PresentersGarrett Hogan,CRM Sales & Engineering at BrainSell

Kate Priddy,Marketing Manager at BrainSell

Agenda● About BrainSell● Round 1: Features Comparison for all 3 CRMs● Round 2: Implementation Comparison for all 3 CRMs● Round 3: Price Comparison for all 3 CRMs● Demo● Q & A

About BrainSell • Trusted technology advisor based in Boston, MA

• Non-biased consultant representing a variety of CRM, ERP, and marketing platforms

• 21 years of successful implementations

• Core focus on consulting before software

ROUND 1Features

Features

Usability ● Technical / Large Teams ● Large & Small Teams/ Embedded Outlook

● Nimble / Large & Small Teams

Support ● Unlimited support portal/phone

● Unlimited support portal/phone

● Unlimited support portal/phone

Deployment ● On Demand● On Premise● On Demand● Private Cloud

● On Premise● On Demand● Private Cloud

Limitations ● File Attachments (25MB)● API limitations

● Filter Query Limitations● No API limits

● Data overages● No API limits

Architecture ● Apex ● C#● DHTML

● Open Source● PHP

ROUND 2Implementation

Implementation/CompatibilitySoftware

Sage Fair Good Good

QuickBooks Good Good Good

Act-On Poor Good Good

Marketo Fair Fair Good

Pardot Good Poor Fair

TenFold Good Good Good

Outlook Fair Good Fair

Mobile Good Good Good

ROUND 3Pricing

Pricing

Version 50 Users/Year

50 Users/Year

50 Users/Year

Professional $45,000 N/A $24,000

Enterprise $90,000 $39,000 $39,000

Demo

Who Wins?

CRM Decision Process• What are you trying to achieve with CRM? Sales? Service? Marketing? What’s the Pain or Void?

• Are you looking to On-Demand or On-Premise?

• What are your Business Processes? Information Management

• Experiment with the different flows of each solution? What solution can best adaption to your Business

Processes? And what will those Business Processes look like Five, Ten Years from Now?

• What is your User software proficiency? Do they need simple or can they handle a more complex software

environment?

• What disparate systems are you looking to connect to your CRM solution? Accounting software? ERP?

Marketing Automation?

• Where is your current data and what does the migration journey look like?

Where to Start1. Identify the Stakeholders in Your Organization

2. Create a Requirements Document

3. If you struggle with the requirements document, higher an outside, non-partisan,

organization to help you write this document

4. Create a Technical Blueprint - Identify how this solution will function in your

organization and how data will flow in this new solution to and from other data sources

5. Then review each potential solution against the requirements document and technical

blueprint

POLL: What’s the most painful part of CRM selection?

Q&A

Thank You!Follow up questions can be directed to:

Kate Priddykpriddy@brainsell.net

(978) 887-3870 ext 205

Garrett Hogan,CRM Sales & Engineering at BrainSell

Kate Priddy,Marketing Manager at BrainSell