Three practitioners, entrepreneurs, and implementors of CRM talk about their experience with Salesforce, Microsoft Dynamics XRM/CRM, Nutshell CRM, Pipedrive, AgileCRM, and Prosperworks. None of the speakers were paid, so it's an honest experience based testimonial on how and why to choose certain CRM tools.

1. www.anant.us | solutions@anant.us | 202.905.2818
1010 Wisconsin Ave, NW | Suite 250 | Washington, DC 20007
Streamline Organize Unify
Business Information
Create Your Roadmap for CRM
Evaluating and Deciding on CRM Software

2. Agenda
• Who are these guys? (Intro)
• Why “Roadmap”?
• Steps to Choosing CRM
• Mapping a Business Workflow
• Modern Enterprise Canvas
• Review of CRMs by Speakers
• Panel Discussion / QA

3. What we do well.
Streamline, Organize & Unify
Business Information

4. What is Business Information
Internal vs. External (Public vs. Private)
Strategic / Tactical / Operational
Data / Information / Knowledge
Documents / Records / Metrics
Project
Information
Client Service
Information
Corporate
Guides
Collaborative
Documents
Assets
& Files
Corporate
Assets

5. Phases of Business Technology
Business
Silos
Standardized
Platform
Optimized
Core
Business
Modularity

6. Your Business Cloud is Disconnected
… so you and your team spend waste time ...

7. Bring it all together in One Place
Project
Information
Client Service
Information
Corporate
Guides
Collaborative
Documents
Assets
& Files
Corporate
Assets
Konotree
We will help you connect
and organize your data.

8. find. analyze. act.
FIND
DISCOVER
FILTER
ANALYZE
VISUALIZE
MEASURE
ACT
USE
SHARE

9. Software Amateurity
• Gonna make a Better:
– Operating System ?
– Web Server ?
– Frontend / Backend Framework ?
– Blog System / CMS / eCommerce
?
– Wheel ?

10. Software Amateurity
• Equivalent to Adding up a bunch of 1s to get 10.
• Common in Offshore Teams
• “My Hammer can solve all the Problems”
• x=5 and no matter what we can solve it with x.

11. Why Roadmap?
• Goals over Tasks
• People over Process
• Process over Information
• Information over Systems
• Goals / Vision Remains, Software
changes all the time.

12. • Track Leads and Lead Activity
• Track Customer Base
• Track Opportunities and Closing Rates
• Offer Connectivity Between Teams
• Manage Relationships
• Generate Customized Reporting
• Organize Business Operations
• Increase Profitability
• Increase Productivity
What’s the Goal?

13. • Implementation - Comes from Requirements from
Users
• User Adoption - Comes from asking people before ,
during, after implementation, retraining.
• Mobility - Increases Adoption Tremendously
• Email Integration - Saves time
• Customize - How much is out of box vs. changed by
team vs. by person.
• Product Demo - Users need to buy in
• Reporting - How is reporting helping the business -
incentivize people to track.
How to Get there

14. • Customization: Does the system let you create custom
fields and objects?
• Automation: Automation refers specifically to lead
assignment and workflow rules.
• Mobile: What’s possible via iOS and Android apps only.
• Marketplace and Add-ons: Integrations can often be
the make or break factor for choosing a system to roll
out.
• Pricing / Scaling: How much for 5 people, for 50?
• Best Features: What makes it different?
• Overall: How good is it? Will you or your team like it?
How to Choose

15. MVP Scenario: Business Workflow
(Landing / Lead Gen Page) +
(CRM + Forms Engine) + (Data
Sync)
= Business Data Workflow
System MVP

16. MVP Scenario: Business Workflow
System Landing / Lead
Page
CRM Forms Engine Data Sync
Purpose Get Contact
Information into a
System
Manage Customer
Interactions /
Manage Contact
Info
Manage Business
Data for each
Contact
Move / Sync
information
between Systems
Examples Unbounce
Wordpress
Instapage
Welcome Mat
KickoffLabs
Leadpages
Lander
Zoho CRM
Salesforce.com
Nutshell
Hubspot CRM
Pipedrive
Zoho App Creator
Force.com
Airtable
Wufoo
JotForm
Typekit
Google Forms
Zapier
Heroku Connect
IFTTT
Apache Cassandra
Piesync
Microsoft Flow

17. MVP Scenario: Business Workflow
Unbounce + Zoho CRM + Zoho
AppCreator + Zapier
= Business Data Workflow
System MVP

18. Modern Enterprise Canvas
Workflow
Approval
Customer
Acquisition
Customer
Payment
Customer
Information
Customer
Information
Customer
Information
Business
Information
Billing
Information
Zoho App
Creator
Unbounce
Zoho CRM Stripe
“Here it is”
Zapier

19. MVP Scenario: Business Workflow
• x = Customer Info
• y = Business Info
• z = Billing Info
• Unbounce (x) + Zoho CRM (x) + Zoho
AppCreator (x,y) +Zapier (x,y,z) + Stripe
(x,z)
= Business Data Workflow System MVP

20. Salesforce
Customizable Dashboards, Objects, Relationships:
stanreeser.com

21. Salesforce
• Customization: Extensive and Well Supported
• Automation: Extensive
(Sales, Service, Mktg, Commerce, Analytics, Community,Platform, IoT)
• Mobile: Yes, but not Out of the Box
• Marketplace and Add-ons: Perhaps Largest Ecosystem
• Pricing / Scaling: Moderate $75 to Very Expensive $300
(NonProfits are heavily subsidized)
• Best Features: Extensive core features and ecosystem
• Overall: Well documented and supported system that has
hooks to most everything. The IBM of CRM.
stanreeser.com

22. Nutshell

23. Nutshell
• Customization: Contacts, Companies, Leads,
Processes, Markets, Products
• Automation: Basic integration w/ Google, Wufoo,
Webhooks
• Mobile: Great Mobile App, Push Notifications
• Marketplace and Add-ons: Mostly via Zapier
• Pricing / Scaling: $20 - $35 - $65/month
• Best Features: Simple interface. Intuitive. BCC Email is
easy to remember. Google Calendar / Gmail sync.
• Overall: Decent software. Great customer service. Easy
to get data in / out / integrate. Good documentation.
Focus is Sales Workflow Automation.

24. AgileCRM

25. AgileCRM
• Customization (add/edit fields): deals, contacts, companies
• Automation: Marketing campaigns, forms, lps, calendar
invites, email tracking
• Mobile: Android App, iOS in beta
• Marketplace and Add-ons: Social, Email, Telephony, SMS,
Billing, eCommerce
• Pricing / Scaling: Free for up to 10 users, $9, $30, $50
• Best Features: All in one place, Marketing campaigns
automation, price, Telephony integration, Dashboard
• Overall: Very good set of features for such price
Marketing+Sales+Service

26. PipeDrive

27. PipeDrive
• Customization (add/edit fields): deals, contacts,
companies, products
• Automation: sorting emails cc data by companies, deals,
people,web forms, email inbox integration
• Mobile: Android & iOS App
• Marketplace and Add-ons: Goole Apps, Trello, Yesware,
Zapier
• Pricing / Scaling: $12, $29, $75
• Best Features: Simple interface, no data deleted, everything
connected (deals, contacts, companies) in transparent way
• Overall: no email tracking, nice UI, focused on a pipeline

28. What we do well.
Streamline, Organize & Unify
Business Information

29. Ongoing Subscription + Kickstart
KICKSTART*
- Discovery*
- Workshop
- Architecture*
- Review
- Engineering*
- Delivery
SUBSCRIPTION
- Support
- Advisory / Guidance
- Managed*
- Setup / Train / Admin
- Maintenance*
- Config / Customization
*service optionsFree Consultation

30. www.anant.us | solutions@anant.us | 202.905.2818
1010 Wisconsin Ave, NW | Suite 250 | Washington, DC 20007
Streamlined Data
Integration / Data Pipelines
Organized Knowledge
Search / Data Warehouses
Unified Interfaces
Portals / Dashboards / Mobile
Free Consultation