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May 21, 2015
Compete to Win by Comparing CRM: Technology, Mobility and Personalization Across 3 Solutions
www.blytheco.com
Agenda
Intros
Solutions at a glance
Technology capabilities
Mobility capabilities
Personalization capabilities
Audience Poll
Next Steps and resources for today
Q&A
Introductions
Alicia Anderson
Manager, Business Solutions Experience
Atlanta, GA-based
20 years in ERP/CRM sales, service and marketing
www.linkedin.com/in/aliciakanderson @aliciakanderson
The Series
Sales, Marketing and Service Capabilities across 3 Major Solutions – now available on-demand!
Technology, Mobility, and Personalization across 3 Major Solutions – TODAY
Why Compare?
There are hundreds of CRM options in the mid-market
Features are very similar across solutions
It’s more about FIT
Narrow down the options
Solutions at a Glance
SageCRM InforCRM Salesforce
Notable customers Buffalo Sabres, Fuji Xerox Noble Systems, Big River Communications
Design Within Reach, Stanley Black & Decker
Typical user count 10-50 25-250 25-5000+
Deployment On-premise for full capabilities; cloud for basic version
On-premise and cloud versions Pure cloud
Investment options One-time license, subscription, leasing/financing
One-time license, subscription, leasing/financing
Subscription
Software costs $$ $$$ $$$$
Add-ons available Yes Yes Yes
Mobile access Yes Yes Yes
Vendor focus Headquartered in the UK, Sage provides business technology
offered through partner network
Formerly known as Saleslogix, InforCRM is now owned by Infor, a US-based enterprise systems
company
Stable, publicly traded company focused only on CRM.
Technology Capabilities
Technology Capabilities Ranking
SageCRM InforCRM Salesforce
Technology Capabilities Closer Look: SageCRM
Pros Cons
Choice in deployment options – cloud or on-premise
Cloud version offers basic functionality
Out of the box Sage ERP integration and .csv/Excel import/export
Cloud runs on SQL db only
Cloud runs on IE, Firefox, Chrome, Safari
Cloud data import/export via .csv files only
Technology Capabilities Closer Look: InforCRM
Pros Cons
Cloud, on-premise and hybrid options available
Cloud version may present performance issues
Standard open APIs & integration options
All web browsers not supported on Cloud
Embedded CRM inside Microsoft® Outlook® with Infor CRM Xbar for Outlook
Search capability requires many steps
Technology Capabilities Closer Look: Salesforce
Pros Cons
Fully managed cloud infrastructure
It’s easy to get bogged down with the many options for customization
Multitenant architecture model future-proofs customizations
Some upgrades are at additional cost
Open APIs and services to facilitate custom integrations, plus many packaged integrations available in AppExchange
Integrations are not deep
Mobility Capabilities
Mobility Capabilities Ranking
SageCRM InforCRM Salesforce SageCRM InforCRM Salesforce
Mobility Capabilities Closer Look: SageCRM
Pros Cons
iPhone, Windows compatible
Mobile has encountered performance issues
Sales Tracker for Windows 8 provides pertinent sales data on the road
No Blackberry app
iPhone provides data even offline
Stronger social integration would be a benefit
Mobility Capabilities Closer Look: InforCRM
Pros Cons
iPhone, Android, Blackberry Search can be cumbersome
Voice to text option Screens may seem to offer crowded interface
No additional charge with v8 and higher
May encounter slow performance
Mobility Capabilities Closer Look: Salesforce
Pros Cons
Today App shows your day at a glance
No linking to phone or Google calendars
Custom Actions/Custom Apps
App now in “preview” mode for Windows mobile devices
iPhone, Android, Apple Watch
Personalization Capabilities
Personalization Capabilities Ranking
SageCRM InforCRM Salesforce
Personalization Capabilities Closer Look: SageCRM
Pros Cons
Builder module enables non-IT staff to create modules
Advanced configuration only available in on-premise version
Wizard-driven customization of entities
Limited app store for add-ons
.Net API development kit now included
Personalization Capabilities Closer Look: InforCRM
Pros Cons
Highly configurable to your business processes
Modifying layouts and other elements almost always requires business partner
Architect has its own versioning – protects future upgrades
IT support and infrastructure required to optimize and maintain the system
Deep ERP integration available with Sage ERP
Other integrations largely custom
Personalization Capabilities Closer Look: Salesforce
Pros Cons
Supports almost infinite customization in multiple programming languages
Can easily get bloated if not administered effectively/strategically
Strong customer community fills in blanks of “how-tos”
Requires IT for admin of complex, customized installs
Huge AppExchange may eliminate need to customize some aspects
Add-ons are priced separately
In summary….
Capabilities are similar among many solutions
Understand the priorities for your business
Work with a partner who has many tools in the toolbox
Audience Poll
What is your organization's greatest priority in meeting the needs of your customers?
Accelerating sales
Streamlining marketing
Improving customer service and retention
Other
Next Steps
Learn more about which CRM is right for your business:
Take a short quiz to get a customized recommendation
Review the “Sales, Marketing, and Service” webinar
Talk to an expert. Email me at [email protected]
