If you ask a SugarCRM partner a question, the answer is invariably "Oh, you need to purchase the Professional Edition to do that". But Professional Edition is more of the same-old, same-old tired business model of proprietary software and vendor lock-in. But there's an alternative to Professional Edition that's completely Open Source and 100% compatible with SugarCRM. So, here's why you don't need to buy licences to access more powerful and demanding functionality for SugarCRM. And here's the instructions on how to get it.

1. SuiteCRM vs SugarCRM
Professional
10 things SugarCRM Partners say you can only do in
SugarCRM Professional Edition ..
But you don't need Professional Edition.
INTRODUCING
SuiteCRM – the open source alternative to SugarCRM
Professional Edition
Quoted costs are from sugarcrm.com and are correct at 18.12.13

2. Agenda
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SugarCRM Professional Edition
➢
SuiteCRM
➢
10 things they don't tell you about SugarCRM Professional Edition
➢
About SalesAgility

3. What they don't tell you about
SugarCRM Professional Edition
➢
➢
➢
➢
➢
It's not Open Source
It is the same-old, same-old proprietary software that you can get from Microsoft,
Oracle etc.
Version 7 no longer features upgrade-safe practices – Version 7 breaks
functionality found in previous versions and may lead to significant upgrade costs
Minimum commitment of 5 users for 1 year - $2,100
No phone support – to get phone support, add $120 per user per year to licence
charge – for 5 users, another $600
➢
No SugarCRM Mobile Plus – to add this is another $600 for 5 users
➢
Need standard reports? - that's another $750
➢
So far it's $4,050 for 12 months.
But you may not have stopped yet.

4. What they don't tell you about
SugarCRM Professional Edition
➢
Self-service Portal – sorry, you need to pay for the Enterprise Edition to get that.
Did we tell you about Enterprise Edition? It's only $60 per user per month and you
can buy add-ons for that too.
➢
Need professional assistance. That'll be $250 per hour
➢
Social integration – sorry, that's extra
➢
Google Maps – oops, that's extra too
➢
Marketing integration – uh huh, that's also extra
➢
DO I GET ANYTHING WITHOUT AN EXTRA CHARGE?
➢
Did we tell you about Ultimate Edition?
It's only $150 per user per month

5. They never tell you about
SuiteCRM
➢
➢
It's Open Source. It's free to download. It's free to modify. It's free to distribute.
It is the new business model for software. Open Source moves power from the
vendor to the customer. The best Open Source companies are those that deliver
the best customer service.
➢
Free upgrade from SugarCRM 6.5.x to SuiteCRM 7.x
➢
100% compatible with SugarCRM
➢
All SugarCRM extensions will also work with SuiteCRM
➢
Need a customer Portal – it's included
➢
Need standard reports? - included
➢
So far it's $0 for 12 months.
But you may not have stopped yet.

6. SuiteCRM
➢
Need professional assistance. There's an open market for skills. Costs will be
appropriate to your local market
➢
Social integration – coming in SuiteCRM 7.1 - free
➢
Google Maps – free
➢
Marketing integration – coming in 7.2 - free
➢
DO I NEED TO PAY FOR ANYTHING?
➢
Training, customisation, support and consultancy are all available from
SuiteCRM partners. You will have to pay for these.

7. The SugarCRM Community
Rocks!
The SugarCRM Community in Numbers
Over 10 million downloads
A community of 30,000 registered developers
Has deeper functionality than many commercial
offerings on the market today
The reasons you choose SuiteCRM
It's SugarCRM supercharged
Flexible Development Platform
Great Community Support and Documentation
Open Transparent Business Culture
Exactly the same code base as SugarCRM
It's Open Source – you own the code
It's Open Source – you have complete control over the code, the upgrades, the
hosting, the support - forever
100% compatible with SugarCRM
The huge library of SugarCRM extensions
also work with SuiteCRM

8. What SugarCRM partners
don't tell you
10 things SugarCRM Partners say
The Reality – what SuiteCRM delivers
If you want to do any of the following, you will
have to purchase SugarCRM Professional
Edition:
All of the processes in CRM are well known and commoditised. There are no trade
secrets or surprises. SuiteCRM does nearly everything that Professional Edition
(or Microsoft/SalesForce) does .. it just does them a little differently:
(1) Customisable reports and dashboards
(1) Fantastic reporting inc Dashboards
(2) Workflow
(2) Brilliant workflow
(3) Sales forecasting capabilities
(4) Marketing reports
(5) Contracts or quotes
(6) Email and social plugins
(7) Project management module
(8) Mobile CRM
(3) Superb forecasting capabilites
(4) Comprehensive marketing reports
(5) Contracts, quotes, invoices and products
(6) Great plugins for mail and social
(7) The same Project Management modules as Pro
(8) Excellent Mobile capability
(9) Enjoy hosting options
(9) Host where you want – how many more
options do you need?
(10) Get professional support
(10)Support everywhere

10. What you get with SuiteCRM
REPORTS
Custom Reports
Monitor business performance
Track key metrics across sales, marketing and support
Create advanced charts, scheduled reports, custom reports,
dashboards, matrix reports and more.
Enterprise-class reporting tools
Easily share reports

11. What you get withSuiteCRM
FORECASTING
Sales Forecasting
Eliminate "gut feel" guess work and make data-driven
business decisions
Generate accurate forecasts based on sales data in Sugar
and analyze your pipeline
Monitor how individuals and teams are performing based on
opportunities by sales stage.
Enterprise-class reporting tools

12. What you get with SuiteCRM
MARKETING REPORTS
Marketing Reports
Measure the effectiveness of marketing campaigns across
multiple channels
Compare the budget of a campaign to the resulting actual
sales
Create email templates

13. What get with SuiteCRM
QUOTES AND CONTRACTS
Quotes and Contracts
Create and manage your contracts and quotes
Manage your Product Catalog so that your sales team can
add your organisation’s products to quotes
Quotation Groups to give your customers options
Discounts as percentage or amount
Automatic lookup on product name or part number
Convert Quotations to Invoices and Contracts
Editable PDF Templates for professional output
Email Quotes and Invoices to customer direct
from Quotation

14. What you get with SuiteCRM
EMAIL AND SOCIAL
Email and Social Plugins
Integrate your Email with SugarCRM using the Plug-ins for
Microsoft Outlook and Thunderbird and Gmail
Manage your Google docs using the Google Docs
integrations
View Customers on LinkedIn
See where your customers are and plan activities based on
the integrated Google Maps
Social plugins in 2014

15. What you get with SuiteCRM
MOBILE AND OFFLINE
Mobile CRM
Increase the productivity of yours Sales reps with real-time
access on the go with SuiteCRM Mobile access
Offline access to your SugarCRM data
Access Sugar from your Android or Apple smartphone or
tablet
* MobileCRM is a community contribution and is a paid-for
extension

16. What you get with SuiteCRM
PROJECTS
Tasks and Projects
Create Tasks and assign them to yourself or to other users.
Use SugarCRM Projects Module to create and manage
projects and project tasks for your organisation.
Resources and Gantt (7.1 – Jan 2014)
View Gantt charts
Plan your resources
Build relationships between tasks

17. What you get with SuiteCRM
WORKFLOW
Powerful Workflow
Create or modify SuiteCRM records based on conditions
Send emails based on conditions
Create new actions such as calls and meetings
View running processes and process history
Wide variety of Condition types
Wide variety of fields and operators

18. What you get with SuiteCRM
HOSTING
Hosting
Choose the deployment option that best suits your needs:
On-site
On-demand
Private clouds

19. What you get with SuiteCRM
SUPPORT
Support
E-mail
Phone
Portal
Instant Messenger

20. How do I get SuiteCRM?
Try SuiteCRM demo version
Browse to http://suitecrm.com/advanced-stuff
Register
Your username and password will be emailed to you
Road test SuiteCRM on our super-fast servers

21. SuiteCRM Professional
Services?
For more information about SuiteCRM
Browse to the website: www.suitecrm.com
Hosting, consulting, development and

22. Who's behind SuiteCRM?
About SalesAgility
Contact
We only do Community Edition
E-mail – sales@salesagility.com
We've only ever done Community Edition
Phone - +44 (0) 1786 585 499
We don't sell proprietary SugarCRM versions
We have seven years experience of SugarCRM
We deal with Enterprises, Governments, NGO's,
Small and Medium sized businesses, not-for-profits
We do very, very complex projects and
straighforward projects
We're focused on service not licences
We have clients across the globe – Asia, Australia,
Europe, Africa & USA
We're one of the largest SugarCRM talent pools
globally and the biggest independent SugarCRM
consultancy on the planet
Website: www.salesagility.com

23. Why is SuiteCRM important?
SugarCRM History
SuiteCRM Commitments
SugarCRM Community Edition is the most used and
successful open source CRM in the world
SuiteCRM is 100% SugarCRM compatible
Now that they have achieved some success, SugarCRM
are no longer focused on open source
SuiteCRM is 100% open source
They no longer work with the community for new software
releases
There was a real danger that Community Edition would
wither on the vine
No other SugarCRM consultancy globally has as much
experience extending Community Edition or has released
as much code for Community Edition as SalesAgility
We made the decision that SugarCRM Community Edition
would continue to thrive even if it was neglected by
SugarCRM
We reworked a lot of the code we had written over the
years and released it as a supercharged Community
Edition - SuiteCRM
SuiteCRM is free to download
SuiteCRM is free to modify
We will continue to support both SugarCRM and SuiteCRM
We will continue to extend and improve SuiteCRM
We intend SuiteCRM to be the #1 open source CRM globally
SuiteCRM will always be open source