Microsoft Dynamics CRM vs SugarCRM- Compared Side by Side
This blog covers in detail the differences between SugarCRM Professional and Microsoft Dynamics CRM.
Pros and Cons for SugarCRM vs Microsoft Dynamics CRM
The biggest Pro for SugarCRM in this comparison is the ease of use. Sugar is simply simple! It is fast and works on any device/browser, including Macs. If user adoption is your highest priority, then SugarCRM will be the clear favorite. It is easy to learn and easy to use.
The biggest Pro for Microsoft is the fact that it works right within Microsoft Outlook. It is built into Outlook, rather than being a plugin. If you love Outlook, you will love using Microsoft CRM within Outlook.
Sugar vs MS Dynamics – Comparison Chart/Matrix
Feature Comparison List |
SugarCRM Professional |
MS Dynamics CRM 2011 |
| Price / user / month | $35 | $44 |
| Price / user / year | $420 | $528 |
| User limits | no limit | no limit |
| SALES | ||
| Accounts | Included | Included |
| Activity tracking & history | Included | Included |
| Approvals | ||
| Business to Business (B2B) configuration | Included | Included |
| Business to Consumer (B2C) configuration | Included | Included |
| Competitor tracking | Configurable | |
| Contacts | Included | Included |
| Contract management | Included | Included |
| Customizable sales process | Included | Included |
| Document and integrated content library | Included | Included |
| Lead capture | Included | Included |
| Lead scoring, routing, & assignment | Included | Included |
| Opportunity genius | ||
| Opportunity tracking | Included | Included |
| Product catalog & tracking | Included | Included |
| Quote management | Included | Included |
| Sales forecasing | Included | Included |
| Sales teams | Included | Included |
| Third-party sales methodologies | Configurable | |
| MARKETING | ||
| Campaign dashboards | Included | Included |
| Campaigns | Included | Included |
| Email marketing | Included | Included |
| Intergration with 3rd party marketing automation | Plugin | |
| Marketing campaigns | Included | Included |
| Marketing reports | Included | Included |
| Mass email | Included | Included |
| Mass email limits (emails per day) | no limit | |
| Newsletter management | Included | Included |
| SMS Marketing Campaings | Plugin | |
| Web to lead capture | Included | Included |
| Web to lead capture limits (leads per day) | no limit | |
| CUSTOMER SUPPORT | ||
| Advanced case escalation and notification | Included | Included |
| Bug tracking | Included | Included |
| Call center | Included | Included |
| Case escalation and queuing | Configurable | |
| Case management | Included | Included |
| Customer support email management | Included | Included |
| Knowledge base | Included | Included |
| SOCIAL CRM | ||
| Blogs | Plugin | |
| Cisco WebEx Meeting Center | Included | |
| Citrix Online GoToMeeting | Included | |
| Included | Included | |
| Included | ||
| Google Apps | Included | |
| Included | ||
| LotusLive Engage | Included | |
| Maps | Plugin | |
| Sales Intelligence | Included | |
| Social Collaboration with other employees | Plugin | |
| Social Collaboration with customers | Plugin | |
| SMS | Plugin | |
| Included | ||
| MOBILE CRM | ||
| Mobile Browser Access for smartphones | Included | Included |
| Mobile Browser Access for tablets | Included | |
| Lite App for Android | Included | |
| Lite App for iPhone | Included | |
| Lite App for Windows Mobile | Included | |
| App for Android (4) | Add’l Fee | |
| App for BlackBerry (4) | Add’l Fee | |
| App for iPad (4) | Add’l Fee | |
| App for iPhone (4) | Add’l Fee | |
| App for Windows Mobile | Included | |
| GLOBAL CRM | ||
| # of Languages supported out of the box | 22 | 41 |
| Additional Language Packs | Plugin | |
| Multi-currency support | Included | Included |
| Right to Left language support | Included | |
| PRODUCTIVITY | ||
| Customizable homepage by end user | Included | |
| Email; Plug-in for Microsoft Outlook | Included | Included |
| Email; Plug-in for IBM Lotus Notes | Add’l Fee | |
| Email; Gmail, Yahoo! And IMAP Mail support | Included | |
| Email; archiving | Included | Included |
| Email; native email client | Included | Included |
| Email; templates & tracking | Included | Included |
| Email; Lotus Notes Domino Server Connector | Included | |
| Google Docs integration | Included | |
| Landing pages | Included | Included |
| Microsoft Word & Excel integration | Included | Included |
| Multiple home pages and dashboards | Included | |
| Multi-tasking | Included | |
| Offline access | Included | |
| Reminders and alerts | Included | Included |
| Search – global search | Included | Included |
| Search – present results without navigating away from current module/object | Included | |
| Shared calendar | Included | Included |
| Shortcut bar | Included | |
| Tasks | Included | Included |
| REPORTING | ||
| Advanced charts | Included | Included |
| Analytic snapshots | ||
| Custom reports | Included | Included |
| Custom report type limits | no limit | |
| Customizable forecasting | Included | Included |
| Dashboards | Included | Included |
| Dashboards – customizable | Included | Included |
| Dashboards – multiple dashboards on homepage | Included | |
| Dashboards – opportunities by lead source | Included | Included |
| Dashboards – sales pipeline | Included | Included |
| Matrix reports | Included | Included |
| Pre-built Reports | Included | Included |
| Read-only report access | Included | Included |
| Scheduled reports | Included | Included |
| SQL reporting | ||
| COLLABORATION | ||
| Activity management | Included | Included |
| Activity streams / Chatter | Included | |
| Activity streams with social media integration | Included | |
| Document management and attachments | Included | Included |
| Dynamic teams/Queues (1) | Included | Included |
| Employee directory | Included | |
| Team notices | Included | Included |
| Workflow automation | Included | Included |
| PROJECT MANAGEMENT | ||
| Project management | Included | |
| Gantt Charts and Grids | Included | |
| CONFIGURATION | ||
| Assignment notification | Included | Included |
| Calculated Fields | Included | |
| Configure tabs | Included | Included |
| Convert lead form | Included | Included |
| Custom fields | Included | Included |
| Custom fields per Module/Object (1) | no limit | 213 |
| Dependent dropdowns | Included | |
| Drag-and-drop custom layouts | Included | Included |
| Image fields | Included | Included |
| Mobile Studio Editor | Included | Included |
| Workflow automation rules | Included | Included |
| USER INTERFACE CONFIGURATION | ||
| Drag to customize home page | Included | Included |
| Embedded Mash-ups | Included | Included |
| Grouped Tabs/Custom Apps (1) | no limit | |
| Rename fields, tabs and labels | Included | Included |
| Multiple tabs on the home page | Included | Included |
| Module Builder | Included | Included |
| CUSTOMIZATION | ||
| Custom modules/custom objects (1) | Included | Included |
| Total custom modules/objects (1) | no limit | 200 |
| Custom record types | Included | Included |
| Open Source | Included | |
| PHP/Apex and Force.com code development (1) (3) | Included | Included |
| SugarLogic/Apex and Force.com (1) | Included | |
| Test customizations in a development sandbox | Included | |
| INTEGRATIONS | ||
| Cloud Connectors | Included | |
| Integrated third-party apps (2) | Plugin | Plugin |
| My Portal Dashlets | Included | |
| Web-services API (REST) | Included | |
| Web-services API (SOAP) | Included | Included |
| Web-services API limits (calls per day) | no limit | |
| SECURITY | ||
| Access control by User | Included | Included |
| Access control by Team/Group (1) | Included | Included |
| Access control by Role | Included | Included |
| Advanced password management | Included | Included |
| LDAP / Microsoft Active Diretory | Included | Included |
| SAML Support | Included | |
| DATA MANAGEMENT AND DATA BACK UP | ||
| Data import | Included | Included |
| Data import de-duplication | Included | Included |
| Database backup/export (1) | Included | Included |
| Database backup in relational database format | Included | |
| Multi-instance database | Included | |
| Multi-tenant database | Included | |
| Object database connectivity (ODBC) (3) | Included | |
| Scheduled database backup/export (1) | Included | |
| Scheduled daily database backup/export (1) | Add’l Fee | |
| Support for Microsoft SQL Server (3) | Included | Included |
| Support for MySQL DB (3) | Included | |
| Support for Oracle DB instance (3) | ||
| CLOUD COMPUTING | ||
| Private Clould (On-Site hosted) | Included | Included |
| Partner Cloud (VAR or Service Provider hosted) | Included | Included |
| Public Cloud (EC2 or Azure hosted) | Included | |
| Vendor Cloud (SaaS hosted) | Included | Included |
| Vendor Cloud document storage (5) | 15GB | 5GB |
Microsoft Dynamics CRM Evaluation
Click here to access our Free Microsoft Dynamics CRM Analysis.
Topics addressed include:
- Salesforce.com vs Microsoft CRM
- Pros and Cons of SaaS vs On-premise CRM
- Crucial User Adoption Factors
- Total Cost of Ownership of Microsoft CRM
Free SugarCRM Assessment PDF
Click here to download our Free Sugar CRM Evaluation PDF.
With this document, you will be able to identify the key enhancements within Sugar CRM.
Topics addressed include:
- Calculated Fields
- Favorites and Favorites Dashlet
- Twitter and Social Media integration
- Reporting (filtering, scheduling)
- User interface improvements (there are many!)
- Sugar Mobile 1.0 details
- and much more.
Free TCO Calculator for CRM Projects
Click here to access our Free CRM TCO Calculator Tool.
With this tool, you will be able to identify the key TCO line items that are relevant for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.
TCO line items include:
- Annual License/User price
- Support
- Hardware (incl. Server and Users)
- Implementation
- Staff
- Network
- Mobile
- and much more.
Free Excel Tool to Compare CRM Systems
Click here to download our Free Excel CRM Comparison Tool.
With this tool, you will be able to identify the key similarilites and differences between 9 of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.
Comparison Topics include:
- Key CRM Features
- Pricing (Licensing, etc..)
- Available Modules (e.g. SFA, Marketing, Service, etc)
- Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more.
- Hardware and Network support (Microsoft, Linux, etc…)
- Industry/NAICS
Microsoft CRM On Demand Webinar
Join our On Demand Webinar series as we explore the points outlined below – and hope to provide you valuable insight about this top-rated CRM solution. We hope that our comparison with Salesforce.com will help you on in your CRM evaluation.
About the author
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