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)

ProfessionalCustom 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