2. Agenda SugarCRM’s Competition –Salesforce.com Comparing the Software –Software Architecture –Software Integration –3 rd Party Applications –Software Features Comparing the Costs –Software Costs –Typical Implementation Costs –Ongoing Costs Comparing Services –Support Offerings –Deployment Offerings About Levementum

3. Pre-amble… BHAS: “If you are assessing Salesforce, or any other closed source CRM for your CRM needs, you would be remiss (ok…foolish) not to examine the SugarCRM value proposition”

4. Bias in this presentation? Objectivity? –Researchers are competitors to salesforce.com Respectfulness –Yes Our experience? –Multiple Salesforce.com to SugarCRM conversions

5. The basis…and disclaimer The data being presented here is from research performed over 2010-2008 This presentation is focused on differences….not subjective opinions about Salesforce.com “People vote with the their feet”….and Salesforce.com is a very successful and solid solution. Period. …that said, SugarCRM offers some real advantages.

6. So with that… The Top 10 reasons to switch from Salesforce.com to SugarCRM

7. #10: Deployment flexibility Salesforce.com offers you a SAAS solution, hosted in its NA, EMEA or AP data centers. SugarCRM offers you a SAAS solution and an On-Premise solution (both are provided with your subscription) or a host of certified partner SAAS solutions worldwide Differentiator? –Deployment Choice!

8. #9 Core code customizations Salesforce offers you an architecture to extend product features and integrate. SugarCRM offers you an architecture to modify the core – modify the API – re-architect product features….in an upgrade safe-way. Additionally – all SugarCRM code is provided to you….its open source (even the commercial version!) Differentiator: Choice, Control, Power with a Framework

9. Comparison: Software Architecture Application Architecture Database Architecture Deployment Architecture SugarCRMSalesforce MVCMTA PHP/AJAXforce.com SugarCRMSalesforce MySQL/Oracle/SQLServ er Force.com db SugarCRMSalesforce SugarCRM CloudSalesforce Cloud Local Microsoft ServersNO Local LAMP ServerNO Amazon EC2, Rackspace Cloud, Xen Clouds, etc NO SugarCRM provides customers with: An enterprise class MVC architecture. Software built on benchmarked proven Open application development code and objects. Multiple options for database and platform deployment Flexible deployment in ANY industry standard cloud platform A true “Open Cloud” choice…as opposed to a private black box cloud and platform.

10. #8 REST Integration Framework Salesforce.com’s web service API does not support REST (as of 8/10)… SugarCRM supports REST! Differentiator: Leaner (faster) integrations…ask your development team. It matters!

11. Comparison: Software Integration Web Services Architecture Database Access Architecture Deployment Architecture SugarCRMSalesforce SOAP RESTno SugarCRMSalesforce Web Services ODBCForce.com JDBCForce.com Direct (mySQL/Oracle/SQLServ er) Force.com SugarCRM provides complete flexibility on integration and data delivery: Use a SOAP or RESTful approach for your integrations and applications. Access your data via web services, or access via ODBC, JDBC, or a direct database connection Utilize any Business Intelligence platform seamlessly. Note, for example, Crystal reports for Salesforce.com can only be used “within” Salesforce.

12. #7 3 rd Party Extensions Salesforce.com claims approximately 1000 extensions and services on the AppExchange SugarCRM offers 6000 extensions…plus the source code for these. Differentiator: Additional features, and even better – citable code fragments and examples of how to customize the solution creatively

13. Comparison: 3 rd Party Applications (2009) Sugar CRM Salesforce.com FreeCommercial 4,917165 100% Open Source SugarCRM provides customers with: An unparalleled volume of addons A commitment to open source The ability to customize all add-ins More than 75 language packs FreeCommercial 371482 0% Open Source

14. #6 Free Entry Level Offering Salesforce.com’s does not offer a free entry level offering SugarCRM’s entry level offering mirrors the Salesforce.com Group edition (their 2 nd level offering) Differentiator: Features and value…the ability to try, try, try, try, and maybe buy…or not.

15. Comparison: Software Features – Entry Level Offering SugarCRM Salesforce Microsoft FeatureAvailabilityPrice Tier Leads√FREE Contacts√FREE Customers√FREE Opportunities√FREE Calls, Tasks and Meetings √FREE Dashboards, RSS & Portal √FREE Documents√FREE Emails and Basic Alerts√FREE FeatureAvailabilityPrice Tier Doesn’t exist FeatureAvailabilityPrice Tier Doesn’t existSalesforce CloudMicrosoft Hosting SugarCRM provides customers with: An enterprise class MVC architecture. Software built on benchmarked proven Open application development code and objects. Multiple options for database and platform deployment Flexible deployment in ANY industry standard cloud platform A true “Open Cloud” choice…as opposed to a private black box cloud and platform.

16. #5 Powerful Entry Commercial Offering Salesforce.com offers an entry level offering that lacks key Sales features SugarCRM’s professional offering is equivalent to the Enterprise offering of Salesforce.com

17. Comparison: Software Features – Professional Level Offering FeatureSugarCRMSalesforce Leads√√ Contacts/Custom ers √√ Opportunities√√ Calls, Tasks &Meetings √√ Dashboards√√ Documents√NO Emails and Campaigns √√ Reports and Dashboards √√ Codeless Workflow & Alerts √NO Forecasting√√ API?√NO Territory and teams (codeless) √NO Customizable Mobile Edition √NO Unlimited Data√NO

18. Comparison: Software Features – Enterprise Level Offering FeatureSugarCRMSalesforce Leads√√ Contacts/Custom ers √√ Opportunities√√ Calls, Tasks &Meetings √√ Dashboards√√ Documents√√ Emails and Campaigns √√ Reports and Dashboards √√ Codeless Workflow & Alerts √√ Forecasting√√ API?√√ Territory and teams (codeless) √√ Customizable Mobile Edition √√ Unlimited Data√NO

19. #4 Money Salesforce.com’s enterprise ready solution is offered at $125/mo SugarCRM’s enterprise ready offering at offered at $30/mo Differentiator: Cost!!!!

20. Comparison: The Costs Community$0/mo Professional$30/mo Enterprise$50/mo SugarCRM Group$25/mo Professional$65/mo Enterprise$125/mo Unlimited$250/mo Salesforce.com User CAL$88/mo *** not including $4995 server plus Microsoft Office Microsoft Dynamics

21. #3 Data…and Control of it Salesforce.com has historically made it difficult to pull complete data sets (relationships, objects, constraints) SugarCRM offers you native and complete access to the entire db Differentiator: Control

22. Comparison: Data Jail SugarCRM: –With SugarCRM, you are the owner of your own data. You get a full backup of all your data with all the object relationships intact up to four times a month at no additional cost. There are two key aspects to CRM data: customer data and the relationships between accounts, contacts, opportunities and all the other data Salesforce (2009): –Raw object text backups –No relationships between objects –One monthly flat file data dump without any data relationships. How is a customer supposed to load that into a database? You can’t.

23. #2 The USA PATRIOT ACT Organizations that run on the NA systems or Salesforce.com are subject to the PATRIOT act – and the EMEA and AP instances have ambiguous rules therein. SugarCRM offers you control of your on-premise environment Differentiator: Control

24. #1a Open Source Salesforce.com…closed SugarCRM…open Differentiator: Total control of your own destiny

25. #1b Basic Customizations Salesforce.com offers a robust framework for basic change…but with limitations on max applications, objects, fields, etc. SugarCRM has a limitless module builder and studio Differentiator: Control!

26. MORE REASONS…

27. Custom Modules and Fields SugarCRM –Easy to use “Field Studio”. Does not require developer skills. –No limits on custom fields –No limits on custom modules Salesforce.com –Easy to use module builder + “Eclipse –force.com”. Does not require developer skills. –Constraints on additions

28. Workflow and Reports limitations FeatureSugarCRMSalesforce.com (2008) Professional Custom Objects∞50 Custom Fields per object∞100 Mass Email∞3 rd party Custom Applications∞5 API Calls∞1000/user Custom Tabs∞10 Callouts or Logic Hooks∞20 DML

29. Integration Limitations I Callouts or Logic Hooks –SugarCRM CE No Limits Professional No Limits Enterprise No Limits –Salesforce.com CMNot allowed GroupNot allowed ProfessionalLimited EnterpriseLimited UnlimitedLimited

30. Integration Limitations II Web Services API –SugarCRM CE No Limits Professional No Limits Enterprise No Limits –Salesforce.com CMNot allowed GroupNot allowed ProfessionalLimited EnterpriseLimited UnlimitedLimited

31. Implementations! What is the key technical skill required for your implementation Salesforce.com Force.com code $150 – 200/hr Force.com database $150 – 200/hr SugarCRM PHP $55-$75/hr MySQL $60-90/hr No Leverage Leverage in other Projects

32. Deployment Options Salesforce.com –Force.com hosting environment (not a cloud) –Multi-tenant shared database environment –No migrations allowed outside of the host SugarCRM –Hosted, On-Premise, Private Cloud or Hosted Cloud –Supports AmazonEC2, Rackspace, and all major cloud offerings –Images are ready to go –Migration from Hosted to Cloud, On-Premise to Hosted, etc…allowed!

33. Summary Software Cost SugarCRM Software Architecture SugarCRM Application Features SugarCRM, Salesforce Integration Architecture SugarCRM Integration Features SugarCRM 3 rd Party Add Ons SugarCRM Implementation Cost SugarCRM SugarCRM offers a superior cost, feature, integration and flexibility offering. In our horribly biased opinion….but investigate for yourself!

34. About Levementum Founded 2005 –Added SugarCRM service line 2005 (v3.5.1) –Added Compiere ERP service line 2008 –Added Pentaho BI service line 2009 –Added Magento e*Commerce service line 2009 –Added Mindtouch Collaboration service line 2009 Mission: –Drive “world class” Revenue & Margin results using Open Source Technology and Process focused Methodology Company Information –31 Employees –Offices: Phoenix, AZ (Headquarters) New York City, NY Atlanta, GA

35. About Levementum Service Lines –SugarCRM (Open Source CRM) Officially a “Gold Partner” of SugarCRM since 2006 Services: –Consulting, Development, Integration and Intelligence –Training –Cloud Hosting –CompiereERP (Open Source ERP) Services –Consulting –Training –Development, Integration and Intelligence –Magento –Mindtouch

36. Levementum Global USA –Phoenix, AZ –Atlanta, GA –Portland, OR –Green Bay, WI Australia –Sydney, NSW Canada –Toronto, ON

37. A Sampling of our Accounts