Salesforce.com to SugarCRM – Migration Guide

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Salesforce.com to SugarCRM – Migration Guide

Many organizations started with wave of cloud based CRM application when Salesforce.com got recognized as faster to implement, less hassle and quick ROI solution. It was a huge value addition for organizations which were running on Seibel (eventually taken over by Oracle), SAP, Goldmine and other “heavy” platforms. From committing higher internal resources and a full-fledged team of CRM consultants toiling for months together, CRM implementation became much simpler and highly flexible.

 

Questions you must ask before initiating Salesforce.com to SugarCRM Migration

Advent of SugarCRM in the market and subsequently it getting adopted by larger enterprises across the globe had further ramifications for CTOs.

The question to ponder was whether you should move from Salesforce.com to SugarCRM and whether it meant functionality loss vis-à-vis what is present in Salesforce.com.


 

Step 1 | Should you think of migrating?

question whether to migrate from salesforce to sugarcrm

 

SugarCRM offers multiple advantages with primary being flexibility. It definitely makes sense to consider migrating from Salesforce.com to SugarCRM. It offers tremendous cost savings, similar functionality and a thriving ecosystem of developers and partner. Many SugarCRM Plugins are available in the Sugar Exchange and can make your life easier.

However we strongly suggest considering the following finer points before you take the exercise further.

 

  • What are the major pain points my CRM users have with Salesforce.com?
  • What are the key features which they like?
  • How customized is my Salesforce.com instance?
  • When is the next Salesforce.com license renewal due?
  • What is my total Salesforce.com User base?
  • How many other systems does my Salesforce.com connect to?

 

The below sections would further explain why these data points are required.

 


 

Step 2 | Calculate the implementation Cost

 

cost of migration

A highly customized or integrated Salesforce.com instance means that you would have to proportionate effort in customizing or integrating SugarCRM as well. This further means that you will have higher implementation cost. Relax, SugarCRM consultants would not charge you as much as their Salesforce.com counterparts would. However recall how much you spent on Salesforce.com implementation (leaving aside license costs).

Roughly 60% of this amount is what you would spend in SugarCRM implementation. Thus if the expenses were $ 10,000 then SugarCRM implementation would approximately cost you $ 6,000.

 


 

Step 3 | Add Effort for Improvement Points

 

improvement on migration to sugarcrmIf your CRM users feel that they are not happy due to certain feature not being available, you can plan to resolve the same when you are implementing SugarCRM to drive user adoption. Also ensure that the features which they want are also already available.

[quote2]Usually if you mark up the implementation cost by 20% of what you calculated in Step 2, you would come to the total implementation cost including the improvement items. So for example in the above case the implementation cost would roughly come out to be USD (1.2 X 6,000) = USD 7,200.[/quote2]

 

Step 4 | Calculate savings and Returns on Investment period


Salesforce.com per user per month license fees vary based on various add ons you have enable, SugarCRM comes at more or less transparent and rigid pricing structure. We find that usually SugarCRM professional edition suffices for most of the organizations.

savings due to migrationThus savings are calculated based on what you spend using Salesforce.com Versus SugarCRM.
If you are having a user based on 20 users, and Salesforce.com licenses are costing $ 125 a month per user then you are shelling out $ 2,500 per month as of now. The scenario would be for SugarCRM you would be paying USD (36 X 20) that is $ 720 a month. In this case you can see that your entire returns are realized within 10 months of implementation and hence it makes a strong business case for migration.

The numbers change based on underlying parameter values and you can judge how it works out in your individual case.

 


 

Step 5 | Plan your timing

 

time your migrationIf you find that it makes sense for you to migrate to SugarCRM, you should plan your move a bit early. This is because by the time your Salesforce.com licenses are due to renewal, you should not only have your SugarCRM ready but you should have already used it for a while to ensure a smooth transition. If your SugarCRM customization is going to last for 3 months (approximately) and your Salesforce.com licenses are up for renewal in end of March 2014 then you should ideally have started in December 2013. Not only will this give you some extra time but will also ensure that all your data is smoothly transitioned and there are no risks associated with migration.

 


 

Summary

Migration to SugarCRM should be evaluated and if it makes a strong business case for you (for example you have a large user base) then you should plan optimally to ensure the success of your CRM migration mitigating potential risks and ensure completeness of migration.

Next Steps

 

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By | 2016-10-12T22:39:47+00:00 February 21st, 2014|CRM, SugarCRM|2 Comments

About the Author:

Veon brings best in consulting and integration solutions on Salesforce, SugarCRM, and SAP. It is an innovative company which deals best of the breed solution using SOA based SAP Integration and commercial opensource solutions like SugarCRM, Magento and Wordpress. It helps small and medium enterprise become smarter.