Microsoft CRM vs ACT – Review and Evaluation
Review of Microsoft vs ACT!
Both Microsoft Dynamics CRM and Sage ACT! Premium are excellent customer management software systems and are leaders within their niches. ACT! has moved in recent years from simply being a Contact Management software towards becoming a true Customer Relations Managment software. Although ACT is much more customizable than in the past, it is not built for workflow and additional main entities.
What Sage ACT! does, it does very well. And that is a focus on quick and easy management of Contacts. At the end of the day, Sage ACT is more of a Contact Managment Software than a full bodied CRM. This is both good and bad news – depending on your style of business.
Sales reps who are on the phone all day long are often very pleased with ACT. Yet sales reps who are looking for more flexible customization, mobile integration or cloud access will be more pleased with CRM platforms such as Microsoft CRM, Sugar CRM or Salesforce.
Video comparison of Microsoft CRM vs Sage ACT
The CRM Comparison Matrix below outlines the key differences between both systems.
CRM Software System
|Manage contacts & accounts||Yes||Yes|
|Access CRM within MS Outlook||Yes|
|MS Word integration||Yes||Yes|
|Track all contact interactions||Yes||Yes|
|Manage contacts via groups/lists||Yes||Yes|
|Customizable fields & screens||Yes||Yes|
|Integrates with Microsoft Outlook||Yes||Yes|
|Mobile device access||Basic||Yes|
|Includes web access||Sage ACT! Premium||Yes|
|Track non contact entities||Yes|
Sales & Opportunities
|Tracking sales opportunities||Yes||Yes|
|Sales dashboards & reports||Yes||Yes|
|Sales pipeline management||Yes||Yes|
|Analysis for up/cross-selling||Yes|
|Managing to-do’s & activities||Yes||Yes|
|Workflow for business rules||Yes|
|Automation of workflows||Yes|
|Schedule follow-up activities||Yes||Yes|
|Case support case management||Yes|
|Service Level Agreement escalation||Yes|
|Web self-service customer portals||Yes|
|Enabling customer case queuing||Yes|
|Sending email blasts||Yes||Yes|
|Marketing campaign management||Yes|
|Marketing campaign ROI analysis||Yes|
|Automated lead routing to sales||Yes|
Reports & Dashboards
|Built in reporting Engine-Lists||Yes||Yes|
|Built in reporting Engine-Lists||Yes|
|Includes Crystal Reports||Yes|
|Microsoft SQL Reporting||Yes|
|MS SharePoint Integration||Yes|
|Customizable fields & screens||Yes||Yes|
|Data Import from Excel||Yes||Yes|
|Accounting software integration||Yes||Yes|
|Data from back-office systems||Basic||Yes|
|Scheduled database maintenance||Yes||Yes|
|Advanced user access options||Sage ACT! Premium||Yes|
|Hosted option available||Sage ACT! Premium||Yes|
With this excel tool, you will be able to compare the Total Cost of Ownership (TCO) of more than 10 of the top CRM systems.
The comparison calculator includes the following CRM software systems: Microsoft Dynamics CRM, Salesforce.com, SugarCRM, Saleslogix, Sage CRM, Sage ACT, and more…
You will be able to plug in your numbers and compare the results between various CRM systems. This tool was created by CRM professionals – and is now available to our readers.
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 for ACT! vs Microsoft CRM include:
- User price
- Hardware (incl. Server and Users)
- and more…
With this spreadsheet tool, you will be able to compare the features and details of the top CRM systems.
You will be able to compare and evaluate the following CRM business software systems: Microsoft Dynamics CRM, Infusion, Goldmine, Saleslogix, and more…
CRM evaluation topics include: Matrix of Features, Price/Licensing, Available Entities/Modules, Network/Hardware Platforms, and more…
You will be able to view the pros and cons of these CRM solutions side by side – and compare the strengths and weaknesses of these various CRM systems. This tool was created by CRM experts – and is now available to our readers.
Using this Excel spreadsheet tool, you will be empowered to recognize the chief differences between almost 10 of the top CRM systems, including Sage SalesLogix, Microsoft Dynamics CRM, Pivotal, GoldMine, Sage ACT! and more.
CRM Comparison Topics for Microsoft vs ACT include:
- CRM Features
- Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more).
- Entities and Modules (e.g. SFA, Marketing, Service, etc)
- Network and Hardware (Microsoft, Linux, etc…)
- Costs and Pricing (Licensing, etc..)
- Industry/SIC/NAICS information
ON DEMAND WEBINAR: Microsoft CRM vs Salesforce
This comparison between Salesforce.com and Microsoft Dynamics CRM 2011 will assist you in your CRM evaluation. To view the on-demand webinar, click the image below.
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- Sage ACT! Resource Toolkit - Sage ACT! and Microsoft® Office Integration