We are going to be looking at implimenting a new CRM. I'm looking for opinions on what CRM solutions you feel work best with Marketo. Pros, Cons, etc. So far we have looked at Salesforce and Sugar.
only had experience with Salesforce but it works pretty damn well
here's another thread that goes into this: CRM Reviews - Which one should we choose?
SFDC has the best native sync with Marketo.
API connectors will work well if you have middleware or other programmers.
How your CRM integrates with Marketo is probably a narrow way of choosing a CRM, but if you look into this, as Josh pointed out, SFDC is ahead of the others. MSD connector with Marketo is limited functionally and the connector between Marketo and Sugar is event worse. I have never tested the SAP connector.
-Greg
The native SAP connector is no longer supported. We had to go with a middleware for a custom integration to SAP C4C.
Care to share which middleware you went for?
Mulesoft.
Yael Wasserman
Senior Manager, Supporter Analytics & CRM
0425 264 152
We're using Riva and have had a pretty good experience so far.
There is no such thing as best, only what's best for you and your company. Sorry.
With that in mind, if you're looking to pick a CRM vendor, there's some major questions to keep in mind:
- What's your record volume like? Are you going to have 1,000, 10,000, 100,000, 1 million, 10 million, 100 million records of people? How do you need to store opportunities? Do you have structured data that you'd want to store? Do you have any CRM in place today, homegrown or off-the-shelf?
- Who, realistically, will own the CRM: IT? Sales? Marketing? Will you have someone whose position is that of "CRM Product Owner" or will it be part of someone else's responsibilities?
- What needs to integrate with your CRM? There's a lot more than just Marketo going on. What about your ERP? Any external sales tools? Anything homegrown?
- What's your budget? Some CRMs are cheap (heck, Sugar is technically free!) but are expensive to implement. Some CRMs are expensive but easy to implement. If you're looking to hire someone as a product owner, you'll likely pay more or have a harder time hiring someone with Dynamics or Sugar. This is to say nothing of Oracle or SAP on both those fronts.
- Are you in a specialized field? Certain areas such as financial services, healthcare, insurance and other regulated fields need some additional protections, processes and requirements; not all CRMs meet the bill.
Once you've really defined your business requirements, you can make a better decision. I will note that majority of Marketo clients do use Salesforce, since there's a lot of similar company sizes with similar needs between the two companies, so you'll see a lot of mentions of that. Likewise, Marketo themselves put the most emphasis and time on supporting Salesforce over other CRMs, but this isn't to say there's no support for others--just that it may be harder if you're starting from scratch.