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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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
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.
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.
10 Best SaaS CRM Software Tools You Need to Use in 2023.pdfPrajot3
ustomer Relationship Management (CRM) is an important tool for businesses, both large and small, to help them manage their client/customer relationships. It helps organizations understand customer behavior and needs better, keep track of sales and lead management, and even provide better customer service. With the ever-changing business environment and the constant growth of new technologies, CRM has evolved into several types and implementations, including SaaS CRM solutions.
SaaS (Software as a Service) CRM is a type of CRM that provides software solutions through cloud computing. This means that the software is managed by a third-party provider and can be accessed from anywhere with an internet connection. It also allows users to access and use the software without having to install any applications on their computers or devices.
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.
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.
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.
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
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 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.
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
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.
The document discusses the importance of assessing networks from both the perspective of network architecture and how applications actually utilize the network from the packet level. It recommends using tools like packet sniffers to identify all delays from any source and quantify network performance data down to the microsecond. Taking a two-pronged approach of analyzing both the network design and how applications perform on the network provides a clear understanding of problems and their causes to guide resolution. The methodology is neutral and does not assume faults lie in either the network or applications before assessing both.
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 summarizes a report from Panorama Consulting Solutions that ranks the top 10 ERP systems based on factors like market share, implementation costs and times, functionality, and benefits realization. SAP, Oracle, and Infor were ranked as the top 3 ERP systems. The report provides rankings and evaluations for each of the top 10 ERP vendors, including their strengths and solutions. Panorama analyzed data from over 1,600 customer surveys to determine the rankings.
Zoho CRM is a cloud-based CRM platform that provides sales force automation, customer relationship management, and mobile access. It offers features like lead management, sales tracking, social media integration, and is suited for small and medium-sized businesses. The platform has various pricing plans starting from free up to $100 per user per month. It integrates with over 200 apps and has training and conferences to help users learn to use the system.
CRM (Customer Relationship Management) software allows companies to better understand their customers through collecting, storing and analyzing customer data across different departments and channels. This integrated approach aims to improve customer service, increase sales and boost profits. Major CRM software providers include Microsoft, Sage and SAP, with packages ranging in price from $5,000 to over $100,000 depending on features. Implementing CRM successfully requires focusing on core customer service goals and ensuring smooth integration with existing systems and processes.
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.
The document evaluates 18 leading CRM suite solutions for large organizations based on 516 criteria related to the vendors' current offerings, strategies, and market presence. It finds that Oracle Siebel and SAP still offer the most complete solutions for large enterprises, though other Leaders like Salesforce.com, Microsoft, and RightNow are gaining ground with more flexible options. The evaluation also identifies Strong Performers like Oracle E-Business Suite, Pegasystems, and Sword Ciboodle that bring specific strengths in areas like analytics, customer service, and business process management. The report aims to help business professionals choose between the various options for meeting their organizations' CRM needs.
- Forrester evaluated 18 leading CRM suite solutions against over 500 criteria to assess their suitability for large organizations. The solutions were grouped into leaders, strong performers, and a single contender.
- Oracle Siebel and SAP were found to still offer the most complete solutions for large enterprises, though other leaders like Salesforce.com and Microsoft are gaining ground with more flexible, quicker to implement solutions.
- While the leaders are challenged by strong performers like Oracle E-Business Suite and PeopleSoft CRM suited for ERP customers, as well as BPM-focused solutions from Chordiant, Pegasystems and Sword Ciboodle, the crowded market provides many choices for buyers to consider.
IMTSedu Webinar: Focus on Customer Relationship ManagementAvideonCRM LLC
AvideonCRM's
Association for Manufaturing Technology CRM Presentation
Date: Thursday, January 12, 2012 @ 11:00 a.m. ET
Richard Wiklund of AvideonCRM leads this webinar, which focuses on a high-level view of how to use, implement and improve your CRM system. He will cover topics that appeal to all areas of CRM usage: Those who have a CRM and use it well, those who have a CRM and need to start using it better, and those who do not have a CRM and may have never heard of one. Everyone will walk away with something to get their sales season started off right!
Speaker:
Richard Wiklund, Salesforce Certified Consultant – CEO, AvideonCRM, LLC
This document summarizes the key features of Planet Odoo's purchase, sale, and payment management software. It describes modules for purchase request, purchase order, sale order, and payment management. For each module, it lists main functions like generating purchase/sale documents, maintaining templates, analyzing historical data with reports, and integrating payments. The software provides an all-in-one platform for businesses to manage procurements, sales, and financial transactions.
10 Best SaaS CRM Software Tools You Need to Use in 2023.pdfPrajot3
ustomer Relationship Management (CRM) is an important tool for businesses, both large and small, to help them manage their client/customer relationships. It helps organizations understand customer behavior and needs better, keep track of sales and lead management, and even provide better customer service. With the ever-changing business environment and the constant growth of new technologies, CRM has evolved into several types and implementations, including SaaS CRM solutions.
SaaS (Software as a Service) CRM is a type of CRM that provides software solutions through cloud computing. This means that the software is managed by a third-party provider and can be accessed from anywhere with an internet connection. It also allows users to access and use the software without having to install any applications on their computers or devices.
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.
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.
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.
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
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 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.
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
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.
The document discusses the importance of assessing networks from both the perspective of network architecture and how applications actually utilize the network from the packet level. It recommends using tools like packet sniffers to identify all delays from any source and quantify network performance data down to the microsecond. Taking a two-pronged approach of analyzing both the network design and how applications perform on the network provides a clear understanding of problems and their causes to guide resolution. The methodology is neutral and does not assume faults lie in either the network or applications before assessing both.
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 summarizes a report from Panorama Consulting Solutions that ranks the top 10 ERP systems based on factors like market share, implementation costs and times, functionality, and benefits realization. SAP, Oracle, and Infor were ranked as the top 3 ERP systems. The report provides rankings and evaluations for each of the top 10 ERP vendors, including their strengths and solutions. Panorama analyzed data from over 1,600 customer surveys to determine the rankings.
Zoho CRM is a cloud-based CRM platform that provides sales force automation, customer relationship management, and mobile access. It offers features like lead management, sales tracking, social media integration, and is suited for small and medium-sized businesses. The platform has various pricing plans starting from free up to $100 per user per month. It integrates with over 200 apps and has training and conferences to help users learn to use the system.
CRM (Customer Relationship Management) software allows companies to better understand their customers through collecting, storing and analyzing customer data across different departments and channels. This integrated approach aims to improve customer service, increase sales and boost profits. Major CRM software providers include Microsoft, Sage and SAP, with packages ranging in price from $5,000 to over $100,000 depending on features. Implementing CRM successfully requires focusing on core customer service goals and ensuring smooth integration with existing systems and processes.
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.
The document evaluates 18 leading CRM suite solutions for large organizations based on 516 criteria related to the vendors' current offerings, strategies, and market presence. It finds that Oracle Siebel and SAP still offer the most complete solutions for large enterprises, though other Leaders like Salesforce.com, Microsoft, and RightNow are gaining ground with more flexible options. The evaluation also identifies Strong Performers like Oracle E-Business Suite, Pegasystems, and Sword Ciboodle that bring specific strengths in areas like analytics, customer service, and business process management. The report aims to help business professionals choose between the various options for meeting their organizations' CRM needs.
- Forrester evaluated 18 leading CRM suite solutions against over 500 criteria to assess their suitability for large organizations. The solutions were grouped into leaders, strong performers, and a single contender.
- Oracle Siebel and SAP were found to still offer the most complete solutions for large enterprises, though other leaders like Salesforce.com and Microsoft are gaining ground with more flexible, quicker to implement solutions.
- While the leaders are challenged by strong performers like Oracle E-Business Suite and PeopleSoft CRM suited for ERP customers, as well as BPM-focused solutions from Chordiant, Pegasystems and Sword Ciboodle, the crowded market provides many choices for buyers to consider.
IMTSedu Webinar: Focus on Customer Relationship ManagementAvideonCRM LLC
AvideonCRM's
Association for Manufaturing Technology CRM Presentation
Date: Thursday, January 12, 2012 @ 11:00 a.m. ET
Richard Wiklund of AvideonCRM leads this webinar, which focuses on a high-level view of how to use, implement and improve your CRM system. He will cover topics that appeal to all areas of CRM usage: Those who have a CRM and use it well, those who have a CRM and need to start using it better, and those who do not have a CRM and may have never heard of one. Everyone will walk away with something to get their sales season started off right!
Speaker:
Richard Wiklund, Salesforce Certified Consultant – CEO, AvideonCRM, LLC
This document summarizes the key features of Planet Odoo's purchase, sale, and payment management software. It describes modules for purchase request, purchase order, sale order, and payment management. For each module, it lists main functions like generating purchase/sale documents, maintaining templates, analyzing historical data with reports, and integrating payments. The software provides an all-in-one platform for businesses to manage procurements, sales, and financial transactions.
Planet Odoo provides reliable and effective Odoo ERP solutions for businesses. It has over 6 years of experience implementing Odoo projects for over 250 clients. It offers consulting, implementation, customization, support, and other services. Planet Odoo has experts that can help clients implement Odoo ERP, customize it for their needs, integrate other applications, and provide ongoing support. It provides solutions for various industries including manufacturing, retail, healthcare, education, professional services, and telecom.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help boost feelings of calmness, happiness and focus.
Planet Odoo provides reliable and effective Odoo ERP solutions for businesses. It has over 6 years of experience implementing Odoo projects for over 250 clients. It offers consulting, implementation, customization, support, and other services. Planet Odoo has experts that can help clients implement Odoo ERP, customize it for their needs, integrate other applications, and provide ongoing support. It provides solutions for various industries including manufacturing, retail, healthcare, education, professional services, and telecom.
Building RAG with self-deployed Milvus vector database and Snowpark Container...Zilliz
This talk will give hands-on advice on building RAG applications with an open-source Milvus database deployed as a docker container. We will also introduce the integration of Milvus with Snowpark Container Services.
Alt. GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using ...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Goodbye Windows 11: Make Way for Nitrux Linux 3.5.0!SOFTTECHHUB
As the digital landscape continually evolves, operating systems play a critical role in shaping user experiences and productivity. The launch of Nitrux Linux 3.5.0 marks a significant milestone, offering a robust alternative to traditional systems such as Windows 11. This article delves into the essence of Nitrux Linux 3.5.0, exploring its unique features, advantages, and how it stands as a compelling choice for both casual users and tech enthusiasts.
Generative AI Deep Dive: Advancing from Proof of Concept to ProductionAggregage
Join Maher Hanafi, VP of Engineering at Betterworks, in this new session where he'll share a practical framework to transform Gen AI prototypes into impactful products! He'll delve into the complexities of data collection and management, model selection and optimization, and ensuring security, scalability, and responsible use.
Climate Impact of Software Testing at Nordic Testing DaysKari Kakkonen
My slides at Nordic Testing Days 6.6.2024
Climate impact / sustainability of software testing discussed on the talk. ICT and testing must carry their part of global responsibility to help with the climat warming. We can minimize the carbon footprint but we can also have a carbon handprint, a positive impact on the climate. Quality characteristics can be added with sustainability, and then measured continuously. Test environments can be used less, and in smaller scale and on demand. Test techniques can be used in optimizing or minimizing number of tests. Test automation can be used to speed up testing.
Threats to mobile devices are more prevalent and increasing in scope and complexity. Users of mobile devices desire to take full advantage of the features
available on those devices, but many of the features provide convenience and capability but sacrifice security. This best practices guide outlines steps the users can take to better protect personal devices and information.
A tale of scale & speed: How the US Navy is enabling software delivery from l...sonjaschweigert1
Rapid and secure feature delivery is a goal across every application team and every branch of the DoD. The Navy’s DevSecOps platform, Party Barge, has achieved:
- Reduction in onboarding time from 5 weeks to 1 day
- Improved developer experience and productivity through actionable findings and reduction of false positives
- Maintenance of superior security standards and inherent policy enforcement with Authorization to Operate (ATO)
Development teams can ship efficiently and ensure applications are cyber ready for Navy Authorizing Officials (AOs). In this webinar, Sigma Defense and Anchore will give attendees a look behind the scenes and demo secure pipeline automation and security artifacts that speed up application ATO and time to production.
We will cover:
- How to remove silos in DevSecOps
- How to build efficient development pipeline roles and component templates
- How to deliver security artifacts that matter for ATO’s (SBOMs, vulnerability reports, and policy evidence)
- How to streamline operations with automated policy checks on container images
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
UiPath Test Automation using UiPath Test Suite series, part 5DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 5. In this session, we will cover CI/CD with devops.
Topics covered:
CI/CD with in UiPath
End-to-end overview of CI/CD pipeline with Azure devops
Speaker:
Lyndsey Byblow, Test Suite Sales Engineer @ UiPath, Inc.
Pushing the limits of ePRTC: 100ns holdover for 100 daysAdtran
At WSTS 2024, Alon Stern explored the topic of parametric holdover and explained how recent research findings can be implemented in real-world PNT networks to achieve 100 nanoseconds of accuracy for up to 100 days.
Essentials of Automations: The Art of Triggers and Actions in FMESafe Software
In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation.
We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
UiPath Test Automation using UiPath Test Suite series, part 6DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 6. In this session, we will cover Test Automation with generative AI and Open AI.
UiPath Test Automation with generative AI and Open AI webinar offers an in-depth exploration of leveraging cutting-edge technologies for test automation within the UiPath platform. Attendees will delve into the integration of generative AI, a test automation solution, with Open AI advanced natural language processing capabilities.
Throughout the session, participants will discover how this synergy empowers testers to automate repetitive tasks, enhance testing accuracy, and expedite the software testing life cycle. Topics covered include the seamless integration process, practical use cases, and the benefits of harnessing AI-driven automation for UiPath testing initiatives. By attending this webinar, testers, and automation professionals can gain valuable insights into harnessing the power of AI to optimize their test automation workflows within the UiPath ecosystem, ultimately driving efficiency and quality in software development processes.
What will you get from this session?
1. Insights into integrating generative AI.
2. Understanding how this integration enhances test automation within the UiPath platform
3. Practical demonstrations
4. Exploration of real-world use cases illustrating the benefits of AI-driven test automation for UiPath
Topics covered:
What is generative AI
Test Automation with generative AI and Open AI.
UiPath integration with generative AI
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?Speck&Tech
ABSTRACT: A prima vista, un mattoncino Lego e la backdoor XZ potrebbero avere in comune il fatto di essere entrambi blocchi di costruzione, o dipendenze di progetti creativi e software. La realtà è che un mattoncino Lego e il caso della backdoor XZ hanno molto di più di tutto ciò in comune.
Partecipate alla presentazione per immergervi in una storia di interoperabilità, standard e formati aperti, per poi discutere del ruolo importante che i contributori hanno in una comunità open source sostenibile.
BIO: Sostenitrice del software libero e dei formati standard e aperti. È stata un membro attivo dei progetti Fedora e openSUSE e ha co-fondato l'Associazione LibreItalia dove è stata coinvolta in diversi eventi, migrazioni e formazione relativi a LibreOffice. In precedenza ha lavorato a migrazioni e corsi di formazione su LibreOffice per diverse amministrazioni pubbliche e privati. Da gennaio 2020 lavora in SUSE come Software Release Engineer per Uyuni e SUSE Manager e quando non segue la sua passione per i computer e per Geeko coltiva la sua curiosità per l'astronomia (da cui deriva il suo nickname deneb_alpha).
“An Outlook of the Ongoing and Future Relationship between Blockchain Technologies and Process-aware Information Systems.” Invited talk at the joint workshop on Blockchain for Information Systems (BC4IS) and Blockchain for Trusted Data Sharing (B4TDS), co-located with with the 36th International Conference on Advanced Information Systems Engineering (CAiSE), 3 June 2024, Limassol, Cyprus.
Communications Mining Series - Zero to Hero - Session 1DianaGray10
This session provides introduction to UiPath Communication Mining, importance and platform overview. You will acquire a good understand of the phases in Communication Mining as we go over the platform with you. Topics covered:
• Communication Mining Overview
• Why is it important?
• How can it help today’s business and the benefits
• Phases in Communication Mining
• Demo on Platform overview
• Q/A
Enchancing adoption of Open Source Libraries. A case study on Albumentations.AIVladimir Iglovikov, Ph.D.
Presented by Vladimir Iglovikov:
- https://www.linkedin.com/in/iglovikov/
- https://x.com/viglovikov
- https://www.instagram.com/ternaus/
This presentation delves into the journey of Albumentations.ai, a highly successful open-source library for data augmentation.
Created out of a necessity for superior performance in Kaggle competitions, Albumentations has grown to become a widely used tool among data scientists and machine learning practitioners.
This case study covers various aspects, including:
People: The contributors and community that have supported Albumentations.
Metrics: The success indicators such as downloads, daily active users, GitHub stars, and financial contributions.
Challenges: The hurdles in monetizing open-source projects and measuring user engagement.
Development Practices: Best practices for creating, maintaining, and scaling open-source libraries, including code hygiene, CI/CD, and fast iteration.
Community Building: Strategies for making adoption easy, iterating quickly, and fostering a vibrant, engaged community.
Marketing: Both online and offline marketing tactics, focusing on real, impactful interactions and collaborations.
Mental Health: Maintaining balance and not feeling pressured by user demands.
Key insights include the importance of automation, making the adoption process seamless, and leveraging offline interactions for marketing. The presentation also emphasizes the need for continuous small improvements and building a friendly, inclusive community that contributes to the project's growth.
Vladimir Iglovikov brings his extensive experience as a Kaggle Grandmaster, ex-Staff ML Engineer at Lyft, sharing valuable lessons and practical advice for anyone looking to enhance the adoption of their open-source projects.
Explore more about Albumentations and join the community at:
GitHub: https://github.com/albumentations-team/albumentations
Website: https://albumentations.ai/
LinkedIn: https://www.linkedin.com/company/100504475
Twitter: https://x.com/albumentations
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
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9. Sales
Quotations
Quotations
Pricelists
Quotation Templates
eSignature
Online Payment
Inline Negotiation
Multiple UoM
Sales Order
Sales Orders
Invoicing
Customer Portal
Shipper Integration
(Cost+Tracking)
1
Subscriptions
Management
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Available through third-party modules
1
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10. Marketing
Leads Generation
Mass Mailing
Web to Leads Capture
Leads Tracking
(Visited Pages)
Leads Nurturing
Events
Surveys
Blogs
Reporting
Reports
Activities Analysis
Pipeline Analysis
Sales Analysis
Invoice Analysis
Sales Forecasts
Commissions &
Targets
1
Recurring Business 2
Report Engine
Dynamic Graphs
Dynamic Pivot Table
Customizable
Dashboard
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Available through a third-party app
KPIs, MRR, Churn, CLTV, CAC Ratio, etc.
1
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10
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
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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
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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
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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
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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
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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
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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.