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Gotta be hands-on
What do you like best about the product?
Very flexible, if you can think of a PHP process, you can build it.
What do you dislike about the product?
Very fragile, poor codumentation, requires a LOT of technical PHP, REST API and LDAP knowledge to even get a semblance of understanding why the system just won't do what it's supposed to do!
What problems is the product solving and how is that benefiting you?
communication centralisation
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Very customizable, but there are limits if you're not on prem
What do you like best about the product?
Unline previous CRMs, I can add fields and create workflows that have made a lot of our processes automated
What do you dislike about the product?
This is more a shortcoming on my end. I'm unfamiliar with coding and we are not on-prem, so for the more complicated customizations, I have to use our Sugar partner.
What problems is the product solving and how is that benefiting you?
Transparency with your data. This has been key for our company. The reports function is fantastic (show calls logged in X amount of time and sales). I'm also able to audit fields within Sugar so I can tell who changed what and when, and I see the historical data. When you're dealing with a sales team, this can be quite valuable.
Recommendations to others considering the product:
Make sure you know what you want!!! It would not hurt to reach out to the Sugar community and find out what customizations people have put in place on their instance that have improved their business. We had a book of hours for any customizations we wanted, but realized there were still things we needed after running through those hours. We've been making those changes slowly.
Excellent CRM system that's easily customizable.
What do you like best about the product?
I love how easy it is to customize the system to fit your company's individual needs. It's easy to pull data from the system into reports that can be exported to Excel for deeper analysis.
What do you dislike about the product?
I don't like the way licensing works. We have quite a few users that need access to the system but not on a regular basis - maybe only once or twice a month. I wish there was an option to purchase licenses for the number of users that maybe accessing the system at any given time instead of having to pay for a monthly license for people that barely use it.
What problems is the product solving and how is that benefiting you?
SugarCRM has given us a central platform to store all of company and project data. This has opened the door for better communication between departments. It's also forced us to see where are various processes are broken so we can tighten up our procedures.
Recommendations to others considering the product:
Make sure you have someone within your organization that can really get to know how SugarCRM works and can function as an internal consultant so you can get the most out of your system. It can pretty much do anything you can think of but you have to learn how to "think" like Sugar and be a natural problem solver, not just a programmer.
Best, most flexible CRM available
What do you like best about the product?
One of the best features of SugarCRM is the flexibility it provides. All of the customization can be done in-house which makes it a perfect fit for all types of business.
What do you dislike about the product?
There are some features that lack the finesse of other, pre-made CRMs, but overall, these are minor compared to everything else.
What problems is the product solving and how is that benefiting you?
Time management and business planning have been two elements were our CRM has been invaluable. As we look to expand and hire more account managers, assessing how much time they spend with each community and the key touchpoints both rely on data from SugarCRM
Recommendations to others considering the product:
Highly flexible and can be designed to meet every business need. Support from the Sugar team is responsive (almost always within 24 hours) and the ease of use and integration is almost too good to be true!
Flexible and easy to use platform
What do you like best about the product?
I like Its flexibiliy and customisation capabilities, allowing to adapt the tool to the business needs at any time. With the right approach and the right partner you can get much more value from SugarCRM that from other systems which are not so flexible.
What do you dislike about the product?
The PDF generation could be easier and there are system modules that still use the old look and feel.
What problems is the product solving and how is that benefiting you?
We use SugarCRM to track and manage our Leads, Contacts, Accounts and Sales Opportunites. Reporting and dashbords are also intensivly used in order to keep an eye on what is important for the busines and make decisions based on data.
Recommendations to others considering the product:
Do not think about implementing a CRM system as a one-time project, but as something that needs to evolve and grow with the business to keep aligned with its needs. Taking that into consideration, SugarCRM is one of the best solutions you can find because of its flexibility and customisation capabilities.
Flexible, Customizable and Trusted system
What do you like best about the product?
Very easy to configure, Code level customisations are easy, Powerful set of complete suite of modules and features at one standard cost (no hidden cost), Nice UI and app, Very strong Admin console to be able to do most on the configurations without the use of code or developers
What do you dislike about the product?
No updates on Reporting and Marketing tools, No industry specific solutions, moving away from standard processes does effect speed and upgrades sometimes, Not very user friendly and customisable connectors, very sad at Social media integration tools and lagging behind in inbuilt collaboration / chat tools, It is easy to run a B2B setup but not suited for B2C companies
What problems is the product solving and how is that benefiting you?
Running a highly customized Sales process for Financial services and for multiple team in the same system; Getting multiple teams to maintain their client list with their bit of intelligence allows management to evaluate strength; Implementing processes for sales and compliance and capturing information for deep analytics and trends
Recommendations to others considering the product:
If you need a extremely flexible CRM system with complicated processes, go for Sugar. Make sure you select a good vendor and have someone onsite/full time internally as a CRM Manager or Consultant to speed implementation and save cost on development
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.
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.
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