Author name: Shrestha Dash

Zoho Corporation has announced a significant expansion of its CX platform. Infusing it with advanced generative AI and workflow orchestration features powered by its in-house AI engine, Zia. These enhancements arrive alongside Zoho’s initiative to open up its CRM beyond the sales team to all customer-facing departments. Zoho CRM emphasizes that the new AI tools “remove technological barriers to CRM adoption across groups working to serve the customer”.

In practice, the new offerings let any user create reports, modules, workflows or even custom designs using plain-language prompts. All are underpinned by Zia’s generative capabilities. The roll-out also introduces two collaboration-oriented features – Connected Records and Connected Workflows. Thus, designed to link data and tasks across teams for more consistent customer service.

Strategic Focus: CRM for Everyone

With CRM for Everyone, Zoho CRM is positioning its CRM as a unified platform for sales, marketing, support, and other departments, not just sales teams. The company says this is part of “democratizing CRM” so that “multiple people in an organization need access to customer information”. CRM for Everyone is now generally available to businesses. It bundles the new Zia-powered AI tools with a reimagined interface and streamlined workflows. Thus, aiming to make CRM use intuitive for non-technical staff. In effect, Zoho is targeting the common hurdle that “CRMs have been relegated to only sales teams,”. Also, enabling marketing, onboarding, legal, finance and others to build and extend the CRM through simple prompts.

Zoho frames this strategy as lowering the learning curve for CRM. CEO Mani Vembu explains that CRM for Everyone is about building “capabilities that make it easy for anyone to build and extend CRM with simple prompts, without having to be an expert in the system”. In other words, by coupling generative AI with no-code tools, Zoho aims to let any user visualize and manipulate customer data as easily as typing a request. Early coverage highlights that the launch coincides with what Zoho calls an “innovative approach to CX,”. Also, where the CRM becomes a multi-department platform with consistent customers. The combination of an accessible interface and AI assistance is intended to accelerate adoption. For example, Zoho suggests the tools can lead to “quicker onboarding for new staff” and “fewer dependencies on IT departments”.

Deep Zia Capabilities

Zoho’s proprietary AI engine Zia now offers a suite of “agentic” capabilities. Meaning AI features that act on users’ instructions, across the CRM. Each major function is controlled via natural language prompts:

• Report Creation with Ask Zia: Users can request custom reports by typing a query. Zia will assemble the report in real time according to the user’s access permissions. Also, showing each step of the build process. The user can pause Zia mid-task, make edits, and then resume, ensuring accuracy and compliance throughout.
• Custom Module Creation: Non-technical users can extend the CRM schema via plain-language commands. For example, one can tell Zia to create a new module, adjust field types, or set custom permissions. Zia interprets these instructions and implements the changes without any coding. The feature is described as “a no-code experience” that turns natural language into system configurations.
• Workflow Creation with Ask Zia: Similarly, teams can define automated business processes by describing desired rules and actions in simple sentences. Zia then builds the requested workflows end-to-end, without the user needing to navigate complex setup screens or write logic. According to Zoho, this agentic AI workflow builder “eliminates the need for technical expertise”.
• Image to Canvas: This unique feature lets users import a design image (such as a mockup). And also, have Zia translate it into a visual interface layer within the CRM. In effect, the CRM’s system-of-record can be themed or laid out based on an uploaded image. Thus, giving teams more control over how data looks. Zoho describes this as adding “a visual design layer to the system of record”. It’s a creative tool for branding or readability, letting users bring custom visuals into the CRM without manual UI coding.

Connected Records and Connected Workflows

Beyond AI generation, Zoho CRM also added two features to improve teamwork and data consistency: Connected Records and Connected Workflows.

• Connected Records: This feature automatically links related data across modules as a customer moves through different stages. For instance, a sales lead, a support ticket, & an invoice for the same customer would share context. So, teams see the full story. Zoho describes Connected Records as a way to “automatically link work across team modules to ensure the smooth flow of context through the customer journey”. It means that marketing, sales, service, and billing can all see relevant information gathered elsewhere without manual data entry. This linked view helps avoid silos.

• Connected Workflows: This is an orchestration engine that coordinates processes across departments. It acts like a central builder that automatically triggers handoffs between teams. For example, once a deal closes in sales, Connected Workflows could kick off an onboarding process in another module, then loop in finance, then legal, ensuring each department sees updates at the right time. Zoho says this “orchestration engine” keeps every team aligned in the customer experience. The goal is to make inter-department cooperation seamless: all teams (sales, marketing, onboarding, account management, finance, legal, etc.) have access to the same updated information at all points in the lifecycle.

Pricing and Availability

All of these updates are rolled into Zoho CRM under its CRM for Everyone initiative. As of May 2025, CRM for Everyone is generally available to customers. Importantly, Zoho states that the new AI capabilities are included in existing CRM license costs, not charged as a separate premium. In other words, there are “no surprise costs” for these features. Zoho’s published pricing shows that Team user licenses (for non-sales CRM users) start at $9 per user per month on any paid edition of Zoho CRM. This low entry price is aimed at extending CRM access to all customer-facing roles. Zoho emphasizes that unless otherwise noted, customers simply get the Zia-powered AI tools as part of their subscription.

Zoho has not announced any additional fees specifically for the new AI features. In practice, a company with both sales and non-sales users would pay the standard per-user rates (starting at $9/user/month for the “Team” tier) and automatically gain the AI and orchestration capabilities. This pricing approach is part of Zoho’s pitch: they claim you get enterprise-class AI functionality “without the enterprise price tag”.

Zoho’s AI Design Philosophy

Throughout this update, Zoho reiterates that its AI is built with privacy, practicality, and cost in mind. According to the company, none of its AI models (contextual, assistive or agentic) are trained on customer data, and Zia does not retain customer information. In other words, Zoho’s approach is to apply AI intelligence without compromising data privacy: the AI assists users based on their data, but Zoho says it won’t “ingest” or store that data in model training. This privacy-first design is a selling point for businesses wary of data misuse.

Zoho also highlights the balance between AI power and efficiency. It says it “builds AI tools with usefulness in mind,” opting for models that are powerful enough to help users but lean enough not to drive up costs for customers. The company explicitly states it right-sizes AI so that customers don’t face extra charges. In practice, this means the company’s marketing emphasizes that all the new AI-driven features come in the base license with no hidden fees.

Overall, Zoho’s stated design philosophy is to make AI tools that are immediately practical for workers while respecting privacy and budget. As an industry analyst observes, Zoho’s offering “blends usability, privacy safeguards, and cost-effective AI tools” to deliver “more consistent, personalized customer experiences without requiring deep technical expertise or expensive integrations”. In short, Zoho positions Zia as a user-friendly AI assistant embedded in CRM, not a costly add-on or a black box for data.

Common Questions We’re Hearing

• Are our customer records safe?  Zoho emphasizes that Zia’s AI models never use customer data to train the AI, nor do they store it. In practice, this means the AI analyzes your CRM data to build reports or workflows in real time, but Zoho says it won’t feed that data back into any generic model or retain it beyond the task. This should allay fears about data leakage. In short, the AI features should not expose or repurpose your customer data beyond your own organization.

• Can non-technical teams really use this?  Zoho’s new tools are explicitly designed for ease. Business users can issue plain-language prompts – for example, “create a report of all opportunities > $10k” – and Zia does the heavy lifting. According to Zoho, even someone with no CRM admin experience can generate custom reports, create modules or automate workflows by simply typing a request. We have noted that this “prompt-based control” and visual feedback make CRM simpler for end users. Of course, there will still be a learning curve around how to phrase requests effectively, but the interface is far more intuitive than traditional configuration screens.

• How do these features fit into our existing systems? The new features are built into Zoho CRM, so they natively work with Zoho’s own applications (Zoho offers over 55 integrated business apps). Any data or workflows you create with Zia live in the CRM. If your business uses other tools, Zoho CRM still provides APIs and connector apps as before, but the generative-AI and orchestration tools apply within the Zoho ecosystem. In other words, there’s no special gateway needed for these features; they enhance the standard Zoho CRM, and any integrations you’ve set up continue to function. (It remains to be seen how Zia will interoperate with third-party systems in the future.)

Analyst’s Take

Impact on CRM Usability Across Departments

Zoho’s update was a major push toward wider CRM adoption. By embedding Zia’s agentic AI into everyday tasks, Zoho is “addressing a long-standing CRM friction point: complexity”. In practical terms, this can make customer data more accessible to departments that historically struggled to use CRM systems. Instead of forcing marketing or support teams into a sales-centric interface, they can leverage AI assistants and tailored views. It is also noted that enterprises often find their CX efforts hampered by siloed processes.

Pros and Cons

Pros: For cross-department collaboration, the benefits could be significant. Teams outside sales gain a toolset as robust as what sales has had, without needing Salesforce or similar training. Automated linking of records and workflows should reduce handoff errors, and on-the-fly report generation helps each department see metrics that matter to them. The democratization of analytics – “anyone can create…reports in CRM with a simple prompt”, may surface insights that were previously too cumbersome to extract. This could encourage more consistent data entry and usage, as more people rely on the CRM for their tasks.

Cons: On the flip side, potential misuse or overreliance on AI suggestions might arise. For example, if a user incorrectly phrases a prompt or if Zia misinterprets a query, the resulting report or workflow could be flawed. Because the system lets non-experts modify the CRM, organizations will need guardrails: duplicate or inappropriate modules could be created, or well-intentioned workflows could conflict with each other. There’s also the risk that broad customization fragments the system’s architecture over time. Until larger customers have tested it, we won’t know how often Zia hallucinations or mistakes become a problem.

Implications for Buyers

For CIOs, Zoho’s update offers a double-edged opportunity. On one hand, the agentic AI and no-code tools significantly reduce IT bottlenecks by enabling non-technical users to build reports, modules, and workflows independently. This can free up IT teams to focus on higher-order architecture, security, and integration priorities. However, it also introduces new governance challenges: the ease with which users can alter system configurations raises the risk of fragmentation, duplication, and inconsistent logic across the CRM. CIOs will need to implement access controls, usage policies, and possibly a review process to ensure system integrity as more departments begin to build autonomously.

Also, the pricing model is especially noteworthy for CFOs. Zoho is positioning its AI and orchestration features as part of the base license, with “Team” seats starting at $9/user/month. This removes the usual AI surcharge that often complicates ROI discussions. From a budgeting perspective, the absence of surprise fees allows CFOs to forecast costs with more certainty, even as CRM access expands to more departments. The value proposition lies in broader productivity. Thus, teams can work faster, collaborate more effectively, and reduce reliance on specialized IT support. That said, CFOs will want to closely evaluate whether expanded user licensing correlates with measurable gains in revenue operations, CX, or workflow efficiency. The real financial upside will come from how effectively cross-functional teams use the tools to reduce cycle times, improve handoffs, and deliver more consistent customer experiences.

Predictions and Industry Trends

Zoho’s launch is part of a broader industry trend to democratize CRM and empower “citizen developers.” Across the tech landscape, vendors are adding generative AI to make complex systems accessible to non-experts. We’ve seen similar pushes toward AI-driven query tools and no-code automation in other CRM and ERP products. Zoho’s approach emphasizes agentic AI (AI that takes actions on the user’s behalf), which is an emerging trend. In the near future, we expect more business applications to include prompt-driven agents for tasks like report building, data analysis, and automated coordination.

Another trend that has been observed by us, is the race to integrate AI while maintaining user trust. AI features are “becoming commonplace” among vendors, so Zoho must prove it can meet “enterprise customers’ scalability, reliability, and security” expectations. In other words, while democratization is attractive, large organizations will scrutinize whether these tools are robust and safe enough for mission-critical operations. We may see competitors refining how AI assistants fit into large deployments, perhaps focusing on explainability and control.

Finally, Zoho’s emphasis on pricing and privacy reflects a market demand for cost-effective AI. As businesses deploy more automation, CIOs will look closely at ROI and governance. Zoho’s message that all these AI tools come without extra cost fits with a trend where software vendors bundle AI features into base subscriptions (contrast this with some vendors who charge a premium for AI). We may also see more discussion about “agentic AI ethics” – for example, defining standards for when AI can autonomously perform changes in a system.

FAQs

Zoho CRM sees strong adoption among small to mid-sized marketing agencies, tech startups, and software development firms, though its presence in the enterprise market remains limited. It’s particularly well-suited for organizations already leveraging other Zoho applications like HCM or accounting, allowing for a more cohesive experience within the ecosystem. SugarCRM, on the other hand, is purpose-built for SMB industrial companies with complex sales operations and recurring revenue models. Its native CPQ tools and emphasis on data-driven workflows make it especially effective for businesses reliant on detailed product information during sales and estimation processes.

When it comes to integrations, Zoho’s ecosystem is relatively closed, with fewer third-party options compared to leaders like Salesforce or HubSpot—potentially limiting flexibility for companies with diverse application stacks. SugarCRM has improved in this area but still falls short of top-tier CRM ecosystems. Nevertheless, it offers strong value for industrial firms that benefit from pre-integrated ERP systems, helping reduce integration costs—an important factor for budget-conscious teams. Both platforms provide full-featured CRM suites covering sales, marketing, CPQ, project management, and customer service. Zoho’s suite, while expansive, can feel fragmented due to its modular architecture, whereas SugarCRM offers a more unified and tightly integrated user experience. 

A notable edge for SugarCRM is the inclusion of subscription and project management tools natively within its platform. In terms of customization, Zoho provides more robust infrastructure for building advanced, scalable workflows, while SugarCRM supports lighter, low-code customizations via its built-in BPM engine. Despite its legacy origins, SugarCRM has evolved its user interface to meet modern standards, standing toe-to-toe with platforms like Zoho in terms of usability and design.

What Is Zoho CRM?

Zoho’s CRM ecosystem is designed with flexibility in mind, catering to both SMBs and enterprises through a tiered product lineup. Its Bigin solution is ideal for small businesses looking for a simple, affordable CRM with fast, DIY setup, while its flagship CRM has matured to address the needs of mid-market and even some large enterprises. This evolution is part of Zoho’s broader strategy—mirroring Microsoft’s—in which it offers a comprehensive suite of native apps spanning sales, marketing, service, finance, and operations. These tools can reduce reliance on third-party platforms, helping businesses keep their tech stack consolidated. However, this comes at a cost: many of Zoho’s applications, while functionally rich, operate in silos, requiring extra effort to unify data and workflows. Furthermore, the limited availability of native third-party integrations can pose challenges for companies pursuing a best-of-breed architecture.

Still, Zoho makes a compelling case for businesses with budget constraints or those seeking to build a full tech stack without heavy reliance on external tools. Its platform includes low-code app development, custom workflows, and even enterprise-grade capabilities like ITSM and business intelligence. But how does this modular yet somewhat insular architecture compare to more open, deeply customizable platforms like Pipedrive or Salesforce? Is the ease of implementation and cost efficiency worth potential trade-offs in flexibility and integration depth? To better understand how Zoho stacks up against Pipedrive across all key dimensions—sales, marketing, support, pricing, and customization—download the ultimate Zoho vs SugarCRM comparison guide now and make an informed CRM decision.

What Is SugarCRM?

SugarCRM has come a long way from its open-source roots, evolving into a focused solution tailored primarily for industrial and manufacturing businesses. Its user interface has modernized to rival platforms like HubSpot and Pipedrive, but what truly sets SugarCRM apart is its deep integration with ERP systems such as Epicor, SYSPRO, and Plex. Unlike broader platforms like Zoho—which may offer CPQ and workflow features but can struggle with data-heavy or industry-specific use cases—SugarCRM is engineered to handle complex manufacturing data structures. This makes it particularly well-suited for distribution-heavy companies with long product lifecycles or layered pricing models. However, businesses outside these core industries or those with complex, multi-vertical operations might find SugarCRM’s specialized focus a limiting factor.

Despite lacking Zoho’s breadth in custom app development or infrastructure flexibility, SugarCRM still supports configurable workflows through its built-in BPM engine and low-/no-code tools. It also includes project management, subscription billing, and case management modules—capabilities that align closely with the needs of B2B companies managing extended sales processes. But how do these features compare in depth and flexibility with what Zoho offers? Can SugarCRM’s industrial strength outweigh Zoho’s expansive suite for your business needs? To make a confident and informed decision, download the ultimate Zoho vs SugarCRM comparison guide now and discover which platform aligns best with your unique use case.

Zoho vs SugarCRM Comparison

Choosing between Zoho and SugarCRM requires a careful evaluation of how each platform aligns with your business’s operational needs and long-term strategy. Zoho offers a wide suite of integrated tools with a data model reminiscent of Salesforce, but its custom objects and marketing automation features may not be as robust for large enterprises with complex compliance or regulatory requirements. On the other hand, SugarCRM excels in ERP-centric industrial verticals with built-in CPQ and subscription workflows, making it a strong contender for manufacturing and distribution-heavy businesses. However, its narrower integration ecosystem and less mature marketing features might limit broader adoption across diverse business models.

When it comes to operational capabilities and customizability, Zoho shines with its flexibility and pricing model that bundles multiple apps, making it appealing for SMBs seeking value. But will its closed ecosystem and challenges with extensive customization become bottlenecks as your business scales? Can SugarCRM’s industrial-strength architecture compensate for its limited integration options and community-based support model? If you’re weighing usability, scalability, and industry alignment, download the ultimate Zoho vs SugarCRM comparison guide now and make an informed decision that fits your business’s future.

Zoho vs SugarCRM Module Comparison

Both platforms come equipped with a wide array of features aimed at improving business efficiency and streamlining operations. In this comparison, we focus on the unique strengths and capabilities of Zoho and SugarCRM across several key areas, offering valuable insights to help businesses make well-informed CRM decisions. Specifically, this section explores their functionality across core modules, including marketing, sales, customer service, and e-commerce.

Marketing

Zoho CRM offers several built-in tools to support content creation, including Zoho Writer, PageSense, Sites, Show, and Docs, though it lacks a dedicated content creation module like HubSpot. On the other hand, SugarCRM provides tools to create and manage content such as email campaigns and landing pages, though it lacks a robust SEO toolset for optimizing website content and search engine rankings. Zoho’s integrated social media management platform, Zoho Social, stands out by enabling businesses to create, share, and monitor content across major social media platforms, while SugarCRM relies on integrations with third-party services for social media management.

How do these differences impact your business needs when it comes to content creation, SEO, and social media management? Do you require a more seamless, all-in-one solution, or are third-party integrations sufficient for your marketing operations? If you’re trying to determine the best CRM for your marketing goals, download the ultimate Zoho vs SugarCRM comparison guide now to see a detailed breakdown of their features and capabilities.

Sales

Zoho CRM provides businesses with robust tools for lead management, offering features that capture, nurture, and convert leads effectively. It also provides a visual representation of the sales pipeline, helping teams track deals through various stages while offering insights into email performance with pre-designed templates. Additionally, Zoho CRM seamlessly integrates meeting scheduling with reminders and offers built-in collaboration tools to enhance real-time communication among teams.

SugarCRM also offers strong lead management tools, allowing businesses to capture, track, and nurture leads across the sales process. While SugarCRM similarly provides pipeline management features, it stands out with its ability to visualize and track deals, set milestones, and forecast revenue. However, in terms of collaboration, SugarCRM offers tools that enable smooth teamwork and communication within the organization, but may not provide the same level of integration as Zoho. Do you need more granular tracking and forecasting for your sales pipeline, or are simple management and collaboration tools sufficient for your team? To better understand how each CRM can serve your sales needs, download the ultimate Zoho vs SugarCRM comparison guide now!

Customer Service

Zoho CRM offers a comprehensive ticketing system that efficiently manages ticket creation, tracking, and SLA management. With integrated solutions like Zoho Desk and Zoho SalesIQ, it also enables real-time communication with customers, ensuring prompt resolution of customer issues. Additionally, Zoho CRM streamlines customer support processes through automation features, such as predefined response templates, automated workflows, and escalation rules. Its omni-channel support allows businesses to manage interactions across various channels, enhancing the overall customer service experience.

On the other hand, SugarCRM also provides a solid ticketing system, helping businesses create, track, and resolve support tickets effectively. While it offers live chat functionality for real-time customer support, its automation tools help streamline repetitive tasks, making the process more efficient. Like Zoho, SugarCRM supports omni-channel customer interactions across various platforms, including voice, email, chat, and self-service portals. However, do you require a more integrated or advanced customer service solution for your team? How important is omnichannel support for your organization? To make the best decision, download the ultimate Zoho vs SugarCRM comparison guide now!

E-commerce 

Zoho CRM allows you to create and manage a digital product catalog, helping businesses define and organize their product offerings effectively. Its integration with Zoho Inventory also aids in managing inventory, warehouse operations, and order processing, making it a comprehensive solution for e-commerce businesses. Furthermore, Zoho CRM provides the ability to offer personalized shopping experiences by integrating with other Zoho applications, allowing businesses to tailor experiences to individual customer needs.

On the other hand, SugarCRM also supports product catalog management, helping businesses define and categorize their products. It integrates well with e-commerce platforms like Shopify to streamline order fulfillment processes. While it offers personalization capabilities, SugarCRM leverages generative AI to create more customized shopping experiences for customers. But, does your business need a more seamless integration with e-commerce tools? How important are personalized shopping experiences for your business growth? Download the ultimate Zoho vs SugarCRM comparison guide now to make an informed decision!

Zoho vs SugarCRM Pros

When comparing Zoho CRM and SugarCRM, each platform brings unique advantages, making them attractive to different business needs. Zoho CRM shines with its pre-packaged workflow builder, allowing teams with development expertise to design complex workflows without much hassle. Its integration with Zoho Creator further enables developers to create custom applications quickly and efficiently, reducing reliance on third-party tools. Zoho CRM is also highly adaptable, making it a great choice for businesses looking for scalability and flexibility, especially when paired with Zoho’s broad suite of apps. On the other hand, SugarCRM offers a community edition that can be hosted on-premises, which is ideal for businesses that have existing server infrastructure and prefer to manage their CRM in-house. It also provides powerful capabilities for sales compensation and territory planning, making it a strong option for organizations in need of detailed sales processes.

What might make your business lean toward Zoho CRM—its ease of integration, wide application suite, or development capabilities? Or would you prefer SugarCRM for its cost-effectiveness and ERP alignment? How important is it for you to have the ability to host your CRM on-premises? Download the ultimate Zoho vs SugarCRM comparison guide now to find out which solution fits your business best!

Zoho vs SugarCRM Cons 

Zoho CRM lacks robust support for territory management and sales team planning, which may be a significant drawback for larger sales teams. Additionally, the platform has limited integration options outside of the Zoho ecosystem, making it harder for businesses with diverse tech stacks to adopt Zoho without additional customization. Furthermore, Zoho’s ecosystem is slightly more closed compared to competitors like HubSpot, potentially limiting flexibility for businesses that need a broader array of integrations. On the other hand, SugarCRM’s interface may feel outdated, which could hinder user adoption, especially among teams used to modern platforms. While SugarCRM’s community edition is cost-effective, it requires organizations to handle hosting, upgrades, patches, and security, adding additional responsibility and potentially hidden costs.

Do these limitations affect your decision-making process? Is a modern interface or a broader ecosystem crucial to your business needs? How important is seamless integration with other systems for your team? Download the ultimate Zoho vs SugarCRM comparison guide now to explore which CRM solution is the best fit for your specific needs!

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Nimble, a CRM and sales engagement platform tailored for small businesses, has officially announced its next-generation roadmap under the Nimble 2025 initiative. This update introduces a suite of AI-powered tools, workflow automation features, and integrated communication capabilities. With this, the company aims to empower small teams to manage customer relationships more effectively, all while maintaining affordability and ease of use.

Key Announcements from Nimble 2025

AI-Driven Contact Enrichment

One of the central upgrades introduced in Nimble 2025 is the AI-enhanced Prospector tool. It enriches contact data with real-time insights, including verified contact information, social media profiles, and company details. By automating manual data-gathering tasks, this tool helps sales teams save time and focus more on meaningful interactions.

Seamless Lead Capture from Multiple Sources

Nimble 2025 simplifies lead generation by enabling contact capture from websites, LinkedIn, and even physical business cards. Using web forms, a LinkedIn prospecting add-on, and a mobile card scanner, users can tag and assign leads automatically, integrating them into workflows for immediate action. These enhancements aim to improve both speed and structure in early-stage customer interactions.

Personalized Email Outreach with Automation

The email outreach capabilities in Nimble 2025 allow users to send automated, personalized sequences based on recipient engagement. Follow-ups are triggered by actions such as email opens or link clicks, ensuring that outreach is timely and relevant. This strategic personalization at scale could enhance response rates and user engagement.

Workflow Automation for Customer Journey Management

A key focus of Nimble 2025 is workflow automation. Businesses can now automate actions such as assigning tasks, sending emails, tagging contacts, and adding notes. This allows teams to maintain momentum in their sales and marketing processes, ensuring every contact is nurtured appropriately.

Built-in Email Marketing Capabilities

Nimble 2025 also includes integrated email marketing functionality, eliminating the need for third-party tools. Users can design, launch, and track branded campaigns directly within the platform. This centralized setup is designed to streamline communication and reduce operational friction for small teams.

Common Questions Buyers Might Be Asking

• Will the AI tools in Nimble 2025 be user-friendly for non-technical users? Many small business owners want to know if they can use these features without needing advanced technical skills.

• Can Nimble 2025 replace tools like Mailchimp or LinkedIn Sales Navigator? With new email marketing and lead generation tools, buyers are curious if it can consolidate existing software stacks.
• Is the contact data enrichment feature compliant with data regulations? As AI scrapes and enriches user data, compliance with laws like GDPR is a concern.
• Will Nimble 2025 lead to higher subscription costs? Users are wondering whether these enhancements will change the platform’s affordability.

Analyst’s Take on Nimble 2025

AI Usability: Intuitive or Complex?

The AI tools in Nimble 2025 offer clear benefits which are speed, accuracy, and automation. But their success hinges on ease of use. For non-technical users, intuitive design will be essential.

• Merit: Saves time, improves targeting
• Demerit: Could pose a learning curve if not user-friendly

Workflow Automation: Helpful or Too Hands-Off?

The new workflow automation feature supports seamless handoffs and timely follow-ups, but excessive automation may dilute human interaction.

• Merit: Keeps customer journeys on track
• Demerit: Risks over-automation if not used mindfully

Stakeholder Impact

• Sales Teams: More efficient prospecting and follow-ups
• Business Owners: Potentially lower costs through feature consolidation
• End Users/Customers: More timely, relevant communications, if automation is balanced

Alignment with Industry Trends

The launch of Nimble 2025 reflects a growing industry movement toward unified CRM platforms that combine AI, marketing, and sales engagement. It competes with similar offerings from platforms like Zoho and HubSpot but maintains its niche with an emphasis on simplicity and affordability for smaller teams.

Pricing & Accessibility Considerations

A major factor for success will be whether Nimble 2025 can maintain pricing structures that align with its core small business audience. While the features are advanced, cost and usability will likely define adoption.

Key Statement from Leadership

Jon Ferrara, CEO of Nimble, commented:
“Our mission is to empower small teams to grow faster by simplifying their CRM and sales engagement process. With Nimble 2025, we’re transforming into a complete growth engine, without the complexity or cost of enterprise platforms.”

FAQs

Cloud ERP provider Acumatica has announced a series of new features and upgrades to its platform at the ProMat 2025 event. These updates are aimed at improving operational efficiency for small to mid-sized manufacturers and distributors. Key focus areas include intelligent workflows, enhanced scheduling, advanced product catalog management, and expanded integrations with leading e-commerce and AI platforms. The developments reflect the company’s continued investment in Acumatica Next-Gen ERP capabilities designed for modern, dynamic business environments.

Structured Breakdown of the Announcements

Manufacturing Edition Enhancements

At ProMat 2025, Acumatica introduced a suite of updates targeting the manufacturing sector. One of the key announcements was the introduction of Production Orders by Build Capability, designed to improve material validation and provide real-time inventory insights. This feature aims to reduce delays caused by material shortages, allowing manufacturers to respond more flexibly to demand using Acumatica Next-Gen ERP capabilities.

The enhanced scheduling views are another notable development. These updates focus on visualizing the production pipeline in real time, offering greater transparency and more accurate planning capabilities. By moving away from traditional static scheduling methods, manufacturers can now adapt to changes quickly, a core benefit of Acumatica Next-Gen ERP capabilities.

Looking ahead, Acumatica has announced plans to incorporate more advanced tools such as AI/ML-based planning and scheduling, a redesigned shop floor kiosk, and a more flexible product configurator. These planned upgrades will continue to expand the scope of Acumatica Next-Gen ERP capabilities for the manufacturing sector.

Distribution Edition Enhancements

For distributors, Acumatica has rolled out an improved Shopify integration, which enhances catalog and pricing control for businesses with large and varied inventories. The integration also supports more personalized buyer experiences by enabling dynamic pricing strategies—made more efficient with Acumatica Next-Gen ERP capabilities.

Additionally, Acumatica has introduced new features for selling unique and condition-based products, allowing businesses to include detailed attributes like product condition, warranty status, or cosmetic defects.

Planned enhancements for the near future include order orchestration capabilities, fulfilled by Amazon (FBA) inventory synchronization, and AI-driven cross-sell and upsell recommendations. These are key examples of how Acumatica Next-Gen ERP capabilities are being tailored to meet the complex needs of distributors in the e-commerce age.

AI and Workflow Automation

A central theme of Acumatica’s updates is its commitment to AI-driven functionality. The introduction of Intelligent Workflows leverages AI to automate routine tasks, flag anomalies, and enhance decision-making, cornerstones of Acumatica Next-Gen ERP capabilities.

Acumatica also unveiled its AI Studio and Labs, giving users. Especially non-technical business process owners, the tools to build no-code automations and extract insights from their data. This democratization of AI is a strategic part of Acumatica Next-Gen ERP capabilities, offering more businesses the ability to scale automation. Use cases like anomaly detection in sales margins and automated invoice categorization are early examples of how these ERP capabilities are being applied in real business contexts.

Ecosystem and E-Commerce Integrations

Acumatica continues to deepen its integration ecosystem, most notably with Shopify and Amazon. Its Shopify integration now supports automated financial and inventory updates, while support for Amazon includes FBA synchronization and statement reconciliation, key pain points for high-volume sellers. These features further reflect the strength of Acumatica Next-Gen ERP capabilities in handling complex omnichannel operations.

The company has also expanded its partnership with Netstock, incorporating Integrated Business Planning tools for demand forecasting and capacity planning. These tools add another layer of intelligence to the already growing set of Acumatica Next-Gen ERP capabilities.

User Interface and Experience Enhancements

Finally, a revamped user interface was introduced, offering a cleaner layout and improved personalization options. The new UI is designed to help teams streamline their workflow, reduce training time, and adapt the interface to suit role-specific needs, enhancing usability, a core goal of Acumatica Next-Gen ERP capabilities.

Acumatica is also investing in mobile-first features, allowing for improved access to ERP tools on the go. These upgrades are particularly relevant for field service workers and remote teams who need real-time access to business data.

Common Questions Buyers Are Asking

Here are a few questions that have surfaced following the announcement:

1. How easy is it to implement the AI Studio for a non-technical user? AI Studio is designed with a no-code approach, making it accessible for business users without programming skills. However, ease of use will vary based on the user’s familiarity with workflows, data logic, and automation design. While the interface is user-friendly, some initial training or onboarding may be necessary to use it effectively and responsibly—especially in use cases involving sensitive data or compliance.
   
2. Will the new scheduling features require additional training for production teams? Yes, in most cases. The shift from static to dynamic scheduling introduces new visual tools and real-time decision-making features. While this can improve responsiveness and planning accuracy, teams accustomed to older systems may need support to fully leverage the new capabilities. Training requirements will depend on the complexity of operations and existing digital maturity.
   
3. Can the Shopify and Amazon integrations handle real-time synchronization without errors? The integrations are built to support real-time updates for financials, inventory, and order management, addressing known pain points in high-volume e-commerce environments. However, like any complex integration, real-world performance may vary depending on system loads, data accuracy, and network reliability. Businesses should monitor initial rollouts closely to identify and resolve synchronization issues promptly.
   
4. How does the new UI impact legacy users already familiar with the old interface? The new user interface is cleaner and more customizable, improving usability and mobile responsiveness. While beneficial in the long run, legacy users may experience a learning curve during the transition. Companies should prepare for temporary slowdowns in productivity unless proper user training and change management are provided.
   
5. What level of customization is available for intelligent workflows? Intelligent workflows offer a flexible, customizable environment where users can define triggers, rules, and actions using a visual builder. While the platform is designed to be intuitive, the depth of customization will depend on the complexity of the business process. Advanced scenarios may still require input from power users or consultants, especially when integrating external systems or ensuring regulatory compliance.

Analyst’s Take on Acumatica Next-Gen ERP Capabilities

Understanding the Value of No-Code AI Tools

The introduction of AI Studio is a clear attempt to empower business users. The merit lies in its no-code design, which reduces dependency on IT teams. However, its effectiveness will hinge on how intuitively users can build automations and interpret insights. Organizations may still require initial training to use these tools responsibly, especially when workflows intersect with compliance or customer data.

Impact of Scheduling and Inventory Upgrades on Stakeholders

Manufacturers stand to gain significantly from enhanced scheduling views and real-time inventory validation. These features directly address production bottlenecks. Yet, they may also demand operational changes and a cultural shift toward more proactive planning. For smaller teams unfamiliar with lean methodologies, the learning curve could be steep initially.

E-Commerce Trends and Integration Depth

With more distributors relying on omnichannel sales, tighter integration with platforms like Shopify and Amazon is a strategic necessity. Acumatica’s improved support aligns with this industry trend. However, while these integrations are promising, real-time synchronization in high-volume environments remains complex. Companies may need to monitor early deployments to ensure stability.

UI and Mobile Enhancements: Modern but Disruptive?

The updated UI is more modern and customizable, which benefits new users and those who value flexibility. That said, users accustomed to the older layout may face an adjustment period. For companies with large workforces, the transition could temporarily affect productivity unless change management is handled effectively.

Future Outlook

Acumatica’s roadmap reveals a strong focus on intelligent automation, e-commerce enablement, and user accessibility. Thus, reflecting broader ERP industry trends. As more ERP providers integrate AI and industry-specific features, competition is likely to intensify around usability, customization, and integration breadth.

While these updates position Acumatica well for the evolving needs of SMBs, successful adoption will depend on execution, onboarding support, and how well the platform adapts to the fast-changing realities of manufacturing and distribution. The consistent evolution of Acumatica Next-Gen ERP capabilities will be critical to that long-term success.

FAQs

Zoho CRM is widely adopted by SMB marketing agencies, tech startups, and software development firms. However, its presence in the enterprise segment remains modest. It works especially well for companies already using other Zoho tools, such as HCM or accounting software. In contrast, Pipedrive CRM targets smaller businesses with tight budgets. It offers an intuitive, entry-level solution focused on managing customer interactions. While Pipedrive handles basic sales processes well, it lacks advanced features like territory management and sales compensation.

When it comes to integrations, Zoho supports fewer third-party apps than platforms like HubSpot or Salesforce. Pipedrive’s ecosystem is slightly more open but still limited. It’s generally not a preferred option for ISVs or data vendors looking for deep integrations. Instead, its main appeal lies with startups and small businesses that want moderate integration within a single-vendor solution—particularly for features like CPQ or tracking when quotes and collateral are viewed.

Both platforms offer core CRM functions, including Sales Cloud, Marketing Cloud, CPQ, customer service, and document-centric workflows. Even so, Pipedrive struggles in areas such as field service management. It also lacks the backend infrastructure needed for custom app development or advanced automation. Similarly, Zoho doesn’t offer a native data platform, which limits its ability to support data-driven or intent-based workflows.

Although both CRMs allow customization, they have limits—especially around custom objects. Pipedrive’s model is more constrained, allowing only minor tweaks to predefined workflows. On the user interface front, Zoho’s layout is similar to Salesforce, making it more familiar for users from that ecosystem. Pipedrive, on the other hand, resembles HubSpot in look and feel, offering a more intuitive experience for users already familiar with that platform.

What Is Zoho CRM?

Zoho has developed a versatile CRM ecosystem tailored primarily for SMBs, while steadily expanding its capabilities to support select enterprise needs. From its lightweight Bigin CRM—ideal for startups and small businesses with limited budgets—to its flagship CRM platform, Zoho offers a flexible range of options. The company’s approach mirrors that of Microsoft, providing a broad suite of native applications to cover nearly every business function. These native tools reduce the need for third-party solutions, which can be a cost-saving advantage. However, the trade-off is a more closed ecosystem with fewer pre-built integrations, potentially raising implementation complexity and long-term costs for businesses relying on external apps.

Despite this, Zoho remains a powerful platform, particularly for companies that value a tightly integrated stack without heavy dependence on third-party tools. Its custom app development capabilities and support for enterprise-grade workflows make it a strong contender for organizations with unique business needs. But how much flexibility do you need in your tech stack? Are you better served by a cost-efficient, all-in-one suite—or by a CRM that easily plugs into a best-of-breed environment? If you’re weighing the pros and cons of Zoho against other options like Pipedrive, download the ultimate Zoho vs. Pipedrive CRM comparison guide now. Get the clarity you need to choose the platform that fits your business best.

What Is Pipedrive CRM?

Pipedrive takes a different path from Zoho by offering a single, streamlined CRM product that prioritizes simplicity and ease of use. While some larger organizations use it, Pipedrive is primarily designed for SMBs with straightforward sales processes and minimal implementation resources. Its closest comparison within Zoho’s portfolio is Zoho Bigin, which also targets small businesses looking for essential features without the complexity. Pipedrive has expanded its feature set through strategic acquisitions, including a data company that enables intent-driven workflows like website tracking. Still, its overall suite remains modest compared to Zoho’s expansive platform, which includes everything from HCM to project management.

Despite these limitations, Pipedrive delivers value through a bundled approach that includes CPQ and product catalog features—making it attractive to product-focused companies. However, this bundling may feel excessive for service-based businesses or those with non-standard pricing models. Additionally, while Pipedrive has made international inroads, especially in Europe and Asia, its workflow automation and security capabilities are significantly more limited than Zoho’s. So, what matters more to your business—speed of setup or long-term flexibility? Do you need built-in tools like a CMS and event management, or can you rely on third-party add-ons? Download the ultimate Zoho vs. Pipedrive CRM comparison guide now to explore these differences in depth and choose the platform that fits your needs best.

Zoho vs Pipedrive CRM Comparison

They both take distinctly different approaches to CRM, each targeting unique business needs and user preferences. Zoho offers a broad ecosystem of apps and tools, making it a strong choice for companies seeking an all-in-one platform with native functionality across departments. It’s particularly well-suited for growing SMBs and midsize enterprises that want to unify marketing, sales, service, and even project management within a single, cost-effective suite. On the other hand, Pipedrive appeals to businesses that prioritize ease of use, fast implementation, and streamlined sales workflows. Its intuitive interface and bundled product features—like CPQ and basic automation—make it a practical fit for sales-driven teams with simpler operational needs.

However, Pipedrive’s simplicity comes at the cost of limited customization and a smaller integration ecosystem. It may not offer the flexibility that complex, multi-departmental businesses require. Does your organization need deep workflow automation, internal app development tools, or built-in event management? Or are you looking for a lightweight system that gets your team up and running quickly with minimal training? Download the ultimate Zoho vs. Pipedrive CRM comparison guide now to explore these trade-offs in depth and find the platform that aligns best with your strategy, scale, and budget.

Zoho vs Pipedrive CRM Module Comparison

Both Zoho and Pipedrive come equipped with a wide range of features aimed at improving business efficiency and streamlining daily operations. This feature comparison focuses on the unique strengths and differences between the two platforms across key functional areas. Specifically, it explores their capabilities within the marketing, sales, customer service, and e-commerce modules—offering valuable insights to help businesses make informed CRM choices.

Marketing

When it comes to marketing capabilities, Zoho and Pipedrive take very different approaches. Zoho CRM offers a more integrated marketing experience through its broader ecosystem. Tools like Zoho Campaigns, Zoho Social, and Zoho Writer provide users with built-in functionality for email marketing, social media management, and content creation—making it easier to plan and execute campaigns within a single environment. Additionally, Zoho includes SEO optimization tools and advanced analytics features that help businesses fine-tune their content and track performance. This makes it an appealing choice for marketing teams seeking a CRM that can support both strategy and execution without heavy reliance on third-party tools.

In contrast, Pipedrive CRM focuses more on core sales functions and offers limited native marketing capabilities. While it allows for email campaigns and basic integrations with external content and SEO tools, it lacks the all-in-one marketing depth that Zoho delivers. This raises important questions: Do you need a CRM that tightly integrates marketing and sales under one roof? Is native content and campaign management essential for your team’s productivity? Or are you comfortable managing your marketing stack through third-party tools? Download the ultimate Zoho vs Pipedrive CRM comparison guide now to uncover which platform aligns best with your marketing goals, budget, and tech strategy.

Sales

When evaluating the sales capabilities of Zoho CRM and Pipedrive, it’s clear both platforms bring distinct strengths to the table. Zoho CRM offers a more comprehensive toolkit for managing the entire sales cycle—from lead capture and nurturing to closing deals. Features like Leads Inbox, integrated live chat, and the AI-powered Sales Assistant support a proactive sales approach. Its visual pipeline is highly customizable, allowing businesses to tailor deal stages to fit their specific workflows. In contrast, Pipedrive also excels in pipeline management with a clean, intuitive interface, and it streamlines scheduling and email tracking effectively, particularly for small sales teams looking for simplicity.

However, the platforms differ in how deeply they support collaboration, automation, and lead intelligence. Zoho offers a more connected ecosystem with built-in chat and AI-driven insights, while Pipedrive prioritizes ease of use and quick setup. So, what’s more important for your sales team—deep customization and automation or straightforward usability? Do your sales reps need AI insights and built-in collaboration tools, or do they prefer a lean, focused interface? Download the ultimate Zoho vs Pipedrive CRM comparison guide now to find out which solution truly aligns with your team’s selling style and long-term goals.

Customer Service

When comparing the customer service capabilities of Zoho CRM and Pipedrive CRM, key differences emerge in how each platform supports post-sale engagement. Zoho CRM, with integrations like Zoho Desk and SalesIQ, delivers a robust ecosystem for managing customer interactions, offering advanced features such as ticket tracking, SLA enforcement, and automated support workflows. Its omni-channel approach allows teams to engage with customers across email, chat, phone, and social media—all from a unified interface. In contrast, Pipedrive’s customer service tools are more lightweight, relying on add-ons like LeadBooster for live chat and offering basic ticketing through integrations with external help desk tools.

While Pipedrive does offer some automation for support processes, it lacks the depth of predefined workflows and escalation handling that Zoho provides. For businesses aiming to scale customer support operations or handle higher volumes of service requests, these distinctions matter. Does your organization need a tightly integrated, omni-channel service experience? Or are you seeking a leaner system with basic support automation? Download the ultimate Zoho vs Pipedrive CRM comparison guide now to explore which platform aligns better with your customer service priorities and growth strategy.

E-commerce 

When evaluating the e-commerce capabilities of Zoho CRM and Pipedrive CRM, businesses will find distinct strengths depending on the complexity of their needs. Zoho CRM, supported by tools like Zoho Inventory and its native integrations, enables comprehensive product catalog management and robust order fulfillment. It helps businesses handle everything from warehouse operations to shipping logistics. Additionally, Zoho’s ecosystem allows for a more personalized shopping experience by integrating customer data across various touchpoints to drive targeted campaigns and recommendations.

On the other hand, Pipedrive CRM offers a simpler, streamlined approach suited for SMBs focused on straightforward sales processes. Its product catalog and sales order features are functional but not as extensive or deeply integrated as Zoho’s. While it centralizes customer data for basic personalization, it lacks the broader ecosystem that Zoho leverages for advanced e-commerce workflows. Is your business looking for a tightly connected, inventory-aware CRM? Or do you need a lightweight tool to manage online sales with minimal setup? Download the ultimate Zoho vs Pipedrive CRM comparison guide now to see which solution fits your e-commerce strategy best.

Zoho vs Pipedrive CRM Pros

Zoho stands out with its pre-packaged workflow builder and Zoho Creator, empowering tech-savvy teams to design complex workflows and integrate custom apps with ease. Its CPQ capabilities and support for territory planning make it well-suited for businesses with advanced sales operations and structured planning needs. The platform offers a robust and scalable ecosystem for companies looking to unify sales, marketing, and operations under one roof.

Pipedrive, meanwhile, is geared more toward simplicity and ease of use. Its intuitive interface—similar to HubSpot—makes it a solid choice for small businesses or teams with limited technical expertise. While it doesn’t match Zoho’s depth in automation or developer tools, it still delivers solid workflow automation and a user-friendly reporting experience. Is your team seeking a powerful, customizable platform like Zoho, or a streamlined, accessible solution like Pipedrive? Which CRM aligns better with your sales automation goals? Download the ultimate Zoho vs Pipedrive CRM comparison guide now to find out which platform best fits your business needs.

Zoho vs Pipedrive CRM Cons 

While Zoho CRM offers a wide array of features, it comes with a few key limitations that can impact larger or more complex businesses. For instance, it lacks comprehensive support for territory management and detailed sales team planning, which can be a hurdle for organizations with multilayered sales structures. Additionally, its integration capabilities are mostly centered around the Zoho ecosystem, making it difficult to plug into broader tech stacks or third-party tools. For companies managing complex customer hierarchies or requiring advanced lead/contact data sharing, Zoho’s limitations may lead to process inefficiencies or increased implementation effort.

Pipedrive CRM, on the other hand, while known for its simplicity, also faces challenges when scaling to meet enterprise-grade requirements. Its more limited data import/export functionality and closed system architecture make it less suitable for larger teams or complex workflows. While its ease of use appeals to SMBs, companies with expanding needs may find themselves constrained by the platform’s workflow and reporting capabilities. Could your business outgrow Pipedrive’s feature set in the near future? Or will Zoho’s integration limitations hinder your ability to scale effectively? Download the ultimate Zoho vs Pipedrive CRM comparison guide now to get a clearer picture of which platform aligns best with your long-term strategy.

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SAP has announced a new offering called “Private Edition, Transition Option”, designed to support large enterprises with intricate ERP landscapes in their move to the cloud. As part of the RISE with SAP program, this solution offers a structured migration path for organizations that require more time and flexibility to shift from on-premise systems to SAP cloud ERP. The offering is scheduled to launch in Q2 2025, with availability for purchase starting in 2028 and support for active usage from 2031 through 2033. With this early disclosure, SAP is providing enterprises with sufficient time to plan and execute their transformation strategies.

Detailed Breakdown of SAP’s Launch of “Private Edition, Transition Option”

Timeline and Implementation Window

This edition will be officially announced in Q2 2025. However, customers will only be able to purchase it starting in 2028, and the actual usage period is limited to the years 2031 through 2033. The extended lead time highlights SAP’s recognition of the complexities involved in transitioning large ERP systems and its intent to enable detailed planning.

Targeting Complex SAP ERP Environments

This offering is specifically aimed at customers with large, complex on-premise SAP ERP systems, often involving hundreds of connected components. These organizations typically face longer timelines and greater challenges in migrating to cloud ERP, making this edition a tailored solution to meet their needs.

Core Features and Functionality of the “Private Edition, Transition Option”

At its core, the “Private Edition, Transition Option” supports SAP ECC (ERP Central Component) and includes critical services such as security patches, legal compliance updates, and transformation support. This ensures ongoing business continuity while enabling structured cloud migration through the RISE with SAP framework. The offering also integrates transformation services to help customers prepare for and eventually complete their move to SAP cloud ERP.

Key Requirements and Limitations

SAP “Private Edition, Transition Option” applies only to SAP ECC. It does not extend to the full SAP Business Suite 7, which will remain available for subscription only until the end of 2030. To qualify, organizations must move their relevant systems to SAP ERP, private edition, by the 2030 deadline. Additionally, only SAP HANA will be supported as a database, meaning businesses currently using alternative platforms must plan for migration. The use of outdated third-party technologies, including older Java versions, will also no longer be supported under SAP “Private Edition, Transition Option”, requiring modernization efforts before adoption.

Strategic Clarification

SAP has emphasized that SAP “Private Edition, Transition Option” is not a means to extend maintenance for legacy SAP ERP systems. Rather, it is a temporary pathway to enable transition into SAP’s cloud ERP environment, reinforcing the company’s push toward full cloud adoption across its customer base.

Common Questions We Are Hearing

• Is SAP “Private Edition, Transition Option” an extension of SAP ECC support? No. SAP has been clear that it is not a maintenance extension. It is a cloud subscription offering designed to support transition, not long-term use of ECC.
• Will customers have to migrate to SAP HANA? Yes. The SAP “Private Edition, Transition Option” only supports SAP HANA as its database platform. Organizations using Oracle, SQL Server, or other databases will need to plan migrations.
• What happens if the migration is not completed by 2030? Organizations that do not move to SAP ERP, private edition, by the end of 2030 will not be eligible to access SAP “Private Edition, Transition Option”.
• Does this cover SAP CRM, SRM, or other modules? No. The “Private Edition, Transition Option” is focused strictly on SAP ECC and does not apply to broader Business Suite components.

Analyst’s Take on the Offering

Merit and Demerit Analysis

Merits:

• It offers flexibility and structured support to organizations with large, complex ERP deployments.
• It enables continuity through critical updates and includes transformation services tailored to enterprise needs.
• Early announcement allows long-term planning, budgeting, and team alignment.

Demerits:

• The offering is limited to SAP ECC, leaving customers with broader Business Suite use cases to seek alternative paths.
• Mandatory use of SAP HANA may increase migration costs and technical overhead.
• Higher fees during the 2031–2033 window may strain financial planning for some organizations.

Impact on Key Stakeholders

• IT Departments: Will need to assess legacy architecture readiness for migration. And also determine the work required to move to SAP HANA in advance of enrollment.
• Financial Leadership: CFOs must weigh the value of business continuity. Also, phased transition against the higher subscription cost of the offering.
• Implementation Partners: Consulting and service firms will likely see growing demand from enterprises planning, especially around 2028.

Future Predictions

SAP is likely setting a model for how ERP vendors handle large-scale migrations for legacy-heavy clients. Other enterprise software companies may follow this hybrid, phased-migration model that supports both continuity and transformation. In preparation for the “Private Edition, Transition Option”, we can expect an increase in SAP HANA adoption and modernization of third-party technologies (such as middleware and legacy Java)

Industry Trend Observation

The emergence of SAP “Private Edition, Transition Option” aligns with a broader industry trend: cloud migration at scale, but with flexibility for complex environments. Rather than enforcing rigid deadlines, SAP is offering a bridge strategy, enabling transformation without business disruption.

FAQs

SYSPRO research indicates that while manufacturers around the world are increasingly interested in adopting smart manufacturing technologies, many are encountering considerable obstacles in their path to deployment. The study explores the current landscape of digital transformation in manufacturing, finding that despite enthusiasm for AI, automation, and IIoT, companies are often held back by internal limitations such as outdated systems, poor data accessibility, and workforce shortages.

Breaking Down the Key Insights

Smart Manufacturing Gains Momentum

Insights from SYSPRO research show that a growing number of manufacturers have already started incorporating advanced technologies into their operations:

• 37% have rolled out automation and robotics.
• 19% have adopted artificial intelligence or machine learning.
• 18% are leveraging the Industrial Internet of Things (IIoT).

Looking ahead to 2025, SYSPRO research finds that the top three focus areas are investment in AI and automation (40%), enhancing digital integration for real-time decision-making (29%), and using technology to reduce costs (24%).

China Takes the Lead in Adoption

SYSPRO research also underscores regional disparities, noting that nearly 45% of Chinese manufacturers have already embraced emerging technologies. This positions China ahead of North America and Europe, reflecting both stronger policy support and faster tech implementation on the ground.

AI Is Gaining Ground, but Rollout Remains Limited

While the interest in artificial intelligence is evident, SYSPRO research reveals that only 12% of companies have fully deployed AI systems. A further 57% are currently in the exploration or evaluation phase, and 11% expect to begin implementation within the next year. In total, nearly 80% are engaging with AI in some form, pointing to its rising importance across the industry.

Deployment Faces Operational Barriers

Despite clear momentum, actual ERP implementation continues to be a hurdle. According to SYSPRO research, 30% of manufacturers cite challenges with integrating new technologies into legacy systems. Another 15% are constrained by outdated infrastructure, while a separate 15% point to issues with scalability.

Data and Analytics Still Lag Behind

The report also draws attention to persistent data-related challenges. SYSPRO research notes that 40% of surveyed manufacturers lack access to real-time operational data, while 24% are not currently using any form of analytics. Only 23% have made analytics a near-term priority, suggesting this area remains underdeveloped for many.

Workforce Readiness Is a Growing Concern

One of the recurring themes in SYSPRO research is the shortage of qualified personnel. Around 30% of respondents report difficulty in sourcing talent with the skills needed to support advanced technologies. Additionally, concerns around supply chain stability (23%) and cybersecurity risks (12%) continue to affect confidence in the pace of digital change.

Common Questions We Are Hearing

1. Is now the right time to invest in AI and smart tech? A common concern among buyers is whether they risk falling behind by waiting. Based on SYSPRO research, although widespread deployment is still limited, most companies are preparing for AI adoption, making the current moment a critical planning phase.
2. Can small and mid-sized manufacturers afford digital transformation? The upfront costs can be high, prompting questions about ROI. SYSPRO research suggests that financial incentives, such as phased rollouts or external funding, may be essential for smaller firms to keep pace.
3. Are legacy ERP systems compatible with new smart technologies? Integration is a major issue. As SYSPRO research shows, many organizations are held back by rigid or outdated systems that don’t support easy incorporation of advanced tools.
4. How important is workforce training in successful implementation? SYSPRO research clearly points out that technology alone isn’t enough. Upskilling the workforce is seen as critical to ensuring these investments translate into productivity and performance gains.

Analyst’s Take on SYSPRO research Findings

The findings of SYSPRO research reflect a manufacturing sector that is eager to evolve but grappling with deeply embedded challenges. The data points to a transitional period, marked by bold plans, cautious steps, and an urgent need for infrastructure and workforce alignment.

Merits and Demerits

• Merit: Smart manufacturing technologies promise operational efficiency, cost savings, and improved real-time decision-making.
• Demerit: As shown in SYSPRO research, without robust systems and skilled staff in place, these technologies risk underdelivery or poor integration outcomes.

Stakeholder Implications

• Manufacturers must assess their readiness not only from a tech perspective but also in terms of workforce capability and long-term sustainability.
• Technology providers should focus on compatibility and ease of integration to support clients operating with legacy infrastructure.
• Employees remain the backbone of this transformation. Investments in training and change management will be just as critical as the tools themselves.

Future Outlook

Based on the trajectory outlined by SYSPRO research, the industry is expected to:

• Address regional adoption gaps with tailored support strategies.
• Accelerate AI, automation, and data initiatives.
• Expand investments in digital skill development.
• Shift toward more modular ERP solutions that support integration.

FAQs

SugarCRM has announced a change in its business strategy, aiming to focus primarily on mid-market manufacturing and distribution companies. The update was shared during the company’s recent Analyst Summit. This shift is being led by CEO David Roberts, who joined the company in September 2024. SugarCRM will continue to support its existing customer base but will now prioritize industry-specific innovation and solutions for its newly defined core segment. The company also detailed several organizational, product, and messaging changes it plans to implement by July 2025. These initiatives are part of a broader realignment of the SugarCRM business strategy.

Breakdown of the SugarCRM Updated Business Strategy

1. Focus on Mid-Market Manufacturing and Distribution

SugarCRM is moving away from its previous horizontal, cross-industry CRM approach to concentrate on mid-sized businesses in the manufacturing and distribution sectors. This focus is intended to allow for more tailored product development, deeper domain-specific functionality, and a clearer alignment with the operational needs of these industries. 

2. Continued Support for Existing Customers

While narrowing its ideal customer profile, SugarCRM stated that it will continue to serve its existing customers across other industries. The company emphasized that the shift in focus does not signal the end of support or services for organizations outside manufacturing and distribution.

3. Operational and Product Changes by July 2025

Several internal and external changes are planned by the end of July:

• Finalizing a technology roadmap with clearer delivery timelines and industry-specific solutions. Rebuilding the executive leadership team to support the new strategic direction.
• Introducing a revised go-to-market strategy to align sales and marketing with target industry needs.
• Redesigning the partner model, including updated partner recruitment and enablement frameworks.
• Launching updated brand messaging.
• Revising the hosting model to potentially improve performance and deployment options.
• Updating product packaging and pricing structures.

4. New Messaging: From Automation to Sales Enablement

The company’s messaging will shift from “let the platform do the work” to “unlock the sales potential.” According to Chief Marketing Officer Clare Dorrian, this change is designed to better resonate with buyers in the company’s target industries by focusing on specific business outcomes rather than general platform automation.

5. Use of ChatGPT for Customer Insight Analysis

SugarCRM has adopted ChatGPT to help analyze customer and prospect inquiries at scale. This tool is being used to identify common themes and language used by potential customers when describing their challenges. One insight from this initiative is that prospects value SugarCRM’s flexibility, especially in manufacturing and wholesale distribution contexts.

6. Increased Emphasis on Relationship-Oriented Sales

The company has recognized a trend among buyers preferring solutions that offer immediate, practical value. As a result, SugarCRM’s marketing and sales teams will focus on consultative selling and building longer-term customer relationships rather than prioritizing short-term, transactional interactions.

Common Questions We Are Hearing

1. Will customers outside manufacturing and distribution be affected? Existing customers in unrelated sectors are asking if they will continue to receive the same level of support and product updates going forward.
2. Are upcoming features going to be tailored only to specific industries? Some customers are concerned that future releases may focus solely on manufacturing and distribution, limiting the platform’s usefulness for other sectors.
3. Will core CRM functionality be reduced? There are questions about whether general-purpose CRM capabilities will receive less attention in product development.
4. Will pricing changes affect current contracts? Buyers are seeking clarity on whether new pricing models will impact their existing plans or only apply to new customers.
5. Is the company moving away from open-source principles? Given SugarCRM’s history with open-source software, some users want to know if the shift in direction will affect transparency, flexibility, or customization options.

Analyst‘s Take on the SugarCRM Updated Business Strategy

Impact on Customers Inside and Outside the Target Segment

• For manufacturing and distribution companies, this strategic alignment could lead to more specialized workflows, faster time-to-value, and improved feature relevance.
• For customers outside these sectors, the focus may lead to slower updates or lower prioritization of their needs in future product development cycles.

Product Differentiation in a Competitive CRM Market

By targeting a specific segment, SugarCRM is setting itself apart from large horizontal CRM providers like Salesforce and HubSpot. This may help the company strengthen its position in a market where industry-specific CRMs are gaining traction. However, this strategy requires consistent delivery of specialized functionality and successful adoption by the target industries.

Short-Term Implications for Partners

SugarCRM’s partner model overhaul may create uncertainty in the short term. Existing partners will need to adapt to revised expectations, while the company may also attract new partners aligned with its industry focus. Long-term, a more focused ecosystem could offer stronger partner-customer alignment.

Evaluation of Messaging Strategy

The updated messaging emphasizes tangible business outcomes. This may better align with how mid-market buyers evaluate CRM platforms, on the basis of revenue impact, process improvement, and operational fit – rather than on automation features alone.

Generative AI and CRM Market Trends

The use of ChatGPT for market and sentiment analysis reflects a broader trend in the CRM industry, where vendors are increasingly using generative AI to uncover customer preferences, personalize engagement, and improve content strategies. SugarCRM’s application of this technology suggests a growing focus on AI-driven customer insight as a standard practice, another notable development within the broader SugarCRM business strategy.

FAQs

Zoho CRM has introduced a suite of updates in its Q1 2025 release, enhancing its enterprise-grade features to better cater to complex sales processes, customer engagement, analytics, and team collaboration. The updates cover a broad spectrum – from messaging integrations and ABM enhancements to advanced analytics and AI capabilities This indicates a focused push toward deeper customer intelligence and automation. Below is the breakdown of the new capabilities, their functionalities, and what they could mean for users of the platform.

Structured Breakdown of Key Updates

1. Expanded Messaging Integrations

Zoho CRM has strengthened its communication capabilities through deeper integrations with WhatsApp for Business and Line. WhatsApp users can now create and manage message templates, automate message delivery, and preview audio clips. A threaded reply format enhances continuity in customer conversations. Meanwhile, businesses using Line can manage messages, assign conversations, and share files—all from within the CRM interface. Thus, improving coordination among customer-facing teams.

2. Account-Based Marketing (ABM) Tools

The new ABM add-on allows businesses to focus on high-value accounts by segmenting them using RFM, firmographics, engagement metrics, and voice-of-the-customer data. Accounts can be enriched with external data sources, and personalized campaigns can be built and executed via Zoho Campaigns and CommandCenter. A new dashboard allows marketers to monitor account engagement and campaign performance in real time.

3. CPQ: Configure, Price, Quote Enhancements

The Guided Selling tool now extends support to custom modules, allowing businesses to create tailored selling workflows. This helps in structuring complex pricing logic and streamlining proposal generation across varied sales pipelines.

4. Kiosk Studio Enhancements

New features include the ability to reuse record-fetching components, view detailed records, and perform in-app actions such as opening specific records or links. Users can now clone kiosks, reorder buttons, and even use the kiosk screen without interactive buttons. Logged-in user variables and email field usage in actions are also supported.

5. Improved Subforms for Better Data Management

Subform permissions can now be customized (View, Create, Edit, Delete), including support for portal users. Other usability improvements include multi-column pinning, adjustable widths, and bulk row operations, making data handling more flexible and user-centric.

6. Formula Fields: More Control and Real-Time Updates

Formula fields using the Now() function can auto-refresh, ensuring real-time accuracy. Additionally, formulas can now be conditionally executed, allowing users to avoid unnecessary computations based on the record’s state.

7. Team Selling and Revenue Splits

Users can assign multiple stakeholders to a single deal. Two types of revenue splits are introduced: Revenue Split for direct contributors and Overlay Split for supporting roles. This structure supports collaborative selling and clear attribution of performance.

8. Forecasting Tools Get Smarter

Forecast hierarchies are now customizable, enabling users to exclude certain roles or territories. Forecasts can be manually adjusted by deal owners or managers. Notably, Zia – Zoho’s AI, now monitors performance deviations and sends alerts to sales leaders when anomalies are detected.

9. Advanced Analytical Charts

Five new chart types – Sankey, Waterfall, Treemap, Butterfly, and Cluster, enhance Zoho CRM’s data visualization capabilities. These allow deeper insights into process flows, metric changes, hierarchical data, comparative analysis, and grouped values respectively.

10. Revamped Data Sharing Rules

The redesigned UI for data sharing includes a dual-tab layout, module-level visibility, one-click activation, and the ability to clone rules. Search and filters have also been introduced, allowing easier access and governance.

11. Expanded Client Script Capabilities

Client scripts now support subform actions and are available in customer, partner, and vendor portals. Thus, improving user interactions and external stakeholder engagement.

12. QuickML Integration for Custom AI

QuickML enables no-code machine learning model creation directly within Zoho CRM. Businesses gain control over data preparation and model optimization, making it easier to build AI solutions suited to specific use cases.

13. Voice of the Customer (VoC) Updates

VoC now ingests data from platforms like YouTube and third-party review sources. It also moves from keywords to key phrases for higher clarity and introduces drill-down features for examining underlying sentiments.

Common Questions We Are Hearing

• Is WhatsApp automation compliant with regulations? Businesses are questioning whether the message templates and automated messaging features comply with region-specific data privacy laws.
• How will revenue split impact commission structures? Sales teams are keen to understand how revenue attribution will affect incentive payouts.
• Is QuickML truly no-code for non-technical users? There’s curiosity about the learning curve and whether QuickML is usable without data science expertise.
• Will VoC insights from YouTube and product reviews be reliable? Some stakeholders are skeptical about the accuracy and actionability of sentiment analysis from unstructured content.

Analyst’s Take

Merits and Demerits of Features

The update is ambitious and clearly aimed at enterprise-scale use. Features like revenue splits, ABM segmentation, and QuickML reflect a deeper commitment to data-driven selling and operational automation.

• Merits:
  • Businesses can better align sales and marketing through ABM.
  • Real-time forecasting and anomaly detection with Zia improves risk management.
  • Client script expansion and subform permissions allow tighter process control.
    
• Demerits:
  • Some features, like QuickML and ABM, might have a steep learning curve.
  • Expanded communication tools need careful compliance vetting in regulated industries.
  • The abundance of options could overwhelm SMB users.
    

Impact on Key Stakeholders

• Sales Teams: Benefit from better attribution and forecasting.
• Marketing Teams: Gain advanced segmentation and personalized campaign tools.
• IT/Admins: Will have to spend time configuring rules, permissions, and AI models.
• Customers: Likely to experience faster, more personalized engagement, provided teams implement features well.
  

Future Predictions

Zoho CRM is clearly moving toward consolidating enterprise CRM, AI, and analytics under one roof. The emphasis on automation, segmentation, and AI-driven insights aligns with industry-wide trends, especially in hyper-personalization and collaborative selling.

If adoption is seamless, Zoho CRM may compete more directly with giants like Salesforce and Microsoft Dynamics in enterprise segments. The challenge will lie in ensuring usability and ROI for mid-market users.

FAQs

Salesforce supports companies of all sizes. It offers a startup-friendly version and is strong at handling complex CRM workflows. Oracle Cloud CX, on the other hand, includes a broad set of best-of-breed CRM components. These cover sales, marketing, service, content management, and advertising cloud. Companies that need advanced downstream platforms and cross-channel content workflows generally pair Salesforce with a marketing automation tool like HubSpot. Oracle Cloud CX, however, is tailored more toward large B2C enterprises, especially in industries like communications, media, and financial services.

Salesforce may not be the best fit for organizations with unique CRM structures. Real estate companies or niche non-profits often face limitations. Oracle Cloud CX, meanwhile, shines in specific areas such as ad spend traceability and CPQ processes. Both platforms offer a complete suite of CRM tools—Sales Cloud, Marketing Cloud, Field Service, Customer Service, CPQ, and CDP. Oracle Cloud CX brings strong enterprise-grade capabilities in marketing automation, ad tracking, and digital asset management. Still, it lacks the ecosystem depth and integration ease that Salesforce has with SalesTech, MarTech, and data vendors. As a result, it’s not typically the first choice for vendors looking to integrate with a CRM.

Salesforce and Oracle Cloud CX both offer powerful eCommerce features within their CX suites. Despite this, Salesforce maintains a larger market share in both CX and eCommerce. Still, both platforms often need considerable consulting support to tailor workflows to fit specific needs. Neither offers the low- or no-code customization commonly found in CRM solutions aimed at smaller businesses.

To better evaluate the strengths and trade-offs between Salesforce and Oracle Cloud CX, the next section explores their features in greater detail.

What Is Salesforce CRM?

The Salesforce platform is especially strong in handling enterprise workflows across pre-sales, sales, and post-sales stages. While it may not be the best fit for industries with niche CRM structures—like real estate or specialized non-profits—it delivers deep functionality for standard enterprise processes. Salesforce also provides ready-to-use business object layers, reducing the need for extensive custom development. Its strong presence in headless commerce and digital experience tools further supports its role as a reliable enterprise CX platform.

How well does your organization’s CRM strategy align with pre-configured industry workflows? Are you looking for a platform that minimizes custom development or one that can mold to highly specific business structures? How important is integration with modern commerce and digital platforms in your CRM roadmap? To explore how Salesforce compares to Oracle CRM across these dimensions, download the ultimate Oracle CRM vs Salesforce comparison guide now.

What Is Oracle Cloud CX Platform?

Oracle Cloud CX brings together several advanced CRM components. These include tools for sales, marketing, service, content management, and advertising. It is designed with large B2C enterprises in mind, especially in sectors like communications, media, and financial services. However, the discontinuation of Oracle Commerce has narrowed its relevance for certain industries. Oracle’s recent acquisition of Cerner signals a deeper shift in focus—toward healthcare and high-data workloads.

How might Oracle’s shifting priorities impact long-term support for its CRM tools? Is your organization in an industry still fully aligned with Oracle’s evolving CX roadmap? Could a move toward healthcare and analytics affect the future functionality available to customer experience teams? For a closer look at how these trends affect your options, download the ultimate Oracle CRM vs Salesforce comparison guide now.

Salesforce vs Oracle Cloud CX Overall Comparison

Salesforce offers a powerful, layered data structure ideal for complex customer-centric workflows. Oracle Cloud CX, meanwhile, delivers strong enterprise-grade tools for sales, service, and analytics. Both provide extensive customization options, though Oracle often requires more technical expertise. While Salesforce leads in ecosystem support and third-party integrations, Oracle offers robust territory and compensation planning capabilities.

Which CRM better matches your team’s operational complexity? Does your business need tighter marketing integration or more advanced incentive planning? Are your existing systems more compatible with Salesforce’s ecosystem, or does Oracle’s enterprise depth align better with your industry? Understanding these trade-offs is crucial. Download the ultimate Oracle CRM vs Salesforce comparison guide now to explore which solution aligns best with your business needs.

Salesforce vs Oracle Cloud CX Module Comparison

Both platforms come with a wide range of features aimed at companies seeking comprehensive suites. This comparison highlights the unique strengths of Salesforce and Oracle Cloud CX across several key areas. It provides insights to help businesses make informed CRM decisions. The section breaks down features across four main modules: marketing, sales, customer service, and e-commerce.

Marketing

Salesforce and Oracle Cloud CX both offer strong marketing features, though they take slightly different approaches. Salesforce provides marketing capabilities through its Marketing Cloud, including tools for content creation, SEO, social media, email marketing, and analytics. However, some of these tools may require additional technical support or third-party integrations. Oracle Cloud CX, through its Oracle Marketing Cloud, offers a rich content management system, automated campaign features, and robust integration with social media platforms. Its analytics tools deliver detailed insights into campaign performance and customer behavior, making it a solid choice for large enterprises with complex marketing needs.

What specific marketing capabilities matter most to your team—content creation, automation, or analytics? Do you prefer a more intuitive interface or deeper customization and control? How important is it that your CRM integrates easily with existing tools and platforms? To explore these differences further and find the best fit for your business, download the ultimate Oracle CRM vs Salesforce comparison guide now.

Sales

Salesforce and Oracle Cloud CX offer strong sales features, but with different strengths. Salesforce provides detailed lead management, customizable sales pipelines, and email tracking within its CRM. It also includes built-in tools like Chatter for team collaboration and features for meeting scheduling. Oracle Cloud CX, on the other hand, includes broad lead management capabilities and supports sales process visibility from start to finish. While it doesn’t include standalone email tracking, it integrates well with Oracle Marketing Cloud. Collaboration is supported, though meeting scheduling may require additional configuration.

How important is native email tracking for your sales team? Do you need built-in scheduling tools, or can those live outside your CRM? Are you looking for a platform that handles everything internally, or one that integrates well with other systems? To better understand how these platforms compare and which aligns with your business goals, download the ultimate Oracle CRM vs Salesforce comparison guide now.

Customer Service

Salesforce and Oracle Cloud CX both offer strong customer service capabilities. Salesforce includes tools for case management, live chat, automation, and omni-channel support through its Service Cloud. It’s designed to streamline service operations and enhance the customer experience. Oracle Cloud CX, through Oracle Service Cloud, offers similar strengths. It supports robust ticketing, live chat, AI-driven support automation, and consistent service across multiple channels. Both platforms are built to help businesses manage customer interactions more effectively, though they vary in how these features are implemented and integrated.

Do you need built-in AI to drive faster service resolutions? Is omni-channel support a top priority for your team? How do your current systems handle case routing and customer communication? These are key questions to consider when comparing the two platforms. To get a full breakdown of the differences and find the right fit for your business, download the ultimate Oracle CRM vs Salesforce comparison guide now.

E-commerce 

Salesforce and Oracle Cloud CX both deliver key e-commerce features, but with different strengths. Salesforce supports product catalog management and personalized shopping through its Commerce Cloud. It also helps businesses manage orders and fulfillment directly within the platform. Oracle Cloud CX, on the other hand, provides robust tools for catalog organization and integrates with Oracle Order Management Cloud for smoother fulfillment. It also emphasizes tailored shopping experiences, using customer data to deliver relevant recommendations and content.

Which platform aligns better with your current fulfillment setup? Does your team need deeper integration with ERP systems, or more flexibility in catalog management? How important is delivering personalized experiences to your online customers? These are critical questions to ask as you evaluate your options. Download the ultimate Oracle CRM vs Salesforce comparison guide now to explore the full comparison in detail.

Salesforce vs Oracle Cloud CX Pros

Salesforce and Oracle Cloud CX each bring strong capabilities to the table. Salesforce is known for its robust data model, enterprise-grade security, and flexibility for complex use cases. It also offers a wide ecosystem, making it a fit for diverse industries. Oracle Cloud CX, meanwhile, stands out with its integrated field service workflows and advanced CPQ tools—especially for telecom and media. It also excels in ad-spend tracking, giving businesses deeper insights into customer behavior across marketing platforms.

What level of data model complexity does your business require? Is ad-spend tracking a key priority for your marketing team? Do you need a CRM with embedded field service tools, or more flexibility in workflow customization? These are the types of questions that can help narrow down your options. Download the ultimate Oracle CRM vs Salesforce comparison guide now to get the full breakdown.

Salesforce vs Oracle Cloud CX Cons

Salesforce, while flexible for ad-hoc workflows, can be expensive to customize and often requires additional support. Its data model may not be as intuitive as others, like Microsoft Dynamics CRM. On the other hand, Oracle Cloud CX brings together several systems under one platform, but this can lead to a more complex and less streamlined user experience. It may also require significant change management and doesn’t always meet the needs of B2B post-sales processes.

Is your team prepared for the level of customization and consulting support these platforms might demand? How important is seamless ERP integration or post-sales workflow support to your operations? Are usability and user adoption key priorities in your CRM selection process? These considerations can help guide your CRM decision. Download the ultimate Oracle CRM vs Salesforce comparison guide now to explore these factors in greater detail and make a more informed choice.

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