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Drastically improved our sales flow and process
What do you like best about the product?
Our ability to track and categorize the sales customer journey has created transparency in the sales process and when we expect to close the sale. A clear timeline of the customer interaction and our central repository of documentation is essential to keeping the transition from sales to the onboarding process smooth. With a clear relationship between opportunities, quotes, and products, we understand what sells and when it should impact our business financially. The close integration between Sugar Sell and Sugar Market has enabled us to create an end-to-end customer journey, from initial lead nurture to subscriber.
What do you dislike about the product?
Some remnants of previous versions of Sugar Sell (outdated modules, tools, etc.) are challenging to use or customize. We have still succeeded in using these modules, but considerable work was needed to customize our sales journey or quote creation. I would expect Sugar to focus more on these parts of the product to give the user a better experience. Over time, Sugar has whittled down obsolete parts of its product and continually released meaningful updates.
What problems is the product solving and how is that benefiting you?
Sugar Sell simplifies the complex sales and onboarding process--as we are an internet service provider, there are countless processes and data requirements to provide amazing internet to our customers. We require +30 different activities (tasks, calls, emails, etc.) for a complete customer journey and Sugar allows us full transparency, goal and financial tracking, and so much more.
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WFG's Sugar Sell Experience
What do you like best about the product?
From an administrative and support view, Sugar Sell is a flexible system to adapt to your use case. Customizations and integrations are simple, and most can be done without a huge development budget, allowing us to adapt quickly to changing market conditions.
What do you dislike about the product?
The user interface, to be kind, Sugar Sell has a very dated look and feel to it; the new name doesn't correctly reflect the power under the hood. The most challenging item we face with adoption is the dated interface; users feel they are using old software.
What problems is the product solving and how is that benefiting you?
There are several, but the biggest, I would say, is the communication between regions and departments. Having everyone that comes in contact with a customer document their experiences with them allows us to support our customers at a higher level.
Good functionality, poor customer service. Don't use if you need any customization
What do you like best about the product?
It is quite a robust tool. We like that this CRM defines leads how we do, and the leads to opportunity process. And where we can customize on our own, it is relatively easy. For our internal end users it is also easy to use.
What do you dislike about the product?
That customization of fields and workflows has required two companies, two SOW's, thousands of dollars, 9 months and counting, and resulted in a tool that is still not reporting what we want and how we want it. That is especially frustrating when we were sold on much of that functionality we wanted being out-of-the-box and otherwise "easily customizable".
What problems is the product solving and how is that benefiting you?
We needed a new CRM and we have one. But for what we're going through in the implementation, we would have chosen something else, frankly. We are able to more easily report on certain activities as of right now, about 9 months after we initially signed on.
Easy to use, very customisable with enough flexibility to meet a wide variety of customer needs
What do you like best about the product?
Easy to use, very customisable with enough flexibility to meet a wide variety of customer needs
What do you dislike about the product?
No immediate downsides come to mind, it's all good
What problems is the product solving and how is that benefiting you?
Managing leads and opportunities for different sales channels, providing a central point for customer data
Great out the box CRM, super configurable, fantastic support
What do you like best about the product?
Sugar Sell has great out of the box features but really comes into its own and stands out from competitors when it's customised to support individual processes and business needs.
What do you dislike about the product?
To maximise the potential of the system, it is useful to have an in-house developer but luckily Sugar have a team of developers who can support clients who don't have the internal skills set required.
What problems is the product solving and how is that benefiting you?
Through the use of Sugar Sell dashboards and reports we have been able to solve the problem of being able to report on the entire business from lead generation to revenue realisation and customer retention and can easily identify cross sell opportunities.
Sweet CRM
What do you like best about the product?
Sugar CRM has excellent features for sales pipeline, leads, and opportunity,...
What do you dislike about the product?
It has many features. if you don't create proper filters, then it will be difficult for newcomers in CRM
What problems is the product solving and how is that benefiting you?
It will give complete visibility of the sales operation and enablement collaboration to make the deals.
Excellent sales centric CRM that can be leveraged for Relationship Management workflows
What do you like best about the product?
Comprehensive Out of the box solutions that allow quick experiments and implementation across Information architecture, bpm workflows, activity management etc
What do you dislike about the product?
Some core modules like Line items in accounts cannot be hidden or customised without coding
What problems is the product solving and how is that benefiting you?
Helping us build the assisted workflows for our clients who need assistance from our human advisors. Starting from lead management to onboarding to transactions and advisory etc
Great product for our sales team
What do you like best about the product?
SugarCRM has been great in assisting our sales team to keep record of our prospects/ opportunities on the radar
What do you dislike about the product?
Can't thing of anything at the moment that I dislike about Sugar, has worked perfectly for the sales team
What problems is the product solving and how is that benefiting you?
The problem of having to subscribe to multiple tools for the sales team, we were able to bundle roughly 80-90% of the services our team uses into Sugar products
Easy to use and integrate. Easy to customize the UI
What do you like best about the product?
The ability to have proper project management and tracking of the clients journey is great.
What do you dislike about the product?
The user interface could be improved for some greater ease of use.
What problems is the product solving and how is that benefiting you?
Book keeping. The CRM allows us to track prospects and leads affectively.
Main User of the CRM
What do you like best about the product?
customization and ability to easily adjust modules
What do you dislike about the product?
I don't like User Interface and lack of training
What problems is the product solving and how is that benefiting you?
new leads information storage and reporting
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