cuspera logo CUSPERA

Sugar CRM vs OptifiNow: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sugar CRM vs. OptifiNow is based on a specific set of business needs and context. The comparison uses 5854 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sugar CRM and OptifiNow

Sugar CRM, OptifiNow, Salesforce Sales Cloud, Zoho CRM, 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.

Sugar CRM covers Engagement Management, Sales Document Management with Mobile, Contact List Management with E-Mail, Workflow Management, etc.

OptifiNow focuses on Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.

"The customer journey changed a lot for us with Sugar. Now we can react faster. " - ROBERT AMPER

"As our business has scaled, OptifiNow has been a key partner. We have built a structured sales process that our agents to follow. We need to be able to quickly adjust and continuously improve it and keep up our growth and ROI. The OptifiNow software... and team has allowed us to do both. They are a great partner to our business. " - David Gonzalez

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Sugar CRM

Focus area

Sugar CRM is better than OptifiNow for

Software Failure Risk

  • medium

logo OptifiNow

Focus area

Software Failure Risk

  • low

About

SugarCRM: #1 Rated Customer Relationship Management Software

Marketing Automation, Lead Management

Age

2004

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

104

56

Total Goals
(we found evidences for)

18

10

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


engagement management

engaging and following up


workflow management


contact list management

creating contact list


helpdesk management



communication management

sending & publishing communications

tracking & monitoring communications




generation of new leads


social media management

social media analytics

engaging on social media

managing social media account

scheduling post to social media



relationship management


training & onboarding


customer case management


campaign management

campaign monitoring


opportunity management


sales call management

meeting management


pipeline management


competitive intelligence


conversion management



loyalty management

identify target customers

customise loyalty program


account management


business development


content management


knowledge management



lead qualification

lead qualification: technographic


products & pricelist management



customer feedback management

measuring customer satisfaction

measuring net promoter score





rating and review management


lifetime value management



trade show marketing




touchpoint management


channel management


billing and invoice management


referral management


sales incentive management


social media marketing





sales review & feedback



community building





advocacy management


segmentation and targeting



personalized marketing



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve ROI

  • Enter new markets internationally or locally

  • Improve efficiency

  • Grow market share

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Manage risk

  • Shorten ramp up time

  • Improve digital and social presence

  • Improve visibility

  • Increase customer life time value

  • Improve brand engagement

  • See 15 more
  • Increase sales & revenue

  • Acquire customers

  • Improve ROI

  • Scale best practices

  • Enhance customer relationships

  • Improve brand engagement

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve internal communications

  • See 7 more

Top Channels

Channels Used

  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 more
  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting