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Sugar Sell Advanced

SugarCRM | 1

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External reviews

684 reviews
from G2

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    Business Supplies and Equipment

Improved Efficiency with Sugar Sell

  • March 08, 2024
  • Review provided by G2

What do you like best about the product?
We have been able to improve our sales efficiency significantly (~40%) with enhanced reporting capabilities, connecting our CRM with other data sources, etc to give our sales team more time to focus on selling and enabling them to work smarter.
What do you dislike about the product?
We have a unique and complex account base, there are some areas where we have had to come up with work arounds to make our data work in Sugar, but most of the time we are able to do that successfully.
What problems is the product solving and how is that benefiting you?
Sugar Sell helps our sales team to stay focused, be efficient, use data to sell more effectively and ultimately be more organized.


    Mike S.

A truly flexible CRM that is configurable to the way we do business and not the other way around.

  • March 08, 2024
  • Review provided by G2

What do you like best about the product?
The best thing about Sugar Sell is that it fits seamlessly into our way of doing business.
We started to use SugarCRM over a decade and a half ago as our business had started to pick up and handling new business contacts was becoming unmanageable. We had grown to a point where we needed a system to house our data in a way that was easy to input, search for and use in our sales and service delivery processes.
From lead capture through to creating accounts, contacts and managing sales opportunities we have found Sugar Sell to be the perfect complement to our own workflows and processes. At any given time, we know exactly what our pipeline is like our forecasts of revenues and margins so we can make informed business decisions reliably and accurately.
What do you dislike about the product?
There’s not a lot to dislike about Sugar Sell to be honest. The platform has grown and evolved with time and has added a demand generation component with Sugar Market and at the other end, Sugar Serve for customer service. It’s something that we have considered but for now it is delivering what our business users need, and we’re very pleased with it.
What problems is the product solving and how is that benefiting you?
As a fully digital transcription service provider our aim was to automate everything wherever we could, and Sugar Sell is so flexible that our Administration team is able to customise fields within modules and configure workflows to help speed up previously manual processes. This means we can deliver our product quicker than ever to our clients.
Over time our database has grown to incorporate valuable information about our partners, the systems and practice management software they use which enables our service delivery and customer care teams to be able to respond quickly to technical queries and have them back online fast.


    Daniel D.

Buen CRM para empresas grandes, fácil de usar y

  • February 26, 2024
  • Review provided by G2

What do you like best about the product?
Posibilidad de desarrolar aplicacoines a medida
What do you dislike about the product?
su escalabilidad para pequeñas empresas no es tan bueno
What problems is the product solving and how is that benefiting you?
Gestión de contactos y negocios an la nube


    Michelle P.

A robust CRM with many potential enhancements

  • January 26, 2024
  • Review provided by G2

What do you like best about the product?
I like the customization aspect, scheduled reporting and the robust dashboards. I find customer support overall positive. Some have started included videos to explain resolutions which I love.
What do you dislike about the product?
I havne't figured out a way when someone leaves or starts to easily update BPM's, dashboard reports etc with the nes person. Wish there were weekly tips sent to users with features we may not know about or utilize properly.
What problems is the product solving and how is that benefiting you?
It helps our guys out in the field keep track of their opportunities and communicate with a specialist that may be involved within the CRM.


    Luke R.

More than a CRM. Extremely well supported and comes with a community of awesome people!

  • January 24, 2024
  • Review verified by G2

What do you like best about the product?
Our implementation of SugarCRM was initially carried out by a third party and in a very short space of time. We, the users actually had no input for the system decision, we were just given it and none of us had heard of it... This meant we were able to continue 'as we were', but was far from a finished thing.

I then switched my role to work purely on SugarCRM, having previously administered Salesforce (yep, we ditched the mighty SF and moved to Sugar). From the outset I found the UI easy to use with some great features in both the users role and within the administrator role.

We have around 30 frequent users and after initial onboarding and familiarisation I am not often asked questions about how to use it. This frees up my time for development and we have now integrated our instance to be 'more than a CRM'.

Our in-house web developer now has SugarCRM working as a support desk, a CMS (custom modules data populates our websites, so CRM is the single source of truth for our data), and a login server for multiple websites in our ecosystem. The ease of itegration with the very well documented REST API has been fantastic.

If we ever get stuck then the SugarClub (forum) is simply an amazing resource full of expert users and developers, partners and administrators all eager to help solve your conundrum. Beyond that I also have to say how excellent SugarCRM's Support team are: cases are easily raised in the support site and expertly answered well with the SLA.

It's hard to pick a thing I like best:
- Dashbards are amazing - Report data can be pulled in easily to a dashboard. I have ones for support metrics, marketing info, product data.. loads more!
One recent report I created helped a leadership decicison that resulted in a cost saving of many thousands of pounds! You want business metrics - you got 'em!

- The automation that can also be achieved with BPM (business process management) is awesome. Think workflow, if this then that... almost anything you can think can be automated and you dont need to be a tech wizard to acheive some really slick processes. For example: Leads submitted via our websites are created in SugarCRM's Leads module.. sales are alerted, and the leads show on the dashboard. They review the lead and in literally a few clicks the lead has been automatically passed over to one of our global network of partners. Before SugarCRM the leads created an email, that was manually forwarded to a sales region/rep, then manually entered to the Lead module, and manually emailed to a partner! wow! Now its literally 3 clicks!

- Above all I would say the best thing is how much I can acheive as the system Admin. I am not a developer, though I try to be! And for sure an in house developer has been critical to our success. But the admin suite of tools allows a huge range of tweaks, updates and customisations to be made with excellent documentation to help you. And one quick last one, the SugarCRM team continually improve, secure and update the system. Every update for the last 6 years for me has been a valuable addition.
What do you dislike about the product?
Currently there are some known bugs that 'slightly' hinder us in the UI, they are due to be fixed in the next release. But they were introduced in a previous release!
What problems is the product solving and how is that benefiting you?
It eneables us to have Sales, Support, Product and User data IN ONE PLACE.
The API also enables integration to other systems and websites.
- single source of truth -


    Accounting

The only CRM to consider

  • January 11, 2024
  • Review verified by G2

What do you like best about the product?
Sugar has insanely robust reporting capabilities. Upper management asks a question, we have an answer; the ability to either filter for data or create a report is a feature we can't live without. Sugar's customer support and integration teams go above and beyond to troubleshoot the rare issue with very timely responses. Five stars (all solid gold) for this CRM.
What do you dislike about the product?
As mentioned, while the data is excellent, Sugar is still working through the visual reporting aspects. The quick workaround is a csv download with some manipulation.
What problems is the product solving and how is that benefiting you?
Sugar organizes data in a very user friendly format, which is highly customizable. The ability to keep notes, meetings, opportunities, and documents all in one is very valuable.


    David l.

It is good CRM solution that supports our business at a reasonable cost.

  • January 10, 2024
  • Review provided by G2

What do you like best about the product?
Easy of use. The application is straightfoward and meets the needs of our business without being overly complicated
What do you dislike about the product?
Intergration is not ideal in our environment as we have a number of proprietatry outions that we pass data from Sugar to.
What problems is the product solving and how is that benefiting you?
Easy of deloyment, we have multiple location that sell and distribuate our products & Sugar allows for easy deplyment & ease of use while providing a common shared database of our customers accross locations & channels.


    Will D.

Customer Service and Product Agility

  • January 05, 2024
  • Review verified by G2

What do you like best about the product?
The organization behind Sugar is first-class from a client experience standpoint. The product offers a level of agility you do not get with the incumbent CRM cloud solutions, yet it provides an enterprise solution meeting the needs of a $100M+ company.

As the executive stakeholder, I could depend on the team at Sugar to make my job more effective and that goes a long way toward the success of my users and the administrator responsible for the system. When we started to experience some compounding problems as a result of sales organization changes, the team at Sugar jumped in and brought in a quarterback, Uzochi to facilitate expediting solutions for us.

We took advantage of SugarCare to help us with unique integration to our customized internal tools. Vince and his team were instrumental in knocking out an integration and helping us over solve complex business problems allowing us to have the velocity we needed to begin to use these new capabilities.

I can not say enough good things about the executive leadership at Sugar and the entire support team that helps us regularly.
What do you dislike about the product?
I would say this is more of a compliment versus a dislike. No one has the number of off-the-shelf integrations as SalesForce and with Sugar, they go deep versus wide, and being focused is not a bad thing.

I loved it when we had two additional executives join our sales team who had been using Force at their prior companies, but after a demo of Sugar's forecasting and advanced reporting, they became fans.
What problems is the product solving and how is that benefiting you?
It provided a robust pipeline, revenue management, and marketing system for all divisions of our company including aircraft sales, aircraft management, and aircraft brokerage. With integration into our proprietary software. We switched from Sales Force and integrated with our custom software in less than 3 months. And have used it for the past 2 years with many more to go.


    Retail

A good overall product but sometimes lacks support

  • December 14, 2023
  • Review verified by G2

What do you like best about the product?
Easy to use and understand. The knowledge base is easy to find information in if we have issues to work through.
What do you dislike about the product?
Our support rep seems to be only out to make a dollar and isn't actually caring about what we need for our business. We've tried some other areas to try to get more information on training and those people seem to be more helpful.
What problems is the product solving and how is that benefiting you?
Leads and Opportunities modules are assisting us in the purchasing process


    Yannick H.

Sugar Sell review

  • December 14, 2023
  • Review provided by G2

What do you like best about the product?
Ce qui me fascine le plus à propos de Sugar Sell, c'est sa capacité exceptionnelle à simplifier et à optimiser l'ensemble du processus de gestion de la relation client. L'interface conviviale et intuitive offre une expérience utilisateur fluide, tandis que les fonctionnalités puissantes permettent une personnalisation approfondie de chaque interaction client. Les outils analytiques avancés fournissent des informations précieuses, facilitant la prise de décision stratégique. De plus, l'intégration transparente avec d'autres applications et la flexibilité globale du système en font un atout inestimable pour accroître l'efficacité opérationnelle et améliorer la satisfaction client.
What do you dislike about the product?
Bien que Sugar Sell soit un outil performant dans de nombreux aspects, il présente quelques limitations qui peuvent être source de frustration. L'une des préoccupations majeures réside dans la courbe d'apprentissage relativement abrupte pour les nouveaux utilisateurs. La complexité de certaines fonctionnalités peut rendre l'adoption initiale du logiciel plus difficile que prévu, nécessitant un investissement supplémentaire en temps de formation. De plus, bien que la personnalisation soit une force de Sugar Sell, elle peut parfois se traduire par une certaine complexité lors de la configuration initiale. Enfin, le coût associé à l'utilisation de certaines fonctionnalités avancées peut être un obstacle pour les petites entreprises avec des budgets plus restreints.
What problems is the product solving and how is that benefiting you?
Sugar Sell s'avère être une solution CRM puissante qui résout plusieurs défis cruciaux dans la gestion de nos relations avec les clients. Tout d'abord, le système centralisé de Sugar Sell nous permet de consolider et d'organiser efficacement toutes les informations client, éliminant ainsi les silos de données et améliorant la visibilité sur l'ensemble du processus de vente. La gestion automatisée des tâches et des workflows contribue à accélérer nos cycles de vente, en minimisant les erreurs humaines et en garantissant une cohérence dans nos interactions avec les clients.

De plus, Sugar Sell nous offre une vue approfondie des activités et des comportements des clients, facilitant ainsi une approche plus personnalisée et ciblée. Les fonctionnalités de reporting et d'analyse nous permettent d'identifier les tendances, d'anticiper les besoins des clients et d'ajuster notre stratégie en conséquence. Cela se traduit par une prise de décision plus informée et une meilleure réactivité aux demandes du marché.