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User friendly
What do you like best about the product?
An easy way to follow up on projects, I like the customer data as well (useful to know who are the contacts)
What do you dislike about the product?
Duplicate does not keep track of added informations as to winners and bidders, I have to fill them up for every duplicate profile I create.
What problems is the product solving and how is that benefiting you?
It helps us keep track on our projects, we see easily the value and the dates, it's a common tool everyone can look up, friendly user.
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Automation, pipeline, integrations, included pre-configured app and all the administration on hand.
What do you like best about the product?
The most satisfying feature is having the complete administration, personalizations and integrations on my end so I can make my instance as my company is developing in time.
Plus, having all the automation needed at a no-code level is lovely.
Plus, having all the automation needed at a no-code level is lovely.
What do you dislike about the product?
Sugar Sell has so many features; the only dislike that we have is that it is very exhaustive to have all of them enabled in one stage; we needed to do more implementation stages to get all of the features running.
But looking at it is the best kind of problem that we could have.
But looking at it is the best kind of problem that we could have.
What problems is the product solving and how is that benefiting you?
We have total control of the commercial efforts, follow-ups, cash flow, forecast and interactions between executives and our team.
Also, we use it as a reporting motor, having all the dashboards we need in and between departments.
Also, we use it as a reporting motor, having all the dashboards we need in and between departments.
SUGAR CRM WLZ REVIEW
What do you like best about the product?
ease of viewing and layout. filters for commonly used reports and contacts.
What do you dislike about the product?
Complicated Email customization. The platform is very robust, However integrations and higher- level automation could be simpler
What problems is the product solving and how is that benefiting you?
keeps a great database of clients, contact information, and target lists that are utilized daily for record keeping and tracking sales success
Sugar works but it takes a lot of learning + company development to fly. CRMs are a challenge
What do you like best about the product?
Lots of capabilities, features that can help drive sales and account management.
What do you dislike about the product?
Too much capabilities -- needs lots of curation. Need to be more simple.
What problems is the product solving and how is that benefiting you?
Engage and manage our Sales and Account Management process.
Highly Recommended
What do you like best about the product?
I appreciate Sugar for its flexibility. Sugar allows us to build solutions quickly and provide an excellent service to our business and external customers
What do you dislike about the product?
While Sugar is functional - the UI looks dated and is not always intuitive
What problems is the product solving and how is that benefiting you?
Specifically Sugar is our Service/Call Center Platform. It gives us greater control of our data and provides custom reporting
Great CRM platform with ease-of-use, flexibility and performance to meet the needs of any company
What do you like best about the product?
Administration of the system is relatively easy making it possible for in-house staff to configure the system to our needs.
What do you dislike about the product?
The administration tools for active business processes could be improved.
What problems is the product solving and how is that benefiting you?
Allows our sales teams, managers and executives to stay on top of their in-flight opportunities ensuring that best possible sales outcomes are achieved.
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.
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
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