CRM dashboard comparison: SugarCRM vs Salesforce

Delivering the most user-friendly dashboard is a key weapon in the battle for CRM supremacy. The dashboard is like a users’ eyes into their CRM and as a minimum, it should quickly give them:

• A view on how they are performing
• Quick access to key areas in their workflow
• Give information for key areas of focus

Let’s take a look at how the dashboards of two key players in the CRM world fare. You can see a short intro to the SugarCRM dashboard here and the Salesforce dashboard here.  

Find the right CRM software for your business with our free CRM software vendor directory

A quick introduction

Salesforce is still the godfather of sales CRM software, but SugarCRM is a bona fide competitor with a similarly rich feature set and a few advantages of its own.

SugarCRM’s feature-set has evolved from being a small business system into enterprise-grade software whilst keeping its price lower than Salesforce.  SugarCRM is built on open source code making customization much simpler.

Which is the best CRM dashboard design?

The dashboards in Salesforce and SugarCRM are both highly customizable so you can pull out the data and view that you need. This requires some tinkering because you’ll want to get the best view you can and bringing in someone with expertise can be helpful at this stage. Let’s take a look at a few.

_{Image courtesy of medium.com}

This Salesforce image gives an overall sales team view, providing a quick look at the opportunities, headcounts, discounts, inbound leads and pipeline health. This is an interesting view because you can see how highly specialized it is – for some reason this organization has decided that this mix of metrics is the most critical.

^{Image courtesy of SugarCRM.com}

This image of a Sugar CRM mobile dashboard gives us an even more granular view of a sales pipeline. The flexibility of the dashboard allows for this configuration so sales teams can get a view of complex data in a short period of time.

Overall both Salesforce and SugarCRM have put design and usability at the heart of their dashboard designs. Salesforce’s dashboard is a little more flexible and looks cleaner and for that reason, it would be my favorite.

SugarCRM vs Salesforce dashboard comparison