SugarCRM and Salesforce – Your Comparison Checklist

Guest post by David Hyman, Account Exectuive @ FayeBSG


Every business needs a CRM because every business is supported by its customers — and smart businesses are constantly looking for smart, efficient, and innovative ways to support their relationships with those customers.


You landed on this page because you know you need a CRM. You’ve probably even established your requirements and have a clear vision of how you want the CRM to work for you and your business. But which CRM? This is actually the topic of my upcoming webcast, which you can register for here: SugarCRM vs. Salesforce Head-to-Head.


There are hundreds to choose from, so let’s talk about two of the most popular: SugarCRM and Salesforce. Then let’s indulge ourselves by pitting them against each other in a side-by-side comparison!


It’s no surprise that our Sugar vs Salesforce webinars are among our most popular — who doesn’t like to see a heavyweight showdown? During my next webinar, we’ll be comparing the following platform features in a live side-by-side demo of both systems:



Your dashboard will always be the first thing you see when you login, regardless of which CRM you use. Dashboards are groups of dashlets (charts, lists, and graphs) that allow you to monitor performance across your business including marketing analytics, sales trends, case reports, and customer profiles. Users can create real-time Reports and Dashboards on any metric and manage access, without having to rely on Administrators.


When constructing a dashboard in CRM, a good place to start is by asking yourself:

  • What information do I need to prioritize?
  • What modules do I access the most often?
  • What reporting data is most important to me and my role?


During our webinar, we’ll cover the dashboard features of both systems, create a new dashboard, and show you how easy it is to edit them.



A lead in a CRM represents an individual or company that’s interested in what you’re selling, and requires further qualification before investing considerable time or energy in a sales cycle. During our webinar, we’ll show a live comparison of:

  • Creating a new lead in both systems
  • Converting a lead and the options available to you during the process
  • In-depth look at a lead record, including layouts, relationships to other modules, activity history, etc
  • How to log a call, meeting, or task
  • How to filter in List View
  • Sugar’s awesome Customer Journey



An account in CRM is simply a company with whom your organization has a relationship — an Account can be a customer, vendor, prospect, competitor, etc. The Accounts module is generally seen as the hub for managing your company’s interactions with each company, while specific Account records will tell you everything about them, from purchase histories, open support cases, and contacts, to activity summaries and Google news reports.

There’s a lot to cover in an account record and we’ll be focusing on:

  • Account record layout/overview
  • Subsidiary accounts
  • Relationships to leads, contacts, and opportunities
  • Activity histories
  • Intelligence Pane (Sugar)


Other Stuff!

You and I will be spending most of our time together in a live demo of both systems, but there’s a few things we should talk about first:


Deployment Options: Sugar can be deployed in three ways, Salesforce in one. Does it matter? If so, to who? What are the advantages to both?


Support: Phone/email support and customer service portals are table stakes, so how do the support offerings differ? We’ll discuss.


Customization: Sugar and Salesforce will knock your socks off out-of-the-box, but that doesn’t mean every one of your needs are already met. Each system can be heavily customized, but in much different ways and at much different costs. We’ll discuss briefly each company’s approach to extending the functionality of your CRM.


Price: This is a big one, and when two systems are so similar in terms of functionality, it can often be a determining factor during the final stages of the evaluation and selection process. During our webinar, we’ll show you a few cost-of-ownership examples to give you a good idea of what it will cost to operate your CRM (hint: the TCO of one is not like other).


I hope this has helped you in CRM evaluation process and look forward to seeing you on my upcoming webast.