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The Top 10 reasons the Salesforce user should switch to SugarCRM
AgendaSugarCRM’s CompetitionSalesforce.comComparing the SoftwareSoftware ArchitectureSoftware Integration3rd Party ApplicationsSoftware FeaturesComparing the CostsSoftware CostsTypical Implementation CostsOngoing CostsComparing ServicesSupport OfferingsDeployment OfferingsAbout Levementum
Pre-amble…BHAS:  	“If you are assessing Salesforce, or any other closed source CRM for your CRM needs, you would be remiss (ok…foolish) not to examine the SugarCRMvalue proposition”
Bias in this presentation?Objectivity? Researchers are competitors to salesforce.comRespectfulnessYesOur experience?Multiple Salesforce.com to SugarCRM conversions
The basis…and disclaimerThe data being presented here is from research performed over 2010-2008This presentation is focused on differences….not subjective opinions about Salesforce.com“People vote with the their feet”….and Salesforce.com is a very successful and solid solution.  Period.…that said, SugarCRM offers some real advantages.
So with that…The Top 10 reasons to switch from Salesforce.com to SugarCRM
#10: Deployment flexibilitySalesforce.com offers you a SAAS solution, hosted in its NA, EMEA or AP data centers.SugarCRMoffers you a SAASsolution and an On-Premisesolution (both are provided with your subscription) or a host of certified partner SAAS solutions worldwideDifferentiator?  Deployment Choice!
#9 Core code customizationsSalesforce offers you an architecture to extend product features and integrate.SugarCRMoffers you an architecture to modify the core – modify the API – re-architect product features….in an upgrade safe-way.  Additionally – all SugarCRM code is provided to you….its open source (even the commercial version!)Differentiator: Choice, Control, Power with a Framework
Comparison: Software Architecture Application ArchitectureDatabase ArchitectureDeployment ArchitectureSugarCRM provides customers with: An enterprise class MVC architecture.
Software built on benchmarked proven Open application development code and objects.
 Multiple options for database and platform deployment
 Flexible deployment in ANY industry standard cloud  platform
  A true “Open Cloud” choice…as opposed to a private black box cloud and platform.#8 REST Integration FrameworkSalesforce.com’s web service API does not support REST (as of 8/10)…SugarCRM supports REST!Differentiator: Leaner (faster) integrations…ask your development team.  It matters!
Comparison: Software IntegrationWeb Services ArchitectureDatabase Access ArchitectureDeployment ArchitectureSugarCRM provides complete flexibility on integration and data delivery: Use a SOAP or RESTful approach for your integrations and applications.
 Access your data via web services, or access via ODBC, JDBC, or a direct database connection
 Utilize any Business Intelligence platform seamlessly.
Note, for example, Crystal reports for Salesforce.com can only be used “within” Salesforce.#7 3rd Party ExtensionsSalesforce.com claims approximately 1000 extensions and services on the AppExchangeSugarCRMoffers 6000 extensions…plus the source code for these.Differentiator: Additional features, and even better – citable code fragments and examples of how to customize the solution creatively
Comparison: 3rd Party Applications (2009)Sugar CRMSalesforce.comSugarCRM provides customers with: An unparalleled volume of addons
 A commitment to open source
 The ability to customize all add-ins
 More than 75 language packs#6 Free Entry Level OfferingSalesforce.com’s does not offer a free entry level offeringSugarCRM’sentry level offering mirrors the Salesforce.com Group edition (their 2nd level offering)Differentiator: Features and value…the ability to try, try, try, try, and maybe buy…or not.
Comparison: Software Features – Entry Level OfferingSugarCRMSalesforceMicrosoftSugarCRM provides customers with: An enterprise class MVC architecture.
Software built on benchmarked proven Open application development code and objects.
 Multiple options for database and platform deployment
 Flexible deployment in ANY industry standard cloud  platform
  A true “Open Cloud” choice…as opposed to a private black box cloud and platform.#5 Powerful Entry Commercial Offering Salesforce.com offers an entry level offering that lacks key Sales featuresSugarCRM’sprofessional offering is equivalent to the Enterprise offering of Salesforce.com
Comparison: Software Features – Professional Level Offering
Comparison: Software Features – Enterprise Level Offering
#4 MoneySalesforce.com’s enterprise ready solution is offered at $125/moSugarCRM’senterprise ready offering at offered at $30/moDifferentiator: Cost!!!!
Comparison: The Costs
#3 Data…and Control of itSalesforce.com has historically made it difficult to pull complete data sets (relationships, objects, constraints)SugarCRM offers you native and complete access to the entire dbDifferentiator: Control
Comparison: Data JailSugarCRM:With SugarCRM, you are the owner of your own data. You get a full backup of all your data with all the object relationships intact up to four times a month at no additional cost. There are two key aspects to CRM data: customer data and the relationships between accounts, contacts, opportunities and all the other dataSalesforce (2009):Raw object text backupsNo relationships between objectsOne monthly flat file data dump without any data relationships. How is a customer supposed to load that into a database? You can’t.
#2 The USA PATRIOT ACTOrganizations that run on the NA systems or Salesforce.com are subject to the PATRIOT act – and the EMEA and AP instances have ambiguous rules therein.SugarCRM offers you control of your on-premise environmentDifferentiator: Control
#1a Open SourceSalesforce.com…closedSugarCRM…openDifferentiator: Total control of your own destiny
#1b Basic CustomizationsSalesforce.com offers a robust framework for basic change…but with limitations on max applications, objects, fields, etc.SugarCRM has a limitless module builder and studioDifferentiator: Control!
More reasons…
Custom Modules and FieldsSugarCRMEasy to use “Field Studio”.  Does not require developer skills.No limits on custom fieldsNo limits on custom modulesSalesforce.comEasy to use module builder + “Eclipse –force.com”.  Does not require developer skills.Constraints on additions

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SugarCRM vs Salesforce 2010

  • 1. The Top 10 reasons the Salesforce user should switch to SugarCRM
  • 2. AgendaSugarCRM’s CompetitionSalesforce.comComparing the SoftwareSoftware ArchitectureSoftware Integration3rd Party ApplicationsSoftware FeaturesComparing the CostsSoftware CostsTypical Implementation CostsOngoing CostsComparing ServicesSupport OfferingsDeployment OfferingsAbout Levementum
  • 3. Pre-amble…BHAS: “If you are assessing Salesforce, or any other closed source CRM for your CRM needs, you would be remiss (ok…foolish) not to examine the SugarCRMvalue proposition”
  • 4. Bias in this presentation?Objectivity? Researchers are competitors to salesforce.comRespectfulnessYesOur experience?Multiple Salesforce.com to SugarCRM conversions
  • 5. The basis…and disclaimerThe data being presented here is from research performed over 2010-2008This presentation is focused on differences….not subjective opinions about Salesforce.com“People vote with the their feet”….and Salesforce.com is a very successful and solid solution. Period.…that said, SugarCRM offers some real advantages.
  • 6. So with that…The Top 10 reasons to switch from Salesforce.com to SugarCRM
  • 7. #10: Deployment flexibilitySalesforce.com offers you a SAAS solution, hosted in its NA, EMEA or AP data centers.SugarCRMoffers you a SAASsolution and an On-Premisesolution (both are provided with your subscription) or a host of certified partner SAAS solutions worldwideDifferentiator? Deployment Choice!
  • 8. #9 Core code customizationsSalesforce offers you an architecture to extend product features and integrate.SugarCRMoffers you an architecture to modify the core – modify the API – re-architect product features….in an upgrade safe-way. Additionally – all SugarCRM code is provided to you….its open source (even the commercial version!)Differentiator: Choice, Control, Power with a Framework
  • 9. Comparison: Software Architecture Application ArchitectureDatabase ArchitectureDeployment ArchitectureSugarCRM provides customers with: An enterprise class MVC architecture.
  • 10. Software built on benchmarked proven Open application development code and objects.
  • 11. Multiple options for database and platform deployment
  • 12. Flexible deployment in ANY industry standard cloud platform
  • 13. A true “Open Cloud” choice…as opposed to a private black box cloud and platform.#8 REST Integration FrameworkSalesforce.com’s web service API does not support REST (as of 8/10)…SugarCRM supports REST!Differentiator: Leaner (faster) integrations…ask your development team. It matters!
  • 14. Comparison: Software IntegrationWeb Services ArchitectureDatabase Access ArchitectureDeployment ArchitectureSugarCRM provides complete flexibility on integration and data delivery: Use a SOAP or RESTful approach for your integrations and applications.
  • 15. Access your data via web services, or access via ODBC, JDBC, or a direct database connection
  • 16. Utilize any Business Intelligence platform seamlessly.
  • 17. Note, for example, Crystal reports for Salesforce.com can only be used “within” Salesforce.#7 3rd Party ExtensionsSalesforce.com claims approximately 1000 extensions and services on the AppExchangeSugarCRMoffers 6000 extensions…plus the source code for these.Differentiator: Additional features, and even better – citable code fragments and examples of how to customize the solution creatively
  • 18. Comparison: 3rd Party Applications (2009)Sugar CRMSalesforce.comSugarCRM provides customers with: An unparalleled volume of addons
  • 19. A commitment to open source
  • 20. The ability to customize all add-ins
  • 21. More than 75 language packs#6 Free Entry Level OfferingSalesforce.com’s does not offer a free entry level offeringSugarCRM’sentry level offering mirrors the Salesforce.com Group edition (their 2nd level offering)Differentiator: Features and value…the ability to try, try, try, try, and maybe buy…or not.
  • 22. Comparison: Software Features – Entry Level OfferingSugarCRMSalesforceMicrosoftSugarCRM provides customers with: An enterprise class MVC architecture.
  • 23. Software built on benchmarked proven Open application development code and objects.
  • 24. Multiple options for database and platform deployment
  • 25. Flexible deployment in ANY industry standard cloud platform
  • 26. A true “Open Cloud” choice…as opposed to a private black box cloud and platform.#5 Powerful Entry Commercial Offering Salesforce.com offers an entry level offering that lacks key Sales featuresSugarCRM’sprofessional offering is equivalent to the Enterprise offering of Salesforce.com
  • 27. Comparison: Software Features – Professional Level Offering
  • 28. Comparison: Software Features – Enterprise Level Offering
  • 29. #4 MoneySalesforce.com’s enterprise ready solution is offered at $125/moSugarCRM’senterprise ready offering at offered at $30/moDifferentiator: Cost!!!!
  • 31. #3 Data…and Control of itSalesforce.com has historically made it difficult to pull complete data sets (relationships, objects, constraints)SugarCRM offers you native and complete access to the entire dbDifferentiator: Control
  • 32. Comparison: Data JailSugarCRM:With SugarCRM, you are the owner of your own data. You get a full backup of all your data with all the object relationships intact up to four times a month at no additional cost. There are two key aspects to CRM data: customer data and the relationships between accounts, contacts, opportunities and all the other dataSalesforce (2009):Raw object text backupsNo relationships between objectsOne monthly flat file data dump without any data relationships. How is a customer supposed to load that into a database? You can’t.
  • 33. #2 The USA PATRIOT ACTOrganizations that run on the NA systems or Salesforce.com are subject to the PATRIOT act – and the EMEA and AP instances have ambiguous rules therein.SugarCRM offers you control of your on-premise environmentDifferentiator: Control
  • 35. #1b Basic CustomizationsSalesforce.com offers a robust framework for basic change…but with limitations on max applications, objects, fields, etc.SugarCRM has a limitless module builder and studioDifferentiator: Control!
  • 37. Custom Modules and FieldsSugarCRMEasy to use “Field Studio”. Does not require developer skills.No limits on custom fieldsNo limits on custom modulesSalesforce.comEasy to use module builder + “Eclipse –force.com”. Does not require developer skills.Constraints on additions
  • 38. Workflow and Reports limitations
  • 39. Integration Limitations ICallouts or Logic HooksSugarCRM CE No LimitsProfessional No Limits Enterprise No LimitsSalesforce.comCM Not allowedGroup Not allowedProfessional LimitedEnterprise LimitedUnlimited Limited
  • 40. Integration Limitations IIWeb Services APISugarCRM CE No LimitsProfessional No Limits Enterprise No LimitsSalesforce.comCM Not allowedGroup Not allowedProfessional LimitedEnterprise LimitedUnlimited Limited
  • 41. Implementations!What is the key technical skill required for your implementationNoLeverageLeverage in other ProjectsLeverage in other Projects
  • 42. Deployment OptionsSalesforce.comForce.com hosting environment (not a cloud)Multi-tenant shared database environmentNo migrations allowed outside of the hostSugarCRMHosted, On-Premise, Private Cloud or Hosted CloudSupports AmazonEC2, Rackspace, and all major cloud offeringsImages are ready to goMigration from Hosted to Cloud, On-Premise to Hosted, etc…allowed!
  • 43. SummarySugarCRM offers a superior cost, feature, integration and flexibility offering.In our horribly biased opinion….but investigate for yourself!
  • 44. About LevementumFounded 2005Added SugarCRM service line 2005 (v3.5.1)Added Compiere ERP service line 2008Added Pentaho BI service line 2009Added Magento e*Commerce service line 2009Added Mindtouch Collaboration service line 2009Mission: Drive “world class” Revenue & Margin results using Open Source Technology and Process focused MethodologyCompany Information31 EmployeesOffices:Phoenix, AZ (Headquarters)New York City, NYAtlanta, GA
  • 45. About LevementumService LinesSugarCRM (Open Source CRM)Officially a “Gold Partner” of SugarCRM since 2006Services:Consulting, Development, Integration and IntelligenceTrainingCloud HostingCompiereERP (Open Source ERP)ServicesConsulting TrainingDevelopment, Integration and IntelligenceMagentoMindtouch
  • 46. Levementum GlobalUSAPhoenix, AZAtlanta, GAPortland, ORGreen Bay, WIAustraliaSydney, NSWCanadaToronto, ON
  • 47. A Sampling of our Accounts