This document provides an overview comparing SugarCRM and Microsoft Dynamics. It outlines the key strengths and cautions of each platform according to Gartner reviews. SugarCRM is recognized for its strengths in mobile, UI, and social technologies while Microsoft Dynamics has increased investment in other Microsoft products and a common data model with its on-premises offering. However, Microsoft Dynamics has limitations in flexible reporting online and lacks a development sandbox. The document also highlights differences between the platforms in terms of innovation, value, flexibility, and culture. It promotes SugarCRM's platform agnosticism, single pricing, and open community compared to Microsoft Dynamics' Windows focus and additional hidden fees.

1. An Overview of
SugarCRM vs.
MS Dynamics

2. About SugarCRM
Source: Magic Quadrant for Sales Force Automation - Gartner, July 2013
Strengths
• Mobile device, User Interface (UI) and social
technology.
• Flexible customization environment leverages
open industry-standard technologies like HTML5,
REST, JavaScript and PHP.
• Attractive, easy-to-understand pricing model;
customers pay the same subscription price,
regardless of model.
• Cloud-neutral strategy enables customers to run
and move between SugarCRM deployments on a
variety of cloud infrastructures at a competitive
price point.
An Overview of
SugarCRM vs. Microsoft Dynamics
Cautions
• Is in the process of expanding direct sales and
partnerships to support larger SFA (Sales Force
Automation) implementations.
• SugarCRM has shown improvement in increasing
the depth and breadth of the ecosystem in the
past 12 months.
• One subscription price, regardless of delivery
model, is easy for customers to understand;
however, some customers question why they
would not get a price break if they are taking on
the operational burden of running software onpremises.

3. About Microsoft Dynamics
Source: Magic Quadrant for Sales Force Automation - Gartner, July 2013
Strengths
• New process-centric UI will enhance the user
experience.
• Increased R&D investment is applied to other
Microsoft products, such as SharePoint, Lync,
Yammer and Skype..
• There is a common data model with the Microsoft
Dynamics CRM on-premises offering.
• The Microsoft per-user, per-month price remains
at the mid to lower end of pricing for SFA (Sales
Force Automation) SaaS offerings.
An Overview of
SugarCRM vs. Microsoft Dynamics
Cautions
• Reporting and analytics are not as flexible online
as on-premises. Most customers with complex
reporting and analytics needs will bring the data
on-premises and use SQL Server Reporting
Services.
• Does not provide a development sandbox, which
is a problem for customers that want to test
development or configuration changes prior to
production in the cloud. With the Microsoft
Polaris release, customers can buy additional
instances for testing or development in the cloud.
Microsoft enables customers to develop onpremises locally. Then, through the Microsoft
Dynamics CRM Online solution management
capabilities, users can move the on-premises
configuration and customization changes to the
online environment.
• Smartphone (target release 4Q13) and
iPad/Windows 8 tablet (target release 4Q13) show
promise, but will need to be proven.

4. SugarCRM recognised as a visionary
Challengers
Leaders
Source: Magic Quadrant for Sales Force Automation - Gartner, July 2013
Salesforce.com
Ability to execute
Microsoft (Dynamics CRM)
SAP (CRM)
NetSuite
SageCRM
Oracle’s (Siebel CRM)
Microsoft (Dynamics CRM Online)
Oracle Fusion Sales
SAP (cloud for sales
Swiftpage
Pivotal
 Strength in mobile
device, User
Interface & social
technology strategy
 Attractive, easy-tounderstand pricing
model
 Flexible
customization
environment
 Open industrystandard
technologies
Sales
CRMnext
Zoho
Niche Players
Visionaries
Completeness of Vision
An Overview of
 SugarCRM continues
to innovate
SugarCRM vs. Microsoft Dynamics
 Cloud-neutral
strategy

5. Key Differentiators vs. MS Dynamics
MS Dynamics
Innovation
SugarCRM
•
CRM is a small focus – 3 key releases in 8
yrs.
•
•
•
Look and feel of a Windows product (lots •
of pop-ups)
Limited non-Windows mobile support
•
Focused on Internet Explorer support
Supports iPhone, iPad and Android
through native client
Effectively supports IE, Chrome, and
Firefox
•
Limited social CRM focus (Yammer)
•
Integrates with common social providers
such as Facebook, LinkedIn, and Twitter
Value
•
Confusing pricing depending on
deployment option
•
•
One price regardless of deployment choice
No “add-ons” or hidden fees
Flexibility
•
•
Only supports Windows stack
Complex customization requirements
•
•
•
Limited cloud deployment options
•
Large cross-platform support matrix
Uses common standards (REST, PHP,
multiple DB’s and OS’s)
Deploy anywhere
•
Strong “platform push” – Outlook,
SharePoint, etc.
•
Indifferent to non-CRM purchases
Culture
•
•
Pure-play CRM – 2+ key releases per year
User-first UX
An Overview of
SugarCRM vs. Microsoft Dynamics
5

6. Why SugarCRM
Innovation
•
Customer intelligence on every
screen
•
Modern, sleek UX
Flexibility
•
Platform agnostic
•
Deploy anywhere
Culture
Value
•
One price, One CRM
•
No hidden costs
An Overview of
SugarCRM vs. Microsoft Dynamics
•
Open community
•
Pure-play CRM

7. Choice of Deployment
Sugar Private Cloud
Sugar On-Demand
Sugar on Public Cloud
Sugar On-Site
Sugar on Partner Cloud
An Overview of
SugarCRM vs. Microsoft Dynamics

8. Market Leading Total Cost of Ownership
3 Year Total Cost of Ownership*
1000000
900000
800000
Several additional hidden fees
700000
600000
500000
>$230k license savings
400000
300000
200000
Requires multiple products for
marketing, sales, and support
100000
0
SugarCRM
The
Competition
*Based on Enterprise edition and 100 users
An Overview of
SugarCRM vs. Microsoft Dynamics

9. Single Page 360° User interface
Business Card
Data View
across all
related records

10. User-First User Experience (UX)
Inline editing
Intelligence
Pane
Record Filtering
and Search
Preview mode

11. Context-Sensitive Activity Streams
Filter on specific
activity types
Explicit relations
enforced through
pinning
Activity related to
this account
automatically
appears
Related records
automatically
linked

12. Sugar 7
every customer
every user
every time
An Overview of
SugarCRM vs. Microsoft Dynamics

13. About
Loaded

14. At Loaded, we focus on delivering
smart solutions to unlock your
customer relationship potential.
We utilise CRM, marketing automation and business intelligence
software, and bring our business, marketing and technical expertise
to the task of designing, delivering & supporting the
right solution for your organisation.
An Overview of
Loaded

15. About Loaded
Smart solutions to unlock your customer potential.
•
Founded in 1995 as a web development business.
•
Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence
solutions.
•
Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold
Partner since 2006.
•
Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM
integrations enabling business impact and ROI.
•
Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail;
manufacturing/wholesale; and federal and state government.
An Overview of
Loaded

16. Our partners
Loaded partners with world leading technology providers to ensure we have the best software,
infrastructure and supporting tools at our disposal, to support client needs.
SugarCRM is the world’s fastest growing CRM application.
Recently named in the Gartner Magic Quadrant
as a Visionary for Sales Force Automation
Pardot is a leading
marketing automation tool
recently acquired
by Salesforce.com
JasperSoft is a cloud based business intelligence
application with an exciting entry-level
solution offered in partnership with Amazon
Web Services bringing enterprise level BI
to any business
An Overview of
Loaded
Hubspot is a
comprehensive,
all-in-one
marketing platform

17. Contact
1300 LOADED
Email: info@loadedtech.com.au
Website: loadedtech.com.au
Address:
Ground Floor, 221 Miller Street,
North Sydney, NSW 2060. Australia
An Overview of
Loaded