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 outlines an implementation methodology for large Odoo projects with the goals of delivering expected benefits on time and within budget by keeping projects simple. It recommends conducting a business needs analysis, building a full-featured prototype, importing data and specific development, validation and training, deployment, and second deployment. Key aspects include prioritizing the customer's business needs over custom specifications, avoiding unnecessary custom development, and having experienced project managers make configuration decisions. It provides guidance on setting customer expectations, the sales process, and negotiation approach.
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.
SerpentCS is very proud to announce that it has been promoted to Gold Partners of Odoo (OpenERP).SerpentCS is among the best Odoo ERP implementation company in India. Working with 172+ countries world wide. Working on Android, iOS, AR, VR, Blockchain, Big data, ERP, Odoo, ERP Next, Tryton, Liferay, Alfresco and many other technologies. Visit Us :- https://www.serpentcs.com/
This document provides information about Precise Testing Solution, a software testing company located in New Delhi, India. It lists the company's address, phone numbers, website, and services offered, which include software testing, localization, quality assurance, and testing solutions. The company has over 100 professionals and works with clients across various industries to provide high-quality testing and localization services.
ERP solutions are a great awakening in most industries today. Industries have always recognized the value of efficient resource management. However, growing umbrella solutions from ERP providers promise something more – real-time…
This document provides an overview of Odoo's vision, strategy, and challenges for 2019. Some key points:
- Odoo has 4.8 million happy users, 20,000 community modules, and is the #1 business app store. It has 700 employees.
- Odoo uses a dual business model with both a community (open source) and enterprise version, and revenue from the enterprise helps invest in the community.
- Odoo has experienced hypergrowth, growing from 1 employee in 2004 to over 850 employees by the end of 2019.
- Some of Odoo's challenges are continuing to innovate at a fast pace, growing its partner network to meet demand while maintaining quality, and helping customers smoothly upgrade as
Yemensoft is a software and consultancy company based in Yemen that provides ERP solutions to meet the needs of different sectors in the Middle East. It has fulfilled the ambitions of thousands of clients using its software. Yemensoft also contributes to community development through free educational programs and agreements with technical education ministries. It has a team of 99 experts including programmers, analysts, engineers and administrators. Yemensoft's software products include Onyx Pro and Motakamel Plus, which are used across sectors in KSA, Sudan, Yemen and other Middle Eastern countries. The company aims to facilitate work and procedures, discover opportunities, and prepare plans and budgets to contribute to changing people's lifestyles and business performance.
This document outlines an implementation methodology for large Odoo projects with the goals of delivering expected benefits on time and within budget by keeping projects simple. It recommends conducting a business needs analysis, building a full-featured prototype, importing data and specific development, validation and training, deployment, and second deployment. Key aspects include prioritizing the customer's business needs over custom specifications, avoiding unnecessary custom development, and having experienced project managers make configuration decisions. It provides guidance on setting customer expectations, the sales process, and negotiation approach.
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.
SerpentCS is very proud to announce that it has been promoted to Gold Partners of Odoo (OpenERP).SerpentCS is among the best Odoo ERP implementation company in India. Working with 172+ countries world wide. Working on Android, iOS, AR, VR, Blockchain, Big data, ERP, Odoo, ERP Next, Tryton, Liferay, Alfresco and many other technologies. Visit Us :- https://www.serpentcs.com/
This document provides information about Precise Testing Solution, a software testing company located in New Delhi, India. It lists the company's address, phone numbers, website, and services offered, which include software testing, localization, quality assurance, and testing solutions. The company has over 100 professionals and works with clients across various industries to provide high-quality testing and localization services.
ERP solutions are a great awakening in most industries today. Industries have always recognized the value of efficient resource management. However, growing umbrella solutions from ERP providers promise something more – real-time…
This document provides an overview of Odoo's vision, strategy, and challenges for 2019. Some key points:
- Odoo has 4.8 million happy users, 20,000 community modules, and is the #1 business app store. It has 700 employees.
- Odoo uses a dual business model with both a community (open source) and enterprise version, and revenue from the enterprise helps invest in the community.
- Odoo has experienced hypergrowth, growing from 1 employee in 2004 to over 850 employees by the end of 2019.
- Some of Odoo's challenges are continuing to innovate at a fast pace, growing its partner network to meet demand while maintaining quality, and helping customers smoothly upgrade as
Yemensoft is a software and consultancy company based in Yemen that provides ERP solutions to meet the needs of different sectors in the Middle East. It has fulfilled the ambitions of thousands of clients using its software. Yemensoft also contributes to community development through free educational programs and agreements with technical education ministries. It has a team of 99 experts including programmers, analysts, engineers and administrators. Yemensoft's software products include Onyx Pro and Motakamel Plus, which are used across sectors in KSA, Sudan, Yemen and other Middle Eastern countries. The company aims to facilitate work and procedures, discover opportunities, and prepare plans and budgets to contribute to changing people's lifestyles and business performance.
SAP Strategy & Innovation Update - Feb 2016 APJPaul Marriott
The document discusses SAP's strategy to drive digital transformation for customers. It outlines how SAP's Digital Business Framework and SAP S/4HANA platform can help customers simplify complex IT environments, gain real-time insights from large amounts of data, and innovate through new applications and cloud services. The digital transformation solutions are designed to help customers optimize operations, increase market share, and maximize profits.
The document discusses 7 reasons to consider implementing an ERP system in the cloud. It notes that cloud ERP allows companies to try solutions before committing, take advantage of advanced technology without large upfront costs, and generate measurable cost savings over on-premise systems. It also asserts that cloud ERP enables more effective IT operations, strengthened security and integrity, increased user productivity, and accelerated implementations.
Nexsus has subsequently designed IVRS item referred to as "Interact" along with OBD item referred to as "Medial" plus a mix of both combination of IVRS along with Outbound Keying in (OBD) referred to as "Call Balance", to deal with your rising needs with the ITES market.
FZ Software House is submitting a business plan to develop and sell software products. Their flagship product is an automatic face recognition system that can detect faces, match them to a database, and automatically log attendance. The management team has experience in software development. They estimate startup costs of 51.45 million rupees and a sales forecast projecting total sales of 1.125 million rupees from January to June and 1.45 million rupees from July to December, as they expand their product line and customer base. They aim to compete on quality and affordable pricing.
Industrialize your developments with Tuleap Open ALMTuleap
This document discusses the benefits of using Tuleap, an open source Application Lifecycle Management (ALM) software. It outlines 5 main benefits: 1) automating development, test, deployment and maintenance steps, 2) increasing team productivity, 3) ensuring robustness and meeting requirements, 4) enabling collaboration between distributed teams, and 5) facilitating partnerships. Tuleap provides an integrated engineering environment to make software development more predictable and controlled. It includes tools to manage the entire lifecycle from project management to development to deployment and maintenance.
GyanSys San Antonio ASUG Chapter Presentation Feb26 2016Praveen Kumar
This document discusses how SAP Project Portfolio Management (PPM) and Fiori apps can be used for efficient project portfolio tracking. It provides an overview of GyanSys, a systems integrator and application support provider. The document then discusses how PPM can be used for various business scenarios like commercial projects, new product development, and capital projects. It highlights how Fiori apps improve the user experience for PPM. Finally, it describes a custom projects estimation app developed by GyanSys using Fiori to fill a process gap for one of its customers.
Tuleap is an open-source application lifecycle management (ALM) suite that provides integrated tools to help implement agile development principles. It allows product owners, scrum masters, and agile teams to plan sprints and track progress in real-time. Tuleap offers features for organizing, monitoring, collaborating on projects as well as developing, testing, and delivering software through tools like version control, continuous integration, and a document manager. The suite provides full traceability of artifacts and permissions to help control access and changes.
As a leading Open Source enterprise software development company in USA, Corelynx provides high end software solutions based on the requirements of the client global.
everteam.ibpms helps organizations through alignment of business goals, through open and continuous communications, and through a commitment to partnership. Success is a process, not a transaction
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.
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.
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.
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.
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.
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.
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.
SAP Strategy & Innovation Update - Feb 2016 APJPaul Marriott
The document discusses SAP's strategy to drive digital transformation for customers. It outlines how SAP's Digital Business Framework and SAP S/4HANA platform can help customers simplify complex IT environments, gain real-time insights from large amounts of data, and innovate through new applications and cloud services. The digital transformation solutions are designed to help customers optimize operations, increase market share, and maximize profits.
The document discusses 7 reasons to consider implementing an ERP system in the cloud. It notes that cloud ERP allows companies to try solutions before committing, take advantage of advanced technology without large upfront costs, and generate measurable cost savings over on-premise systems. It also asserts that cloud ERP enables more effective IT operations, strengthened security and integrity, increased user productivity, and accelerated implementations.
Nexsus has subsequently designed IVRS item referred to as "Interact" along with OBD item referred to as "Medial" plus a mix of both combination of IVRS along with Outbound Keying in (OBD) referred to as "Call Balance", to deal with your rising needs with the ITES market.
FZ Software House is submitting a business plan to develop and sell software products. Their flagship product is an automatic face recognition system that can detect faces, match them to a database, and automatically log attendance. The management team has experience in software development. They estimate startup costs of 51.45 million rupees and a sales forecast projecting total sales of 1.125 million rupees from January to June and 1.45 million rupees from July to December, as they expand their product line and customer base. They aim to compete on quality and affordable pricing.
Industrialize your developments with Tuleap Open ALMTuleap
This document discusses the benefits of using Tuleap, an open source Application Lifecycle Management (ALM) software. It outlines 5 main benefits: 1) automating development, test, deployment and maintenance steps, 2) increasing team productivity, 3) ensuring robustness and meeting requirements, 4) enabling collaboration between distributed teams, and 5) facilitating partnerships. Tuleap provides an integrated engineering environment to make software development more predictable and controlled. It includes tools to manage the entire lifecycle from project management to development to deployment and maintenance.
GyanSys San Antonio ASUG Chapter Presentation Feb26 2016Praveen Kumar
This document discusses how SAP Project Portfolio Management (PPM) and Fiori apps can be used for efficient project portfolio tracking. It provides an overview of GyanSys, a systems integrator and application support provider. The document then discusses how PPM can be used for various business scenarios like commercial projects, new product development, and capital projects. It highlights how Fiori apps improve the user experience for PPM. Finally, it describes a custom projects estimation app developed by GyanSys using Fiori to fill a process gap for one of its customers.
Tuleap is an open-source application lifecycle management (ALM) suite that provides integrated tools to help implement agile development principles. It allows product owners, scrum masters, and agile teams to plan sprints and track progress in real-time. Tuleap offers features for organizing, monitoring, collaborating on projects as well as developing, testing, and delivering software through tools like version control, continuous integration, and a document manager. The suite provides full traceability of artifacts and permissions to help control access and changes.
As a leading Open Source enterprise software development company in USA, Corelynx provides high end software solutions based on the requirements of the client global.
everteam.ibpms helps organizations through alignment of business goals, through open and continuous communications, and through a commitment to partnership. Success is a process, not a transaction
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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)
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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.
Similar to Odoo vs Saleforce - Crm comparison (20)
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.