This document provides an overview comparing SugarCRM and Salesforce, covering their histories, key differentiators, pricing, hosting options, configurations, integration capabilities, intuitiveness, flexibility, mobile access, outbound emails, and user interface customizations. It finds that SugarCRM offers more flexibility and customization out of the box at a lower cost than Salesforce, which charges additional fees for features included with SugarCRM. It concludes by suggesting questions to consider regarding additional Salesforce fees before making a decision.
The report show research findings of existing sales and distribution practices of a few leading food companies and discusses ways to improve the sales through revision in sales and distribution policies
Retail Store Management PowerPoint Presentation SlidesSlideTeam
Select our content ready Retail Store Management Powerpoint Presentation Slides to create an effective retail merchandising system. The Merchandise management PowerPoint complete deck contains various professional-looking slides such as types of retail format, key drivers of retail growth, key statistics, building & sustaining relationships, global environmental & market trends, retail trends shaping in future, role of information technology in retail, types of retail applications, understanding customers, future trends in multichannel retailing, target audience classification, sales by product category, pricing strategies, stages of product distribution, global market segmentation strategy, location analysis strategy, division of retail activities, retail store organizational structure, information system & supply chain management, operations promotion, marketing communication, sales promotional mix elements, customer loyalty programme options, integrated etc. Furthermore, you can also use the retail marketing presentation deck to showcase ways to manage retail pricing, retail pricing strategy, inventory management control, retail management challenges, inventory management framework, inventory control sheet, retail management challenge, etc. Download retail business management PPT visuals to enhance the knowledge of your audience. Go further and faster with our Retail Store Management Powerpoint Presentation Slides. They help extend your advantage.
The report show research findings of existing sales and distribution practices of a few leading food companies and discusses ways to improve the sales through revision in sales and distribution policies
Retail Store Management PowerPoint Presentation SlidesSlideTeam
Select our content ready Retail Store Management Powerpoint Presentation Slides to create an effective retail merchandising system. The Merchandise management PowerPoint complete deck contains various professional-looking slides such as types of retail format, key drivers of retail growth, key statistics, building & sustaining relationships, global environmental & market trends, retail trends shaping in future, role of information technology in retail, types of retail applications, understanding customers, future trends in multichannel retailing, target audience classification, sales by product category, pricing strategies, stages of product distribution, global market segmentation strategy, location analysis strategy, division of retail activities, retail store organizational structure, information system & supply chain management, operations promotion, marketing communication, sales promotional mix elements, customer loyalty programme options, integrated etc. Furthermore, you can also use the retail marketing presentation deck to showcase ways to manage retail pricing, retail pricing strategy, inventory management control, retail management challenges, inventory management framework, inventory control sheet, retail management challenge, etc. Download retail business management PPT visuals to enhance the knowledge of your audience. Go further and faster with our Retail Store Management Powerpoint Presentation Slides. They help extend your advantage.
Retailers need to understand how to target customers in the right way and customers need retailers to understand them and offer them something at value all the time. OmniChannel retailing is the ultimate solution for retailer to connect with their customers and provide them with outstanding customized experience.
Join our Social Learning Network:
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What is Omnichannel Retail? Past. Present. Future.Mihai Dragan
Omnichannel retail allows traditional retailers to connect their existing channels such as brick and mortar or call centers to digital channels - online store, mobile app, social shopping channels and others.
This presentation focuses on how this came to be, what are the bottlenecks in implementing omnichannel retail and why should retailers switch to this new approach.
Probably the most compelling reasons to adapt to omnichannel retailing are today's customer demands. The customer wants 24/7 service and the same experience on all sales channels, whether it is the offline store, the mobile app or the brick and mortar outlet.
The 2019 Direct to Consumer Omnichannel Growth SummitTinuiti
In 2018 the ecommerce landscape was flipped on its head disrupted by direct to consumer (D2C) brands from Warby Parker to Moon Juice. This Summit will provide brands with cutting-edge D2C strategies to accelerate brand growth in 2019.
Whether an aspiring D2Cbrand or optimizing your current strategy, hear from seasoned marketing experts on how to best set your brand up for success this new year. Join our free full-day virtual conference and hear 4 back-to-back expert sessions all while from the comfort of your home or office.
This was done as part of a coursework for the Business Model class at Heriot-Watt University.
It was used only in educational services.
I hope you enjoy it and learn something form it, because we certainly learned a lot.
E-commerce strategies for Luxury Brands (based on sources)Alba Romero Villa
- Positive aspects & Advantages of going online
- How can luxury brands can recreate their brand essence online?
- How can they do to recreate the sensorial offline experience of the brand online?
- What are the elements that conform a luxury buying experience?
If your company needs to submit a Website Review Proposal PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. https://bit.ly/2UPAksZ
Finding The New Top of Funnel: In-Store Physical Retail MediaTinuiti
In-store engagements have long been considered the last stop in the consumer journey. But with the rise in digital capabilities, in-store advertising is becoming a search and discovery tactic as well. In-store advertisements are becoming an upper-funnel tactic, a tremendous opportunity for brands in the spaces where customers are ready to buy.
Tune into this session to hear from Tinuiti’s EVP of Commerce, joined by in-store consumer experience platform, Cooler Screens, as they reveal how to connect data points across retail media.
This eBook will allow retail business and IT managers to understand, which are the key elements that must be considered in retailers' path to become omnichannel champions. Find out which are the most critical omnichannel capabilities to develop as well as its strategy and roadmap for the implementation plan.
Social CRM Presentation at Cebit Webciety, March 2, 2011Mark Tamis
My presentation at CeBIT webciety on March 2, 2011. This served as an introduction to the ensuing Panel discussion between Martin Schneider of SugarCRM, Ulf Brandes of Deutsche Messe Interactive and myself
Retailers need to understand how to target customers in the right way and customers need retailers to understand them and offer them something at value all the time. OmniChannel retailing is the ultimate solution for retailer to connect with their customers and provide them with outstanding customized experience.
Join our Social Learning Network:
http://www.openthinking.ae
What is Omnichannel Retail? Past. Present. Future.Mihai Dragan
Omnichannel retail allows traditional retailers to connect their existing channels such as brick and mortar or call centers to digital channels - online store, mobile app, social shopping channels and others.
This presentation focuses on how this came to be, what are the bottlenecks in implementing omnichannel retail and why should retailers switch to this new approach.
Probably the most compelling reasons to adapt to omnichannel retailing are today's customer demands. The customer wants 24/7 service and the same experience on all sales channels, whether it is the offline store, the mobile app or the brick and mortar outlet.
The 2019 Direct to Consumer Omnichannel Growth SummitTinuiti
In 2018 the ecommerce landscape was flipped on its head disrupted by direct to consumer (D2C) brands from Warby Parker to Moon Juice. This Summit will provide brands with cutting-edge D2C strategies to accelerate brand growth in 2019.
Whether an aspiring D2Cbrand or optimizing your current strategy, hear from seasoned marketing experts on how to best set your brand up for success this new year. Join our free full-day virtual conference and hear 4 back-to-back expert sessions all while from the comfort of your home or office.
This was done as part of a coursework for the Business Model class at Heriot-Watt University.
It was used only in educational services.
I hope you enjoy it and learn something form it, because we certainly learned a lot.
E-commerce strategies for Luxury Brands (based on sources)Alba Romero Villa
- Positive aspects & Advantages of going online
- How can luxury brands can recreate their brand essence online?
- How can they do to recreate the sensorial offline experience of the brand online?
- What are the elements that conform a luxury buying experience?
If your company needs to submit a Website Review Proposal PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. https://bit.ly/2UPAksZ
Finding The New Top of Funnel: In-Store Physical Retail MediaTinuiti
In-store engagements have long been considered the last stop in the consumer journey. But with the rise in digital capabilities, in-store advertising is becoming a search and discovery tactic as well. In-store advertisements are becoming an upper-funnel tactic, a tremendous opportunity for brands in the spaces where customers are ready to buy.
Tune into this session to hear from Tinuiti’s EVP of Commerce, joined by in-store consumer experience platform, Cooler Screens, as they reveal how to connect data points across retail media.
This eBook will allow retail business and IT managers to understand, which are the key elements that must be considered in retailers' path to become omnichannel champions. Find out which are the most critical omnichannel capabilities to develop as well as its strategy and roadmap for the implementation plan.
Social CRM Presentation at Cebit Webciety, March 2, 2011Mark Tamis
My presentation at CeBIT webciety on March 2, 2011. This served as an introduction to the ensuing Panel discussion between Martin Schneider of SugarCRM, Ulf Brandes of Deutsche Messe Interactive and myself
Strategic Management Presentation - Apple Inc.Colby Nelson
The presentation slides for a Strategic Management class at Biola University. We presented on Apple Inc. and through a semester long study came up with recommendations for Apple to implement to create more sustainable competitive advantage.
What partners don't tell you about sugarcrm professional editionsalesagility
If you ask a SugarCRM partner a question, the answer is invariably "Oh, you need to purchase the Professional Edition to do that".
But Professional Edition is more of the same-old, same-old tired business model of proprietary software and vendor lock-in.
But there's an alternative to Professional Edition that's completely Open Source and 100% compatible with SugarCRM.
So, here's why you don't need to buy licences to access more powerful and demanding functionality for SugarCRM.
And here's the instructions on how to get it.
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
Rolustech is an official SugarCRM and Salesforce Partner firm with offices in the UK, USA, and Pakistan. Our team of over 170 experienced resources has rendered services to more than 800 satisfied clients globally. We use lean and agile development methodologies to build optimal CRM systems for our valued clients, which include SugarCRM Partners, Salesforce Partners, and Enterprise Customers. In addition to helping businesses with CRM Customization, Integration, Deployment, Maintenance, and Support, our team also has extensive experience with Mobile App Development, the Magento e-Commerce Platform, and Artificial Intelligence.
What Is Salesforce CRM, Editions, Licenses?Thinqloud
Salesforce.com is a cloud-based customer relationship management (CRM) software solution for sales, service, marketing, collaboration, analytics, and building custom mobile apps
An overview of Stratitude's Salesforce.com and Force.com offerings such as implementation, integration, migration, customization, analytics, Force.com apps and various customer engagement models.
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.
Loaded Technologies is a consulting firm that designs and delivers smart solutions to unlock your customer potential, utilising CRM (Customer Relationship Management), Web, Marketing Automation and Business Intelligence software.
Our capabilities: CRM breadth & depth, backed by strategic, operational and technology expertise:
- Business strategy and execution: Top tier management consulting and executive leadership experience.
- Technology depth and breadth: delivering and supporting complex integrations and deployments.
- CRM breadth: 30+ years in total CRM experience
We've partnered with leading CRM (Customer Relationship Management), Web, Marketing Automation, and Business Intelligence software companies, including SugarCRM, HubSpot, Pardot and JasperSoft to bring their products to the Australian market.
SugarCRM is an innovative and affordable CRM (Customer Relationship Management) solution that automates your core sales, customer service and marketing processes. SugarCRM is designed for every individual who engages with customers: sales professional, marketers, customer support agents and executives.
Loaded is an Australian SugarCRM Platinum Partner, providing consulting, implementation, integration, customisation, hosting and support services.
SugarCRM Community vs Professional: 10 reasons why it makes sense to go Pro Loaded Technologies
With over 10 million downloads and a community of 30,000 registered developers, SugarCRM Community Edition (CE) is extremely popular, free and has deeper functionality than many commercial offerings on the market today.
But SugarCRM Community Edition does not meet the needs of growing businesses that require tools like custom reporting, sales forecasting, marketing reports and workflow automation to support business decisions. See what you get with SugarCRM commercial editions.
SugarCRM comes with a wide range of Google integrations right out of the box. You can easily integrate SugarCRM with Gmail, Google Docs, Google Calendar, Google Contacts, and Android mobile devices.
Delve into a SugarCRM integration with Joomla and Moodle, and see how the new integrated solution has enabled ASF to increase their operational efficiency by a factor of 10.
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𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
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Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
[Note: This is a partial preview. To download this presentation, visit:
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Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
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Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
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A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
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2. About SugarCRM and Salesforce
SugarCRM
Salesforce.com
•
Founded in 2004
• Founded in 1999
•
3rd CRM used worldwide
•
Gartner 2013: SugarCRM defined as a
• Global Leader for Cloud-based Sales Force
Automation
‘visionary’
•
More than one million active users
An Overview of
SugarCRM vs Salesforce
3. Key differentiators
SugarCRM
Salesforce.com
Complete all-in-one CRM solution, all sales,
Separate tools and pricing for core CRM
marketing and support tools 'out of the
functionality: sales, marketing and support
box'
Freedom to host your data anywhere:
•
Private and public cloud
•
Salesforce Cloud only. No public cloud and no
on-premise. Your data remains off-shore
On-premise
Ease of integration with any edition
Restrictive integrations (requires Enterprise
Edition)
Sugar customers have their own dedicated
database
Shared database
Mobile CRM with any edition
$50 / user / month / mobile access costs
An Overview of
SugarCRM vs Salesforce
4. One System vs Separate Systems
Core CRM Functionality
SugarCRM
Salesforce.com
Sales Force Automation
Included out-of-the-box, at no
From $5 to $360 / user / month
extra cost
Marketing Automation
Separate product, no pricing
extra cost
Customer Service
Included out-of-the-box, at no
provided on website
Included out-of-the-box, at no
From $95 to $375 / user / month
extra cost
Social CRM
Included out-of-the-box, at no
Starts at $20 / user / month
extra cost
Mobile CRM
Included out-of-the-box, at no
extra cost
An Overview of
SugarCRM vs Salesforce
$50 / user / month
5. Pricing
Core CRM Functionality
SugarCRM
Salesforce.com
Sales Force Automation
All CRM products, out-of-
From $5 to $250 / user / month
Marketing Automation
the-box, at no extra cost
No pricing provided on website
Customer Service
From $65 to $260 / user / month
Social CRM
Starts at $20 / user / month
Mobile CRM
$50 / user / month
An Overview of
SugarCRM vs Salesforce
6. Hosting
SugarCRM
Salesforce.com
Freedom to host your data anywhere to
Salesforce Cloud only. No public cloud and no
meet your business compliance
on-premise hosting: your data remains off-
requirements. Your data can remain on-
shore.
shore and/or behind your firewall:
•
Public cloud
•
Private Cloud
•
On-premise
Sugar offers a dedicated database.
Shared database: your data co-mingles with
other country's customer data
An Overview of
SugarCRM vs Salesforce
7. Configurations
Functionality
SugarCRM
Salesforce.com
Create Custom fields
Available with any edition
Requires Professional edition
Rename labels
Available with any edition
Requires Professional edition
Customise layouts
Available with any edition
Requires Professional edition
Create Custom
Available with any edition
Requires Contact edition
Available with any edition
Requires Professional edition
Relationships
Customise layouts
An Overview of
SugarCRM vs Salesforce
8. Integration
SugarCRM
Salesforce.com
Easy integration (SOAP, REST) with other
No API integration before the Enterprise Edition.
applications, with any edition.
Enterprise Edition pricing starts at $180 per user
per month
An Overview of
SugarCRM vs Salesforce
9. Openness
Salesforce imposes a number of important limitations which drive up the total cost of
ownership. For example:
SFDC Group
(up to 5
users)
SFDC
Professional
SFDC
Enterprise
SugarCRM
Professional
35
95
180
35
5MB
5MB
5MB
No limit
100/object
100/object
500/object
No limit
Web-to-lead
submissions/day
N/A
500
500
No limit
API available
N/A
N/A
Yes
Yes
API calls (limit integration
with 3rd party)
N/A
N/A
1000/seat
No limit
Emails/day
N/A
1000/user
1000/user
No limit
20 fields
20 fields
20 fields
No limit
Examples of Features
Price/user/month
Max attachment size for
notes
Custom fields
History/audit field tracking
An Overview of
SugarCRM vs Salesforce
10. Intuitiveness
SugarCRM includes in all its commercial editions features that let you ‘bake in’ important
business processes and make the CRM more intuitive for users. With SFDC, these often come
at an incremental cost or high licence fee.
Examples of Features
SFDC Group
(up to 5
users)
SFDC
Professional
SFDC
Enterprise
SugarCRM
Professional
Roll up summary fields
10
10
10
No limit
Workflow rules
N/A
N/A
Limited
No limit
Dependent fields
No
No
No
Yes
$2500
$2500
$2500
Included,
Free
Sandbox environment for
testing
An Overview of
SugarCRM vs Salesforce
11. Flexibility
SugarCRM is significantly more flexible in terms of enabling customisation and personalisation
of the application, to meet your needs.
SFDC Group
(up to 5
users)
SFDC
Professiona
l
SFDC
Enterprise
SugarCRM
Professional
Custom labels
N/A
5000
5000
No limit
Schedule dashboard
refreshes
N/A
N/A
1/hour
User configured
Custom report filters
10
10
10
No limit
Creating custom reports
No
Special
permission
required
Special
permission
required
User
empowered by
default
Custom report types
20
50
200
No limit
Web leads associated to
Campaigns – creating a
complete Customer profile
No
No
No
Yes
Examples of Features
Hosting
An Overview of
SugarCRM vs Salesforce
Salesforce Cloud only
Public & Private
Cloud, On
Premise
12. Mobile
SugarCRM
Salesforce.com
Mobile CRM with all editions
Full mobile access costs $50/user/month
Mobile browser, Android, iPhone, Android
iPhone, BlackBerry, Android
Tablet, iPad, BlackBerry
No volume limitation
An Overview of
SugarCRM vs Salesforce
Limited set of data
15. Questions you should ask
yourself before making your
decision
• Are you aware that full mobile access costs $50 per user per month additional?
• Are you prepared to pay $125/user/month (before mobile charges) vs. just $35 for Sugar Professional?
• Do you plan to use workflow? - Requires Enterprise Edition at $125/user/month
• Do you plan to use APIs? - Requires Enterprise Edition at $125/user/month
• Would you like your CRM to be able to interface with other applications like ERP or service desk or e-mail
marketing? - API enablement triggers a Salesforce upgrade.
An Overview of
SugarCRM vs Salesforce
17. At Loaded, we focus on delivering
smart solutions to unlock your
customer relationship potential.
We utilise CRM, marketing automation and business intelligence
software, and bring our business, marketing and technical expertise
to the task of designing, delivering & supporting the
right solution for your organisation.
An Overview of
Loaded
18. About Loaded
Smart solutions to unlock your customer potential.
•
Founded in 1995 as a web development business.
•
Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence
solutions.
•
Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold
Partner since 2006.
•
Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM
integrations enabling business impact and ROI.
•
Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail;
manufacturing/wholesale; and federal and state government.
An Overview of
Loaded
19. Our partners
Loaded partners with world leading technology providers to ensure we have the best
software, infrastructure and supporting tools at our disposal, to support client needs.
SugarCRM is the world’s fastest growing CRM application.
Recently named in the Gartner Magic Quadrant
as a Visionary for Sales Force Automation
Pardot is a leading
marketing automation tool
recently acquired
by Salesforce.com
JasperSoft is a cloud based business intelligence
application with an exciting entry-level
solution offered in partnership with Amazon
Web Services bringing enterprise level BI
to any business
An Overview of
Loaded
Hubspot is a
comprehensive,
all-in-one
marketing platform
Thank you for joining us today.Businesses of all sizes and types are realizing the limitations of email, spreadsheets and single-user contact management tools for keeping track of their relationships with their customers.As sales people increasingly interact with customers online – via online meeting tools and social networks – and as customers increasingly interact with each other online, any business without a modern CRM system is at a distinct competitive disadvantage.And as businesses research the options, they frequently come down to two finalists – SugarCRM and Salesforce.comWe respect salesforce.com for their success in the market. Truthfully, they have done a lot to help companies realize the importance of CRM.That said, SugarCRM and Salesforce.com take very very different approaches.SugarCRM is open. Salesforce.com is closedSugarCRM is designed to deliver the most value possible to the customer. Salesforce.com is designed to deliver the most value possible to Salesforce.com’s shareholdersSugarCRM can be deployed anywhere. Salesforce.com can only be deployed on the salesforce cloudSugarCRM believes your customer data is yours.Salesforce.com restricts your access to your customer dataToday’s webinar will explore these differences so that, whether you decided to go with Salesforce.com previously and are reconsidering or you are still deciding whether Sugar or Salesforce.com is right for you, you can make the best decision for your business.
What if your company’s sales, support and marketing people actually loved their CRM system? Imagine the information sharing, productivity gains and success your company could achieve.With the release of Sugar 6we’ve seen a big increase in customers switching from Salesforce to Sugar. And why is that? Because we’ve made CRM simple. eWeek put SugarCRM and Salesforce.com head to head shortly after release 6 came out. The article’s title? “SugarCRM Gets it Right”Sugar 6 brings a fresh, intuitive approach to the age-old challenge of attracting and managing customers.
We’ve really focused the Sugar 6 release around these three things that matter to every business: FlexibilityIntuitiveness and Opennessand we’ll be coming back to these three themes throughout today’s webinar because, at the end of the day, this is how SugarCRM delivers more value to your business than any other CRM solution on the market
And why does flexibility, intuitiveness and openness in a CRM system matter to you?Because these things put YOU in control. You won’t get any argument from us that, if what you need is plain vanilla contact and lead management, salesforce.com is a solid product. But because salesforce controls everything, as soon as you want to do something a little different, you hit a wall real fast.That’s why companies that want to control their own destiny will find that Salesforce falls short.Sugar, on the other hand, provides you a comprehensivebaseline of features and capabilities that are completely extendable at the lowest cost, driving the highest value.At the end of the day, Sugar delivers value by allowing customers to control their own destiny by allowing them to:scale the solution the way they want toput the solution where they want itmove their data, own their data, do what they want with their data. And as we go through this, we’ll see how Salesforcefalls short in each of these areas and not only that, but they charge about 300-400 percent more basically for the privilege of those constraints.
Before we get into the meat of today’s webinar, I’d like to share the experience of some of SugarCRM’s customers that have switched from Salesforce.com and the reasons why.We have a growinglist of reference customers who switched from Salesforce to SugarCRM, and that list is available on the SugarCRM website. So, when you go with SugarCRM, know that you are in very good company.
As I mentioned previously, the well-respected technology journalists at eWeek put together a good comparison recently. We’ve provided the link here, and a quick summary of their findings. [summarize bullets on slide]
So what we’re going to do today is count down the top 13 – a sweet baker’s dozen – ways that SugarCRM delivers value to your business. Some are technical, others are business/financial, and still others end user-specific ways Sugar adds more value. Without further ado, let’s get to the countdown!
Let’s kick things off with reason #13 -deployment options. With Salesforce, you have one option - to deploy in the Salesforce cloud. In this way, they are very much the Model T of CRM – You’ll recall that you could get a Model T in any color you wanted, as long as it was black. Similarly, you can deploy YOUR CRM with Salesforce.com anywhere you want, as long as it’s on their Cloud.For a lot of customers, having just a single deployment option in the Salesforce cloud is just too risky. Risky not necessarily because it’s a “bad” cloud, though it’s certainly not right for every business - but it’s also risky because the cloud option that’s right for your business can change. And salesforce.com’s requirement that you be on their cloud doesn’t change.Some customers have a need to maybe deploy behind their own firewall or want to deploy outside of the United States in a public cloud or in the cloud that’s provided by their integrator or by their ISPSugar offers customers the choice to deploy where they believe it is important, not where their vendor believes it is important to them. With SugarCRM, you can deploy in your own cloud, on premise, behind a firewall. You can deploy in the Sugar cloud, in the partner cloud or in the public cloud; and the public cloud may be IBM SmartCloud, Amazon EC,Microsoft Azure or Rackspace. It could be any other public cloud that is out there. So why does this matter? This matters to you because of choice – not all cloud offers are the same – each has different value propositions to meet the needs of different businesses. SugarCRM doesn’t force you to pick any one cloud – why would we? Choice also matters because what works for your business today might not be what you need tomorrow. In this case, choice is an insurance policy – when/if your needs change in two years time, there is zero penalty and zero drama switching from one cloud to another with Sugar.The economy moves up. It moves down. We have acquisitions. We scale. As those changes occur for businesses, you can start in the SugarCRM cloud environment and if there is a point at which you have concerns over the jurisdiction under which the datacenter is subject, if you desire to perhaps not just use it for CRM but use this tool for some internal say enterprise customer reasons or features, you can bring it in-house and push it back out to the cloud if they need to. So again, the reason people need control is because change happens.
Reason #12 has to do with customizations and integrations. With SugarCRM, you have the ability to integrate with any other software application wherever that application resides - behind your firewall or on a different cloud. NOTE TO PRESENTER: you can do a quick poll here: How many of you are familiar with the term API?APIs is a technical term for the ability to allow one software package to talk to another software package. Maybe you have a highly customized help desk solution that you need to integrate with your CRM. Or an internal supply chain management tool. Here’s the rub. Salesforce will gladly allow you to integrate with any API as long as that API is published with Salesforce and lives within the Salesforce environment. From salesforce.com’s standpoint, this makes sense – the more they require you to go through their platform, the more dependent upon it you become, and the more they can charge.This model, frankly, makes less sense from the customer standpoint.The bottom line is that SugarCRM makes it as easy as possible for you to get the most out of your existing systems and your new SugarCRM system. Salesforce makes it hard.
And that brings us to the next reason, which is openness. Because Sugar is Open Source you can open the hood of the car, do whatever you want with it. But that doesn’t mean you need a computer science degree to make basic changes in Sugar. On the contrary, it’s radically easy to do the simple things, like adding a field, changing labels, building your reports, maybe adding a couple tabs or applications to your environment.Here are 6 ways openness matters to any business considering sugar and salesforce:Open source returns control to the customer. You can see the code, change it, learn from it. Bugs are found and fixed quickly. And when customers are unhappy with one vendor, they can choose another without overhauling their entire infrastructure. No more technology lock-in. No more monopolies. With Sugar, you can get your data any time in the original database format. We believe open source creates better software. Everyone collaborates and the best technology wins. Not just within one company, but among an Internet-connected, worldwide community. Want to see this in action – check out SugarForge and SugarExchange. Another great proof point here are the code sprints our engineering team holds several times a year all around the world. Open+ Developer partners are invited to meet over several days with SugarCRM’s engineering team. At the beginning, there is no agenda. Coders break into groups, each group works on an idea and codes it. Then they present their result to the entire group who votes. The winners flow into the product. I think all of you would agree that this process will generate a better product for you.Broad adoption drives down your operating costs. A direct business benefit to the fact that SugarCRM Community Edition has 10 million downloads is that there are literally MILLIONS of potential employees at your company who are familiar at some level with Sugar. Maybe they’re in IT and they know how to set-up Sugar. Maybe they are sales, marketing or support people and they know how to use it. In either case, this familiarity means lower training costs, faster deployment times and faster Time to Value for youOpen source makes software easier to integrate – we talked about the ease of integration on the previous slide. In the proprietary model, development occurs within one company. Programmers write code, hide it behind binaries, and charge customers to use the software--then charge them more to fix it when it breaks. The problem worsens when you become tied to a company's architecture, protocols, and file formats. Some have called this the addiction model of software procurement. As long as you are okay working within the parameters that Salesforce has set, you are free to do whatever you want to do. But the moment you want to do something that does not work within those parameters, when it runs into some of the limitations, you are in a tough situation where either you have to pay a lot of money to do specific configurations or you just can’t do what you want.Open source keeps us honest. In the words of one of SugarCRM’s reseller and integrator partners “the open source community makes integrators like me have to work extra hard. I have to work extra hard because there are lots of people out there that are willing to do a lot of this work for free because they care or because they are part of that community. It’s a competitive pressure that makes Sugar good, it makes me better, and it’s one that Salesforce doesn’t have because they’ve built their fortress around their product and they don’t have to compete on architecture, on feature/function, on having low cost components that you can add, etc. This works in the customer’s favor.”
CRM is a core business system and ultimately customers and companies want to extend that core and it’s tougher to do it with Salesforce than it is Sugar. Salesforce has five editions and I kind of look at them as levels in a game. If you want to get more value and more features and more capabilities when you play a game, you’ve got to upgrade to the next level. Either you have to buy into the next level or you have to get credits to get promoted to the next level. It’s similar to the way Salesforce works, so they have their infrastructure and then they’ve put in five different levels. In the lower levels they don’t give you all of the features and functionality and they slowly give customers more features and less limitations as they move up the chain and as they upgrade to the next level. With Sugar, that doesn’t exist. You’ve got all of the features and functionality in Sugar Pro, and with Sugar Enterprise we’ve added a couple Enterprise-level capabilities, such as support for Oracle and DB2 databases. But in Sugar, you’ve got an integrated marketing engine right out of the gate. You’ve got workflow right out of the gate. You’ve got APIs right out of the gate. You’ve got a much more flexible Sugar Mobile solution. And, when customers are looking from a feature/functionality standpoint, Sugar Professional has many more features and functionality than the first three “levels” within Salesforce. It is when you get to Level 4 in Salesforce, which is Salesforce Enterprise Edition, that we are at parity. Again, this matters to customers because, with Sugar, we treat you as a customer. We’re not going to treat you as a number. We’re not going to treat you as an opportunity. You are truly being treated as a customer with respect for what your needs are.
So that leads to Reason #9, which is going back to those levels that we were talking about. As you want to unlock more value as you are growing in the adoption of your CRM system,Salesforce penalizes you. In essence, salesforce treats your success with CRM as an upsell opportunity. Sugar, on the other hand, believes in selling you the solution that makes sense for your business. Yes, you’ll pay us more as you add seats, but you’re not going to run into arbitrary walls with Sugar. So, as you get more sophisticated with your reporting, great! That’s included. As you decide to onboard marketing so you can have an integrated view of the total customer lifecylce – AWESOME! Try that in salesforce and you’ll quickly find yourself facing the tragic choice of upgrading and paying 2, 3, 4X per user per year or ripping and replacing – something salesforce makes very difficult since they only give you YOUR customer data in CSV.Our advice? Don’t let salesforce paint you into that corner.
let’s talk a little bit more about flexible. Sugar works the way you work. One of the key things when any company implements CRM is to determine what their specific goals are. How do I get to a 30 percent, 50 percent, 100 percent growth? How do I make sure that all of my leads are being followed up with? How do I make sure that I can correctly allocate leads around my organization and correctly follow everything up? How do I make sure that I nicely integrate all of the businesses - all of the business units within my organization and provide all of my employees regardless of where they are with a 360 – with a complete view of the customer?Once you’ve set the goals for an organization, you want to put in place the processes that will get you there, train your people to follow the processes to reach your goals, and then you want to buy a technology. if you buy the technology before defining your goals, processes and training your people on the processes, you will be put in a reactive mode - fitting your processes around the technology rather than having the technology fit around your processes. Another way you can see the difference between Salesforce and Sugar in terms of Flexibility is how the two companies serve their clients. Salesforce deals primarily directly. Yes, they have some partners, but all the partners really do is pass leads on to salesforce and receive a referral fee.Sugar, on the other hand, goes to market primarily through partners. Sugar has an extensive network of expert partners who can help with implementation, training and, in many cases, customizing Sugar to meet your precise needs. It’s really a very different philosophy. Salesforce’s philosophy is that they know best what you need in a crm tool. Sugar says YOU know best what you need. a great example is one of the largest cable companies in the United States works with Sugar right now. What they use the solution for is not for sales. They use it for managing the process of getting customers new cable service and new wireless service and new digital TV. That’s very different – and they wanted to tightly control that because they were very worried about access to the data. They were very worried about other people getting into the system. And again, the point here is that the solution, the deployment, the technology is flexible enough for them to do whatever they want to do with this platform, even if it doesn’t fit the plain vanilla Salesforce.com scenario. If you want to use CRMfor different reasons, you have the flexibility to do it and you have the flexibility to integrate it and leave it! Salesforce just can’t say this.
Reason #7 – Your Data is Your DataA HUGE part of any business’s use of CRM has to do with the relationships between the different pieces of data. This contact, this name, Jan, belongs to this organization Sugar CRM and Jan has had these different opportunities that he has been working with, with these leads and he has also been involved in these customer support cases. All of those are relationships that are very, very important to being able to have a working backup in your – of any solution that you have. Well, you don’t get that when you get a backup with Salesforce. You get a two-dimensional download of your data just in a CSV format and you have to then re-establish these relationships yourself. With Sugar, we provide you with a full relational database backup. The benefit is you can do what you want to do with your data. Here are the top two reasons why you want to have a backup of your data locally.One is that you may want to do some offline reporting capabilities. What is offline reporting? Offline reporting is when you do some very deep analysis and reports once you have established CRM throughout your organization and you get all of your sales data and marketing information in there. Now you want to be able to go and dig into that and understand the health of your company. Well, you don’t want to run that necessarily against your production environment. You want to run that against a non-production environment but that is as close a copy as possible to your production environment, and so you can do that if you get a fully relational database backup. What if tomorrow there is a disasterover at Salesforce and you don’t have a backup of your database so you can’t start all over again? Every sales organization has that one person that knows how to crunch the data. These are the folks that you tend to work with to put your forecast together when you want to know tell me about X, Y or Z, what’s going on, you’ve got that person to go to. And what do they do? What they do is they pull up a little Excel spreadsheet. They log in through ODBC or they do whatever kind of magic they do on the backend and they produce a bunch of pivot tables for you and you’ve got all your answers and you look really smart. With Sugar it’s much easier to enable that knowledge worker. That knowledge worker can do that work. Taking that a step further, while it’s great to manage opportunities, contacts and leads, I think the progressive sales organizations out there really want to understand what’s happening in the marketplace. What are the trends happening in the market? How are my people responding to them? What products are winning? What products are losing? They want to do things – they really want to get into sales and business intelligence, market intelligence. They want to understand – they want to be able to understand what their data is telling them. And we all know – we all know to do that kind of work you’ve got to pull your data into some sort of a data warehouse and do some analysis, right, or chop that data up in different ways. With Sugar,you’ve got the ability to pull this data into a data mart and do what you want with it – put your own business intelligence tool on top of it. You don’t have to spend any more. If you’ve got something in place, you can pull the data how you want to. Now, Salesforce has an option in this regard as well and that is to buy some more stuff. Buy some more software. Buy some component on the app exchange, layer it on top of this, or learn our interesting but not so open database – whatever they call it, TheForce.comDB, which I find is just great – yet another technology for us to have to decipher and make sense of. And so again I think it comes down to the idea that data does matter. It isn’t simply about wanting to control it because you’re fearful about who gets it, but it’s actuallybeing able to really understand what your CRM data is telling you and it’s just much easier to get that knowledge, get those secrets out of your data through Sugar than Salesforce.
Number 6 is configurations. This is one of the main reasons why sales people love Sugar. And when sales people love your CRM tool, you get better performance ut of your sales people and better ROI on your CRM investment. It’s just that simple.Configuration refers to the ability to make a configuration change to the system without having to write a new module, design a new module. The big difference between Salesforce and Sugar is that in Salesforce, if an end user wants to make a change in the layout of their user interface,or create a new report that they want to have, they always have to go to the Salesforce admin in their company and request that change. In Sugar, end users can make the configuration changes that they want to do. So that is a huge change over there, and it’s a big pain for salesforce.com administrators that they would have to go in and have to create a report specifically for an end user that enabled that report and do all of that stuff. Sugar empowers the end user to tailor their interface to Sugar to support the way they work. A salesperson is not going to use a system if it’s not intuitive. A salesperson is not going to use a CRM solution if it’s mandated by management but doesn’t provide them with any benefit. What’s the benefit a salesperson is looking to get out of their use of CRM? Every salesperson believes they have their own unique selling process. Even within the sales methodology a company may give to them, they still know best and they have their own unique selling methodology. Sugar allows the salespeople or marketing people or support people to optimize and to automate their unique selling methodology and their unique selling process so that they can focus on one thing and one thing only, which is either focus on the customer, bring in more revenue, bring in more business, be more productive. They don’t have to be bothered with unnecessary data entry, going back and forth between administrators to get some extra system features and functionality. They can automate their unique selling methodology, their unique business processes to optimize their day, and that is why customers love Sugar. That is why end users love working with Sugar.What I think sales leaders been saying probably forever is that sales is a combination of loose and tight principles. The tight principles drives the notion of a common lingo, a common methodology, and a system certainly helps you create and enforce that. But you also want to give your sales folks the ability to have certain flexibilities so that they can be nimble as they go out there and try and handle demand. This is the beauty of Sugar. As a sales leader, Sugar gives you control over who gets what level of access to the system. Secondly,there are lots of companies out there that sell not just to businesses but to consumers; they are both B2B and they are B2C.And they often want to manage both those sets of activities in that same CRM system. when you consider that you might have different salespeople, different organizations that do B2B versus B2C, and you want them all using the same system, maybe in part to enforce those tight principles, this is where a end-user configurable tool like Sugar is really in some cases the only solution I’ve seen out there that really accommodates this kind of use.
This brings us to Number 5 - intuitive. What does intuitive mean? With the changes in Sugar 6, we’ve really focused on a UI experience that is common amongst all the other Web 2.0 solutions that are being commonly used by individuals today. Whether this is Facebook, whether this is Yahoo or Gmail or any other Web 2.0 environment, we’ve really tried to model our UI design within Sugar 6 on that Web 2.0 user experience. And again, this matters because it allows your salespeople to focus on what’s important to them, which is your customers, and not focus on data entryFrom a design standpoint, the Salesforce.comUI looks very much like the typical UI that you would find in a 10-year-old server software solution in the traditional CRM design. It’s also unnecessarily complex and the reasons why it is unnecessarily complex is the way that their database is structured. In order for you to be able to have full flexibility and look at every different use case out there, you kind of pre-build everything in there, which again makes it then very hard to allow your people to just focus on what’s important with them. If you look at the Salesforce UI since the launch of Chatter, everything that’s above the fold, everything that you can see on your computer screen is Chatter. Chatter is inside of the firewall discussions between employees around not only opportunities and all the other stuff, but it doesn’t focus you on what you need to focus on, which is your customer data. Chatter really unnecessarily distracts the sales rep from what they have to focus on, which is what’s my next opportunity? Which opportunity should I go after? When am I going to close, or which opportunities do I need to close in order to get the quota for the month or for the quarter?
Reason 4: What is Social CRM? Salesforce and Sugar define Social CRM very differently.We talked about Chatter on the previous slide. Chatter is a channel for all your users of Salesforce.com to communicate. It’s internal to your company. We don’t really consider that Social CRM – for Sugar, Social is about engaging with customers where they live online.Salesforce also makes hay about their Radian6 social media monitoring tool. We admit that social media monitoring is important, but it’s important at a strategic level – for VPs of Sales, VPs of Marketing, CEOs. Sales people need actionable information and they need access to it when they need it.So, the approach Sugar has taken to Social CRM is to bring Social network activity streams right inside the contact record.Here’s a use case: a rep is looking at a lead prior to calling them and they can right there in Sugar, without leaving the record, look at that lead’s most recent activity on twitter and facebook. They can also check out their LinkedIn profile – maybe the lead went to the same college or they both worked at the same company in the past.So, our approach is about putting practical, actionable information from social networks in the hands of your customer-facing people when they need it. And we have some very exciting case studies of B2C Sugar users who have done some deep integrations with Facebook. How? Because Sugar is open and easy to work with.
Now we’re getting close to number 1 – Number 3 is Sales Intelligence:What if you could get a warm introduction to each of your prospects and could prepare for meetings in just minutes? From the InsideView panel in SugarCRM, you can—and you can do much more:Get company and contact information from editorial sources like Reuters and NetProspex, and social media from LinkedIn, Twitter, Facebook, and blogs.See full contact details including email addresses and direct phone.Be alerted via Smart Agent™ technology to key sales opportunities like management changes or contract awards.Discover how to reach prospects through exclusive Smart Connections™ technology that discovers relationships between you and decision makers.Sync to Sugar with one click to update records and prospect lists.Create targeted lists and export them to Sugar, to reach the right prospects at the right time.Have relevant business information at your fingertips before making the first call.Gain more leads, convert more prospects, and win more business.Bottom line is that you get better built-in intelligence for your sales team with Sugar than with Salesforce.
SugarCRM is raising the bar and setting a new standard in Mobile CRM. SugarCRM offers customers three mobile CRM options: Sugar Mobile Browser Access Sugar from any smartphone using the mobile browser. Access Sugar from any tablet using the mobile browser. Included in all CRM subscriptions. Sugar Mobile Access Sugar from a smartphone using a native application. Available today for Android and iPhone and included in all CRM subscriptions. Sugar Mobile Plus Access Sugar from a smartphone or tablet using a native application with offline sync capabilities, which also stores a copy of the CRM data securely on the mobile device. Available for BlackBerry, iPad, and iPhone in Summer, 2011. Android support is coming later in 2011. Included in Sugar Corporate, Sugar Enterprise, and Sugar Ultimate subscriptions, available as an a-la-carte add-on with Sugar Professional.Offline ClientIn addition, subscribers to Sugar Enterprise and Sugar Ultimate also get access to the Sugar Offline Client, allowing them access to their customer data from their computer when not connected to the Internet. Sugar will automatically update any changes made when they connect to the network.Sugar mobile solutions translate to less downtime and greater productivity.
Reason #1 why customers choose SugarCRM is really around affordability and cost competitiveness. Salesforce will work on upgrading customers and moving customers all the way to their most popular edition, which is Salesforce Enterprise, and Salesforce Enterprise from a feature-functionality standpoint is absolutely comparable to Sugar Professional. The only difference is that Salesforce Enterprise is $125 per user per month With Sugar, you get more value for your money. Sugar Professional, which, as I said, comparable to Salesforce Enterprise, comes at $30 per user per month and so you have the huge cost benefit there as well. If this matters to you – cost always matters. I’m not saying that we are a cheap solution. What I’m saying is we are a cost effective solution to an overpriced subscription that you would get from Salesforce.com.