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SUGARCRM REVIEW
What do you like best about the product?
I think the "convert" option is a good tool. It makes it simple and easy to create and convert the Accounts, Contacts, Opportunities and Leads together. I also think the "import leads" option process is good too. It's very convenient when you have a large amount of information that you need to import right away. I think inputting the Leads is simple and easy to do.
What do you dislike about the product?
Sometimes the "convert" option is a bit difficult to do and understand. Many Reps forget to "create opportunity" first and just go straight to "save and convert", which does not entirely save the Opportunity and then you'll need to create one. This creates another step for the Reps and is double work for them. I like the "import leads" template, however, it'd be a lot of easier if I didn't have to copy and paste the info to it, just to match the columns. Many of the Reps have an issue with the "email notification". They are able to modify info on the Opportunity Module like the Expected Close Date and Sales Stage. But when a modification is done, they still receive email notifications from the previous info inputted and not the new info.
What problems is the product solving and how is that benefiting you?
Able to track the Reps activity and progress. The Mileage Module helps track the Reps activity and how much of their territory is being worked on and how much traveling they do. The Opportunity Module helps track the progress of their Leads and how many of their Leads can become Demo and actual Sales.
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Best CRM ever - The "poor man's Salesforce.com"
What do you like best about the product?
Ease of customization using the integrated Studio and Process Management tool. Excellent support staff that responds quickly and efficiently to correct things and to answer questions about use and implementation. The self study tutorials are great and the release documentation is easy to follow. SugarCRM is on a path to release new function and improve performance and correct "bugs" on a quarterly basis. We are staying current with every release, and because there's no custom coding our upgrades to the newest release is almost seamless.
What do you dislike about the product?
There really isn't anything to "dislike" - Yes, there is some functionality I'd like to see, but the development team at SugarCRM is rolling out improvements and bug fixes on a quarterly basis and I'm being patient.
What problems is the product solving and how is that benefiting you?
Dramatically improved customer relationship management - Maintain regular contact with customers, manage special price quotes, manage Returned Goods Authorization, manage the order entry process, manage purchasing, manage the product test process.
Recommendations to others considering the product:
Go for it!
Review of SugarCRM
What do you like best about the product?
It was much easier to use than the pervious software we were using.
What do you dislike about the product?
Like anything there was a bit of a learning curve but nothing that stands out.
What problems is the product solving and how is that benefiting you?
Creating tickets and keeping track of customer problems.
Recommendations to others considering the product:
I think it's a good software and customer service training was good,
Best CRM for Enterprises business
What do you like best about the product?
I start using Sugar in 2015, as per my experience SugarCRM is one of the best Client management tool for enterprise business. Especially, Integration features of Sugar. Becoz, one of my friend working in Taction Software LLC(Certified Sugar Partner), provides Email integration solution. Which makes 40% increment in sales only in 180 days.
What do you dislike about the product?
Sometimes it makes difficult for the management team, to manage all activities including Sales, Finance etc.
What problems is the product solving and how is that benefiting you?
As per my sugar management team opinion, need to add official features in sales, and marketing.
A CRM System That Temporarily Worked For Our Business
What do you like best about the product?
SugarCRM has not necessarily been my favorite CRM system, but has definitely been helpful in having everything you need in one place for our clients. It allows you to customize your dashboard so you don't necessarily have to see the uncompleted tasks or meetings of your other coworkers.
What do you dislike about the product?
I personally think it is too cluttered. There are too many possible variations for how you could make SugarCRM work for your business, which in theory sounds great. But for implementing, I think it can make it kind of confusing for employees. Too many possibilities of where information could be held throughout the platform making it kind of tricky. I also think it's not quite as user friendly.
What problems is the product solving and how is that benefiting you?
We used SugarCRM to help integrate ourselves from no CRM system to customized CRM system for the company. It helped us to become more organized as a company.
Recommendations to others considering the product:
If there could be a way to simplify its use, making it so that there aren't so many possibilities of where information could be, that would make the use of SugarCRM much easier.
Could use better integrations
What do you like best about the product?
Everything is simplified. It's pretty intuitive, so there's no worry about "understanding" the product. The reporting features are also very in depth, and there have been very few times, if any, that I wasn't able to get the data set I needed out of it.
What do you dislike about the product?
There are many ways to do one thing, so it's a little difficult to onboard new users when you have to show them a multitude of ways to get the desired end result.
What problems is the product solving and how is that benefiting you?
It helps us tremendously with organizing and documentation all information we have on our clients, and using that information when upselling or handling customer support cases.
Recommendations to others considering the product:
Be sure SugarCRM integrates with all of your other systems. We have had a lot of trouble integrating with Marketo, and are looking to hire a third-party company to handle the integration for us.
Ok when server isn’t down
What do you like best about the product?
Pretty fast and easy management and easy to add
What do you dislike about the product?
When server fails tons of downtime and cannot use it
What problems is the product solving and how is that benefiting you?
Downtime cannot utilize it. Need to find backup when maintenance
Newbie in training
What do you like best about the product?
How easy it is to learn how to use the database.
What do you dislike about the product?
Sometime's the manual (how to) is not as clear or detailed as I would like.
What problems is the product solving and how is that benefiting you?
Streamline department data to users.
Recommendations to others considering the product:
Easier FAQ - More detailed assistance in manual.
Great CRM for small group
What do you like best about the product?
Sugar is easy to navigate and make the sales process a little easier to manage.
What do you dislike about the product?
UI is chunky and could you some updating.
What problems is the product solving and how is that benefiting you?
Small group and other CRM's are too much and too expensive. SugarCRM is a reasonable price and gives us what we need without being overbearing.
Recommendations to others considering the product:
I would recommend that you use SugarCRM if you are new and growing company.
Overly complicated to do the simplest tasks
What do you like best about the product?
There are a lot of great features that it's very all inclusive. It can do as much as you can dream. The sales "funnel" is particularly interesting and keeps future business in top of mind.
What do you dislike about the product?
I was very excited about the Sugar Platform but unfortunately it fell very flat for me. I NEEDED it to do three simple things - track sales calls, log sales, and give me reminders to follow up with clients. Unfortunately it just took too long to do any one of those things. Logging a call that might have taken me 2 minutes took just as long to put into a program. It was almost impossible to tell the system to schedule a follow up without scheduling an appointment, when I wanted it added to my to do list. I researched a lot of and watched several tutorials but it was just too complicated for it's purpose.
What problems is the product solving and how is that benefiting you?
Seeing a future track of where your sales will end up in the next few months is invaluable. The sales funnel was by far the best feature, especially when it took into account renewing contracts and long term sales plans with my clients.
Recommendations to others considering the product:
SugarCRM would do the most good if a company was starting out using it. While they tried to make everything seamlessly import from old systems, it just didn't and ultimately we had several issues with accounts being assigned to the wrong people, businesses that had closed down, or bad debt businesses that we couldn't eliminate from our system correctly. But the features available for a starter business are phenomenal and it would be a great resource.
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