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Sugar Sell Essentials

SugarCRM | 1

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External reviews

684 reviews
from G2

External reviews are not included in the AWS star rating for the product.

    Computer Software

Sugar

  • November 06, 2016
  • Review verified by G2

What do you like best about the product?
It is user friendly with a good help tool
What do you dislike about the product?
The user interface can be more user friendly
What problems is the product solving and how is that benefiting you?
Budgetting

    Management Consulting

My experience using SugarCRM

  • October 28, 2016
  • Review verified by G2

What do you like best about the product?
Customizeable dashboard allows us to add certain modules - enables us to see what we need to right away.
What do you dislike about the product?
Searching - it's almost like "Whack-a-mole" sometimes. Drives me crazy!
What problems is the product solving and how is that benefiting you?
Centralized CRM for sales and customer service to make sure that client needs are met.
Recommendations to others considering the product:
Make sure you database is REALLY REALLY good.

    Jerry P.

Sugar CRM has helped track and manage our sales pipeline

  • October 28, 2016
  • Review verified by G2

What do you like best about the product?
Ease of use, cloud-based option and the ability to create and convert Leads to Opportunities. Being able to create and track Leads separately from actual Opportunities allows management to more accurately assign probability to each opportunity.
What do you dislike about the product?
Creating custom reports can be cumbersome. It would be nice to be able to extract data as of a certain date. For example, extract data to see all opportunities and their status 12 months ago and compare it to current status of pipeline. Currently, the comparison can be accomplished by extracting data each month and keep the history stored in excel.
What problems is the product solving and how is that benefiting you?
Creating, tracking and assigning probabilities to leads and opportunities for new prospects and existing clients. We now have the ability to track all leads and opportunities as well as create accounts and contacts to be shared with the team.
Recommendations to others considering the product:
Sugar has lots of features to help track and manage your sales pipeline.

    Nathan F.

Good CRM - Self hosting on a Windows/SQL stack.

  • October 27, 2016
  • Review verified by G2

What do you like best about the product?
Sugar is highly customizable and the option to self host is not available by a lot of other providers. We are able to synchronize a lot of information from our ERP and other business software easily through direct access to the SQL database. With a cloud version, we would have to write code utilizing their API to synchronize everything. Building that out would have been a lot more costly for us.

From an Admin and user perspective, the software is very intuitive and easy to learn. While there's always room for improvement in any software, our users are very happy with how much easier it is to find the information they need.
What do you dislike about the product?
The support has been pretty good, but some of the improvements seem to come at a slower pace than I would like. For example, there are some structural issues with the authentication that causes a user to get logged out if they are using both mobile and desktop versions. There is supposed to be a fix for that coming, but it has been an ongoing issue for awhile. Fingerprint authentication for mobile is another example.
What problems is the product solving and how is that benefiting you?
It has made a very nice impact on our sales process. For the first time, we are able to easily see where in the sales process we are for any pursuit. Overall, it has greatly increased team selling and communication. Lastly, it gave us the base and framework to build out marketing automation that is driving much better awareness and sales than before.
Recommendations to others considering the product:
Take the time to really define your sales process first. I even recommend building it out slowly. You'll be amazed how much it will change once you start using it. So spending too much time upfront without users in the system ends up being a waste of time. We alpha tested it with a small group, then beta tested it for a month and finally launched it to the entire team. Over the course of the first 6 months we made more refinements. Lastly, I definitely recommend auditing the information going in. It takes time to get users on the same page with how to use the tool, but once they do, the benefits to them as a team are amazing.

    Environmental Services

Fairly intuitive and great customization

  • October 27, 2016
  • Review verified by G2

What do you like best about the product?
I like the user experience of the interface. I think it's intuitive for the most part. The integration with Quickbooks has been key for us.
What do you dislike about the product?
No software can do everything you want, but I do wish that there was a way to quote or build opportunities from the leads module.
Also, you cannot use the Quotes module from the mobile app, which is disappointing for our sales team in the field.
What problems is the product solving and how is that benefiting you?
We were not fully using a CRM in our small business, so we are solving the problems of no traceable communication, reporting, or customer info all in one place. We also had no way to manage our email databases.
Recommendations to others considering the product:
If you don't need something as huge and robust as SalesForce, this is the way to go. It's got plenty of features and integrations.

    Computer Software

Sugar isn't always so sweet

  • October 17, 2016
  • Review provided by G2

What do you like best about the product?
SugarCRM is inexpensive and a basic CRM tool best suited for smaller companies or companies that don't need all the bells and whistles of a more robust platform. Also recommended to have a full-time Sugar Administrator on staff to help streamline ease of use with the product for other users.
What do you dislike about the product?
We experiences a lot of challenges when Sugar was synced to our marketing automation tool. A connector device had to be setup to pass sales insights and campaign members to Sugar, which didn't always work. I would like to have seen a more cohesive solution for integration between the two systems.
What problems is the product solving and how is that benefiting you?
Campaign management; lead/contact record management; shared prospecting information between marketing and sales
Recommendations to others considering the product:
If you can afford Salesforce, I would recommend using that CRM over Sugar.

    Hospital & Health Care

Sugar CRM is inferior to Salesforce

  • October 06, 2016
  • Review provided by G2

What do you like best about the product?
I found it clunky and difficult to configure so I can't say much about likes
What do you dislike about the product?
The UI needs a lot of work. WE transitioned to Salesforce.com because the I was so much better.
What problems is the product solving and how is that benefiting you?
Client Support Function 2200 users

    Avraham R.

Tremendous Power and Potential with an incredible amount of tech support needed

  • October 06, 2016
  • Review verified by G2

What do you like best about the product?
I like the power and complete flexibility to build a CRM from the ground up.
What do you dislike about the product?
The learning curve is a bit steep. However, it's hard to say that it would be any worse than other full-fledged CRM systems.
The biggest problem is that customization will take a team of programmers to make it user-friendly and suited to your exact needs; assuming that your needs are more complex than a glorified rolodex. You can expect it to cost similar to a customized Salesforce solution ($20,000 - $50,000+ depending on complexity)
What problems is the product solving and how is that benefiting you?
We are a higher education institution interested in using it for recruiting through alumni. We created a recruiting module; transcript module; alumnus module; donation module; schools module; we even created repair module that allowed students to snap a picture of a maintenance need and send it to the system which would create a task list for grounds maintenance.
Recommendations to others considering the product:
CRM might be free and open-source. However, to gain full benefit of the software you need to learn to customize it. Using Upwork or a similar service you can find specialized programmers who, wth the right direction, can help you make a customized solution. However, you can expect it to take three times as long as you plan (that's a guarantee no matter who you think you are! :-)) You can also expect to devote at least one full-time manager for this project, implementation and administration.

    Consumer Goods

Very Basic CRM

  • October 04, 2016
  • Review provided by G2

What do you like best about the product?
It's a pretty basic CRM. It gets the job done if you don't need your CRM to integrate into any other tools like Marketing Automation or Google Analytics, etc.
What do you dislike about the product?
It's not that user-friendly or robust compared to other CRMs that I've used. It does not seem to have easy integrations with other tools like marketing automation. I think you'd probably need a developer dedicated to working on this in the back-end to really get the integrations and customizations that larger, growing businesses would require.
What problems is the product solving and how is that benefiting you?
Basic CRM use. A place to house customer data.
Recommendations to others considering the product:
Make sure that if you are planning any customizations or integrations that you have someone experienced to help on the dev side.

    Computer Software

Sugar CRM

  • September 21, 2016
  • Review verified by G2

What do you like best about the product?
It is easy to understand and navigate through
What do you dislike about the product?
Support is tough to come by. A colleague opened a ticket and did not get a response for over a week
What problems is the product solving and how is that benefiting you?
Integrating our leads and contacts into sugar and the ability to Manage seamlessly
Recommendations to others considering the product:
Make sure you ask for personal support

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