Product Information. Sugar vs Zoho. Features Comparison

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1 Product Information vs Zoho Features Comparison

2 CRM Community Price / user / month $0 $35 $45 $60 $100 $0 $12 $25 Price / user / year $0 $420 $540 $720 $1,200 $0 $144 $300 User limits no limit no limit no limit no limit no limit 3 users no limit no limit SALES Accounts ü ü ü ü ü ü ü ü Activity tracking & history ü ü ü ü ü ü ü ü Business to Business (B2B) configuration ü ü ü ü ü ü ü ü Business to Consumer (B2C) configuration ü ü ü ü Contacts ü ü ü ü ü ü ü ü Contract management ü ü ü ü Customizable sales process ü ü ü ü ü ü ü ü Document and integrated content library ü ü ü ü ü ü ü ü Lead capture ü ü ü ü ü ü ü ü Lead scoring, routing, & assignment ü ü ü ü Opportunity tracking ü ü ü ü ü ü ü ü Product catalog & tracking ü ü ü ü ü ü Quote management ü ü ü ü ü ü Sales forecasing ü ü ü ü ü ü Sales teams ü ü ü ü MARKETING Campaign dashboards ü ü ü ü ü ü ü ü Campaigns ü ü ü ü ü ü ü ü marketing ü ü ü ü ü ü ü ü Intergration with 3rd party marketing automation E E E E Marketing campaigns ü ü ü ü ü ü ü ü Marketing reports ü ü ü ü ü ü ü Mass ü ü ü ü ü ü ü Mass limits no limit no limit no limit no limit no limit 250/day 250/day Newsletter management ü ü ü ü ü ü ü ü SMS Marketing Campaings E E E E Web to lead capture ü ü ü ü ü ü ü ü Web to lead capture limits no limit no limit no limit no limit no limit 1 form 10 forms 20 forms CUSTOMER SUPPORT Advanced case escalation and notification ü ü ü ü ü ü Bug tracking ü ü ü ü ü Call center ü ü ü ü ü Case management ü ü ü ü ü ü ü ü Customer self-service portal ü ü Customer support management ü ü ü ü ü ü ü ü Knowledge base ü ü ü ü 2 vs Zoho

3 SOCIAL CRM Community CRM Blogs E E E E E Cisco WebEx Meeting Center ü ü ü ü Citrix Online GoToMeeting ü ü ü ü ü ü ü ü ü $ $ $ Facebook ü ü ü ü ü ü ü Google Apps ü ü ü ü IBM Connections E E E E IBM SmartCloud for Social Business ü ü ü ü LinkedIn ü ü ü ü ü ü ü ü Maps E E E E E Sales Intelligence ü ü ü ü ü Social Collaboration with other employees E E E E Social Collaboration with customers E E E E SMS E E E E Twitter ü ü ü ü MOBILE CRM Mobile Browser Access for smartphones ü ü ü ü ü ü ü Mobile Browser Access for tablets ü ü ü ü ü ü ü Android App ü ü ü ü $ $ $ BlackBerry App $ ü ü ü $ $ $ ipad App $ ü ü ü $ $ $ iphone App ü ü ü ü $ $ $ App for Windows Mobile GLOBAL CRM # of Languages supported out of the box Additional Language Packs E E E E E Multi-currency support ü ü ü ü ü ü Right to Left language support ü ü ü ü PRODUCTIVITY Customizable homepage by end user ü ü ü ü ü ü ü ü Plug-in for Microsoft Outlook ü ü ü ü $ $ $ Plug-in for IBM Lotus Notes $ $ ü ü Gmail, Yahoo! And IMAP Mail support ü ü ü ü ü ü ü ü archiving ü ü ü ü ü native client ü ü ü ü ü ü ü ü templates & tracking ü ü ü ü ü ü ü icalendar integration ü ü ü ü Google Calendar integratrion ü ü ü ü ü ü ü Google Contacts integration ü ü ü ü ü ü ü Google Docs integration ü ü ü ü ü ü ü Microsoft Word & Excel integration ü ü ü ü $ $ $ Multiple home pages and dashboards ü ü ü ü vs Zoho 3

4 Community CRM Multi-tasking ü ü ü ü Offline access ü ü Reminders and alerts ü ü ü ü ü ü ü ü Search - full text search ü ü ü ü ü Search - global search ü ü ü ü ü ü ü Search - present results without navigating away from current module/object ü ü ü ü Shared calendar ü ü ü ü ü Shortcut bar ü ü ü ü Tasks ü ü ü ü ü ü ü ü REPORTING Advanced charts ü ü ü ü ü Custom reports ü ü ü ü ü ü ü Customizable forecasting ü ü ü ü Dashboards ü ü ü ü ü ü ü Dashboards - customizable ü ü ü ü ü ü ü Dashboards - multiple dashboards on homepage ü ü ü ü ü ü ü Matrix reports ü ü ü ü ü ü ü Pre-built Reports ü ü ü ü ü ü ü Read-only report access ü ü ü ü ü ü ü Scheduled reports ü ü ü ü ü ü ü SQL reporting ü ü COLLABORATION Activity management ü ü ü ü ü Activity streams ü ü ü ü ü Document management and attachments ü ü ü ü ü ü ü ü Dynamic teams ü ü ü ü Employee directory ü ü ü ü ü Team notices ü ü ü ü ü ü ü Workflow automation ü ü ü ü ü ü Workflow automation limits no limit no limit no limit no limit 10/module 30/module PROJECT MANAGEMENT Project management ü ü ü ü Gantt Charts and Grids ü ü ü ü CONFIGURATION Assignment notification ü ü ü ü ü ü ü ü Calculated Fields ü ü ü ü Configure tabs ü ü ü ü ü ü ü ü Convert lead form ü ü ü ü ü ü ü ü Custom fields ü ü ü ü ü ü ü ü Custom fields per Module no limit no limit no limit no limit no limit 25/module 130/module 130/module Dependent dropdowns ü ü ü ü Drag-and-drop custom layouts ü ü ü ü ü ü ü ü Image fields ü ü ü ü ü ü ü Mobile Studio Editor ü ü ü ü $ $ Workflow automation rules ü ü ü ü ü ü 4 vs Zoho

5 Community USER INTERFACE CONFIGURATION CRM Drag to customize home page ü ü ü ü ü ü ü ü Embedded Mash-ups ü ü ü ü ü ü ü Rename fields, tabs and labels ü ü ü ü ü ü ü ü Multiple tabs on the home page ü ü ü ü ü ü ü ü Module Builder ü ü ü ü CUSTOMIZATION Custom modules ü ü ü ü ü ü Custom record types ü ü ü ü ü ü Open Source ü ü ü ü ü PHP custom development ü ü ü ü ü Logic ü ü ü ü Test customizations in a development sandbox INTEGRATIONS ü ü ü ü ü Cloud Connectors ü ü ü ü Integrated third-party apps ➀ E E E E E E E E My Portal Dashlets ü ü ü ü ü ü ü Web-services API (REST) ü ü ü ü ü ü ü ü Web-services API (SOAP) ü ü ü ü ü Web-services API requests limitations ➃ no limit no limit no limit no limit no limit 250/day 250/day 250/day Webhooks ü ü ü ü ü ü SECURITY Access control by User ü ü ü ü ü ü Access control by Team ü ü ü ü ü Access control by Role ü ü ü ü ü Advanced password management ü ü ü ü ü ü LDAP / Microsoft Active Diretory ü ü ü ü SAML Support ü ü ü ü DATA MANAGEMENT AND DATA BACK UP Data import ü ü ü ü ü ü ü ü Data import de-duplication ü ü ü ü ü ü Data export ü ü ü ü ü ü ü ü Data export records limitations Database backup (from On-demand solution) Database backup in relational database format no limit no limit no limit no limit no limit 1000/module 3000/module 3000/module ü ü ü ü $10/request $10/request $10/request ü ü ü ü ü Multi-instance database ü ü ü ü ü Multi-tenant database ü ü ü Object database connectivity (ODBC) ➁ ü ü ü ü ü Scheduled database backup ü ü ü ü Scheduled daily database backup $ $ ü ü Support for Microsoft SQL Server ➁ ü ü ü ü ü Support for MySQL DB ➁ ü ü ü ü ü vs Zoho 5

6 Community CRM Support for IBM DB2 DB ➁ ü ü Support for Oracle DB instance ➁ ü ü CLOUD COMPUTING Private Clould (On-Site hosted) ü ü ü ü ü Partner Cloud (VAR or Service Provider hosted) ü ü ü ü Public Cloud (EC2 or Azure hosted) ü ü ü ü Vendor Cloud (SaaS hosted) ü ü ü ü ü ü ü Vendor Cloud document storage ➂ 15GB 30GB 60GB 250GB 100MB 250MB 500MB Vendor Cloud sandbox ü= Included in base user subscription $ = Additional fee applies E = Available as an add-on St = Studio configuration in CRM ➀ Integrations are available on forge or Exchange for CRM, from Zoho Marketplace for. Some Integrations are free, some integrations are available at an additional fee. ➁ Available for private, partner and public cloud deployments ➂ for Zoho, customers can buy additional storage at a cost of $4 per GB per month ➃ for Zoho, the API requests limits are 250 request per day per organization (Zoho free). 250 requests per day per user OR 5,000 request per day per organization, whichever is lower (Zoho professional). 250 requests per day per user OR 15,000 request per day per organization, whichever is lower (Zoho enterprise) 6 vs Zoho

7 CRM Customer relationship management (CRM) software for business. In the cloud, online, on-demand, or on-site the best sales, , and mobile CRM integration North Wolfe Road SW2-130 Cupertino, CA T: F: CRM Deutschland GmbH Erika-Mann-Strasse Munich Germany T: +49 (0) F: +49 (0) Copyright 2012 CRM, Inc. All rights reserved. CRM and the CRM logo are registered trademarks of CRM, Inc. in the United States, the European Union and other countries. All other trademarks are the properties of their respective companies.

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