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April 2, 2015
Compete to Win by Comparing CRM: Sales, Marketing, and Service Across 3 Solutions
www.blytheco.com
Agenda
Intros
Solutions at a glance
Sales capabilities
Marketing capabilities
Service 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 – TODAY
Technology, Mobility, and Personalization across 3 Major Solutions – May 21, 1pm ET/10am PT
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.
Sales Capabilities
Sales Capabilities Ranking
SageCRM InforCRM Salesforce
Sales Capabilities Closer Look: SageCRM
Pros Cons
Choice in deployment options
User interface could be more intuitive and modern
Out of the box Sage ERP integration
Focused on Companies, not individuals
Global-friendly
No competitor tracking
Sales Capabilities Closer Look: InforCRM
Pros Cons
Xbar enables embedding CRM within Outlook
All Contacts must be associated with an Account
Highly customizable for creating “purpose-built” apps
Making simple changes can get complicated
Interactive, graphical dashboards
Search capability requires many steps
Sales Capabilities Closer Look: Salesforce
Pros Cons
The market leader and innovator, with a strong user community
Add-ons and additional features can increase subscription costs substantially
Clean and intuitive user interface promotes user adoption
Better oriented to B2B than B2C
Well-optimized for mobile Integrations are not deep
Marketing Capabilities
Marketing Capabilities Ranking
SageCRM InforCRM Salesforce
Marketing Capabilities Closer Look: SageCRM
Pros Cons
Integrated with MailChimp, Survey Monkey, Salesfusion
Capabilities “beyond basic” marketing require add-ons
Clone and re-create Campaigns
No social or community monitoring capability
Dashboards and graphical reporting
Built-in email templates benefit from additional design
Marketing Capabilities Closer Look: InforCRM
Pros Cons
Import, de-dupe and clean data via a wizard
Search and sorting capabilities not as flexible
Budget tracking down to the activity level
Marketing automation requires add-ons
Content management for providing responsive campaign info
Screens may seem to offer crowded interface
Marketing Capabilities Closer Look: Salesforce
Pros Cons
Visual interface enables mapping customer experience
Included only in Enterprise version (available as an add-on for lower level versions)
Google Adwords campaigns supported
For full automation, Pardot integration is recommended
Supports measurement against goals
Social reach extended via Chatter
Service Capabilities
Service Capabilities Ranking
SageCRM InforCRM Salesforce
Service Capabilities Closer Look: SageCRM
Pros Cons
Case management and escalation
Not integrated to back-office for order management
Case severity display with SLA status display
System speed can be challenged at times
Customer self-service portal available
Training provided by partner network
Service Capabilities Closer Look: InforCRM
Pros Cons
Create and assign service tickets
User interface not as streamlined
Contract management Making admin changes can get complex
Self-service portal available Order management works best when ERP integrated
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
What next?
Learn more about which CRM is right for your business:
Take a short quiz to get a
customized solution
recommendation
Talk to an expert. Email me
Sign up for the series here
