What's a Better Value: Salesforce or Sugar?
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You know you need to invest in a CRM platform, you just need to invest in the right one for your business. It sounds easy enough but with the onslaught of information out there, the decision-making process can be quite convoluted. Let us help take you one step closer to identifying which CRM is the best value for your business.
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What's a Better Value: Salesforce or Sugar?
- 1. What’s a Better Value: Salesforce or Sugar? April 30, 2019
- 2. Housekeeping • 35-minute presentation with Q&A at the end • Type questions into the "question box" to submit them throughout the presentation • We'll send a copy of the deck and recording of the webinar in follow-up emails after the event #LearningWithBrainSell
- 3. Presenters Sonja Fridell President Kevin Cook Executive Vice President #LearningWithBrainSell
- 4. Agenda State of CRM Key Areas to Determine Value Salesforce or Sugar Live Q&A #LearningWithBrainSell
- 5. About BrainSell • Founded in 1994 • Unbiased business consultants • We help companies thrive by solving their business challenges with guidance and technology. • Specialize in ERP, CRM, Business Intelligence and Marketing Automation software #LearningWithBrainSell
- 6. Poll: Do you currently use CRM software at your organization?
- 7. Poll: Are you planning to implement a new CRM platform this year?
- 8. The CRM Market CRM is the BIGGEST and FASTEST growing software market worldwide. • Expected to reach $82 billion in revenue by 2025 • 91% of companies with more than 10 employees use CRM.
- 9. The Benefits of CRM 1.Huge ROI 2.Reduce churn 3.Improved productivity 4.Smarter Selling 5.Enhanced customer experience 6.More accessibility to data
- 10. Key Areas to Determine Value Current state Budget/Cost Objectives Integrations Relationship & workflow management Reporting capabilities Deployment Industry-specific requirements Ease of use Flexibility & agility to scale Upgrades & enhancements Social networking & mobile accessibility
- 11. A Closer Look at Two CRM Options Vs.
- 12. Features Overview Customer Support • Case portal • Phone support +$ • Unlimited support portal/phone support with enterprise edition Deployment • On demand • Private cloud +$ • On demand • Private cloud • On premise Limitations • Data storage • API limitations • Data storage • No API limits Architecture • Apex • PHP User Minimum • None • 10 user minimum Email Integration • Gmail • Outlook • Gmail • Outlook
- 14. Mobile
- 18. Pricing Vendor Version Price (user/month) Professional $40 Enterprise $65 Lightning Professional $75 Lightning Enterprise $150 Vendor Version Price (user/year) Professional $480 Enterprise $780 Lightning Professional $900 Lightning Enterprise $1,800
- 19. So, which CRM is a Better Value? The answer... It depends on: Interview with key stakeholders How you prioritize the key areas of value Number of users and budget Having the right deployment partner
- 21. Thank You For Attending! Schedule a complimentary 1:1 CRM value assessment: sales@brainsell.net (866) 356-2654 www.brainsell.net Follow us on Twitter: @BrainSell #LearningWithBrainSell
Notes de l'éditeur
- Sarah to give welcome. Hello and welcome, everyone! Happy Tuesday! Thank you for joining us for today’s webinar. My name is Sarah Reed and I’m the Director of Marketing at BrainSell. Today we will be exploring how to determine the value of different CRM platforms. And while cost is one area there are a number of other factors for consideration and prioritization to help you make the right choice for your company.
- Sarah to walk through housekeeping But before we dive in, let’s take care of some housekeeping. If you have any questions during the presentation, please type them into the question box in your control panel. I’ll bring them up during the discussion and we’ll also save some time for questions at the end. Additionally this session is being recorded and we will share it with you via email. You can expect to see it in your inbox likely tomorrow morning.
- Now I'm going to turn it over to my colleagues Sonja and Kevin to introduce themselves and kick things off!
- Kevin
- Sonja
- Sarah will launch the poll Sonja, before we really dive in – I thought this would be a good opportunity to get to better understand of who are audience is today in order to better tailor the discussion. So folks, if you wouldn’t mind sharing if you are currently using CRM in your organization via the poll now, that would be fabulous.
- Sarah will launch the poll And...one more question... Okay, Sonja take it away!
- Sonja to speak to this slide CRM market is huge - $82B by 2025 (Grand View Research Inc) - it's at the heart of every growing business If you’re not already using CRM, you should be considering it because the odds are your competitors have already adopted it – in fact more than 90% of companies with more than 11 employees use CRM is some form (CRM Magazine) But with so many options, it can be hard to determine which platform is right for your business. And going with the popular or most well-known option isn’t always best – doesn’t ensure your objectives will be met. Think about this -- There are more than 380 CRM systems listed on G2 crowd but only 19% are rated above 3 stars.
- Sonja to speak to this slide Huge ROI – According to Nucleus Research, every $1 spent on CRM implementation returns as much as $8.71 in sales revenue. Lower churn – CRM software can improve customer retention by as much as 27%. Improved productivity – Salesforce reports CRM applications can increase sales productivity by 34% Smarter Selling – Using CRM can increase sales conversion rates by up to 300%. (Cloudswave) A better customer experience – 75% of consumers say they spent more money with a company because of a positive customer experience. More accessibility to data – Because CRM software greatly improves data accessibility, sales reps at companies using a CRM are able to shorten their sales cycles by 8 to 14%. (Nucleus Research)
- Kevin to speak to this slide Most CRM systems have similar feature sets, but that doesn’t mean that any CRM system will be right for you, and it certainly doesn’t mean that all CRM systems are the same. It is up to you to prioritize which areas are the most valuable to you and evaluate your CRM options based on that. Do not just prioritize these on your own – involve key stakeholders and users to identify your list. Know the current state of your business Establish a budget Identify what you want to achieve with a new CRM system – what are your objectives What other platforms do you need it to integrate with What types of relationships and workflows are you trying to manage What kind of reporting capabilities do you need Deployment – cloud vs. On-prem Any industry-specific requirements needed Ease of use Flexibility and agility to scale with your business How upgrades and enhancements handled Social networking and mobile accessibility
- Sonja – Salesforce Kevin – Sugar
- Sonja – Salesforce Kevin – Sugar
- Sonja – Salesforce Kevin – Sugar
- Sonja – Salesforce Kevin – Sugar
- Sonja to speak to this slide
- Kevin to speak to this slide
- Kevin to speak to this slide
- Deployment costs are similar Sonja – Salesforce Kevin – Sugar Don't really see the price variance when looking at cost per month. But when you consider the annual cost for one use you can see there is a hug difference between Sugar and Salesforce.
- Sonja to Bring it all back together.
- Sonja and Kevin What is the biggest difference between professional and enterprise on both platforms? Do either of these platforms include marketing automation and/or integrate with MA? How easy is it to customize each of these platforms?
- Sarah to wrap it up