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Page 1: Why choose SugarCRM

Why Choose

SugarCRM

Page 2: Why choose SugarCRM

About SugarCRM

• Complete all-in-one CRM solution – no additional licence

fees for additional modules (eg marketing)

• 3rd largest global CRM Provider by seats (Forrester)

• IBM Global Alliance Partner ( IBM has 70K+ Sugar users)

• 1.2M+ users, 80,000+ organisations

• Open platform providing unmatched flexibility and

adaptability to business needs, and ease of integration with

other applications

• Value for money: annual licence fees up to 50% cheaper than

alternate CRMs

• Customer’s choice of hosting solution – Sugar cloud; other

cloud based options; on your premises

Why Choose

SugarCRM

Page 3: Why choose SugarCRM

Flexible hosting options

A software-as-a-service (SaaS) cloud offer, hosted and managed by SugarCRM

Host Sugar in the cloud: eg: Amazon

Web Services

Hosted and managed by a Sugar partner on

their cloud

Host and manage Sugar on your own network and servers behind your own firewall

A premium Sugar On- Demand service, managed by Sugar and hosted on IBM

Recommended action: Ask other CRM vendors if they offer cloud-based and on premise hosting options. This is especially important in regulated industries and geographies where data privacy and ownership is an issue.

Why Choose

SugarCRM

Page 4: Why choose SugarCRM

All core CRM functionality included

Complete all-in-one CRM software that

provides all sales, marketing and

support tools 'out of the box', at no

extra cost.

Some other CRMs provide separate

tools and pricing for sales, marketing

and customer service functionality,

meaning you have to pay multiple

products to fulfill core CRM needs.

REPORTING

Dashboards

Marketing Analytics

Sales Trends

Case Reports

Customer Profiles

MARKETING

Multi-channel Campaigns

Campaign Wizard

Web-to-lead Form

Email Marketing

Lead Management

COLLABORATION

Email Client

Project Management

Wireless & Office Client

Outlook Plug-In

Activity Management

PLATFORM

Role Managem

ent Workflow

Custom Fields

Module Loader

Dashlets

Access Control

Layout Editor

Module Builder

Homepage Layout

Exchange Apps

SALES

Opportunity Management

Contact Management

Forecasting

Account Management

Quotes & Contracts

SUPPORT

Case Management

Inbound Email

Bug Tracking

Knowledge Base

Self-Service Portal

Recommended action: Ask other CRM vendors if they include all-in-one core CRM functionality (sales, marketing, support, social CRM, mobile CRM) at a single price.

Why Choose

SugarCRM

Page 5: Why choose SugarCRM

Clear pricing model

Sugar PurePrice™

• Clear, simple and predictable pricing

• Range of editions to meet your needs

• No hidden fees or forced upgrades

• Sales, marketing, support automation all included

• No separate “clouds”

Recommended action: Check that you won’t pay extra for features you don’t need, while ensuring you get all CRM functionality you need at a single, easy to understand price.

Why Choose

SugarCRM

Page 6: Why choose SugarCRM

No hidden fees

No hidden fees with SugarCRM:

• Integrate and customise without penalty

• No charge for API calls

• No mobile upcharge

• Use workflows with any edition

Some other CRMS, including Salesforce, charge you extra to:

• Integrate your CRM with other key applications such as a website, customer portal or ERP

• Use API calls

• Have full mobile access

• Use workflows

Recommended action: Some CRM systems are full of hidden fees, forced upgrades, and additional costs for the latest functionality. Check they don’t charge you extra to access the above must-have CRM capabilities.

Why Choose

SugarCRM

Considering Salesforce? Ask Salesforce to share with you their 40+ page document that outlines the myriad ways your total costs can increase based on system usage.

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Low Total Cost of ownership (TCO)

3-year total cost of ownership SugarCRM vs Salesforce, including hidden fees* * Based on Sugar Enterprise Edition compared to Salesforce Enterprise Edition for 100 users. Source: pricing on website: http://www.salesforce.com/crm/editions-pricing.jsp http://www.sugarcrm.com/pricing

Recommended action:

Consider the types of hidden and additional fees other CRMs may charge when calculating your annual CRM spend:

• API calls and data overages,

• Mobile access,

• Mobile application customisation fees.

Why Choose

SugarCRM

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Widely recognised by leading market analysts Named a “Visionary” in the 2013 Gartner Magic Quadrant for Salesforce Automation.

• Strengths in mobile device, user interface & social technology strategy

• Attractive, easy-to-understand pricing model

• Flexible customisation environment

• Cloud-neutral strategy

Recognised as a Leader in the CRM suite market by Forrester Research.

• Excellent usability, strong mobile support, flexibility, and strong overall sales functionality.

Recommended action: Check that the CRMs you are comparing are widely and consistently recognized by research and advisory firms over the years.

Why Choose

SugarCRM

Page 9: Why choose SugarCRM

Highly flexible and adaptable platform REPORTING

MARKETING

PLATFORM and INFRASTRUCTURE

SALES SUPPORT

REPORTING & ANALYTICS

MARKETING SALES SUPPORT

BACK-END SYSTEMS

INFRASTRUCTURE & INTEGRATION

SOCIAL & COLLABORATION

CONTACT CENTER & TELEPHONY

Recommended action: Check that the CRMs you are comparing are flexible in terms of configuration, customisation, and integration to third-party business applications and tools.

Why Choose

SugarCRM

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Global organisations have chosen SugarCRM

SugarCRM has been adopted by some of the largest firms, including IBM, which has chosen Sugar as the go-to option for its enterprise clients and replaced 67 000 Oracle seats with Sugar.

IBM selected SugarCRM for 3 main reasons:

• Its intuitive and easy-to-use interface

• The open source nature of SugarCRM

• Its flexible hosting options

Recommended action: Check that the CRMs you are comparing support large-scale CRM implementations and have established credibility in the Enterprise market.

Why Choose

SugarCRM Why Choose

SugarCRM

Page 11: Why choose SugarCRM

Conclusion… SugarCRM

• Can easily be modified, extended and integrated with other business applications

and data sources with any editions, to meet changing needs quickly and effectively, and to

enable a wide range of solutions, at relatively low cost.

• Provides flexible hosting options – on public clouds, private cloud, on premise.

Depending on your resources and business requirements, you can choose the hosting

model that best suits your organisation.

• Offers compelling value. The licensing model is highly inclusive, meaning that access to

functionality, storage and usage is either not constrained, or far less constrained than

competitive CRM, including major competitor Salesforce.

• Is the fastest growing CRM company globally, and recognised by Gartner as a CRM

Visionary.

Why Choose

SugarCRM

Page 12: Why choose SugarCRM

Try Sugar for free for 30 days

Why Choose

SugarCRM

Page 13: Why choose SugarCRM

About

Loaded

Page 14: Why choose SugarCRM

At Loaded, we focus on delivering smart solutions to unlock your

customer relationship potential.

We utilise CRM, marketing automation and business intelligence software, and bring our business, marketing and technical expertise

to the task of designing, delivering & supporting the right solution for your organisation.

About

Loaded

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About Loaded

Smart solutions to unlock your customer potential.

• Founded in 1995 as a web development business.

• Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence

solutions.

• Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold

Partner since 2006.

• Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM

integrations enabling business impact and ROI.

• Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail;

manufacturing/wholesale; and federal and state government.

About

Loaded

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Loaded serves clients across a range of sectors, from higher education to government; not for profit to financial services; information technology to retail.

Our clients

About

Loaded

Page 17: Why choose SugarCRM

Our partners Loaded partners with world leading technology providers to ensure we have the best software, infrastructure and supporting tools at our disposal, to support client needs.

SugarCRM is the world’s fastest growing CRM application. Recently named in the Gartner Magic Quadrant as a Visionary for Sales Force Automation

Pardot is a leading SAAS marketing automation tool

recently acquired by Salesforce.com

Hubspot is a comprehensive, all-in-one marketing platform

JasperSoft is a cloud based business intelligence application with an exciting entry-level solution offered in partnership with Amazon Web Services bringing enterprise level BI to any business

About

Loaded