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Sugar crm
What do you like best about the product?
Layout on this was very nice. User education video were also helpful.
What do you dislike about the product?
Wasn't user friendly and most simple task required too much effort
What problems is the product solving and how is that benefiting you?
Sales info
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SugarCRM
What do you like best about the product?
I love the ease and use of Sugar and all the info that we can put in.
What do you dislike about the product?
Sometimes Sugar does time out on us, but it could just be a IT issue on our side.
What problems is the product solving and how is that benefiting you?
keeping all of our new accounts and leads up to date.
User experience with Sugar CRM
What do you like best about the product?
The user interface is quite simple to interact with. Adds tremendous value whenever you need to coordinate your sales activities and plan follow ups together with visibility of your prospects, accounts, opportunities and pipelines.
What do you dislike about the product?
Reports can be not as friendly as they are supposed to be
What problems is the product solving and how is that benefiting you?
Pipeline creation and thorough follow up to increase your sales and enhance your sales procedures.
Recommendations to others considering the product:
Would recommend it to anyone that wants to add more control into their sales cycles and sales plan.
Sugar CRM
What do you like best about the product?
Easy to use, online, user friendly .Cost is okay, integration with other tools
What do you dislike about the product?
Limitation in searching options. You cannot search by every field
What problems is the product solving and how is that benefiting you?
Contacts and Leads management
My Personal Experience - having used Siebel (twice), Dynamics, Salesforce (3 times)
What do you like best about the product?
SugarCRM is a general purpose CRM than can easily be honed to fit any organisations purpose. It is not constrained and gives the end client all the control.
Highlights are;
- Flexibility at any user level - a tool for those using it
- Flexibility in design - CRM that works the way you want it to
- Flexibility in deployment model - SaaS, Hosted or Onsite - you choose
- Hint - Relationship Analytics
- REST API - easily integrates
- Strong Reporting
- Mobile with offline
Highlights are;
- Flexibility at any user level - a tool for those using it
- Flexibility in design - CRM that works the way you want it to
- Flexibility in deployment model - SaaS, Hosted or Onsite - you choose
- Hint - Relationship Analytics
- REST API - easily integrates
- Strong Reporting
- Mobile with offline
What do you dislike about the product?
Still building out the plugin options on the Marketplace so not as extensive as some of the competitors. The lack of vertically focused builds which means clients need to know or discover what it is they want from the CRM. The need to illustrate the differences between Community Edition and one of the paid editions, chalk and cheese.
What problems is the product solving and how is that benefiting you?
Large range but mostly centred around providing clients with a 360 view of their clients. This is after all the primary purpose of a CRM solution, however, the complexity and cost associated with making this a reality mean clients seldom achieve this objective. This is exaggerated in the small to medium market space. They face all the same challenges with reduced budgets all while gaining greater market share. SugarCRM is most capable of making this a reality for those clients.
Recommendations to others considering the product:
Most CRM solutions do the basics and can tick the boxes in a feature checklist.
Do's:
- Do dig deeper into your own requirements to understand how your users across the business will actually use the CRM to meet your customer expectations.
- Do use this as the catalyst to review/consider the journey your customers take or should take when dealing with your business
- Do review solutions based on how the solution fits your specific use cases
- Do review what the users of the CRM say about the solution. Is it a tool that your staff will want to use because it provides them with benefits
This will allow you to identify and document use cases that are specific to your needs and in turn allow you to determine which solution best meets your needs, today and tomorrow.
Dont's:
- Don't outsource the thinking, no one knows your business or customer better than you
- Don't buy into a set and forget mentality - no "off the self" solution will continue to meet your customer changing demands. CRM is practice and discipline, not a tool and you must continue to refine and enhance regardless of the tools you use.
- Don't build your own - to costs of ownership simply does not stack up
SugarCRM will only be the best CRM for you if you know what your customers and users need from it.
Do's:
- Do dig deeper into your own requirements to understand how your users across the business will actually use the CRM to meet your customer expectations.
- Do use this as the catalyst to review/consider the journey your customers take or should take when dealing with your business
- Do review solutions based on how the solution fits your specific use cases
- Do review what the users of the CRM say about the solution. Is it a tool that your staff will want to use because it provides them with benefits
This will allow you to identify and document use cases that are specific to your needs and in turn allow you to determine which solution best meets your needs, today and tomorrow.
Dont's:
- Don't outsource the thinking, no one knows your business or customer better than you
- Don't buy into a set and forget mentality - no "off the self" solution will continue to meet your customer changing demands. CRM is practice and discipline, not a tool and you must continue to refine and enhance regardless of the tools you use.
- Don't build your own - to costs of ownership simply does not stack up
SugarCRM will only be the best CRM for you if you know what your customers and users need from it.
My opinion of software
What do you like best about the product?
The speed and the consistency is very important to me and this allows me to have both in one! I appreciate anything that gets the job done as soon as possible!
What do you dislike about the product?
I dislike the Fact that I can't save much I need to have my own hardware to save
What problems is the product solving and how is that benefiting you?
I am able to do my taxes and utilize payments
Recommendations to others considering the product:
Very useful and helpful!
SugarCRM is a good solution for low cost/no cost customer relationship management.
What do you like best about the product?
For my client, the best part about SugarCRM is that it was free. This is their first implementation and it was brought into the company through the "back door". Since they didn't have a lot of expectations, it was good enough to meet their needs.
What do you dislike about the product?
Support for the community version isn't the greatest, but you get what you pay for ($0.00). Integrating with Microsoft Exchange for synchronizing calendars and email is very challenging.
What problems is the product solving and how is that benefiting you?
The business problem we were trying to solve was tracking the return on ad spend (RAS) for multiple ad channels including Yellow Pages, Google PPC, Bing PPC, and various lead generators.
Recommendations to others considering the product:
If you need a low cost/no cost basic customer relationship management system and have the internal talent to manage an open source solution, this will probably meet your needs. Note that there are "paid" versions of SugarCRM that probably have much better support.
Using Sugar to manage day to day activities
What do you like best about the product?
I manage over 150 accounts and I rely on Sugar to record my daily activities, upcoming tasks and events, scheduled meetings/calls and opportunities.
Sugar is fairly easy to navigate around which is great since I typically need stored information quickly. I simply enter in the account I want information about, open it up in Sugar and I can see all my past activities and notes and upcoming ones as well all laid out in one easy to read web page. I can also run reports on activities, opportunities, partner sales, etc.
Sugar is fairly easy to navigate around which is great since I typically need stored information quickly. I simply enter in the account I want information about, open it up in Sugar and I can see all my past activities and notes and upcoming ones as well all laid out in one easy to read web page. I can also run reports on activities, opportunities, partner sales, etc.
What do you dislike about the product?
Even with the Sugar plug in through Outlook, I can't seem to get real time reminders on upcoming phone calls, meetings or tasks.
If I wanted to see what I had coming up with each account, I would have to manually log into Sugar either by using the homepage where it displays upcoming activities or I would have to plug in the name of the account. It would be nice if I could have a reminder of some sort, such as a calendar alert.
If I wanted to see what I had coming up with each account, I would have to manually log into Sugar either by using the homepage where it displays upcoming activities or I would have to plug in the name of the account. It would be nice if I could have a reminder of some sort, such as a calendar alert.
What problems is the product solving and how is that benefiting you?
As I mentioned above, I use Sugar mostly to store information on my accounts so I can manage each efficiently. As a company, we also use it to import leads from trade shows and other events and to track customer opportunities ( track the sales cycle for an account prospect). It is a great informational tool as there is typically a field for most categories that is easy to plug in and store as much data as you need.
SugarCRM
What do you like best about the product?
Intuitive features and views. Yearly version update, which catches up with latest technology. Open platform that enables customization. Affordable price. Very good mobile version. Good customer care.
What do you dislike about the product?
Sometimes poor housekeeping of not so trendy features (Documents, Quotes,). Limited Integration into other Office software.
What problems is the product solving and how is that benefiting you?
Sales process harmonization in various touchpoints. Customer master data improvement.
SugarCRM Review
What do you like best about the product?
This is a great product if you are just starting your business and can not afford Salesforce.com or if you do not need all the fancy things that Salesforce.com can accomplish. You are able to create reports and monitor your sales and monitor your salesforce. If you are looking for a system that is not as expensive as Salesforce.com and you need to keep track of your sales info. and you are not a very large organization then this should be the product for you. SugarCRM still has many great features you are able to do the major email rollouts to clients and be able to track all of your information so that you can remember your last call, your last conversation, your last email, etc. Still a great little product for those who do not require a lot.
What do you dislike about the product?
It is very basic. Not sure I like or dislike. I have used SugarCRM for many years. I have also used Salesforce.com and other CRM tools in the past. What I do not like is how far behind SugarCRM is to Salesforce.com. Salesforce has managed to highlight on system intergrations and SugarCRM requires more work to get things to work together.
What problems is the product solving and how is that benefiting you?
Sales problems for our sales reps. Getting them to enter data and keep track of our clients and new business information to have the sales process reviewed and followed to see if they are actually working on the right types of clients to go after to see the communication of emails and reports generated and review the pipeline of our sales reps.
Recommendations to others considering the product:
It all depends on how large you are and what your believe your company needs. If you are looking for something that will truly work seemlessly with other products then I would recommend salesforce.com not Sugar. But if you are a smaller size company and you don't need all the integration that most larger companies need then SugarCRM is a great tool for your requirements.
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