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Compare Sage CRM vs Microsoft Dynamics 365 for Sales

Comparison Summary

This comparison report of Sage CRM vs. Microsoft Dynamics 365 for Sales is based on a specific set of business needs and context. The comparison uses 8835 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and Microsoft Dynamics 365 for Sales

Sage CRM, Microsoft Dynamics 365 for Sales, Quickbase, SalesNOW, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Sage CRM was founded in 2002. It covers Sales Document Management with Mobile, Business Development, Workflow Management, Engagement Management, etc.

Microsoft Dynamics 365 for Sales was established in 2002. Similar to Sage CRM, Microsoft Dynamics 365 for Sales focuses on Engagement Management, Contact List Management, Lead Tracking with E-Mail, Sales Document Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your specific needs - such as multi-channel engagement, cadence, analytics, and specific to your industry and context. Get your personalized report today.


logo Sage CRM

Focus area

Sage CRM is better than Microsoft Dynamics 365 for Sales for

Software Failure Risk

  • medium

logo Microsoft Dynamics 365 for Sales

Focus area

Microsoft Dynamics 365 for Sales is better than Sage CRM for

Software Failure Risk

  • low

About

Top-rated cloud financial management

Sales Force Automation | Microsoft Dynamics 365

Age

2002

1975

Financials

M&A

IPO

Business Need

Total Processes
(we found evidences for)

67

97

Total Goals
(we found evidences for)

13

14

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


business development


workflow management


engagement management

engaging and following up




campaign management

campaign monitoring


helpdesk management




communication management

sending & publishing communications

tracking & monitoring communications


generation of new leads


contact list management

creating contact list


pipeline management


customer case management


relationship management


social media management

social media analytics

engaging on social media


rating and review management


competitive intelligence


customer feedback management

measuring customer satisfaction


products & pricelist management


opportunity management



conversion management



trade show marketing


account management


content management


billing and invoice management


sales call management

meeting management


loyalty management

customise loyalty program

identify target customers


sales review & feedback






lead qualification


training & onboarding



follower management


creating knowledge base



knowledge management

creating knowledge base




lifetime value management








sales quota management


create learning path


courses & assessment

create learning path



revenue cycle management


license management


community building




social media marketing


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Scale best practices

  • Improve ROI

  • Improve navigation

  • Improve digital and social presence

  • Improve efficiency

  • Launch new products

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve efficiency

  • Improve internal communications

  • Scale best practices

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Increase customer life time value

  • Launch new products

  • Manage risk

  • Enter new markets internationally or locally

  • See 11 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • point of sale

  • website

  • on premises

  • social media

  • mobile

  • mobile app

  • games

  • promotions

  • blogs

  • user generated content

  • out of home

  • brochure

  • Facebook

  • review sites

  • Amazon

  • video

  • events

  • trade shows

  • newsletter

  • LinkedIn

  • See 20 more
  • e-mail

  • phone calls

  • offline

  • point of sale

  • website

  • on premises

  • social media

  • mobile

  • mobile app

  • games

  • promotions

  • blogs

  • user generated content

  • out of home

  • brochure

  • Facebook

  • review sites

  • Amazon

  • video

  • events

  • trade shows

  • newsletter

  • LinkedIn

  • See 20 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

low

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medium

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Business Setting