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© 2018, Research In Action GmbH Reproduction Prohibited Vendor Selection Matrix – Marketing Lead Management SaaS And Software: The Top 20 Global Vendors 2018 Peter O’Neill Research Director October 2018

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Page 1: Vendor Selection Matrix Marketing Lead Management SaaS And ...researchinaction.de/wp-content/uploads/2019/06/RIA-VSM-MLM-GL-… · Vendor Selection Matrix – Marketing Lead Management

© 2018, Research In Action GmbH Reproduction Prohibited 1

Vendor Selection Matrix –

Marketing Lead Management SaaS And Software:

The Top 20 Global Vendors 2018

Peter O’Neill

Research Director

October 2018

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© 2018, Research In Action GmbH Reproduction Prohibited 2

Strategy Execution Total

1 Act-On Software 4,61 4,53 9,14

2 Marketo 4,48 4,50 8,98

3 HubSpot 4,46 4,45 8,91

4 bpm' online 4,43 4,13 8,56

5 Salesforce 4,45 3,97 8,42

6 Adobe 4,34 4,06 8,40

7 Pegasystems 4,23 4,06 8,29

8 Salesfusion 4,23 3,97 8,20

9 SAP 4,45 3,68 8,13

10 Oracle 3,91 3,99 7,90

11 Adestra 3,80 3,95 7,75

12 IBM 3,96 3,75 7,71

13 CRMNEXT 3,94 3,71 7,65

14 Right On Interactive 3,96 3,66 7,62

15 SugarCRM 3,69 3,88 7,57

16 Zoho 3,60 3,93 7,53

17 Aprimo 3,69 3,81 7,50

18 Engagio 3,63 3,33 6,96

19 Webmecanik 3,25 3,41 6,66

20 Impartner 3,26 3,35 6,61

Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: The Top 20 Global Vendors

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The Research In Action GmbH

Vendor Selection Matrix Methodology

Data Summary:

Unique, primarily survey-based methodology for comparative vendor evaluation.

At a minimum, 60% of the evaluation results are based on enterprise and SMB buyers’ survey

results.

Analyst’s opinion accounts for a maximum of 40% of the evaluation results (not close to 100%

as in most other vendor evaluations).

More than 45,000 data points were collected.

Data was collected in Q2 of 2018, covering 1,500 business and IT managers (with budget

responsibilities) in a combined telephone and online survey.

The Top 20 vendors of Marketing Lead Management SaaS and Software (selected by the survey

respondents) were evaluated.

The evaluation results and forecasts are based on customer and vendor feedback, publicly

available information, triangulation, as well as the analyst’s opinion.

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Job title breakdown (Buyer role)

CEO 156

VP IT 141

CMO 123

CTO 114

BU Head 111

General Manager 108

VP Marketing 105

CIO 102

COO 100

Project Manager 97

VP Sales 93

IT Manager 75

Supply Manager 57

BU Marketing Manager 49

CFO 32

IT Operations Manager 17

Others 20

Total 1.500

Country breakdown

DACH 250

United Kingdom 150

France 100

Benelux 50

Europe (Rest) 150

North America 500

The Americas (Rest) 50

Australia and New Zealand 30

Asia Pacific (Rest) 220

Total 1.500

Company size breakdown

Headcount below 5.000: 247

Headcount 5.000 to 10.000: 432

Headcount 10.000 to 50.000: 718

Headcount over 50.000: 103

Total 1.500

The Research In Action GmbH

Vendor Selection Matrix Methodology

Survey Instrument:

Industry breakdown

Energy 112

Financial Services 259

Government & Non Profit 109

Healthcare & Chemicals 276

Manufacturing 283

Media & Telecoms 121

Retail 114

Technology & Professional Services 122

Travel & Transportation 104

Total 1.500

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Decision Makers use

a mix of traditional

and online tools

What Tools Do You Use To Create The Vendor Longlist?

MQ/VSM

Websites

Peers

Webinars Social Media

N=1.500 Business and IT Managers in Enterprises and SMBs

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Market Definition: Marketing Lead Management

Marketing Lead Management applications are deployed in marketing and/or sales operations

departments. They support the process of collecting unqualified contacts and opportunities from

various sources such as: (1) Direct mail or email responses, (2) Database marketing programs,

(3) Other multichannel marketing campaigns, (4) Offline interactions such as seminars and

tradeshows, (5) Social media contacts and (6) Increasingly, web pages.

These applications can de-duplicate or augment the lead information, perhaps with third-party data,

to form a more complete lead profile. The leads can be scored or rated, sent through a nurturing

workflow, and then qualified (prioritized) as sales opportunities and output to a sales team or an

outbound contact center team. The fundamental goal of lead management applications is to deliver

higher-value qualified opportunities to the sales team.

Lead management applications are used by companies mostly in support of the sale of "considered

purchases”1 — products or services representing a significant investment which typically involves

complexity that requires in-depth research. These sales are made primarily by companies selling in a

business-to-business (B2B) or business-to-business-to-consumer (B2B2C) capacity.

1Considered purchases, see https://en.wikipedia.org/wiki/Considered_purchase

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Market Overview: Market Trends 2018

What is your number one investment area in the Marketing Lead Management space for 2018 (One answer)?

N=1.500 Business and IT Managers in Enterprises and SMBs

Note: The following priorities

were volunteered by the

respondents.

• “Cloud Transformation“

• “Pilot Project“

• “Automation“

• “Company Rollout“

• “Employee Self-Service“

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Are you planning to implement or replace your Marketing Lead Management system in the next 1-3 years?

N=1.500 Business and IT Managers in Enterprises and SMBs

72% of Companies

to invest in

Marketing Lead

Management

Software in the next

1-3 years.

Market Overview: Market Trends 2018

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How many different software or SaaS solutions do you have in your current overall marketing automation stack?

N=1.500 Business and IT Managers in Enterprises and SMBs

The Marketing

Automation

Stack Becomes

a Portfolio

Market Overview: Market Trends 2018

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What are your top three priorities when planning a new investment in the Marketing Lead Management space?

N=1.500 Business and IT Managers in Enterprises and SMBs

Market Overview: Market Trends 2018

RoI,

Integration

and

Sales Force

Productivity

are the Top

Priorities

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Market Overview: Macro-Trends Affecting Marketing Lead

Management Projects in 2018 Market size and growth. Today, there are roughly 60 active software and SaaS vendors globally generating

around $ 3.5 billion in annual software licenses, maintenance and SaaS revenue. The top 20 vendors selected by

buyers in this survey generate a total of $ 2.1 billion in revenue specifically for marketing lead management.

Buyers are planning their software investments more strategically. Buying companies need longer

evaluation cycles for lead management applications as vendors (particularly the large ones) present a more

complex portfolio of products to support lead management processes. There is also a shift toward lead

management functionality being part of a larger CRM or marketing automation project.

Integration becomes a significant requirement. As the IT Department increases its influence on marketing

automation projects, there is increased focus on integration capabilities to other marketing, sales force

automation and CRM systems. Many companies now trying to optimize collaboration between their marketing

and sales departments.

Vendor consolidation is a priority. Ultimately, buyers wish to avoid working with too many martech vendors so

often a “good enough” solution from an incumbent vendor may suffice. Many marketing departments are not as

sophisticated as the leading vendor solutions.

Cloud-based solutions are preferred. SaaS-based software has made this automation technology easier to

adopt and integrate than the largely on-premises-based applications offered a few years ago. This also is

resulting in increased interest from midmarket companies with smaller sales and marketing teams who can now

afford to invest.

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Market Overview: Marketing Lead Management

Market Predictions Automation of marketing and sales itself. Marketers are becoming increasingly aware of the potential of chat systems,

chatbots and artificial intelligence. In the next years, conversational artificial intelligence will be able to automate more and

more of the lead-nurturing process itself. It reduces the cost of a sale, allow companies to create a greater reach, and

enable sellers to focus on the most qualified leads. Marketing Lead Management systems will be expected to incorporate or

integrate to these functions. While the technology adoption seems inevitable for cost reasons, marketers will prefer

solutions that enable them to communicate with prospects and customers without appearing “creepy” or robotic.

Marketing content needs more personalization and context. Advanced marketers will want to serve content during lead

nurturing that is as personal as possible to the lead contact. Industry or business-function level content customization will

become table-stakes. Marketing buyers will want to leverage personal and/or behavioral data to further target the content

sent to each contact.

Marketing is moving towards a revenue management function. Account-based marketing and sales acceleration tools

— which fill in the lead acquisition gaps that lead management vendors have not traditionally covered — are of increasing

interest to buyers. That requires new methods of lead acquisition, lead segmentation, and even predictive lead-scoring —

using firmographic and technographic datasets that extends to propensity to buy calculations.

Marketing Lead Management systems become platforms for all touchpoints of customer experience. The functions

provided by lead management systems are also of increasing importance to other departments and programs in a business:

internal communications, customer satisfaction initiatives, customer service or support, and channel management. This will

increase the installed footprint for Marketing Lead Management providers but also change the user profiles that they are

selling and working with.

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Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: Evaluation Criteria

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Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: The Top 20 Global Vendors

Evaluated Vendors and Solutions:

1 Act-On Software Act-On Marketing Platform

2 Adestra Adestra Platform

3 Adobe Adobe Campaign, Adobe Marketing Cloud

4 Aprimo Aprimo Campaign Management

5 bpm’online bpm’online marketing

6 CRMNEXT CRMNEXT Marketing

7 Engagio Engagio Marketing Orchestration Platform

8 HubSpot Marketing Hub

9 IBM IBM Campaign, Watson Campaign Automation

10 Impartner Impartner PRM

11 Marketo Marketo Engagement Marketing Platform

12 Oracle Oracle Eloqua, Oracle Responsys

13 Pegasystems Pega Marketing

14 Right On Interactive ROI Customer Lifecycle Marketing

15 Salesforce Pardot, Salesforce Marketing Cloud

16 Salesfusion Salesfusion

17 SAP SAP Marketing Cloud, SAP LeadRocket, SAP Sales Cloud

18 SugarCRM CRM for Marketing

19 Webmecanik Mautic Marketing Automation

20 Zoho Zoho CRM Plus

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Strategy Execution Total

1 Act-On Software 4,61 4,53 9,14

2 Marketo 4,48 4,50 8,98

3 HubSpot 4,46 4,45 8,91

4 bpm' online 4,43 4,13 8,56

5 Salesforce 4,45 3,97 8,42

6 Adobe 4,34 4,06 8,40

7 Pegasystems 4,23 4,06 8,29

8 Salesfusion 4,23 3,97 8,20

9 SAP 4,45 3,68 8,13

10 Oracle 3,91 3,99 7,90

11 Adestra 3,80 3,95 7,75

12 IBM 3,96 3,75 7,71

13 CRMNEXT 3,94 3,71 7,65

14 Right On Interactive 3,96 3,66 7,62

15 SugarCRM 3,69 3,88 7,57

16 Zoho 3,60 3,93 7,53

17 Aprimo 3,69 3,81 7,50

18 Engagio 3,63 3,33 6,96

19 Webmecanik 3,25 3,41 6,66

20 Impartner 3,26 3,35 6,61

Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: The Top 20 Global Vendors

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Vendor Selection Matrix – Marketing Lead

Management SaaS And Software: The Winner Act-On Software: Mid-market success now spreading to enterprise segment General: Founded in 2008, Act-On is approaching $ 75 million in annual revenues with more than 4,000

customers globally. They are on a rapid growth trajectory, having become the favored vendor to replace

failed first-generation MLM projects, particularly in enterprises (over 100 such replacements so far in 2018).

Strategy: Act-On focuses primarily on the needs of mid-sized businesses (marketing team up to 75

employees, revenues between $ 10 million and $ 1 billion) and helps these clients mature from email

marketing, through multi-channel campaigning, to ultimately become “Adaptive Marketing Pros” with

complete MLM processes incorporating sales and marketing.

Execution: As well as a direct sales programs, Act-On leverages the partner ecosystems of leading players

of adjacent markets like Microsoft, NetSuite and SugarCRM. They also partner with innovative marketing

agencies and have lucrative white-label distribution agreements in specific industries. Onboarding

bootcamps and ongoing focus on customer success led to their receiving highest score for the customer

satisfaction category amongst all competitors.

Customer Quote: ”With Act-On, we finally found a partner we can trust – and because of our past

experiences, we are thankful for that.” CEO North-American consumer goods company.

Bottom Line: Act-On is recognized in many surveys for their innovation. Their pricing strategy is also

considered more fair than other MLM vendors. All good for future

fast growth.

#1

Global

Winner

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Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: The Number Two

Marketo: Marketing Automation leader now under the Adobe brand promise General: Marketo, founded in 2006, went public in 2013; then private in 2016. This was followed by the exit of

most of the founders and innovators but it continues to be a B2B MLM leader with around 5,000 enterprise

customers. In Sept 2017*, the investors sold the company on to Adobe for $ 4.75 billion (270% of the original 2016

valuation).

Strategy: As the first mover in marketing automation, Marketo had to evolve its software stack to a more

integrated platform in the last years. It also expanded through acquisitions of ToutApp (sales enablement) and

Bizable (marketing performance management). Many Marketo customers are still going through their migration to

the Orion platform as the company now repositions itself as a customer engagement platform.

Execution: Under new management across the globe, Marketo is highly focused on customer success across its

installed base. We expect Adobe to maintain Marketo separately as their B2B MLM solution (and Neolane as B2C).

Customer Quote: ”Over the years, Marketo has helped us a lot. We are satisfied customers overall, but would like

to see some more stability in the future.” CMO global financial services company.

Bottom Line: Marketo had established itself as the market and innovation leader back in 2014. The resulting

management changes delayed further progress though. The Adobe acquisition strengthens Marketo’s viability as a

vendor and could also addresses the number one integration challenge cited by many enterprise users: “...Adobe

with Marketo.”

* This was after the Research In Action survey was completed.

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Vendor Selection Matrix – Marketing Lead

Management SaaS And Software: The Number Three

HubSpot: Inventor of “Inbound Marketing” continues to innovate and execute General: Still managed by the founders, Hubspot is the most successful provider of marketing and sales automation

software to small and medium businesses (10 - 2,000 employees) with almost 45,000 customers.

Strategy: Hubspot wins and retains customers through a freemium business model (their CRM platform is free);

where customers upgrade from a basic to a suite solution, and then to a full platform with a myriad of partner

solutions as they mature in their usage of the software. This year, their offering extended to include a Services

platform. With an average contract value of $ 10,000 per customer, there is plenty of business opportunity

outstanding.

Execution: Practicing what they preach, inbound marketing dominates Hubspot’s sales strategy (33% of prospects

are won through “word of mouth”, a further 26% come from Google). 60% of their customers started with the free

version and 28% of them now have a Hubspot suite installed. On a 43% CAGR track since 2014, Q2’18 revenues were

$ 123 million. Hubspot also has the highest score for the customer satisfaction category amongst all competitors.

Customer Quote: ”With Hubspot, we can grow the solution as we see fit – unique in this market.” General Manager

European construction company.

Bottom Line: Hubspot prevails as a major innovator, educator, and supplier in this market sector. This is recognized

by its market cap of $ 4.9 billion and the fact that over 20,000 people attend their annual conference, reflecting its

position as a thought leader in the marketing world.

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Vendor Selection Matrix – Marketing Lead

Management SaaS And Software: The Top Five

bpm’online: Drive for process management in marketing creates success

General: bpm’online offers a process management platform for companies to set up their desired MLM system

rapidly, often delivered by one of bpm’online’s business partners spread over 35 countries. Selling mainly to

medium and large enterprises, it has success in the financial services, technology, professional services and

scientific sectors. Founded in 2002, annual revenues are estimated at around $ 50 million today.

Strategy: The value proposition is simple: The solution is easier to set up, gain user-adoption, and integrate with

other systems than other MLM products - because users are basically implementing a workflow automation system

designed to their specific process needs and in their business terms. Half of the bpm’online sites support the more

complex B2B2C scenario - not a standard functionality for many MLM solutions.

Execution: As bpm’online speaks the language of business, not a software vendor, it appeals to many business

professionals facing the challenges of digital and consumerization. It has thousands of customers, hundreds of

partners and dozens of application templates in its online marketplace. The company achieved the highest score in

our survey for the price versus value category amongst all competitors.

Customer Quote: ”Simply the only vendor worth looking at in this market.” VP Marketing European media

company.

Bottom Line: Bpm’online approaches the MLM market differently, as a solution for business problems.

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Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: The Top Five

Salesforce: The preferred choice for existing Salesforce customers General: Salesforce created the general trend towards SaaS around their CRM/sales force automation

solution and many firms still manage their leads in CRM for that reason. In 2013, it acquired ExactTarget

which owned a B2B focused MLM system named Pardot. Pardot has been significantly enhanced in recent

years and continues to win new MLM projects for Salesforce, increasingly in the enterprise sector.

Strategy: Pardot is marketed intensively to Salesforce clients with the argument that the integration

between it and Salesforce sales force automation is native, easier, and superior. Sales to the Salesforce user

base has risen from 14% in 2013 to 50% today. In fact, Pardot does not offer other CRM integrations as

standard software anymore.

Execution: Pardot is positioned as “B2B Marketing on the World’s Number One CRM”. It can automate all

marketing scenarios from basic lead handling to the most sophisticated marketing analytics and will be

increasingly associated with Einstein, Salesforce’s artificial intelligence brand. It can also be enhanced

through the availability of over 1,000 marketing apps on the Sales force App-Exchange.

Customer Quote: ”Salesforce provides us with a full ecosystem of marketing solutions.” VP Marketing

global retail company.

Bottom Line: Salesforce Pardot will prevail as a leading MLM

solution, albeit within the Salesforce user community.

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Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: The Top Ten

Adobe: Investing BIG in Marketing Lead Management General: Adobe is one of the industry’s most respected vendors having systematically converted its product lines

and business model to SaaS in the last years. It has grown via acquisitions, none larger than the recent buy of

Marketo for $ 4,75 billion (nearly 15x Marketo 2017 revenues), to enhance its Customer Experience Cloud and

complement the Creative Cloud suite. Note: The Adobe scores shown in this Vendor Selection Matrix were collated

PRIOR to the acquisition.

Strategy: Adobe is a market leader for B2C companies in marketing automation and favored for content creation

and management by many B2C and B2B users. In the last years, Adobe has worked with Lattice Engines as a

partner for lead management capabilities The Marketo acquisition is the icing on their B2B cake (and B2B2C):

covering one of their major product gaps and also bringing in over 5,000 clients, mostly new ones, to Adobe.

Execution: Acquisitions in the software industry are precarious undertakings. Innovative companies are often

underwhelmed within larger corporate structures. However, positive points to note are: (1) Adobe has been good at

absorbing new companies, and (2) Marketo has already been through its post-acquisition brain drain.

Customer Quote: ”We are following Adobe’s lead for many years and we are satisfied with their strategy.” CEO

North-American media and publishing company.

Bottom Line: The marketing automation market is trending towards a choice between “marketing clouds” as

anchor system plus point solutions in innovative areas and Adobe is now

definitely on the shortlist for that anchor system.

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Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: The Top Ten

Pegasystems: The business process manager for marketers General: Pegasystems Inc. has established itself as a leader in software for customer engagement and

operational excellence. Its solution enables marketers to define lead workflows and customer journey

decision maps and is particularly successful in specific industries where complex processes and rules are

prevalent such as insurance, healthcare, life sciences and utilities.

Strategy: Pegasystem’s Customer Decision Hub users can set up workflows as they desire; deploy flexible

event triggers and personalization; and feed customer behavior insight and recommendations direct to

sales. Founded in 1983, Pega has 4,000+ employees and 2017 revenues were $ 841 million.

Execution: Leveraging 35 years of experience in supporting business workflows, the vendor now offers an

adaptive, cloud-architected software – built and marketed around its unified Pega Platform. The software is

packaged for industries and also into 8 distinct customer engagement business processes. It even states

about itself: “Meet the Salesforce.com alternative”.

Customer Quote: ”Pegasystems is not like other vendors, for us the perfect fit.” VP Marketing North-

American healthcare company.

Bottom Line: Pegasystems approaches the MLM market differently, as a workflow solution for business

problems.

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Vendor Selection Matrix – Marketing Lead

Management SaaS And Software: The Top Ten

Salesfusion: Capable marketing platform for SMBs with service if desired General: Established in 2006, Salesfusion is a marketing automation platform that helps marketers to drive

quality leads into the sales funnel. It is focused on the needs of small marketing teams, usually SMBs in the

$ 10 million to $ 100 million revenue range and links easily to the CRM systems commonly used by those

companies. Venture funded, it has over 400 customers and estimated annual revenues of $ 8 million.

Strategy: Salesfusion presents itself as a solution built by marketers for marketers: modular and easy-to-

use. It also offers customers one-on-one training and professional onboarding services, including a

technical setup and synchronization with their existing CRM.

Execution: Realizing that many SMBs have no resources to operate marketing automation software,

Salesfusion also offers a do-it-for-me approach; where they handle the tactical campaign execution and

reporting, and the client focuses on program and content creation. Salesfusion then bills based on the size

of the client’s contacts database and the company achieved the highest score in our survey for the price

versus value category amongst all competitors.

Customer Quote: ”As a small company we cannot deal with the complex offerings from many of the other

vendors, Salesfusion is what we need.” Managing Director North-American professional services company.

Bottom Line: Salesfusion has developed a product and a set of

services which is very attractive to SMBs.

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Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: The Top Ten

SAP: A brew in progress: a little of SAP, Hybris plus Callidus – final recipe yet

to be decided General: SAP is in the process of consolidating and integrating organically developed marketing software with

software from its Hybris and more recent CallidusCloud acquisitions. SAP C/4HANA is a suite of solutions designed

for “the new customer experience,” which includes SAP Clouds for Marketing, Sales, Commerce and Service, all

supported by SAP Customer Data Cloud.

Strategy: SAP has rebranded the former SAP Hybris Marketing Cloud as “SAP Marketing Cloud” with increasing

integration to other SAP technologies in future releases. It also promotes Callidus’ newly-acquired MLM solution as

“SAP LeadRocket.”

Execution: SAP’s success to date has been in the enterprise segment where systems integrators have helped

businesses to deploy SAP’s marketing and CRM solution. Users who work in a more pure SAP software ecosystem

tend to be more successful with their marketing projects. Some customers report that SAP Marketing Cloud is

difficult to integrate with systems such as another CRM or external content and data sources.

Customer Quote: ”We are a long-time SAP customer and we see the strategic potential in these acquisitions, we

also hope for a quick integration.” VP Marketing German manufacturing company.

Bottom Line: SAP now has the potential to deliver a compelling strategy

for marketing automation.

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Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: The Top Ten

Oracle: Former leader gone cold due to lack of focus and corporate inertia General: This is the biggest surprise of this Vendor Selection Matrix survey - Eloqua was one of the first specialist

MLM vendors and recognized as an innovator. It was acquired by the software megavendor Oracle in 2013 and

joined other marketing automation acquisitions Compendium, Responsys, and BlueKai into becoming the Oracle

Marketing Cloud.

Strategy: Oracle continues to present a visionary marketing cloud concept for the modern marketer with a clear

focus on the enterprise market, but it is presented often by Oracle general salespeople. The offering is feature-rich

and extensive.

Execution: Users report that promised enhancements are often delayed and support quality is waning. Newer

functions common in other systems are now missing from Eloqua. Older Eloqua customers are having to convert

their licensing agreements to Oracle standards which results inevitably in a significant cost increase. Oracle scored

the lowest of all competitors for vision, customer satisfaction and price/value ratio categories in this survey.

Customer Quote: ”Oracle does offer almost everything our company needs, installation and fine-tuning are not

always straightforward, though.” Project Manager global chemical company.

Bottom Line: Oracle Marketing Cloud is one of several SaaS programs within an Oracle corporation obsessed

with transforming from an on-premise software vendor to a SaaS provider. The question is: Does Eloqua get the

attention and investment it requires to remain competitive?

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Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: Detailed Results (I)

Weighting

Score Result Score Result Score Result Score Result Score Result

Strategy

Vision & Go-To-Market 30% 4,75 1,43 3,75 1,13 4,25 1,28 3,25 0,98 4,75 1,43

Innovation & Partner Ecosystem 20% 4,25 0,85 3,75 0,75 4,50 0,90 3,75 0,75 4,25 0,85

Company Viability & Execution Capabilities 15% 4,50 0,68 3,50 0,53 4,50 0,68 3,75 0,56 3,25 0,49

Differentiation & USP 35% 4,75 1,66 4,00 1,40 4,25 1,49 4,00 1,40 4,75 1,66

100% 4,61 3,80 4,34 3,69 4,43

Execution

Breadth & Depth Of Solution Offering 30% 4,50 1,35 3,75 1,13 4,00 1,20 3,75 1,13 3,50 1,05

Market Share & Growth 15% 4,25 0,64 3,75 0,56 4,00 0,60 3,75 0,56 3,50 0,53

Customer Satisfaction 25% 4,75 1,19 4,25 1,06 4,25 1,06 4,00 1,00 4,50 1,13

Price/Value Ratio 30% 4,50 1,35 4,00 1,20 4,00 1,20 3,75 1,13 4,75 1,43

100% 4,53 3,95 4,06 3,81 4,13

Scale Explanation: 1 (Low) To 5 (High)

bpm' onlineAprimoAdobeAdestraAct-On Software

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Weighting

Score Result Score Result Score Result Score Result Score Result

Strategy

Vision & Go-To-Market 30% 4,00 1,20 3,50 1,05 4,50 1,35 3,50 1,05 3,00 0,90

Innovation & Partner Ecosystem 20% 4,00 0,80 4,00 0,80 4,25 0,85 3,75 0,75 3,50 0,70

Company Viability & Execution Capabilities 15% 3,00 0,45 2,50 0,38 4,00 0,60 4,50 0,68 1,75 0,26

Differentiation & USP 35% 4,25 1,49 4,00 1,40 4,75 1,66 4,25 1,49 4,00 1,40

100% 3,94 3,63 4,46 3,96 3,26

Execution

Breadth & Depth Of Solution Offering 30% 3,00 0,90 2,50 0,75 4,00 1,20 3,38 1,01 3,00 0,90

Market Share & Growth 15% 3,25 0,49 3,00 0,45 4,75 0,71 3,25 0,49 3,00 0,45

Customer Satisfaction 25% 4,50 1,13 4,00 1,00 4,75 1,19 4,50 1,13 3,50 0,88

Price/Value Ratio 30% 4,00 1,20 3,75 1,13 4,50 1,35 3,75 1,13 3,75 1,13

100% 3,71 3,33 4,45 3,75 3,35

Scale Explanation: 1 (Low) To 5 (High)

ImpartnerIBMHubSpotEngagioCRMNEXT

Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: Detailed Results (II)

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SaaS And Software: Detailed Results (III)

Weighting

Score Result Score Result Score Result Score Result Score Result

Strategy

Vision & Go-To-Market 30% 4,00 1,20 3,50 1,05 4,00 1,20 4,00 1,20 4,50 1,35

Innovation & Partner Ecosystem 20% 4,50 0,90 3,75 0,75 4,25 0,85 4,25 0,85 4,25 0,85

Company Viability & Execution Capabilities 15% 4,75 0,71 4,75 0,71 4,00 0,60 2,25 0,34 4,50 0,68

Differentiation & USP 35% 4,75 1,66 4,00 1,40 4,50 1,58 4,50 1,58 4,50 1,58

100% 4,48 3,91 4,23 3,96 4,45

Execution

Breadth & Depth Of Solution Offering 30% 4,50 1,35 4,50 1,35 4,00 1,20 3,25 0,98 3,30 0,99

Market Share & Growth 15% 4,50 0,68 4,75 0,71 4,00 0,60 3,25 0,49 4,25 0,64

Customer Satisfaction 25% 4,50 1,13 3,50 0,88 4,25 1,06 4,00 1,00 4,25 1,06

Price/Value Ratio 30% 4,50 1,35 3,50 1,05 4,00 1,20 4,00 1,20 4,25 1,28

100% 4,50 3,99 4,06 3,66 3,97

Scale Explanation: 1 (Low) To 5 (High)

Marketo Right On Interactive SalesforceOracle Pegasystems

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Weighting

Score Result Score Result Score Result Score Result Score Result

Strategy

Vision & Go-To-Market 30% 4,50 1,35 4,50 1,35 3,50 1,05 3,00 0,90 3,25 0,98

Innovation & Partner Ecosystem 20% 4,25 0,85 4,50 0,90 4,00 0,80 3,50 0,70 4,25 0,85

Company Viability & Execution Capabilities 15% 3,00 0,45 4,75 0,71 3,50 0,53 2,25 0,34 2,50 0,38

Differentiation & USP 35% 4,50 1,58 4,25 1,49 3,75 1,31 3,75 1,31 4,00 1,40

100% 4,23 4,45 3,69 3,25 3,60

Execution

Breadth & Depth Of Solution Offering 30% 3,50 1,05 3,50 1,05 3,50 1,05 3,00 0,90 3,50 1,05

Market Share & Growth 15% 3,25 0,49 3,25 0,49 3,75 0,56 3,50 0,53 4,00 0,60

Customer Satisfaction 25% 4,50 1,13 3,75 0,94 4,25 1,06 3,75 0,94 4,00 1,00

Price/Value Ratio 30% 4,75 1,43 4,00 1,20 4,00 1,20 3,50 1,05 4,25 1,28

100% 4,09 3,68 3,88 3,41 3,93

Scale Explanation: 1 (Low) To 5 (High)

ZohoSalesfusion SAP SugarCRM Webmecanik

Vendor Selection Matrix – Marketing Lead Management

SaaS And Software: Detailed Results (IV)

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The Research In Action GmbH

Vendor Selection Matrix Methodology

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