The Top 10 reasons the Salesforce user should switch to

SugarCRM

Agenda• SugarCRM’s Competition

– 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

• About 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 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. 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 Architecture

• Database Architecture

• Deployment Architecture

SugarCRM Salesforce

MVC MTA

PHP/AJAX force.com

SugarCRM Salesforce

MySQL/Oracle/SQLServer

Force.com db

SugarCRM Salesforce

SugarCRM Cloud Salesforce Cloud

Local Microsoft Servers NO

Local LAMP Server NO

Amazon EC2, Rackspace Cloud, Xen Clouds, etc

NO

SugarCRM 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 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

• Database Access Architecture

• Deployment Architecture

SugarCRM Salesforce

SOAP SOAP

REST no

SugarCRM Salesforce

Web Services WebServices

ODBC Force.com

JDBC Force.com

Direct (mySQL/Oracle/SQLServer)

Force.com

SugarCRM 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 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

• Salesforce.com

Free Commercial

4,917 165

100% Open Source 100% Open Source

SugarCRM 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

Free Commercial

371 482

0% Open Source 0% Open Source

#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.

Comparison: Software Features – Entry Level Offering

• SugarCRM

• Salesforce

• Microsoft

Feature Availability Price Tier

Leads √ FREE

Contacts √ FREE

Customers √ FREE

Opportunities √ FREE

Calls, Tasks and Meetings

√ FREE

Dashboards, RSS & Portal

√ FREE

Documents √ FREE

Emails and Basic Alerts √ FREE

Feature Availability Price Tier

Doesn’t exist

Feature Availability Price Tier

Doesn’t exist Salesforce Cloud Microsoft Hosting

SugarCRM 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 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/Customers

√ √

Opportunities √ √

Calls, Tasks &Meetings

√ √

Dashboards √ √

Documents √ NO

Emails and Campaigns

√ √

Reports and Dashboards

√ √

Codeless Workflow & Alerts

√ NO

Forecasting √ √

API? √ NO

Territory and teams (codeless)

√ NO

Customizable Mobile Edition

√ NO

Unlimited Data √ NO

Comparison: Software Features – Enterprise Level OfferingFeature SugarCRM Salesforce

Leads √ √

Contacts/Customers

√ √

Opportunities √ √

Calls, 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•Enterprise

$50/mo

SugarCRM

•Group$25/mo

•Professional$65/mo

•Enterprise$125/mo

•Unlimited$250/mo

Salesforce.com

•User CAL$88/mo

•*** not including $4995 server plus Microsoft Office

Microsoft 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!

MORE REASONS…

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 limitationsFeature SugarCRM Salesforce.com (2008)

Professional

Custom Objects ∞ 50

Custom Fields per object ∞ 100

Mass Email ∞ 3rd party

Custom Applications ∞ 5

API Calls ∞ 1000/user

Custom Tabs ∞ 10

Callouts or Logic Hooks ∞ 20 DML

Integration Limitations I• Callouts 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 skill required for your implementation

Salesforce.com

Force.com code$150 – 200/hr

Force.com database$150 – 200/hr

NoLeverage

Leverage in other Projects

Leverage in other 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!

SummarySoftware Cost • SugarCRM

Software Architecture •SugarCRM

Application Features •SugarCRM, Salesforce

Integration Architecture •SugarCRM

Integration Features •SugarCRM

3rd Party Add Ons •SugarCRM

Implementation Cost •SugarCRM

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 Intelligence

– Magento– Mindtouch

Levementum Global

• USA– Phoenix, AZ– Atlanta, GA– Portland, OR– Green Bay, WI

• Australia– Sydney, NSW

• Canada– Toronto, ON

A Sampling of our Accounts