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Great tool for Salesforce Automation
What do you like best about the product?
One of the best tools to manage your salesforce. The ability to define your own custom workflow makes you always feel in control.
What do you dislike about the product?
The speed of the application can be improved a little.
What problems is the product solving and how is that benefiting you?
Tracking of data and automating processes
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Sugar Sell is definitely a major improvement to Sugar, but like all software has niche issues.
What do you like best about the product?
Sugar Sell allows for better tracking of revenue earning streams. It forces a usage of line items, quotes, forecasts and the renewal console among other things. The renewals console is fantastic and the BPM comes with alot of stuff out of box. The BPM system is way easier to use and the visual design is absolutely fantastic.
What do you dislike about the product?
BPM is limited in what it can do. The entire system is very cumbersome to design and customize to your companies needs. It takes a business analyst or two a year or more to really hone in the system for all use cases. Customization is great but man its lengthy. Maybe some more mass update featuring would help so much. Sugar sell should definitely be Integrated before a company really takes off. There are many small bugs that may occur. Knowing how to repair your own instance is key to not having to use the support line all the time. The renewal process for sell is awful because it is so new. The fact that sugar uses other companies to sell their products can slow down needed change and lead to confusion. Because their products are broken out, Sugar is now much more expensive to get a complete package of all the things you would need to completely run a company. Improvements to the module loader are far over due. It would be nice if sugar Market wasn't 12k a year minimum. We already pay alot as a small company anyways and Market has alot of what we need. We also have to pay for special customization to get both serve and sell and we know enterprise is going to go away at some point so it just seems like sugar is trying to raise their revenue without pissing off their customers by forcing a switch to more expensive subscriptions. They offer more stuff, but a more up to date general package with maybe some built in integrations would be well appreciated.
What problems is the product solving and how is that benefiting you?
We are completely overhauling our system to match the needs of company. Sugar sell allows for greater breakouts of SKUS, products and expands on the renewals system. Our old system did not allow for renewals well so sugar sell is going to remarkably improve our revenue tracking internally. Other than that, we are actually going to end up with all three subscription types after a while because our company will run on sugar. All the new stuff streamlines alot of the issues.
Recommendations to others considering the product:
Make sure you have a lot of time to set it up. Your company needs to be over 10 people for it to really be worth it. Really nail down your products and set up a quick books integration with accounting and it will be super smooth
Capable and Complete CRM Platform
What do you like best about the product?
Highly customizable within the platform. Once you know the language, easy to customize nearly every part of the experience without breaking the system.
What do you dislike about the product?
Would like to see more options in reporting and/or better documentation.
What problems is the product solving and how is that benefiting you?
We finally are able to capture data from many "odd" sources and put them in one place, one format and perform quantitative analysis on it.
Recommendations to others considering the product:
Lean on their managed services - they know the product inside and out. We worked with Mary and she was fantastic! If she didnt know something, she found out from another team quickly. Support has been awesome!
Sugar changed the way we do business
What do you like best about the product?
Sugar helped integrate multiple software programs into our instance. The open source concept helped us build out to our needs.
What do you dislike about the product?
It takes time getting used to the new upgrade, but they are constantly evolving which is helpful
What problems is the product solving and how is that benefiting you?
Project management and document storage
This is robust but slow CRM. You can see the full data sheet but it's really long.
What do you like best about the product?
I liked how relational the database of contact information was when I was setting up a new file or retrieving an existing user file to make a prospect call list from. It was really easy to find all the contact details as well as to see the notes and past history related to each contact posted in the user files. The data flowed very well and was all on one page and you didn't have to move around too much to see the information you wanted to know about each client.
What do you dislike about the product?
Sugar was really slow when it came to updating files or downloading data. If you wanted to move around on the page you had to scroll and scroll which took forever. I did not like how it seemed glitchy after using it for two years.
What problems is the product solving and how is that benefiting you?
Sugar was a good place to help manage customer contact information and possible sales opportunities that were upcoming for both the inside and outside sales team. It was a central database for both teams to reference so the client relationship was very easy to maintain.
Good SMB CRM with some scalability & integrations
What do you like best about the product?
The integration with other systems seems solid and doesn't have any issues. The interface is pretty easy to use. Whenever issues occur, the support/IT team at Sugar is very responsive and get things fixed fast. Uptime of the system is good.
What do you dislike about the product?
Some functionality isn't customizable or doesn't always make sense, like lead workflows. The options for lead workflows are vast, but being able to apply some but not all is not an option, making customization tricky without doing more programming and development work with a consultant. The platform has updates frequently and they don't always get communicated.
What problems is the product solving and how is that benefiting you?
Being able to show campaign and source attribution of all leads and prospects, setting up lead routing to our inside sales team that makes for better follow-up.
Recommendations to others considering the product:
It's a good SMB CRM, cost effective and fairly user friendly. Sometimes the random updates cause outages, but Sugar is quick to fix them. Their support team is great. The ability to customize the tool is lower, but can be done with more development work.
Bringing it together: Best customer service.
What do you like best about the product?
Sugar CRM is a great discovery tool which helps your company to identify their Key's sale metrics status, help to unveils all causes of less performance or lacking points. It explore and identify, compare patterns of data with current and History in past. It quickly identify the root cause of problems and opportunities to develop plan of action. CRM helps to give real time data and very helpful to identify historical trends, Compare your current and past performance. I have been using this tool since a long time and love it's many feature like Drag-and-drop reports, power filtering etc.
What do you dislike about the product?
I have been a loyal customer to this software, using it since a long time and never find any cons into it. I am really grateful to have this software. CRM is Integrated with cloud based technology which increases the ability of your team to innovate.
What problems is the product solving and how is that benefiting you?
It does not require any devoted time of hours to analyses the data and spreadsheet. It provide valuable insight to the sales performance without going into deep calculation. It helps to make better decision. Amid an ongoing, global pandemic, Companies are going more technological advancement now. company which were bounded to technology are quickly adapting to virtual meetings. Sugar CRM have features to text also which is a great helpful.
Recommendations to others considering the product:
Sugar CRM gives a lifetime commitment for Value and their support. They are always ready to provide 24.7 support which really appreciable. Sugar CRM is really helpful to Visualize performance, Know your customers. I always recommend it to others also to use and got for this software.
My business runs on SugarCRM
What do you like best about the product?
SugarCRM is very flexible, and user friendly to customize. I have the cloud based service on the SugarCRM server, and response time is very fast, and up-time is 99.99%.
What do you dislike about the product?
Latest upgrade to 7.8 is not as visually appealing or simple as the previous version 6.7. Works pretty much the same as far as I can tell.
What problems is the product solving and how is that benefiting you?
My entire business is based on using SugarCRM. The product is integrated into my accounting system Sage 100, and the information passes back and forth seamlessly in the background. We database all leads, prospects, and customers -- and create Opportunities from those records. Reports are easy to design, and downloaded into Excel for paying commissions or other prospecting services.
Recommendations to others considering the product:
Someone needs to learn SugarCRM inside the company. You do not want to pay a consultant to customize Sugar when it is very easy to do yourself.
SugarCRM Review
What do you like best about the product?
It is very easy to Import and Export via excel. It is easy to track what each user is doing.
What do you dislike about the product?
I dislike the that there are many limitations when building reports. I also feel as if the Sugar Support Portal gives mixed answers depending on who replies. Its not possible to report on emails sent by user which would be a huge upgrade to the system.
What problems is the product solving and how is that benefiting you?
Keeping track of who the decision makers are at each company. Tracking sales for each Client on a quarterly basis. Determining what accounts we need to reach out to more or less frequently based on reporting.
Recommendations to others considering the product:
Look around at all CRMs and choose based on the strong features that your company will utilize the most.
Works well as a CRM. But not great.
What do you like best about the product?
Cost is on the less expensive side. It also seems to hit most of the necessary elements - has some integration capabilities into back-end systems, allows you to track quotes, opportunities, contacts.
What do you dislike about the product?
As a preface to these comments I'm reminded of the mantra "you get what you pay for". This CRM doesn't play nice when you run it in two separate windows (not just multiple tabs), there are always obvious bugs after new releases, and some parts of layouts/spacing are not adjustable. This is important as it causes problems in viewing necessary info on the screen and requires manipulation - which takes unnecessary additional clicks/time. Reports, while extremely flexible, are a bear to create in a manner that you get the information you want and we have had situations with users having the "same" yet differing reports that conflict. There are no notifications. If I create a task, there is no notification for that task on either the desktop or in an email. Same with other followups - no notifications. In my opinion, as a sales person, this is a huge failing. In order to deal with it, I and others end up using Outlook for tasks. Really? Yes, really - at least that way we get notifications - but now we are using yet another program to do what the CRM should be doing. Also, how the quotes and opportunities interrelate along with followups, status and forecasting is less than ideal - as in, I don't like it.
What problems is the product solving and how is that benefiting you?
Just the basic CRM issues - tracking conversations, contacts, quoting, entering POs. We do have some limited integration into our back end system, but it's limited in what I understand.
Recommendations to others considering the product:
If your budget is really tight, then you should look at it. It works well enough to get most of what you need done reasonably. However, if you have a little more room in your budget, then I would suggest you look carefully at some of the other options out there which are more refined and have more capabilities.
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