises (which typically require on-premise hosting) while others apply more to the needs of SME’s (commonly utilizing a cloud-hosted solution).
When it comes to CRM solutions, providers must adapt their product to fit a constantly changing business landscape. For example, more and more CRM solutions are now becoming available for mobile. This is a crucial advantage for modern companies and brings versatility to their CRM usage. Being able to maintain your customer relationships directly from your phone or tablet changes the way you operate and manage your sales activities.
Uses Of New And Emerging Technologies In Marketing SoftwareJenny Mancini
Salesforce.com spearheaded the cloud CRM platform that can be accessed entirely over the internet without the need for infrastructure. Salesforce.com's CRM service includes Sales Cloud, Service Cloud, Analytics Cloud, Marketing Cloud, and other features. It facilitates case management, task management, and automatic routing. Salesforce.com has over 43,000 customers and attributes its success to its software-as-a-service model and ease of use. However, it faces challenges from increased competition from Microsoft, SAP, Oracle and others replicating its model.
Business automation involves complex hardware & software implementation. This should also supports reducing costs, monitoring all operations, controlling interactions with customers and giving a quick response.
Most companies opt for Salesforce as it helps in streamlining business operations. Salesforce is a cloud-based platform which is not only a CRM solution but an all-in-one solution which offers sales management, customer service, marketing automation and partner relationship management.
According to recent statistics Salesforce has more than 150,000 clients worldwide.
Dynamics Day 2013 Microsoft Dynamics CRM Product Update and RoadmapIntergen
Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future.
Steven Foster and Dylan Haskins provide a product update on Microsoft Dynamics CRM, focusing on CRM 2013 and providing an overview of the solution’s future direction.
Dynamics Day 2014: Microsoft Dynamics CRM - RoadmapIntergen
A sneak preview of the busy road ahead for Microsoft Dynamics CRM, with eight new releases scheduled for 2014 alone.
Dynamics Day is Australasia's leading event for users of Microsoft Dynamics. For those of you who couldn't make it along to the event, we have made all session content available online.
Today, Salesforce CRM software has become one of the top five fastest-growing enterprise software companies all around the world. And one of the main reasons for this growth is the massive Salesforce App Market place it has to offer to its clients. This marketplace app helps ease third-party integrations and in addition, its sheer size makes it the most viable option for scalability. So, in this way, your business is likely to outgrow that of your competitors by using the Salesforce CRM. Having said that, it’s now time to look at why Salesforce is such a robust CRM software.
CRM in 2016 top new features to lead your company to a competitive CRM victory!Subhakar Rao Surapaneni
The presentation unfolds a sneak peek on the top new features of dynamic CRM process of 2016. It also explains how the fully integrated cloud-based features will function with a series of enhancements that will enable CRM users to govern and route issues to specific person from the specific team rather than one person act as a funnel. Further, customer engagement through CRM new features will help enterprises create long-term relationships through support from optimized sales and marketing alignment at the back-end.
Retail, banking, hotels, financial services, insurance, consulting, and agriculture are among the most common business sectors that use CRM. CRM assists various industries in managing their day-to-day operations and improving client attentiveness.
Let’s take a look at the top 20 CRM software that has always been utilized by large corporations to manage their customer relationships. Some of these CRM software companies emphasized two aspects: ease of use and reasonable pricing.
#Software #CRMSoftware #Technology #CustomerRelationshipManagement #Management #CRMcompany #BestManagementSoftware
However, I am also aware that different CRM softwares and apps are running on top. It is all because they are highly advanced when it comes to their functionality. Yet being a freelance mobile app developer, building CRM software and apps is quite a smooth process. It mainly stays ahead of me because I have worked to develop CRM for many industries.
The Summer '18 release from Salesforce provides enhancements across the Salesforce platform to improve data management, customer engagement, and teamwork. Key features include improved relationship building and intelligence tools in Sales Cloud, enhanced marketing and social capabilities in Marketing Cloud, and new analytics templates and report building tools. The release aims to help businesses better understand and serve their customers.
Project Management Integration. New Effective Approaches Data2CRM.API
Uncover the problems by offering an automated data movement between your service and CRM. Achieve the set goals and enlarge the profit growth within Project Management Integration.
Sales Automation
Marketing Automation
Customer Support and Service
Analytics and Reporting
Mobile App
AI-powered Features
Centralized Customer Data:
ZOHO CRM provides a centralized database to store and manage customer information, ensuring easy access and comprehensive insights.
2.Improved Customer Relationships:
The CRM model enables businesses to track customer interactions, leads, and opportunities, leading to better customer engagement and satisfaction.
3.Enhanced Sales Productivity:
ZOHO CRM streamlines sales processes, automates repetitive tasks, and provides real-time analytics, empowering sales teams to be more efficient.
4.Marketing Automation:
The platform allows businesses to automate marketing campaigns, track results, and nurture leads, leading to more effective marketing strategies.
5. Customization and Integration: ZOHO CRM can be customized to suit specific business needs and seamlessly integrates with other applications and tools, enhancing overall productivity.
6.Data Security and Privacy:
ZOHO prioritizes data security, ensuring that customer information is protected and compliant with privacy regulations.
7.Mobile Access:
With mobile apps, ZOHO CRM enables remote access, allowing teams to stay connected and responsive on-the-go.
8.Analytics and Reporting:
The CRM provides powerful analytics and reporting features, helping businesses gain valuable insights into their performance and make data-driven decisions.
Modern CRM systems -Zoho CRM is used by start-ups, large enterprises, and verticals like real-estate, healthcare, insurance, legal, media, restaurants, travel, banking, tax, freelancers, and non-profits to increase their sales, marketing, and customer support efforts.
In general used by - B2B, B2C, SMB’s (Small & Medium Businesses), Enterprises
Customers include - Netflix, OLA, hotstar, Bose, Ducati, and Rain For Rent
Everything within the Zoho ecosystem is built to work together. In the future, if your business requires solutions for your other departments, you can build out a comprehensive platform for every part of your organization with relative ease.
Microsoft dynamics CRM 2013 - CRM Online release previewJeroen Persyn
The document provides an overview of the key investments and new capabilities in the upcoming Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall '13 releases. The main focus areas include a reimagined user experience with a streamlined interface, enhanced process management with guided processes, increased mobility with powerful tablet apps, and expanded collaboration features. The releases aim to deliver modern, intuitive experiences that improve productivity and drive adoption across sales, marketing, and customer service teams.
The World of CRM - SBDC - June 20 - 2016Brad Tornberg
1. The document discusses choosing the right CRM solution for a business. It covers what CRM is and isn't, the benefits of CRM, different types of CRM, and reviews various CRM solutions including standalone, integrated, and all-in-one options.
2. Key benefits discussed include solutions being tailored to a business, rapid deployment, intuitive user interfaces, and scalability. Types of CRM covered are analytical, collaborative, operational, geographic, and sales intelligence. The market for CRM solutions is explored along with pricing ranges.
3. The presentation ends with a discussion that emphasizes choosing a solution based on needs and strategy, trying tools before committing, and that no single solution is best
7 Best Reasons to Choose Zoho CRM for Your Small Business (1).pdfSalilAhooja1
Zoho CRM is an affordable customer relationship management software that is well-suited for small businesses. It offers easy customization to meet business needs, low customer acquisition costs through AI features, and integrates with many third-party applications. Zoho CRM provides centralized data management, sales automation tools, and over 200 reports and analytics to help users make data-driven business decisions.
This document outlines 7 reasons to choose Zoho CRM for a small business. It notes that Zoho CRM offers affordable pricing plans, including a free basic plan. It is also easy to customize to a company's specific needs. Using Zoho CRM provides centralized management of customer data to improve efficiency. It also offers features like sales automation, rich reporting and analytics, and integration with many third-party applications. In conclusion, over 250,000 businesses use Zoho CRM globally due to its ability to upgrade a business through automating and integrating sales, marketing, support and analytics.
crm Xpress® is a CRM (Customer Relationship Management) business application that is designed to be the perfect tool to build and maintain excellent relationships with current and potential customers, increasing both productivity and efficiency.
Going Mobile with Microsoft Dynamics CRM - What Are Your Options?Affiliated
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2. 2
Introduction
Introducing CRM offers available today
Today’s CRM market offers a significant number of solutions and software alternatives. Some fit larger
enterprises (which typically require on-premise hosting) while others apply more to the needs of SME’s
(commonly utilizing a cloud-hosted solution).
When it comes to CRM solutions, providers must adapt their product to fit a constantly changing business
landscape. For example, more and more CRM solutions are now becoming available for mobile. This is a
crucial advantage for modern companies and brings versatility to their CRM usage. Being able to maintain
your customer relationships directly from your phone or tablet changes the way you operate and manage
your sales activities.
Customer expectations are changing regarding CRM functionalities and best practices. Modern businesses
need more than just the ability to manage their contacts; a CRM has to offer other features such as efficient
communication tools, emailing, phone or chat integration, being social, and most importantly, having a great
user interface for your salespeople to be productive.
Features Comparison
In order to offer a fair comparison of the top CRM solutions, we have compiled a table of the most important
features a CRM should offer. These are organized into five categories: Customer Relationship Management,
Sales, Marketing, Reporting, and Productivity & Usability.
These categories encompass nearly everything a company might need in order to manage and further develop
its customer relationships and sales pipeline. In this comparison, we have also included a comprehensive list
of the pricing conditions for each solution.
3. 3
Introduction to CRM Software
Salesforce
Founded in 1999 by a former Oracle Executive, Salesforce is the #1 selling CRM software and enterprise
ecosystem. The Salesforce CRM platform, called Sales Cloud, is a SaaS offer which allows your sales teams
multiple cloud-based solutions that will help them to locate leads and close more deals. There are 3 free
major upgrades every year.
19,000
employees
30+
offices across
the globe
150,000+
customers
founded in
1999
“ SELL SMARTER AND FASTER WITH
THE WORLD’S #1 CRM. ”
The only free version of Salesforce is the “Devel-
oper Edition” which is limited in terms of data
and number of users. Salesforce also provides
10 donated subscriptions and deep discounts
to Nonprofit Organizations and higher educa-
tion institutions.
Salesforce business solutions include Sales Cloud,
Service Cloud, Marketing Cloud, Community Cloud,
Wave Analytics, App Cloud, and IoT Cloud. Four
different pricing models and editions are available:
SalesforceIQ CRM Starter, Professional, Enterprise
and Unlimited (all are billed monthly). For this
comparison, we will select Salesforce Enterprise.
4. 4
Zoho CRM
Founded in 1996, the company changed its name from AdventNet in 2009 and began focusing on SaaS
services. Zoho is a business applications suite offering more than 30 apps to manage your company. Only
available on the cloud, the apps are fully integrated and mobile friendly. This leader in cloud software
focuses its budget mainly on R&D projects and insists on the fact that they remain private as no investors
are involved.
15+
million users
3,500
employees
6
offices
founded in
1996
“ THE OPERATING SYSTEM
FOR BUSINESS ”
Zoho CRM exists in 4 versions: Standard, Profes-
sional, Enterprise, and CRM Plus. For instances
of less than 10 users, you can use Zoho CRM for
free. For this comparison we chose to compare
the Professional edition.
5. 5
SugarCRM
SugarCRM is a web-based CRM application available in open source or in a commercial version. Its modern
interface helps both employees and customers to better engage and also includes a mobile application.
Originally released as open source, SugarCRM no longer updates their community version since the release
of version 7, but you can still find open source forks like vTiger.
350+
employees
120
countries
1.5+
million users
26
languages
“ CRM SOFTWARE TRUSTED BY
MILLIONS WORLDWIDE ”
SugarCRM is divided into four editions: Commu-
nity, Professional, Enterprise, and Ultimate. This
solution is available online or on-premise, with the
possibility of customization for both versions. For
this comparison, we chose to include the Enter-
prise edition of SugarCRM.
6. 6
Pipedrive
New in the market, Pipedrive was founded in 2010. This solution is dedicated to managing leads and sales
step-by-step. It was developed in conjunction with sales managers based on their direct sales experience.
CRM is their unique product and only one version is available.
156
employees
$13.4
million raised
10,000+
customers
“ GREAT FOR SMALL TEAMS. ”
Very visual, Pipedrive can be installed quickly (in
as little as 2 minutes) with no specific knowledge
required. The application is cloud-based and you
can work from anywhere via their mobile app.
founded in
2010
7. 7
Odoo Online
Odoo is an open source software that is available in three editions, of which two are local and one is hosted in the
cloud. More than 360 apps are available thanks to the multiple developments made by Odoo S.A. and its commu-
nity. Some of these apps are officially validated by Odoo, whereas others are developed by the community and
dedicated to specific versions for specific needs.
2+
million users
120+
countries
1,500
developers
730
partners
“ GROW YOUR BUSINESS ”
For this comparison we’ll choose the application
Odoo CRM in the cloud-hosted version, Odoo
Online. The unique feature of this offer is that it’s
completely customizable. There are more than
30 apps that cover the vast majority of business
cases. These apps are all connected to the same
database on Odoo’s servers, linking your compa-
ny’s sales pipeline to the rest of your business
operations.
8. Features Comparison
Opportunities are managed directly in the pipeline, rather than a list view
Available in summer 2016
1
2
CRM
Leads Management
Leads Management
Leads Scoring
Deduplication
Sales Quotas
Leads Acquisition
Emails Integration
Contact Forms
Website Call-To-Action
Mass Import
Sales Pipeline
Opportunities
Management
In-Pipeline
Management 1
Pipeline by Expected
Closing Dates
Log Calls
Scripts/Automated
Next Actions
Relationships
Companies
Contacts
Photos in Contacts
Multiple Contacts
per Company
Multiple Companies
per Contact
2
Salesforce
CRM
Enterprise
Zoho
CRM
SugarCRM
Pipedrive
O
doo
CRM
O
nline
8
11. The brand visibility is measured by Google Trends, measuring the number of searches on brand keywords
Scheduled for release with v10
Since Odoo covers lots of business needs, not all the 7,300 apps are related to CRM
1
2
3
Productivity &
Usability
Productivity
VOIP Integration
Calendar Integration
Realtime Chat
Ability to Add Fields
Drag and Drop Fields
Social Network
Integration
Emails
Email Integration
Email Templates
Users Satisfaction
Brand Visibility 1
Usability
Full Web Interface
Mobile App 2
Android Offline App
iPhone Offline App
Multi-language
Interfaces
API
Apps Store
1,000
Apps
179
Apps
7,300
Apps 3
Zoho
CRM
SugarCRM
Pipedrive
O
doo
CRM
O
nline
Salesforce
CRM
Enterprise
11
12. Usability
Subjective Ratings
Navigation and Search
Opportunities Pipeline
Mobile App
Reports Flexibility
Speed/Page Reloads 1
User Satisfaction
Ratings on g2Crowd 4.1 / 5 3.6 / 5 3.2 / 5 4.5 / 5 4.6 / 5
Ratings on GetApp 3.9 / 5 4 / 5 4 / 5 5 / 5 5.0 / 5
Ratings on Capterra 4.5 / 5 4 / 5 4.5 / 5 4.5 / 5 5.0 / 5
Salesforce
CRM
Enterprise
Zoho
CRM
SugarCRM
Pipedrive
O
doo
CRM
O
nline
The speed of the applications was measured by the impact of page loads on performance during standard operations
Pipedrive provides great usability in reports, however those reports are limited. On the opposite end of the spectrum, Salesforce has
robust reporting features and poor usability. In both cases, each software was given 3 stars for overall quality in reports flexibility.
1
2
2
12
User Interface
When it comes to efficiency and end-user satisfaction, fine-tuned usability is one of the most important
factors in any software platform. In order to provide a strong value proposition, a CRM solution must take
into account the needs and goals of its users in order to actively help them achieve their objectives. The
user interface supports the overall product design in deciphering human factors such as preferences,
habits, and learned skills in order to effectively serve the intended purpose of the software as it relates to
the businesses that utilize it. A strongly functional design is critical in providing a positive user experience.
Usability is qualitatively measured as a software’s ability to anticipate what a user might need to do.
This includes ensuring that all of the elements in the interface are easy to access, understand, and use.
Well designed software will provide usability that helps the users feel comfortable with the system and
obtaining their unique desired results. It will help users perform actions quickly and become more efficient
in their day to day tasks. Best practices also suggest having a simple interface with consistency (common
elements) and a page layout based on hierarchical importance and flow.
The next section includes screenshots to help you compare the user interface, both in the list and form
view, for each software in the comparison.
13. 13
User Interface - Salesforce
Opportunities - Kanban View
Opportunities - Form View
14. 14
User Interface - Zoho CRM
Opportunities - List View
Opportunities - Form View
15. 15
User Interface - SugarCRM
Opportunities - List View
Opportunities - Form View
16. 16
User Interface - Pipedrive
Opportunities - Kanban View
Opportunities - Form View
17. 17
User Interface - Odoo Online
Opportunities - Kanban View
Opportunities - Form View
18. Pricing &
Conditions
MONTHLY PRICING
$125 /
User
$20 /
User
$65 /
User 1
$12 /
User
Free 2
Contract Duration Yearly
Monthly
or Yearly
Yearly Monthly n/a
Free Cloud Version
Free Trial
Free Updates
Upgrades to
Future Versions
Hosting &
Maintenance
Support 3
Salesforce
CRM
Enterprise
Zoho
CRM
SugarCRM
Pipedrive
O
doo
CRM
O
nline
With a minimum of 10 users
Odoo CRM is free for unlimitied users, as long as you use solely the CRM app; when other apps are added (ex. Sales, eCommerce, Inventory),
the cost is $25/user
Support is not included in the Enterprise plan, however this is offered in the Unlimited plan at $250/user
1
2
3
Pricing & Conditions
18
19. Odoo was formerly known as OpenERP before 2014. Zoho was formerly known as AdventNet before 2009. So
both keywords were used for each company to reflect the growth since their initial stages respectively.
1
19
Market Trends
The following graph was created with the Explore Tool on Google Trends. The color curves show the num-
ber of Google searches for the associated keywords1
. This metric shows the relative consumer interest in
each software platform.
Odoo and Zoho are not exclusively CRM-dedicated softwares. Both are business application suites where
their CRM app is integrated with the other apps they offer. Search volume on this graph might include
non-CRM searches in this regard.
An additional search excluding Salesforce displays a more defined close-up view of the other software
platforms in this comparison.
20. This whitepaper was compiled by Odoo SA. We did our best to make it objective and fair. If you find a mistake or a missing feature,
please report it to feedback@mail.odoo.com and we will update this document. Our goal is to have a continuously updated compar-
ison of the main competitors to be as accurate as possible.
20
Conclusions
Choosing and implementing a CRM solution is an important decision as well as a significant investment.
It should be carefully considered with regards to your unique business needs and operations. If you are in
the process of choosing a CRM solution, here are some points to consider before making your decision.
First, be sure to define your objectives. Examples of such objectives could be to get more leads, improve
conversion rates, manage your sales teams, upsell to existing customers, etc. Secondly, what type of
technology or support does your company prefer to work with? Do you prefer to maintain your software
yourself via an on-premise server or utilize a cloud-hosted solution maintained by the software vendor?
Additionally, what is your budget and internal competencies? On-premise solutions are preferred by large
companies because they provide increased control of the platform and can assist in overcoming security
concerns. Alternatively, online solutions are advisable for SME’s as the customization and costs (hosting,
maintenance, implementation service, etc.) are usually minimal or even included in the base rate.
Once you have weighed the costs and benefits associated with these factors, your business can better
analyze the potential solutions available on the market. When comparing the features of each solution,
remember to consider the functional needs of the employees using the system in their daily operational
tasks. Also, consider the business needs of decision makers in the organization; an optimal solution will
support the efforts of all users.
Be sure to pay close attention to the usability of the system you choose. Simplicity contributes to a faster
adoption of the software for users, and ultimately allows the salespeople in your organization to be more
productive. In terms of usability, Pipedrive and Odoo allow for more advanced features to be learned and
adopted quickly compared to the rest of the solutions on the market. Most CRM solutions offer a free trial,
so it’s easy for businesses to test independently in just a few minutes.
As many CRM experts have mentioned, the future is mobile with integrated solutions supporting multi-
channel sales and efficient communication. A mobile tool allows your employees to react quickly to
customer requests while an integrated tool can seriously save time, empower users to operate more effi-
ciently, and help maintain a clean, unified database.
Lastly, don’t forget to look at the big picture. If a company’s long-term goal is to grow its sales volume, the
best approach to choosing a CRM solution is to start with a solution that can follow that growth over time.
To accomplish this, a flexible solution with robust features that can offer tools which work in tandem with
the CRM to manage the business would be the ideal choice for a scaleable and cost-effective solution.