Your supervisor has a meeting at the end of the week with company management. The purpose of the meeting is to select CRM software for the company. She has identified six providers and asks you to research and analyze the following six CRM platforms:

1. 1. HubSpot
2. 2. Less Annoying CRM
3. 3. Pipedrive
4. 4. Salesforce
5. 5. SugarCRM
6. 6. Zoho

 

Highlight the efficacy of each platform.  It should include:

1. 1. Four pros and four cons (limitations) for each brand of software.
2. 2. Pricing information for each CRM software.
3. 3. Evaluation of each brand of software using the criteria listed in the summary table template. Fill the summary table template with the information.
4. 4. Analysis of each brand of software. Rank the CRM platforms with one being the top recommendation and six being the least recommended platform. Explain why the CRM platforms were ranked in the stated          order.

Image transcription text

Summary table template Less Annoying Criteria HubSpot CRM Pipedrive Salesforce SugarCRM Zoho Built for small business Enter 1 if Yes Enter 0 if No Built-in security features Enter 1 if Yes Enter 0 if No Cloud Based Enter 1 if Yes Enter 0 if No Cost Enter 1 if free Enter 0 if setup or additional fees Ease of use Enter 1 if employees be trained easily Enter 0 if outside training required Ease of implementation process Enter 1 if free technical support provided Enter 0 if charge for technical support Ease of integration with existing company technology Enter 1 if no limitations Enter 0 if limitations Mobile access (use on a smartphone and/or tablet) Enter 1 if Yes Enter 0 if No User minimums Enter 1 if No Enter 0 if Yes Total points 
 

Summary table template Criteria Built for small business Enter 1 if Yes Enter 0 if No Built-in security features Enter 1 if Yes Enter 0 if No Cloud Based Enter 1 if Yes Enter 0 if No Cost Enter 1 if free Enter 0 if setup or additional fees Ease of use Enter 1 if employees be trained easily Enter 0 if outside training required Ease of implementation process Enter 1 if free technical support provided Enter 0 if charge for technical support Ease of integration with existing company technology Enter 1 if no limitations Enter 0 if limitations Mobile access (use on a smartphone and/or tablet) Enter 1 if Yes Enter 0 if No User minimums Enter 1 if No Enter 0 if Yes Total points HubSpot Less Annoying CRM Pipedrive Salesforce SugarCRM Zoho