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Microsoft CRM vs ACT – Review and Evaluation

Written By: Cliff Ford on March 9, 2013 No Comment

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

Sage ACT


Contact Management

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
Attach documents Yes Yes
Integrates with Microsoft Outlook Yes Yes
Mobile device access Basic Yes
Includes  web access Sage ACT! Premium Yes
Multi-language support Basic Yes
Track non contact entities Yes

Sales & Opportunities

Tracking sales opportunities Yes Yes
Sales dashboards & reports Yes Yes
Sales pipeline management Yes Yes
Quote generation Basic Yes
Product catalogue Basic Yes
Opportunity  queuing Yes
Multiple currency Yes
Analysis  for up/cross-selling Yes


Calendaring management Yes Yes
Managing to-do’s  & activities Yes Yes
Internal knowledgebase Yes
Workflow for business rules Yes
Automation of workflows Yes
Resource/service management Yes

Customer Service

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
Telemarketing campaigns Basic 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
Performance dashboards Basic 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
Advanced programming/scripting Basic Yes
Data from  back-office systems Basic Yes

System Administration

Scheduled database maintenance Yes Yes
Advanced user access options Sage ACT! Premium Yes
Hosted option available Sage ACT! Premium Yes

Free Download - CRM Excel Tool - TCO Calculator

Free TCO Comparison for Microsoft CRM vs ACT!

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.

==>Click HERE to Access the CRM comparison tool<==

TCO line items for ACT! vs Microsoft CRM include:

  1. Staffing
  2. Mobile
  3. Licensing
  4. User price
  5. Network
  6. Rollout/Implementation
  7. Support
  8. Hardware (incl. Server and Users)
  9. and more…

Free Download - CRM Excel Tool - CRM Feature ComparisonFree Feature Comparison - MS CRM vs ACT 

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.

==>Click HERE to Access the CRM spreadsheet comparison tool<==

CRM Comparison Topics for Microsoft vs ACT include:

  1. CRM Features
  2. Feature Details (Sync, Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more).
  3. Entities and Modules (e.g. SFA, Marketing, Service, etc)
  4. Network and Hardware (Microsoft, Linux, etc…)
  5. Costs and Pricing (Licensing, etc..)
  6. 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.

CRM Webinar - Microsoft Dynamics CRM vs Salesforce.com

About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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