SugarCRM vs Salesforce – Review of Automation and Workflow Features
Workflow and Automation in SugarCRM and Salesforce
This article concentrates on how SugarCRM and Salesforce handle automation within the Sales Process.
Let’s begin with an overall feature comparison:
Account-Centric vs Contact-Centric
SugarCRM empowers CRM Account Management. While some tools such as ACT are contact-centric, (which might be preferable, depending on the environment), SugarCRM and Salesforce are Account-centric and thus provide and excellent overview of a Key Account. The Account view displays information regarding all involved contacts, leads, influences, opportunities, activities, histories, quotes, projects, and contracts.
The Value of Automating the Opportunity Process
Salesforce and Sugar both have a simple opportunity process. Updating the Stage and Status of an Opportunity can be easily customized and more easily implemented by users. Need custom fields? Not a problem. Both handle this as well.
SugarCRM vs Salesforce: Workflow and Automation
Do you need workflow or automation in your sales process? SugarCRM has workflow built in. Once an event or meeting has occurred, it is now listed as a history item. Updating the status of an opportunity to “Closed Won” automatically updates the probability to 100%. This then affects the pipeline, which in turn simplifies reporting analysis for sales management.
In order to get workflow in Salesforce, users will need to upgrade to the Enterprise version (priced at $125).
CRM Security in Sugar and Salesforce
Need Opportunity security? No worries. Sugar allows for simple or highly complex security models. Need to hide opportunities or accounts from certain users? No worries. Just create your teams and roles at the outset. Then limiting access for each new employee or sales rep is a 5 minute process!
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