Overview: Sugar CRM and Microsoft Dynamics 365 for Sales as CRM Category solutions.

Sugar CRM focuses on enhancing customer relationships and scaling best practices, with strong support for sales document management and workflow management. It is favored by large enterprises, particularly in IT and financial services. Microsoft Dynamics 365 for Sales, on the other hand, facilitates improved efficiency and customer relationship enhancement with robust lead management features. It finds a broad range of users from small to large enterprises, including many in IT and marketing sectors. Both offer comprehensive vendor support. Sugar CRM is more popular in large enterprises, while Dynamics 365 serves a more varied audience.

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 and Microsoft Dynamics 365 for Sales: Best Use cases based on the customer satisfaction data

Sugar CRM

3.8

AI Powered

Microsoft Dynamics 365 for Sales

3.8

AI Powered

Key Capabilities Supported

Sugar CRM supports sales document management, engagement management, and workflow management. These align with operational needs by streamlining document processing and automating workflows. read more →

Microsoft Dynamics 365 for Sales supports engagement management and lead tracking, focusing on managing leads and client engagement for strategic sales initiatives. read more →

Business Goals

Sugar CRM aims to enhance customer relationships, acquire customers, and increase sales and revenue. It fits well for businesses looking to expand and build long-term client relationships. read more →

Microsoft Dynamics 365 for Sales helps enhance customer relationships and improve efficiency, suitable for firms focusing on relationship-building and operational efficiency. read more →

Core Features

Sugar CRM offers analytics, integration, and ease of migration. These features are tailored for users aiming to integrate smoothly with existing systems and analyze data effectively. read more →

Microsoft Dynamics 365 for Sales provides strong analytics, AI-powered tools, and data import/export capabilities designed for users seeking sophisticated data analysis and seamless data handling. read more →

Vendor Support

Sugar CRM provides 24/7 support, chat, phone, and email support. This meets various user preferences for immediate and diverse support channels. read more →

Microsoft Dynamics 365 for Sales offers 24/7 support, phone, email, and chat support, reflecting a commitment to accessible and varied customer support options. read more →

Segments and Industries

Sugar CRM is predominantly used by large enterprises, especially in IT and financial services. Its capabilities suit large-scale operations needing robust CRM solutions. read more →

Microsoft Dynamics 365 for Sales is used by small to large enterprises, with significant users in IT and marketing. It adapts well to a variety of business sizes and industries. read more →

Operational Alignment

Sugar CRM fits well into operational workflows with a focus on document and engagement management, suitable for large enterprises with complex requirements. read more →

Microsoft Dynamics 365 for Sales integrates seamlessly with lead management and follows up processes. It is designed for businesses seeking flexibility in managing sales and engagements. 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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low

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Migration Risk

medium

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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 Export

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Data Import

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Support

Chat Support

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Phone Support

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24/7 Support

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Email 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 Sugar CRM and Microsoft Dynamics 365 for Sales

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

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.

"...SugarCRM has really helped me in my job as a marketer in a tech company allowing me increased visibility as to where the leads I generate go and how they are being followed up on...." Peer review by Stewart Sylvester, Inbound Marketing Manager, Brainsell Technologies LLC

"...but I love that I can organize my clients based on the jobs in progress, what the scope looks like, areas where i can document follow up calls/emails etc...." Peer review by Jocelyn A, Footwear Consultant, Consumer Services

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

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.

"...Managing a distributed independent factory rep group...." Peer review by Executive Sponsor in Building Materials

"...I am working on different projects for financial services, most of all focused on the Lead to Client to Opportunity to Quote conversion...." Peer review by Antonio O, Funzionario - Demand and Business Change Management

What benefits does Sugar CRM and Microsoft Dynamics 365 for Sales offer for 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.

"...It does not make it easy for me to contact potential clients...." Peer review by User in Computer Software, Computer Software

"...Managing contact with clients, to have a better view of follow ups, and ultimately making more sales...." Peer review by Steven T., Computer Software

What benefits does Sugar CRM and Microsoft Dynamics 365 for Sales offer 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.

"...Helps me manage multiple projects and accounts to coordinate efficient workflow from the beginning of the project to the end...." Peer review by Taylor Mammenga

"...Reporting Dashboard Activities Workflows and Business rules...." Peer review by Bruny C, CRM Specialist/CPQ Implementation, Mechanical or Industrial Engineering