The document presents a comparison of three CRM systems hosted by Garrett Hogan and Kate Priddy of Brainsell, covering features, implementation, and pricing. It outlines Brainsell's role as a trusted technology advisor with over 21 years of experience, specializing in consulting for CRM and ERP solutions. The document also provides a decision-making process for selecting a CRM and offers guidance on drafting a requirements document and technical blueprint.

2. Presenters
Garrett Hogan,
CRM Sales & Engineering
at BrainSell
Kate Priddy,
Marketing Manager
at BrainSell

3. Agenda
● About BrainSell
● Round 1: Features Comparison for all 3 CRMs
● Round 2: Implementation Comparison for all 3 CRMs
● Round 3: Price Comparison for all 3 CRMs
● Demo
● Q & A

4. About BrainSell
• Trusted technology advisor based in Boston, MA
• Non-biased consultant representing a variety of
CRM, ERP, and marketing platforms
• 21 years of successful implementations
• Core focus on consulting before software

6. ROUND 1
Features

7. Features
Usability ● Technical / Large Teams
● Large & Small Teams/
Embedded Outlook
● Nimble / Large & Small
Teams
Support
● Unlimited support
portal/phone
● Unlimited support
portal/phone
● Unlimited support
portal/phone
Deployment ● On Demand
● On Premise
● On Demand
● Private Cloud
● On Premise
● On Demand
● Private Cloud
Limitations
● File Attachments (25MB)
● API limitations
● Filter Query Limitations
● No API limits
● Data overages
● No API limits
Architecture ● Apex
● C#
● DHTML
● Open Source
● PHP

8. ROUND 2
Implementation

9. Implementation/Compatibility
Software
Sage Fair Good Good
QuickBooks Good Good Good
Act-On Poor Good Good
Marketo Fair Fair Good
Pardot Good Poor Fair
TenFold Good Good Good
Outlook Fair Good Fair
Mobile Good Good Good

10. ROUND 3
Pricing

11. Pricing
Version
50
Users/Year
50
Users/Year
50
Users/Year
Professional $45,000 N/A $24,000
Enterprise $90,000 $39,000 $39,000

12. Demo

13. Who Wins?

14. CRM Decision Process
• What are you trying to achieve with CRM? Sales? Service? Marketing? What’s the Pain or Void?
• Are you looking to On-Demand or On-Premise?
• What are your Business Processes? Information Management
• Experiment with the different flows of each solution? What solution can best adaption to your Business
Processes? And what will those Business Processes look like Five, Ten Years from Now?
• What is your User software proficiency? Do they need simple or can they handle a more complex software
environment?
• What disparate systems are you looking to connect to your CRM solution? Accounting software? ERP?
Marketing Automation?
• Where is your current data and what does the migration journey look like?

15. Where to Start
1. Identify the Stakeholders in Your Organization
2. Create a Requirements Document
3. If you struggle with the requirements document, higher an outside, non-partisan,
organization to help you write this document
4. Create a Technical Blueprint - Identify how this solution will function in your
organization and how data will flow in this new solution to and from other data sources
5. Then review each potential solution against the requirements document and technical
blueprint

16. POLL: What’s the most painful
part of CRM selection?

17. Q&A

18. Thank You!
Follow up questions can be directed to:
Kate Priddy
kpriddy@brainsell.net
(978) 887-3870 ext 205
Garrett Hogan,
CRM Sales & Engineering
at BrainSell
Kate Priddy,
Marketing Manager
at BrainSell