An Overview of

SugarCRM vs. MS Dynamics

About SugarCRM

Strengths

• Mobile device, User Interface (UI) and social technology.

• Flexible customization environment leverages open industry-standard technologies like HTML5, REST, JavaScript and PHP.

• Attractive, easy-to-understand pricing model; customers pay the same subscription price, regardless of model.

• Cloud-neutral strategy enables customers to run and move between SugarCRM deployments on a variety of cloud infrastructures at a competitive price point.

Source: Magic Quadrant for Sales Force Automation - Gartner, July 2013

Cautions

• Is in the process of expanding direct sales and partnerships to support larger SFA (Sales Force Automation) implementations.

• SugarCRM has shown improvement in increasing the depth and breadth of the ecosystem in the past 12 months.

• One subscription price, regardless of delivery model, is easy for customers to understand; however, some customers question why they would not get a price break if they are taking on the operational burden of running software on-premises.

An Overview of

SugarCRM vs. Microsoft Dynamics

About Microsoft Dynamics

Strengths

• New process-centric UI will enhance the user experience.

• Increased R&D investment is applied to other Microsoft products, such as SharePoint, Lync, Yammer and Skype..

• There is a common data model with the Microsoft Dynamics CRM on-premises offering.

• The Microsoft per-user, per-month price remains at the mid to lower end of pricing for SFA (Sales Force Automation) SaaS offerings.

Source: Magic Quadrant for Sales Force Automation - Gartner, July 2013

Cautions

• Reporting and analytics are not as flexible online as on-premises. Most customers with complex reporting and analytics needs will bring the data on-premises and use SQL Server Reporting Services.

• Does not provide a development sandbox, which is a problem for customers that want to test development or configuration changes prior to production in the cloud. With the Microsoft Polaris release, customers can buy additional instances for testing or development in the cloud. Microsoft enables customers to develop on-premises locally. Then, through the Microsoft Dynamics CRM Online solution management capabilities, users can move the on-premises configuration and customization changes to the online environment.

• Smartphone (target release 4Q13) and iPad/Windows 8 tablet (target release 4Q13) show promise, but will need to be proven.

An Overview of

SugarCRM vs. Microsoft Dynamics

SugarCRM recognised as a visionary A

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Completeness of Vision

Challengers Leaders

Visionaries Niche Players

Salesforce.com

Oracle’s (Siebel CRM)

Microsoft (Dynamics CRM)

SAP (CRM)

SAP (cloud for sales

NetSuite

Pivotal

Sales

SageCRM

Zoho

Microsoft (Dynamics CRM Online)

Oracle Fusion Sales

Swiftpage

CRMnext

SugarCRM continues to innovate

Strength in mobile device, User Interface & social technology strategy

Attractive, easy-to-understand pricing model

Flexible customization environment

Open industry-standard technologies

Cloud-neutral strategy

An Overview of

SugarCRM vs. Microsoft Dynamics

Source: Magic Quadrant for Sales Force Automation - Gartner, July 2013

Key Differentiators vs. MS Dynamics

MS Dynamics SugarCRM

Innovation • CRM is a small focus – 3 key releases in 8 yrs.

• Look and feel of a Windows product (lots

of pop-ups) • Limited non-Windows mobile support • Focused on Internet Explorer support • Limited social CRM focus (Yammer)

• Pure-play CRM – 2+ key releases per year • User-first UX • Supports iPhone, iPad and Android

through native client • Effectively supports IE, Chrome, and

Firefox • Integrates with common social providers

such as Facebook, LinkedIn, and Twitter

Value • Confusing pricing depending on deployment option

• One price regardless of deployment choice • No “add-ons” or hidden fees

Flexibility • Only supports Windows stack • Complex customization requirements • Limited cloud deployment options

• Large cross-platform support matrix • Uses common standards (REST, PHP,

multiple DB’s and OS’s) • Deploy anywhere

Culture • Strong “platform push” – Outlook, SharePoint, etc.

• Indifferent to non-CRM purchases

5

An Overview of

SugarCRM vs. Microsoft Dynamics

• One price, One CRM

• No hidden costs

• Open community

• Pure-play CRM

• Customer intelligence on every

screen

• Modern, sleek UX

• Platform agnostic

• Deploy anywhere

Culture Value

Flexibility Innovation

Why SugarCRM

An Overview of

SugarCRM vs. Microsoft Dynamics

Sugar Private Cloud

Sugar on Public Cloud

Sugar on Partner Cloud

Sugar On-Demand

Sugar On-Site

Choice of Deployment

An Overview of

SugarCRM vs. Microsoft Dynamics

Market Leading Total Cost of Ownership

*Based on Enterprise edition and 100 users

>$230k license savings

Several additional hidden fees

Requires multiple products for marketing, sales, and support

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SugarCRM TheCompetition

3 Year Total Cost of Ownership*

An Overview of

SugarCRM vs. Microsoft Dynamics

Single Page 360° User interface

Business Card

Data View across all

related records

User-First User Experience (UX)

Record Filtering and Search

Intelligence Pane

Preview mode

Inline editing

Context-Sensitive Activity Streams

Activity related to this account

automatically appears

Related records automatically

linked

Explicit relations enforced through

pinning

Filter on specific activity types

Sugar 7

every customer

every user

every time

An Overview of

SugarCRM vs. Microsoft Dynamics

About

Loaded

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.

An Overview of

Loaded

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.

An Overview of

Loaded

Our partners

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 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

An Overview of

Loaded

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.

Contact

1300 LOADED Email: info@loadedtech.com.au

Website: loadedtech.com.au

Address:

Ground Floor, 221 Miller Street,

North Sydney, NSW 2060. Australia

An Overview of

Loaded