The Top 10 reasons the Salesforce user should switch to SugarCRM
Agenda • SugarCRM’s Competition • About Levementum – Salesforce.com • Comparing the Software – Software Architecture – Software Integration – 3rd Party Applications – Software Features • Comparing the Costs – Software Costs – Typical Implementation Costs – Ongoing Costs • Comparing Services – Support Offerings – Deployment Offerings
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 SugarCRM value proposition”
Bias in this presentation? • Objectivity? – Researchers are competitors to salesforce.com • Respectfulness – Yes • Our experience? – Multiple Salesforce.com to SugarCRM conversions
The basis…and disclaimer • The data being presented here is from research performed over 2010-2008 • This 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 flexibility • Salesforce.com offers you a SAAS solution, hosted in its NA, EMEA or AP data centers. • SugarCRM offers you a SAAS solution and an On-Premise solution (both are provided with your subscription) or a host of certified partner SAAS solutions worldwide • Differentiator? – Deployment Choice!
#9 Core code customizations • Salesforce offers you an architecture to extend product features and integrate. • SugarCRM offers you an architecture to modify the core – modify the API – re-architect product features….in an upgrade safe-way. Additional y – al SugarCRM code is provided to you….its open source (even the commercial version!) • Differentiator: Choice, Control, Power with a Framework
Comparison: Software Architecture • Application Architecture SugarCRM Salesforce MVC MTA PHP/AJAX force.com • Database Architecture SugarCRM Salesforce SugarCRM provides customers with: MySQL/Oracle/SQLServ Force.com db er • An enterprise class MVC architecture. • Deployment Architecture
•Software built on benchmarked proven Open application SugarCRM Salesforce development code and objects. SugarCRM Cloud Salesforce Cloud • Multiple options for database and platform deployment Local Microsoft Servers NO • Flexible deployment in ANY Local LAMP Server NO industry standard cloud platform Amazon EC2, NO • A true “Open Cloud” choice… Rackspace Cloud, Xen as opposed to a private black Clouds, etc box cloud and platform.
#8 REST Integration Framework • Salesforce.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 Integration • Web Services Architecture SugarCRM Salesforce SOAP SOAP REST no • Database Access Architecture SugarCRM provides complete SugarCRM Salesforce flexibility on integration and data Web Services WebServices delivery: ODBC Force.com • Use a SOAP or RESTful • D approach for your integrations JD e BC ployment Arch Force.co imtecture and applications. Direct Force.com
(mySQL/Oracle/SQLSer • Access your data via web ver) services, or access via ODBC, JDBC, or a direct database connection • Utilize any Business Intel igence platform seamlessly. •Note, for example, Crystal reports for Salesforce.com can only be used “within” Salesforce.
#7 3rd Party Extensions • Salesforce.com claims approximately 1000 extensions and services on the AppExchange • SugarCRM offers 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 CRM Free Commercial 4,917 165 100% Open Source 100% Open Source • Salesforce.com Free Commercial 371 482 SugarCRM provides customers with: 0% Open Source 0% Open Source • An unparal eled volume of addons • A commitment to open source • The ability to customize al add-ins • More than 75 language packs
#6 Free Entry Level Offering • Salesforce.com’s does not offer a free entry level offering • SugarCRM’s entry 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.
•Software built on Calls, Tasks and √ FREE benchmarked proven Open Meetings application development code and objects. Dashboards, RSS & √ FREE Portal • Multiple options for database Documents √ FREE and platform deployment Emails and Basic Alerts √ FREE • Flexible deployment in ANY • Salesforce industry standard cloud platform Feature Availability Price Tier • A true “Open Cloud” Doesn’t exist choice…as opposed to a • Microsoft private black box cloud and platform. Feature Availability Price Tier Doesn’t exist Salesforce Cloud Microsoft Hosting
#5 Powerful Entry Commercial Offering • Salesforce.com offers an entry level offering that lacks key Sales features • SugarCRM’s professional offering is equivalent to the Enterprise offering of Salesforce.com
Comparison: Software Features – Professional Level Offering Feature SugarCRM Salesforce Leads √ √ Contacts/Custom √ √ ers Opportunities √ √ Calls, Tasks √ √ &Meetings Dashboards √ √ Documents √ NO Emails and √ √ Campaigns Reports and √ √ Dashboards Codeless √ NO Workflow & Alerts Forecasting √ √ API? √ NO Territory and √ NO teams (codeless) Customizable √ NO Mobile Edition Unlimited Data √ NO
Comparison: Software Features – Enterprise Level Offering Feature SugarCRM Salesforce Leads √ √ Contacts/Custom √ √ ers Opportunities √ √ Cal s, Tasks √ √ &Meetings Dashboards √ √ Documents √ √ Emails and √ √ Campaigns Reports and √ √ Dashboards Codeless √ √ Workflow & Alerts Forecasting √ √ API? √ √ Territory and √ √ teams (codeless) Customizable √ √ Mobile Edition Unlimited Data √ NO
#4 Money • Salesforce.com’s enterprise ready solution is offered at $125/mo • SugarCRM’s enterprise ready offering at offered at $30/mo • Differentiator: Cost!!!!
Comparison: The Costs •Community $0/mo •Professional $30/mo SugarCRM •Enterprise $50/mo •Group $25/mo •Professional $65/mo Salesforce.com •Enterprise $125/mo •Unlimited $250/mo Microsoft •User CAL $88/mo •*** not including $4995 server plus Microsoft Office Dynamics
#3 Data…and Control of it • Salesforce.com has historically made it difficult to pull complete data sets (relationships, objects, constraints) • SugarCRM offers you native and complete access to the entire db • Differentiator: Control
Comparison: Data Jail • SugarCRM: – 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 data • Salesforce (2009): – Raw object text backups – No relationships between objects – One 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 ACT • Organizations 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 environment • Differentiator: Control
#1a Open Source • Salesforce.com…closed • SugarCRM…open • Differentiator: Total control of your own destiny
#1b Basic Customizations • Salesforce.com offers a robust framework for basic change…but with limitations on max applications, objects, fields, etc. • SugarCRM has a limitless module builder and studio • Differentiator: Control!
Custom Modules and Fields • SugarCRM – Easy to use “Field Studio”. Does not require developer skills. – No limits on custom fields – No limits on custom modules • Salesforce.com – Easy to use module builder + “Eclipse –force.com”. Does not require developer skills. – Constraints on additions
Workflow and Reports limitations Feature SugarCRM Salesforce.com (2008) Professional Custom Objects ∞ 50 Custom Fields per object ∞ 100 Mass Email ∞ 3rd party Custom Applications ∞ 5 API Cal s ∞ 1000/user Custom Tabs ∞ 10 Cal outs or Logic Hooks ∞ 20 DML
Integration Limitations I • Cal outs or Logic Hooks – SugarCRM • CE No Limits • Professional No Limits • Enterprise No Limits – Salesforce.com • CM Not allowed • Group Not allowed • Professional Limited • Enterprise Limited • Unlimited Limited
Integration Limitations II • Web Services API – SugarCRM • CE No Limits • Professional No Limits • Enterprise No Limits – Salesforce.com • CM Not allowed • Group Not allowed • Professional Limited • Enterprise Limited • Unlimited Limited
Implementations! • What is the key technical skil required for your implementation No Leverage Leverage Leverage in other in other Projects Projects
Deployment Options • Salesforce.com – Force.com hosting environment (not a cloud) – Multi-tenant shared database environment – No migrations allowed outside of the host • SugarCRM – Hosted, On-Premise, Private Cloud or Hosted Cloud – Supports AmazonEC2, Rackspace, and all major cloud offerings – Images are ready to go – Migration from Hosted to Cloud, On-Premise to Hosted, etc…allowed!
Summary SugarCRM offers a superior cost, feature, integration and flexibility offering. In our horribly biased opinion….but investigate for yourself!
About Levementum • Founded 2005 – Added SugarCRM service line 2005 (v3.5.1) – Added Compiere ERP service line 2008 – Added Pentaho BI service line 2009 – Added Magento e*Commerce service line 2009 – Added Mindtouch Collaboration service line 2009 • Mission: – Drive “world class” Revenue & Margin results using Open Source Technology and Process focused Methodology • Company Information – 31 Employees – Offices: • Phoenix, AZ (Headquarters) • New York City, NY • Atlanta, GA
About Levementum • Service Lines – SugarCRM (Open Source CRM) • Officially a “Gold Partner” of SugarCRM since 2006 • Services: – Consulting, Development, Integration and Intelligence – Training – Cloud Hosting – CompiereERP (Open Source ERP) • Services – Consulting – Training – Development, Integration and Intel igence – Magento – Mindtouch
Levementum Global • USA – Phoenix, AZ – Atlanta, GA – Portland, OR – Green Bay, WI • Australia – Sydney, NSW • Canada – Toronto, ON