Webinar Recap: 3 Focus Areas for Evaluating CRM Fit

Determining which CRM platform best aligns with your business goals can be overwhelming. For example, Salesforce and Sugar Sell are two of the most popular CRM software options on the market. So how do you decide which one is the right fit for you?

In a recent webinar, we compared the two options – Salesforce and Sugar Sell – to help you better understand which platform is right for your business. Before investing in a CRM, consider these key takeaways from the webinar to ensure you make the right decision.

[Watch the entire webinar: Salesforce vs. Sugar CRM: Is Sugar Sell Right for You?]

3 Key Areas to Evaluating CRM Fit

You should evaluate several areas when determining if a CRM is the right fit for your business. Some of these areas include:

1. The Current State of Your Business

The first step in determining which CRM is right for you is to understand the current state of your business. What are your company’s paint points and challenges? What are you looking to accomplish by adopting a CRM? Identifying these areas of your business is key to choosing a CRM that contains what you need.

2. Budget

Establishing a budget for your CRM is another critical area to consider. What can you afford? Salesforce and Sugar Sell have different price points, so understanding what you’re willing to spend on a CRM is essential to get the most out of your investment.

[Learn more: How Much Does a CRM Cost?]

3. Reporting Capabilities

What data are you trying to capture? Are you looking for a simple pipeline management solution or an enterprise-class solution? Each platform has different reporting capabilities and features, so evaluating what you’re trying to achieve is important.

Salesforce Vs. Sugar Sell: Key Differentiators

During the webinar, presenters highlighted a few of the key differentiators between both Salesforce and Sugar Sell. They also highlighted the highlighted areas for evaluating CRM fit and how both solutions provide value depending on the user’s desired outcomes.

Customer Journey Management

Both Salesforce and Sugar Sell can track processes within the sales stage. This helps keep data consistent through new user adoption and ensures team members can access necessary information.

Companies can then document and manage their sales process within the system to streamline efficiencies and ensure sales pipelines move forward as smoothly as possible.

Advanced Analytics

Both SugarCRM and Salesforce have dashboards that help you to measure your sales pipeline and contacts.

However, SugarCRM’s Sugar Sell is unique because it allows users to work inside particular dashboards. This function enables users to access important account level detail such as the opportunity and account name. Action buttons within the account view allow users to easily log calls and update records.

Pricing

Salesforce has three pricing plans – Professional, Enterprise, and Unlimited.

• Professional: $75 (user/month), $900 (annual cost/user)
• Enterprise: $150 (user/month), $1,800 (annual cost/user)
• Unlimited: $300 (user/month), $3,600 (annual cost/user)

SugarCRM’s Sugar Sell has two pricing plans – Advanced and Premier.

• Advanced: $80 (user/month), $960 (annual cost/user)
• Premier: $135 (user/month), $1,620 (annual cost/user)

Sugar Sell Premier compares to Salesforce Enterprise, ultimately making Sugar Sell the cost-effective option.

[Learn More: Download our Salesforce vs. SugarCRM comparison guide for a side-by-side view of the software]

Need Help with a CRM Selection?

Are you looking to implement a new CRM within your organization? Contact us to schedule your complimentary CRM Value Assessment. We’ll guide you through evaluating CRM fit and help you make the right decision.

If you missed the webinar and want to watch it on-demand, check out the recording below!