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UI is not as bubbly, but has everything I need.
What do you like best about the product?
The document upload capability and identifying/ladeling the documents that are uploaded.
What do you dislike about the product?
There is no chat feature. There's also not a way to assign tasks to several individual users at once.
What problems is the product solving and how is that benefiting you?
Client database
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Review of SugarCRM -- ITHAKA Harbors
What do you like best about the product?
The ability to build and expand the capabilities and features of SugarCRM. Do not need to rely on the out-of-box features given. We can customize the processes, workflows and visibility based on our sales team's requests to help them track their opportunities and tracking of sales goals. It is an awesome tool to have in tracking and maintaining records.
What do you dislike about the product?
I would not say that I dislike but not comfortable nor happy with the new workflow management (aka Process Author). It is not as "smooth" as to using the original workflow app -- Workflow Management. In version 7.8, Process Author was introduced and Workflow Management has gone away.
There are good items versus not so good items:
Good Items:
1. The ability to create workflow diagram that will assist in the work process.
2. To incorporate other parts of the workflow management into the diagram, such as Definition process, Email Templates and Business Rules.
Not So Good Items:
1. In the Business Rules, it is not flexible in the operator tools. Cannot use operator such as "like, include or exclude". Everything is not definite, there must be room for adjustment in its value.
2. In the Business Rules, not all fields are available to be used while setting up criteria. I am not sure if it focuses on the default fields given and some of the customized field but it does not give you any choice in using fields if it is customized in your criteria.
I know that it is a new feature and they are working out the "kinks". I have faith that it will become a very strong feature in Sugar CRM once it is working properly. Looking forward to that.
There are good items versus not so good items:
Good Items:
1. The ability to create workflow diagram that will assist in the work process.
2. To incorporate other parts of the workflow management into the diagram, such as Definition process, Email Templates and Business Rules.
Not So Good Items:
1. In the Business Rules, it is not flexible in the operator tools. Cannot use operator such as "like, include or exclude". Everything is not definite, there must be room for adjustment in its value.
2. In the Business Rules, not all fields are available to be used while setting up criteria. I am not sure if it focuses on the default fields given and some of the customized field but it does not give you any choice in using fields if it is customized in your criteria.
I know that it is a new feature and they are working out the "kinks". I have faith that it will become a very strong feature in Sugar CRM once it is working properly. Looking forward to that.
What problems is the product solving and how is that benefiting you?
As mentioned above, the Process Author (new Workflow Management). I think it will be a great feature but they need to work out some of the issues that it contain right now.
Recommendations to others considering the product:
It is a good application to use for CRM. Managing and tracking of records within this app is great and you will love it. This application works well with other application that can be integrated such as Riva for email integration.
Tuesdays for Techies
What do you like best about the product?
I the PDP section best to see my sales pipelines and what accounts are up for renewal as well what clients I have on trial.
What do you dislike about the product?
I dislike that you are not able to delete duplicate accounts
What problems is the product solving and how is that benefiting you?
The business problem I am solving is trying to figure out how much profit is in my sales pipeline. The ability to see how much business I've booked per quarter and YTD.
Recommendations to others considering the product:
It's an easy to use platform that really showcases your current accounts, contacts, and book of business in a simplified format.
SugarCRM - a stable platform
What do you like best about the product?
You can customize any module, giving you the ability to make the data show any way you want it to.
What do you dislike about the product?
Would like to be able to turn off the HTML rewrite on the email templates so I can use styles that won't get stripped out of the code. And also to use emoticons in the subject field.
What problems is the product solving and how is that benefiting you?
Sales Team cohesion and customer tracking is awesome.
Recommendations to others considering the product:
Very customizable. Easy to use.
Sugar Admin - Love the Flexibility!
What do you like best about the product?
The ability to customize this software to meet our various departmental requirements is amazing! I have worked with other CRM software in the past and have found Sugar to be the best yet. Also, the documentation and support available online have been so useful in troubleshooting any minor issues.
What do you dislike about the product?
There are some "glitches" in the search function.. I'm sure that I can review the documentation to find a solution, but for the time being we are finding that too many results appear when searching and it is difficult to narrow down without going into each module.
What problems is the product solving and how is that benefiting you?
Visibility across lines of business was poor prior to Sugar implementation. With this software we are able to view which services each account is currently using and therefore identify any opportunities to cross-sell. We have also been able to streamline lead generation and qualification; resulting in more contracts being created.
Recommendations to others considering the product:
Take the time to read through the available documentation, and also participate in as many webinars as possible. The website has a directory of previous "hot topics" videos that can help you explore different functions and possibilities.
Inside Sales Manager
What do you like best about the product?
Relatively easy to learn and implement, we had been on Salesforce previously, our reps find SugarCRM much simpler.
What do you dislike about the product?
Not as flexible as our last CRM solution, I did not like going through a 3rd party for the sale and subsequent service. If I had my preference I would rather work directly with the manufacturer.
What problems is the product solving and how is that benefiting you?
Just basic sales tracking & review. Due to the increased ease of use upper management are getting a better snapshot of our pipeline, open opportunities, etc.
Recommendations to others considering the product:
Nice product, easy to get up and running and fairly simple for less than tech savvy sales reps.
SugarCRM Review
What do you like best about the product?
The flexibility to deploy on-site or in the cloud is very powerful, especially for businesses who have strict security requirements. Once trained, it is very easy to configure and customize the tool. The intelligence panel gives us flexibility to show many business specific visual tools to our clients. The new customer journey plugin is proving to be very valuable to some companies.
What do you dislike about the product?
Reporting is behind the times and the reporting engine could be easier to use. There are no business intelligence tools to keep up with market trends. There are no "out of the box" configuration solutions for specific vertical types (like a call center, or a logistics company etc.) that would easily solve vertical specific problems for companies who dont have a CRM today. It could be easier to consume data out f the box.
What problems is the product solving and how is that benefiting you?
Business process mapping and automation is being handled in our internal CRM, and it does so well. We measure sales and opeprations metrics and are able to get a company-wide view of our company
Sugar CRM Revie
What do you like best about the product?
flexibility of the application has allowed us to tailor the product to meet our needs
What do you dislike about the product?
can't always move fields to the exact positons you would like. Some of the custom reporting features are difficult to interpret
What problems is the product solving and how is that benefiting you?
Account management.... Our field team has started to realize there are aspects of our customer's business that are important to understand in order to succeed. Some of those aspects were not so well defined. Having/Building a scalable process will improve our account management .
Sugar suits all of our needs beautifully
What do you like best about the product?
That we can tailor it to our exact needs- we are in a niche market and we've completely re-done the tabs to do what we need them to do.
What do you dislike about the product?
There are really no aspects of the interface that we dislike.
What problems is the product solving and how is that benefiting you?
We operate from sugar exclusively- our entire workflow is structured around it. We plan and implement funeral services from Sugar and it works far more effectively than funeral-specific software that exists.
Recommendations to others considering the product:
get it! Use it!
Sugar CRM
What do you like best about the product?
User friendly! Easy to learn for administrators
What do you dislike about the product?
The mobile app does not have all of the sames features as the online version
What problems is the product solving and how is that benefiting you?
Streamlining processes for internal and external team.
Database with all of the company's accounts.
Web to Lead Forms for our website.
Database with all of the company's accounts.
Web to Lead Forms for our website.
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