Choosing the right CRM for your business is no easy task, especially with multiple options and platforms to choose from. Two platforms that have been popular for small business and enterprises alike are Salesforce and SugarCRM. Both have been head to head in terms of the value they offer for your business – it just depends on your specific situation and business needs. But needless to say, you can never go wrong in choosing either of these platforms.
While both offer benefits in terms of workflow management and automation, customisation and integration, as well as support and pricing – there are some slight differences in how each achieve these.
SugarCRM uses rules driven workflow automation that allows you to receive notifications via email, web browser, or mobile app and provides you the means to audit your workflows using dashboards and insight tools. Salesforce manages this through Quip, a collaboration tool that integrates with Salesforce and includes the same functions as well as document management.
In terms of integrations, Salesforce has the AppExchange which works mostly like Apple AppStore. Multiple apps from the AppExchange can be used and integrated directly into Salesforce which allow you to extend the functionality of Salesforce depending on your specific needs.
SugarCRM integrates with more than 200 tools including Microsoft Outlook and gives you the capability to use their API and SDK to build your own application to extend its functionality based on your specific need.
Due to the nature of SugarCRM having been developed initially as an open-source tool, there is a wide array of detailed technical documentation and support that is available in-app and thru the interface. Purchasing their ultimate package gives full support including an account manager. On the other hand Salesforce support is readily available and they also offer technical certifications for power users and developers.
Given that, some of the more obvious differences between the two platforms include pricing and infrastructure – with Salesforce being exclusively cloud based, while SugarCRM offering on-premise options.
Regardless of which platform you think is best suited for your business, both platforms come with their own advantages and will cover your CRM needs and more.