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03 November 2023

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Best On-Premise CRM 2023 | Features, Benefits & Cloud Act

02 February, 2021

When it comes to customer relationship management (CRM) solutions, on-premise software is an essential factor in driving growth and promoting strong customer relationships. To help you select the best solution that meets your business needs come 2023, we have compared various features and benefits of these programs so you can make a wise decision. From CRM systems specifically designed for on-premise networks through to cloud-based alternatives, this article has all the information needed regarding different types of CRM tools available for businesses looking to improve their overall client connections now or into the future.

Key Takeaways

  • Understand the features and benefits of on-premise CRM solutions to make an informed decision.

  • Consider factors such as accessibility, IT requirements, budget and data backups when choosing a solution and protect from CLOUD ACT.

  • Transitioning from on-premise to cloud CRM can provide scalability and cost savings but requires proactive planning for successful implementation.

Understanding On-Premise CRM

When it comes to CRM software, on-premise solutions provide organizations with more control over their customer data and a wider range of customization options. While this can be beneficial for businesses that have specific needs or concerns about privacy, setting up an on-premise solution also tends to come at higher costs in terms of setup and maintenance expenditures.

This is why comparing cloud based vs on premise CRM should always occur before making any decisions, cost versus security tradeoffs must factor into the choice between the two forms of deployment. It’s important to take into account how each type will affect all aspects within your business operations from budgeting down through IT requirements as well.

Top 5 On-Premise CRM Solutions for 2023

white and brown building beside calm body of water

AI, yes, hosted on your premise

As customer data and insights remain essential for businesses to succeed, the demand for reliable on-premise CRM solutions has risen. By 2023, five of these widely available options are projected to be InvestGlass, Microsoft Dynamics 365 For Sales, Infor CloudSuite CRM, Pega CRM and SugarCRM. Each one offers a range of features tailored according to their industry specific needs while providing the advantage that such capabilities can only offer when run from premises as opposed to cloud based systems. It’s this combination which makes choosing between them an ideal option dependent upon individual company requirements.

InvestGlass – Swiss Company – Under Swiss law

InvestGlass is a powerful CRM solution tailored for financial companies, designed to help maximize their revenues and maintain strict data security. It offers customizable tabs, records fields and layouts with AI-driven insights so sales teams can sell more efficiently. InvestGlass provides comprehensive support as well as training resources in order to ensure an efficient implementation of the software through everyday use. In short, this CRM tool allows firms confidence when it comes to ensuring successful business growth without any breach on confidential information or risk compromising sensitive customer data.

Microsoft Dynamics 365 for Sales – American company – Under CLOUD ACT

Microsoft Dynamics 365 for Sales is an all-encompassing CRM solution that provides on premise and cloud deployment options which cater to a broad array of business requirements. This multi-functional system includes AI driven customer recognition, sales pathway automation as well as guidance tools tailored to assist the reps in optimizing their overall performance.

This CRM solution also features marketing abilities, lead generation resources, sales forecasting functions along with a comprehensive customer service suite too! Besides those advantages, it boasts integrative project management plus accounting utilities due to its customizable API. Granting companies the possibility to exercise command over their consumer relationships effectively by utilizing optimized CRM data carefully selected from customers’ information gathered ahead.

This sophisticated platform allows people to efficiently navigate through ever changing markets using informed decisions aided by integrated systems like Microsoft Dynamics 365 for Sales while staying true and focused towards improving existing connections alongside developing prospective ones via dynamic strategies decided accordingly thanks to excellent performance provided by reliable CRM solutions available nowadays.

Infor CloudSuite CRM – American company – Under CLOUD ACT

Infor CloudSuite CRM is a comprehensive and industry-specific Customer Relationship Management (CRM) solution that provides businesses with an all-encompassing view of customer activities on multiple touchpoints such as sales, marketing, support and service. With features like customizable dashboards, lead/opportunity management capabilities and real time data exchange it allows customers to maximize the impact of each interaction across their business process lifecycle while obtaining valuable insight into their patrons, consequently helping them increase revenues. Business process management can be optimized using this software as its tailored design caters well to specific sectors so customer service teams are able to work more efficiently through accessibly sorted information thus making better decisions for future strategy planning.

Pega CRM – American company – Under CLOUD ACT

Pega CRM, a low-code enterprise solution, offers customers the ability to improve customer interactions and optimize their sales automation. Three key features of this powerful system are: real-time AI integration for service enhancement, comprehensive reporting capabilities across multiple platforms such as mobile phones, and an online self-service portal tailored specifically to your industry or business size. The use of Artificial Intelligence can help anticipate user needs throughout the entire journey while increasing overall satisfaction levels and generating Profits too. Consequently, Pega’s smart technology ensures superior customer interaction optimization along with advanced sales efficiency processes available in one centralized platform.

SugarCRM – American company – Under CLOUD ACT

CRM is a great choice for those businesses requiring significant control and personalization opportunities, as SugarCRM offers extensive customization capabilities in its on-premise hosting platform. This CRM solution can provide users with powerful tools to improve marketing activities, sales processes and customer service performance while enabling them to benefit from advanced automation features such as collaboration & communication systems along with automated reporting dashboards and marketing automation technology that could enhance their business growth via improved customer relationships. This versatile tool allows individuals or organizations the flexibility of customizing it according to their specific requirements.

Factors to Consider When Choosing an On-Premise CRM

When it comes to selecting an on-premise CRM solution, businesses must bear in mind a number of factors that will determine whether or not the product is the best fit for them. Accessibility is key – do team members need access outside of office hours? The IT department needs to be considered too. Their role covers server setup and data loading as well as daily maintenance, troubleshooting and equipment replacement duties. Compliance with data protection standards can only be assured if regular backups are completed without fail. Budget impacts heavily upon this choice since while initial costs may appear lower when compared to cloud based solutions, ongoing upkeep remains expensive nonetheless and careful consideration must go into ascertaining cost effectiveness for any business prior to deciding on an On-Premise option over Cloud Based options which often prove more flexible making deployment simpler while having less disruption potential to current infrastructure setups.

On-Premise CRM vs. Cloud CRM: Pros and Cons

Swiss servers

Swiss servers or your server

When selecting CRM solutions, businesses have to decide between on-premise and cloud versions. On-premise ones provide better control over data along with increased customization capabilities, but often come at a higher long term cost of ownership in terms of setup and maintenance costs. Cloud based systems are more cost efficient as they can be accessed from multiple devices with industry standard security measures. Companies may lack complete independence due to relying heavily on vendors for hardware or software support.

The right choice depends largely on the company’s needs – looking into factors like scalability, customisation abilities, price range and most importantly their level of data privacy before making an informed decision is key here! More recently though, there has been a shift towards cloud based solutions given that initial implementation fees tend to be lower than their counterparts along with added features such as immediate sharing capacities & availability regardless of location.

To sum up, when examining potential options, it’s important not just look at either ‘on premise crm’ (greater degree of autonomy) or ‘crm solution’ (possessing advantages including affordability). Weighing both benefits & drawbacks will help ensure finding one which fits best by providing greater insight within organisational operations while simultaneously taking necessary steps toward upholding confidentiality levels.

Transitioning from On-Premise to Cloud CRM

When businesses choose to move from an on-premise CRM system to a cloud solution, they will have advantages and difficulties associated with the transition process. Such benefits can include scalability increase, better collaboration ability, and cost efficiency since these services typically come with lower long term expenses.

There are challenges that need to be taken into consideration such as data migration processes, user adoption rate and integration of existing systems in order for it all to go smoothly. Companies should ensure that their approach is proactive so any obstacles may quickly be handled during the transformation phase between both types of models – one on premise. Another provided by specialized companies (CRM Providers).

With regard to customer information security while transitioning from premises based model, it’s essential for firms seeking help through Cloud providers to possess advanced measures & policies compliant with regulations concerning data protection also implementing extra access control features plus authentication mechanisms & encryption procedures protecting sensitive info transfer methods safely stored ‘at rest’.

Industry-Specific On-Premise CRM Solutions

InvestGlass the Swiss CRM and PMS

InvestGlass the Swiss CRM and PMS

Using an on-premise CRM solution tailored to a particular industry can offer many advantages, such as custom features and integrations with relevant tools. These solutions from providers like Microsoft Dynamics, Salesforce or Zoho are equipped with the knowledge of various industries and provide businesses efficient customer relationship management strategies for successful growth.

Customizing these platforms according to unique needs allows them to achieve better results by streamlining processes which will ultimately drive customer relationships into improvement mode. By selecting appropriately specific approaches, companies benefit greatly in terms of both performance accuracy and convenience while being able to cater precisely what their customers require.

Swiss Sovereign Platform: Your Shield Against the Cloud Act

In an era where digital data is the new gold, the sovereignty of your information is paramount. Swiss solutions, like the one offered by InvestGlass, stand as a bulwark against invasive legislations such as the U.S. CLOUD Act. But why is data at risk under such laws? Let’s dive in.

The Cloud Act: A Double-Edged Sword

The Clarifying Lawful Overseas Use of Data (CLOUD) Act allows U.S. law enforcement to compel tech companies to hand over data, regardless of whether the data is stored in the U.S. or on foreign soil.

Key Risks:

  • Privacy Invasion: Data could be accessed without your consent or knowledge.

  • Jurisdictional Overreach: The Act disregards international boundaries and privacy laws of other countries.

  • Data Vulnerability: Centralized data storage makes a lucrative target for breaches.

How Swiss Platforms Offer Sanctuary

Swiss data protection laws are among the strictest in the world, emphasizing user privacy and control.

Swiss Advantages:

  • Non-US Jurisdiction: Not subject to the Cloud Act.

  • Strict Privacy Laws: Comprehensive data protection regulations.

  • Data Neutrality: Switzerland is globally recognized for its neutrality, extending to data politics.

InvestGlass: The Swiss Digital Fortress

InvestGlass, a Swiss cloud solution, is engineered for professionals demanding a NON-US Cloud Act platform.

InvestGlass Perks:

  1. Sales Automation: Streamline your sales process securely.

  2. Compliance Platform: Stay compliant with Swiss precision.

  3. Data Protection: Your data is sheltered from prying eyes.

Real-Life Implications

Imagine you’re a Swiss bank. Your clients trust you with not just their money, but also their financial data. Under the U.S. Cloud Act, this trust could be compromised. But with a Swiss sovereign platform like InvestGlass, this sensitive information remains under the protective umbrella of Swiss privacy laws.


In the realm of CRM platforms, where managing customer relationships is crucial, InvestGlass emerges as the preeminent on-premise system, distinguished by its robust security as a Swiss-regulated entity. As businesses navigate the diverse offerings in 2023, from cloud-based CRM systems like Zoho CRM to on-site solutions such as Microsoft Dynamics 365 for Sales, Infor CloudSuite CRM, and SugarCRM, InvestGlass stands out for its tailored approach to on-premise deployment, aligning perfectly with specific business processes.

InvestGlass excels in workflow management and provides an outstanding free mobile client app, ensuring that sales teams have access to the entire sales process, from lead management to sales pipeline progression, even while on the move. This mobile CRM capability, along with marketing automation features, empowers marketing teams to craft impactful marketing campaigns with precision and ease.

When it comes to software deployment, InvestGlass’s on-premise systems afford businesses unparalleled control over their data and IT infrastructure. The platform is particularly well-suited for small businesses that require a high degree of customization and direct management of their CRM tools, including document management, inventory management, and contact management.

Moreover, the platform’s on-site architecture doesn’t preclude it from offering seamless third-party integrations, a feature often associated with cloud-based CRMs. By combining CRM functionalities with service tools and professional services, InvestGlass enables users to analyze customer interactions and automate email marketing strategies efficiently.

InvestGlass isn’t just a CRM platform; it is a comprehensive business solution that integrates marketing, sales, and service tools into a single entity. Its cloud computing capabilities, while robust, are best realized when utilized on-premise, particularly for companies valuing Swiss-grade data safety and seeking a cloud CRM solution with a reliable on-site presence.

With the capability to streamline the entire sales lifecycle and enhance the efficiency of sales processes, InvestGlass has solidified its position as the best CRM software for those preferring an on-premise advantage. It’s a testament to how combining CRM features with cloud-based agility and the secure, regulated framework of a Swiss company can provide a formidable edge in today’s competitive landscape.