SugarCRM vs. Salesforce – Marketing Automation

SugarCRM vs. Salesforce - Marketing Automation

Marketing automation is the key to survival for businesses these days. Most of the well-known CRMs have added features like prospect profiling, lead nurturing, and ROI reporting for better marketing automation. Both the SugarCRM and Salesforce are enriched with functionalities necessary for automating day-to-day business processes. However, we will only discuss and compare them from a marketing automation perspective for now. 

Lead Generation

SugarCRM and Salesforce both let you deal with your leads more efficiently. Both the splendid CRMs help you quickly identify the most recent and beneficial leads and track them from several campaigns out-of-the-box effectively. In Salesforce, Einstein automates the leads scoring process by filtering out the accounts which are most likely to convert. This can be identified by looking at the history and past purchases. Moreover, an Advertising studio also lets you uncover and advertise to new prospects depending upon the audience and their behavior registered in existing CRM data. 

Email Templates

SugarCRM as well as Salesforce allows you to create customized campaign templates on your own. Both have WYSIWYG editors for advanced users. You may choose one or more email templates according to the requirements and functions you intend the email to serve. These include the automated email responses like open rate and click rate i.e what links the recipient clicked on.  

Mass Emails Per Day

Apart from creating customized email templates, SugarCRM and Salesforce allow you to send emails to numbers of contacts, leads, and accounts while tracking the engagement metrics. With this functionality, you may also control the flow rate of outgoing emails as well as easily view the pending emails in the queue. SugarCRM has no limits to the number of emails you send in a day unless your email service provider has no such limits. However, Salesforce allows you to send only 500 emails per user at a time and 2000 in a day. 

Web-to-Leads Forms

SugarCRM offers you a simple drag and drop interface in campaigns by which you can create web-to-leads form. Once the form is embedded in the website, SugarCRM creates a new lead every time someone fills it up. In this way, the lead automatically gets connected with the relevant campaign. On the other side, Salesforce offers almost the same capabilities. You can easily add web-to-leads forms to pages that use Pardot tracking code. 

Analytics and Reporting

SugarCRM allows you to track your marketing efforts and channels in a few simple steps. It lets you have a complete marketing analysis right from initial contact to closed opportunity and know the ROI on marketing programs. Salesforce, however, offers you B2B marketing analytics powered by AI. It lets you explore data, get insights, and take necessary data-driven actions quickly. 


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