CRM The Top 10 Reasons

to Choose Seradex CRM over SalesForce

(A Biased Review!) May 2010

CRM = Customer Relationship Management

• Software to help you manage the relationships with your customers and prospects so you can sell more

• What critical information helps you manage the relationship more effectively so you can sell more?

• What information gaps hurt your ability to manage the relationship?

CRM Key Feature Comparison

Feature Seradex SalesForce.com Unlimited Version

Accounts & contacts Y YDocument attachments Y YEmail integration (Gmail, Outlook) Y YGoogle Apps integration X YCrystal Reports Y XActivity tracking Y YCustomizable sales process Y YEmail templates & tracking Y YLead scoring Y YMicrosoft Word mail merge Y YOpportunity tracking Y YWeb-to-lead capture Y YCampaigns Y YContract management Y YCustomizable dashboards Y YCustomizable forecasting Y YIdeas community X YVisibility from Lead to Cash Y XShipment tracking Y XCredit Hold and AR Collection Info Y XReal-time quotes Y YProduct Configuration Y XRole permissions Y YCall scripting and Auto Dial Y XQuota Management Y XCommission Management Y XIntegration to Active Directory Y XAdvanced Filters Y YTerritory management & sales teams Y YVisual Workflow X YWorkflow Y Y

The Seradex CRM module is an add on module for manufacturing companies using our ERP Software

THE TOP TEN REASONS WHY SERADEX IS BETTER THAN SALESFORCE

On Seradex can answer the 2 Questions required to close every sale:

1) Pricing requires access to product configurator2) “When” requires access to production schedule and inventory

1) What is my price?2) When can I have it?

Reason 1Higher Close Rates

Lead Opportunity Quote Order Shipment Invoice Payment

Only Seradex provides visibility from Lead to Cash Collection in 1 System

Reason 2Manage Entire Relationship

Any potential relationship issues here?

Does the relationship stop here?

Reason 33600 Relationship View

All customer touch points reside in a single system viewable by everyone

Relationship Limit

Manages EntireRelationship

Reason 4Data Jail

• Seradex data is in a local or hosted SQL Server – which makes it easy to back up, extract and scrub

• Salesforce.com data is difficult and costly to back up, extract and scrub

Reason 5

Duplicate data silos = costs, errors and poor quality dataDon’t underestimate this challenge!

See any potential trouble spots here?

How can your sales force manage relationshipswhen they make each sales call without knowing:

Reason 6Improve Relationships

• What dollars and volume have I sold this customer this year?• What were my margins?• Is the customer on credit hold?• Are there any overdue invoices?• Has their last PO shipped? What is the tracking number?• Are there any late orders for this customer?• Are there any outstanding service or warranty issues?

Reason 7Cost

• Seradex CRM module is a one time fee of $4,995

• Salesforce.com is a recurring $50 - $150 / month per user depending on edition

Reason 8Outlook Integration

• Seradex syncs all emails in and out from Exchange to contacts• CRM Appointments sync to Outlook Calendar

• Salesforce.com – Outlook integration is an administrative challenge, 64 bit incompatibility, etc. User cut and paste emails from Outlook into Salesforce .com

• Many 3rd party Salesforce / Outlook email addons• No calendar appointment synch

Reason 9Conversion Ratio Tracking

• Conversion Ratio - Percent of Quotes converted to orders

• Critical metric to analyze product /customer/ sales rep success

• Used to drive continuous improvement and increase revenue

• Salesforce.com doesn't have orders so no conversion ratio data

Reason 10Quota Management

• Seradex offers powerful sales rep quota management and dashboards for sales managers

Still not Convinced?

OK here are 3 more bonus reasons!

Bonus Reason 1Commission Tracking

• Seradex automates commission calculation and payments to reduce admin costs

Bonus Reason 2Phone Integration

Seradex offers extensive phone system integration

• Dial out from contact records• Screen pops on incoming calls• Calls are logged against the account activity

Bonus Reason 3USA Patriot Act

• Seradex uses on premises data not subject to the USA Patriot Act

• All data on SalesForce.com is subject to US Patriot Act

• Patriot Act enables law enforcement agencies to easily access business data

Thanks for your time!