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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.
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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.
Flexible platform for complicated requirements
What do you like best about the product?
Easy to customise with the right delivery team - there is nothing that Sugar cannot do.
What do you dislike about the product?
Becoming bloated with unnecessary functionality and pricing creeping up, plus restrictions on what is allowed in the Cloud means we may have to consider going to On-Prem. Upgrade safe code is not being preserved with Cloud upgrades in Quotes module.
What problems is the product solving and how is that benefiting you?
Single source of truth for customer data across complicated system of applications. Reduction of multiple data entry points, reduction in administrative work.
Not My Favorite CRM
What do you like best about the product?
Outlook integration is useful and easy to use.
What do you dislike about the product?
When moving down from accounts to contacts and then back again, it takes you to the full account search page, rather than back to the account you had accessed. VERY annoying, and it does this with any drill down function.
What problems is the product solving and how is that benefiting you?
Keeping track of client interactions; when used correctly, one can see all co-workers interactions with clients.
Recommendations to others considering the product:
See notes above
Flexible, customizable solution
What do you like best about the product?
It is a highly flexible solution that can be customized for many different needs and use cases.
What do you dislike about the product?
The user experience is a bit bland and could use a face lift.
What problems is the product solving and how is that benefiting you?
Tracking cases to ensure follow up and complete resolution.
Open source and easy to use, good ability to customize the reporting.
What do you like best about the product?
SugarCRM is the best among the customer relationship management (CRM). SugarCRM is presently exclusive programming utilized by organizations all things considered. Advertisers and client experience experts likewise use SugarCRM. It helps to take the company growth to the next level. It deals with sales force automation, marketing campaigns, customer support, Social CRM, and reporting.
What do you dislike about the product?
For making customization one should know coding. Auto-log option for incoming and outgoing calls are not available. The training provided for updations and software is not comprehensive. Technical support is expensive. It does not support all free versions.
What problems is the product solving and how is that benefiting you?
SugarCRM has the mobile app through which data and information can be gathered and store it at our fingertips. It is not so expensive to use and has a user-friendly interface so that it can be used by everyone quickly after giving a small training. There can be used by small ans mid-sized companies.
Recommendations to others considering the product:
It is very easy to use and has intuitive user interface. I would like to recommend this software because it has many benefits like it has free trial and good ability to customize the reporting.
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