Overview: Sage CRM and Sugar CRM as CRM Category solutions.

Sage CRM and Sugar CRM cater to different CRM needs. Sage CRM excels in businesses needing documentation and compliance integration, particularly in government and administration. Sugar CRM, however, appeals to businesses focused on customer relationship enhancements and market scaling, making it a preferred choice in tech and financial sectors. Each aligns differently with user needs based on their features, support, and targeted user segments.

Sage CRM: Sage CRM is a cloud-based solution helping businesses manage client relationships and enhance customer experiences. It optimizes profitability, streamlines project management, and accelerates team performance.

Sugar CRM: SugarCRM is the #1 rated CRM platform, helping businesses create lifelong customers through intelligent tools. A demo can be requested to see how the platform handles the work.

Sage CRM and Sugar CRM: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Sage CRM helps with sales document management and engagement management, supporting business development and digital signature processes. read more →

Sugar CRM supports sales document and engagement management, focusing also on workflow and contact list management. read more →

Business Goals

Sage CRM aims to enhance customer relationships and promote customer acquisition, while also increasing sales and improving communications. read more →

Sugar CRM focuses on enhancing customer relationships and acquiring customers while supporting sales growth and international expansion. read more →

Core Features

Sage CRM stands out for its data migration capabilities, analytics, and robust integrations, with a focus on compliance. read more →

Sugar CRM is notable for its powerful analytics, AI capabilities, and custom reporting, which cater to a need for robust data access. read more →

Vendor Support

Sage CRM offers extensive 24/7 support, supplemented by phone, chat, and email options to meet user needs. read more →

Sugar CRM provides strong 24/7 support and integrates phone and email support for extensive user convenience. read more →

Segments and Industries

Sage CRM is popular among large enterprises and government administration, with a significant presence in software sectors. read more →

Sugar CRM dominates large enterprises, focusing heavily on IT, financial services, and manufacturing industries. read more →

Operational Alignment

Sage CRM aligns with enterprise-level needs, fitting well into environments requiring strong compliance and workflow management. read more →

Sugar CRM targets large enterprises seeking to enhance customer engagement and adaptability across diverse industries. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

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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medium

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Migration Risk

low

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Import

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Data Export

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Support

Phone Support

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Chat Support

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Email Support

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24/7 Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Sage CRM and Sugar CRM

Why is Sage CRM and Sugar CRM the best choice for Sales Document Management?

Sage CRM and Sugar CRM both offer features for managing sales documents, including quotes, contracts, and orders. Sage CRM excels at streamlining the process of converting opportunities to quotes and orders, particularly for field sales professionals. Sugar CRM provides robust capabilities for managing quotes, projects, and a product catalog. However, both systems have limitations, such as a lack of a dedicated contract entity in Sage CRM and outdated frameworks in Sugar CRM.

"...When we used it, there were some issues and Sage allowed us to break the contract...." Peer review by Marisela E., Manager, Apparel & Fashion

"...Smooth interface and integration with email and document sharing...." Peer review by User in Information Technology and Services, Information Technology and Services

How can Sage CRM and Sugar CRM optimize your Engagement Management Workflow?

Both Sage CRM and Sugar CRM facilitate customer engagement management by tracking interactions and providing tools to follow up with leads. Sage CRM focuses on improving sales productivity and customer service through a centralized database, while Sugar CRM emphasizes customer engagement and data analysis, particularly within the realm of social media. Sugar CRM's reliance on technical expertise for installation and configuration limits its accessibility for some users.

"...Currently only one using it, I have a unique role in that I handle all add-hoc negotiations and for this I need a reliable database CRM to be able to track my interaction and follow up points...." Peer review by Director in Professional Services

"...Great tool to manage relations with customers and follow-ups, brought some visibility where it was lacking...." Peer review by François B., DBA, Pharmaceuticals

What solutions does Sage CRM and Sugar CRM provide for Workflow Management?

Both Sage CRM and Sugar CRM offer workflow management features. Sage CRM provides extensive customization options and facilitates efficient workflow automation for customer interactions. However, Sugar CRM requires more customization through tools like Process Author and Workflow Manager to achieve desired results. Sugar CRM, particularly in its Professional version, has limitations with its workflow capabilities.

"...The beauty of the CRM is I can say I need this workflow..." Peer review by Jerimie Lavinier, System Analyst, Dominica Electricity Services

"...We can customize the processes, workflows and visibility based on our sales team's requests to help them track their opportunities and tracking of sales goals...." Peer review by Administrator in Higher Education