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SugarCRM vs Salesforce – Review of Automation and Workflow Features

Written By: Cliff Ford on September 4, 2012 No Comment

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!

Free Download - CRM Excel Tool - TCO CalculatorSugarCRM and Salesforce costs – compared to other CRM Systems

With this tool, you will be able to compare the Total Cost of Ownership (TCO) of SugarCRM and almost a dozen of the top CRM systems.

The cost 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.

SugarCRM Cost Comparison line items include:

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

Click here to download the CRM TCO calculation and comparison tool.

Free Download - CRM Excel Tool - CRM Price ComparisonFree CRM Pricing Comparison Tool for Online vs On-Premise

With this spreadsheet tool, you will be able to compare the various price factors in the Online and On-Premise CRM deployment models.

This tool addresses various CRM deployment models, including (a) Online vs On-Premise, (b) SaaS vs Licensing and (c) Hosted vs Installed CRM.

With this tool, you will also be able to plug in your numbers and compare the results between various CRM implementation options. This tool was created by CRM gold partners – and is now available to our readers.

Click here to access the CRM Comparison Excel spreadsheet comparison tool.

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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