Guiding you to choose between Sugar CRM vs. Microsoft Dynamics 365 for Sales: 2024

Comparison Summary

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.

Microsoft Dynamics 365 for Sales: Microsoft Dynamics 365 for Sales utilizes AI and automation to enhance deal closures. Features include conversation intelligence, opportunity scoring, and collaboration tools.

Sugar CRM

Focus area

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

medium

Microsoft Dynamics 365 for Sales

Focus area

Microsoft Dynamics 365 for Sales is better than Sugar CRM for

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Sugar CRM and Microsoft Dynamics 365 for Sales: Customer Satisfaction Data

Most deployed common Use Cases for Sugar CRM and Microsoft Dynamics 365 for Sales

How efficiently Does Sugar CRM and Microsoft Dynamics 365 for Sales manage your Engagement Management?

SugarCRM and Microsoft Dynamics 365 for Sales both assist businesses in managing customer engagement. Both tools enable tracking customer interactions and follow-ups, ensuring a consistent customer experience. SugarCRM offers a wider range of features, including social media engagement management and predictive analytics, while Dynamics 365 for Sales focuses on sales and order management, allowing users to track lead progression through the sales funnel. However, both systems require technical expertise for installation and configuration.

"...The corresponding profile of each customer can reveal Sales Representatives and their interactions with each customer, which is helpful in avoiding redundant or irrelevant cold calls...." Peer review by Zoe Leanza, Intern, Macalester College

"...Biggest benefit is account management, keeping track of lapsed customers and follow ups...." Peer review by Justin G, Regional Catering Sales Manager, Marketing and Advertising

How does Sugar CRM and Microsoft Dynamics 365 for Sales address your Sales Document Management Challenges?

Both Sugar Crm and Microsoft Dynamics 365 For Sales provide tools for managing sales documents such as quotes and contracts. Sugar Crm allows for more flexibility and customization, including the ability to copy previous quotes and track projects. Microsoft Dynamics 365 For Sales focuses on simplifying the sales lifecycle, making it easy to create quotes, opportunities, and orders. However, both tools have limitations, including the inability to have multiple quotes attached to an opportunity in Microsoft Dynamics 365 For Sales.

"...It fits my needs for quote based sales, calls, and meeting...." Peer review by John A. F.

"...So you might have a team working directly with the customer, but a different team assembling the quote...." Peer review by Executive Sponsor

How efficiently Does Sugar CRM and Microsoft Dynamics 365 for Sales manage your Contact List Management?

Sugar Crm and Microsoft Dynamics 365 For Sales both provide tools for managing contact lists. Sugar Crm focuses on customization, allowing users to create "productions" for each contact, while Microsoft Dynamics 365 For Sales emphasizes organization and a centralized hub for customer information. Sugar Crm is easy to use for basic contact management, but has limitations with reporting and duplicate accounts. Microsoft Dynamics 365 For Sales excels in capturing engagement history, but lacks intuitive filtering and copying features.

"...good distribution of the system, you can visualize in an integrated way all the information of the potential clients and relevant contacts, and allows to track the frequency with which the seller attends the contact. ...." Peer review by Felix F., Project Leader, Management Consulting

"...Advanced find reporting, contact and company tracking, opportunity and sales tracking Integration with ClickDimensions email marketing platform, integration with InsideView Ability to export results to Microsoft Excel Dashboards...." Peer review by Duane P, Marketing Manager, Insurance

What Are the key features of Sugar CRM and Microsoft Dynamics 365 for Sales for Workflow Management?

Sugar CRM and Microsoft Dynamics 365 for Sales both offer workflow management capabilities. Sugar CRM's workflow management is considered more customizable, allowing users to create custom workflows using its built-in development tool. Microsoft Dynamics 365 for Sales also offers workflow management features, but its customization options are more limited, particularly in the area of complex workflows and identifying specific data points. Both tools provide the ability to automate sales processes, but the degree of customization and the ease of use may vary.

"...Combining all this data plus the ability to configure work flows and automations, is priceless for a CRM...." Peer review by Andrew M., Solutions Engineer, Computer Software

"...It can also be used for non-standard CRM processes and the new version has a bunch of apps that allow company to use specific workflows by paying only for them and not purchasing the entire suite...." Peer review by Karlis N, Business Development Manager