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
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
Different views including Classic and Lightning, fully customizable, wide range of charts and visual representation.
Real-time sales performance data which is fully customizable.
Available on dashboard, open activities.
Important data can be uploaded to reports, including, industry, geography, company size.
Dashboards updated in real-time, open cases, closed opportunities, sales by close date, open cases, sales cycle, pipeline and leads by source.
Consolidated from different teams and views can be tailored and unique for different levels of user.
Linked to specific dashboards and can include greater granularity.
Linked to reporting to gain additional user insight.
Unique range of plotted graphs for deeper insight, detailed reporting.
Intelligence panel which allows for information to be provided in the lists and records view. Integrate SugarCRM with fields or records for complex data modeling.
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