Microsoft Dynamics CRM vs Sage CRM comparison

Microsoft and Sage are both solutions in the CRM category. Microsoft is ranked #2 with an average rating of 8.0, while Sage is ranked #22 with an average rating of 8.2. Microsoft holds a 14.0% mindshare in CRM, compared to Sage’s 0.6% mindshare. Additionally, 92% of Microsoft users are willing to recommend the solution, compared to 77% of Sage users who would recommend it.

Microsoft Dynamics CRM

Read 75 Microsoft Dynamics CRM reviews

4,201 Views
4,089 Comparison Views

92% willing to recommend

Sage CRM

Read 8 Sage CRM reviews

307 Views
203 Comparison Views

77% willing to recommend

Microsoft Dynamics CRM

Sage CRM

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Executive SummaryUpdated on Dec 19, 2024

Sage CRM and Microsoft Dynamics CRM compete in the CRM software category. Based on feature offerings and integration strengths, Microsoft Dynamics CRM appears to have an edge, especially with its comprehensive feature set and ease of use within the Microsoft ecosystem.

Features: Sage CRM is recognized for effective opportunity management, case management capabilities, and excellent financial features. It offers a comprehensive tracking system for staff and customer activities and integrates well with Microsoft Office 365. Microsoft Dynamics CRM is known for its high customization and robust integration with other Microsoft products. It reliably supports both sales and service processes with a comprehensive range of features and delivers strong reporting capabilities. Its usability and seamless integration within the Microsoft ecosystem are additional strong points.

Room for Improvement: Sage CRM could benefit from enhancements in email and social media integrations, improved dashboard functionality, and a more modern user interface. API synchronization and the need for better analytics features are also highlighted areas needing attention. Microsoft Dynamics CRM requires improvements in mobile integration and a more intuitive user experience. Users also desire a streamlined dashboard, more detailed integration documentation, and advanced customization options, along with enhancements in user-friendliness and responsiveness.

Ease of Deployment and Customer Service: Sage CRM offers flexible deployment options through on-premises, private, and public cloud solutions, supported by responsive customer service and an extensive knowledge base. Microsoft Dynamics CRM provides diverse deployment options, such as public and hybrid cloud solutions. It ensures quality customer support, matching Sage CRM with effective deployment strategies and customer service capabilities.

Pricing and ROI: Sage CRM is moderately priced, offering annual licenses that promote good ROI through improved data access and reporting. Some users find the pricing steep, particularly in specific regions. Microsoft Dynamics CRM is generally considered expensive, typically offering enterprise-level packages with user-based licensing. Despite its cost, it delivers comprehensive functionality and superior integration, with some users concerned about its affordability for smaller businesses. Both systems show a positive impact on ROI, though pricing remains a consideration.

To learn more, read our detailed Microsoft Dynamics CRM vs. Sage CRM Report (Updated: December 2024).

Buyer's Guide

Microsoft Dynamics CRM vs. Sage CRM

December 2024

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Categories and Ranking

Microsoft Dynamics CRM

Ranking in CRM

2nd

Average Rating

7.8

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

CRM Customer Engagement Centers (1st), Local Government CRM (1st), Marketing Management (2nd), Sales Force Automation (2nd)

Sage CRM

Ranking in CRM

22nd

Average Rating

7.8

Reviews Sentiment

7.1

Number of Reviews

Ranking in other categories

No ranking in other categories

Mindshare comparison

As of December 2024, in the CRM category, the mindshare of Microsoft Dynamics CRM is 14.0%, down from 14.2% compared to the previous year. The mindshare of Sage CRM is 0.6%, down from 0.8% compared to the previous year. It is calculated based on PeerSpot user engagement data.

CRM

Featured Reviews

Arun Srivastav

CEO at Planfirma Technologies Private Limited

Easy to use and integrates well with emails, WhatsApp, and SMS gateways

The most valuable feature of Microsoft Dynamics CRM is the campaign feature. The solution's campaign feature allows you to collate a group of customers and the frequency of email notifications sent to them. You can put an advertising budget for a series of customers, whereby high net-worth individuals will be marketed for high-end products. Low-end customers will be in a different campaign. So, we run campaigns on different sectors of customers. One of the solution's good features is integration because it directly integrates with Microsoft tools. Microsoft Office 365 and Microsoft Teams are built into it. The solution gives a varied network of text and email gateways, which are already integrated and come with the package.

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Samuel Benavides

Project Manager at Exis TI

Useful employee and client monitoring, reliable, and good online support database

I would encourage people to use this solution. Sage CRM is effective because it allows for all communication, transactions, cases, opportunities, and leads to be accessed by team members. This means that even if an individual is absent, the team can still respond to clients, customers, or suppliers in a timely manner. As a result, there is a high level of efficiency in decision-making and time management with the use of CRM. It is highly flexible. I rate Sage CRM an eight out of ten.

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Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"The most valuable feature is that it's easy to use and can work with any Microsoft solution without problems."

"The initial setup is very easy."

"It's a good solution for enterprise-level companies."

"The stability is excellent."

"Microsoft Dynamics CRM has good integration with the Microsoft Stack of solutions. However, the Salesforce ecosystem is stronger."

"Microsoft Dynamics CRM has a very nice UI, and is very easy to use. It's easy to install, has a lot of features, and provides good technical support."

"Right now we're using the financial features, and we haven't tried the inventory. It's useful more on the financial side."

"The most valuable feature in Microsoft Dynamics CRM is funneling."

More Microsoft Dynamics CRM pros

"It has been helpful for opportunity management and lease management."

"The solution's technical support is fast to respond."

"The Sage Accpac solution has definitely been the most valuable because the finance features are excellent."

"The most valuable feature is the case management system, which allows for the customization of workflows and saving solutions."

"We have found the solution to be stable."

"Sage CRM is flexible, customizable, and user-friendly."

"The most useful aspect of Sage CRM is the capability to keep track of each staff member's communication and bill processing activities. The ability to track both customers and employees is a useful tool."

"The part I like the most is the reporting."

Cons

"The overall price of Microsoft Dynamics CRM could improve."

"It would be better if it were more secure."

"My company's biggest challenge with Microsoft Dynamics CRM is wanting to market solely to leads without having to create a contact and link the contact to the lead. From a marketing standpoint, there's room for improvement in the lead process of Microsoft Dynamics CRM."

"Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out."

"A built-in automation engine to automate parts of workflows would be beneficial. That's the feature I'd be most happy to see expanded. It's currently tagged as simple automation, but I'd love some predictive capability."

"The manufacturing module could be improved. I would like to see customization in the next release."

"Microsoft Dynamics CRM can improve by having integration with Slack. Additionally, the solution is incomplete, and we must use other solutions to fulfill our needs."

"There is room for improvement in handling nonlinear sales processes and complex quoting."

More Microsoft Dynamics CRM cons

"The scalability of this solution depends on whether you have a team that can configure it for scale."

"Sage CRM would benefit from improving its interaction with email communication sites and social media platforms in order to gather more leads."

"Its user interface could be better."

"From an improvement perspective, the ability to make modifications to the product needs to be more user-friendly."

"I would like Sage to improve their UI."

"Sage CRM doesn't have a dashboard for dynamic reporting."

"The product could be improved by modernizing the charts and analytics. Additionally, the export features and interactivity of the charts need enhancement."

"With regards to monitoring the transaction with alerts, it could be better."

Pricing and Cost Advice

"Microsoft often encourages customers to commit to multi-year enterprise-level agreements, such as three or five-year deals with a minimum commitment of, for example, $200,000 dollars. However, in order to acquire more customers, I believe Microsoft should offer this same rate for one-year commitments for customers who want to experience it."

"We have a three-year ELA with all our Microsoft solutions and often we had to do a true-up which was approximately $1,000,000. Additionally, we pay approximately $2,500 a month for support."

"The solution is open source and is free. However, it does require a Dynamics 365 subscription."

"Microsoft Dynamics CRM is an expensive solution."

"The solution is not expensive."

"The solution is expensive."

"Dynamics CRM's pricing is fair."

"We have to buy a separate license in order to implement the social listening feature."

More Microsoft Dynamics CRM pricing and cost advice

"We have a yearly license."

"We pay for eight core modules and 20 user licenses and this costs us $1500 per year."

"Though my company has to have a perpetual license per user, there is a need to make annual payments towards the costs attached to the support my organization receives from Sage CRM's technical team."

"From an African perspective, the solution is relatively expensive."

"The product is expensive."

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Top Industries

By visitors reading reviews

Computer Software Company

14%

Financial Services Firm

11%

Government

10%

Manufacturing Company

Computer Software Company

35%

Government

14%

Financial Services Firm

10%

Real Estate/Law Firm

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about Microsoft Dynamics CRM?

The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.

See all answers

What needs improvement with Microsoft Dynamics CRM?

During a period of time, restoring data and maintaining it could be better in Microsoft Dynamics CRM.

See all answers

What is your primary use case for Microsoft Dynamics CRM?

I use Microsoft Dynamics CRM because of its flexible design.

See all answers

What do you like most about Sage CRM?

The solution's technical support is fast to respond.

See all answers

What is your experience regarding pricing and costs for Sage CRM?

The product is expensive.

See all answers

What needs improvement with Sage CRM?

The product could be improved by modernizing the charts and analytics. Additionally, the export features and interactivity of the charts need enhancement.

See all answers

Comparisons

SAP CRM vs Microsoft Dynamics CRM

Compared 23% of the time

Salesforce Sales Cloud vs Microsoft Dynamics CRM

Compared 20% of the time

ServiceNow vs Microsoft Dynamics CRM

Compared 17% of the time

Siebel CRM vs Microsoft Dynamics CRM

Compared 12% of the time

Oracle CX Sales vs Microsoft Dynamics CRM

Compared 4% of the time

More Microsoft Dynamics CRM Competitors

Oracle CX Sales vs Sage CRM

Compared 42% of the time

More Sage CRM Competitors

Product Reports

Buyer's Guide

Microsoft Dynamics CRM

December 2024

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Buyer's Guide

CRM

November 2024

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Also Known As

Dynamics CRM, MS Dynamics CRM

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Microsoft

Sage

Overview

Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.

One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals more efficiently. The solution provides a centralized platform for managing customer information, enabling sales representatives to access real-time data and make informed decisions. It also offers tools for forecasting, pipeline management, and sales analytics, helping businesses optimize their sales processes and drive revenue growth.

In addition to sales automation, Microsoft Dynamics CRM offers robust marketing automation features. It enables marketers to create and execute targeted marketing campaigns, track campaign performance, and generate actionable insights. The solution provides tools for lead management, email marketing, social media integration, and customer segmentation, allowing businesses to engage with their customers effectively and drive marketing ROI.

Furthermore, Microsoft Dynamics CRM helps organizations deliver exceptional customer service. It provides a unified view of customer interactions, enabling customer service representatives to deliver personalized and timely support. The solution offers case management, a knowledge base, and self-service portal capabilities, empowering customers to find answers to their queries and resolve issues on their own. It also provides tools for service analytics and reporting, helping businesses identify areas for improvement and enhance customer satisfaction.

SageCRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads, and converting them to opportunities using sales workflows. Using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales. They can also find customer information for upcoming campaigns and send targeted email marketing campaigns. When customers place orders for your products or services after these marketing campaigns, you can track these orders using an ERP or business management solution. It can be fully integrated CRM or Sage Sales, Marketing, Service modules to suit your business needs.

Sample Customers

Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.

Avis, Fuji Xerox, Formula 1

Buyer's Guide

Microsoft Dynamics CRM vs. Sage CRM

December 2024

Free Report: Microsoft Dynamics CRM vs. Sage CRM

Find out what your peers are saying about Microsoft Dynamics CRM vs. Sage CRM and other solutions. Updated: December 2024.

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