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SugarCRM have been a user 18 months, recently
What do you like best about the product?
I think the dashboadrs and tabs at the front are easy to use
What do you dislike about the product?
getting used to the new upgrade we did takes more time then I expected, lots of new tabs to work
What problems is the product solving and how is that benefiting you?
keep track of contacts and opportunities is easy with SugarCRM
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Sugar CRM does the job effectively without much distraction
What do you like best about the product?
I love Sugar CRMs easy to navigate home dashboard. I'm able to schedule calls, meetings, follow ups and view them right on my desktop, as well as see any new accounts created, contacts added. I also really enjoy the robust search feature so I can always pull up what I'm looking for, even if I don't remember a name. I can search by company, email, first name, or last name. Very easy to use.
What do you dislike about the product?
I don't like the latest update, as they changed around some features, and adding a contact to a product or opportunity takes about 3 more steps then it previously did. It is not a major pain, but still takes more time than I'd like. I also don't enjoy that expiration dates got moved to the end so I have to scroll to see them. I learned I can adjust it myself, but it was properly set up and the update changed many settings.
What problems is the product solving and how is that benefiting you?
Sugar has been instrumental in keeping up with open opportunities for our company. We don't always know who's testing our software, but once it's properly in sugar we can pull a report with all opportunities expiring in the month and do our follow ups! It's helped us increase sales, and have happier customers because they don't feel forgotten.
Recommendations to others considering the product:
Test it out first to make sure you will have the best use of it. It's simple but powerful, bu will not work for all groups.
Great upgrade from previous software!
What do you like best about the product?
I like the ability to make reports and having the ability to have many modules connected in a relational format.
What do you dislike about the product?
SugarCRM took a while to fully understand all the functionality for a front end user like myself, which I suppose is not a negative, just took some getting used to.
What problems is the product solving and how is that benefiting you?
We are much better able to create and utilize reports, which helps our team and business as a whole.
Recommendations to others considering the product:
Allow plenty of time between switching from your previous CRM, to ensure everything is setup and running as it should!
SugarCRM is very helpful
What do you like best about the product?
The best part is being able to run offline and that it's fully customizable. Check their free trial out.
What do you dislike about the product?
You must have 10 users to start. Makes it hard to try out at first.
What problems is the product solving and how is that benefiting you?
Helps us track our contacts and allows us to establish customer relationship management.
its okay
What do you like best about the product?
its pretty easy to use and once you have the settings you will be able to use it with ease
What do you dislike about the product?
its hard to set up and the set up process could be easier
What problems is the product solving and how is that benefiting you?
contacts for our clients
Recommendations to others considering the product:
be patience and it will be okay in time
Have been working every day in SugarCRM for about 2 years now.
What do you like best about the product?
It's fairly easy to use. The reporting shows accuracy as well. The company I am with has integrated SugarCRM with our marketing automation tool, Marketo. It's nice to have the communication between the two and know that all our activities in Marketo are being tracked back to the CRM.
What do you dislike about the product?
When integrating SugarCRM with Marketo, we found it very difficult to get them to communicate together. The process was very long. As I know this could also have to do with the fact that Marketo has been created to integrate primarily with SalesForce, we were hoping the process could have been a tad easier.
What problems is the product solving and how is that benefiting you?
We are currently trying to track MQL within SugarCRM. This is an education process with our Sales Team as well as trying to create the correct custom fields within SugarCRM so that we can find these MQLs. So far the CRM has been great in helping us track these leads through the custom fields.
Recommendations to others considering the product:
I would double-check if the CRM is compatible with any other tools you would like to integrate it with.
Sugar
What do you like best about the product?
It is user friendly with a good help tool
What do you dislike about the product?
The user interface can be more user friendly
What problems is the product solving and how is that benefiting you?
Budgetting
My experience using SugarCRM
What do you like best about the product?
Customizeable dashboard allows us to add certain modules - enables us to see what we need to right away.
What do you dislike about the product?
Searching - it's almost like "Whack-a-mole" sometimes. Drives me crazy!
What problems is the product solving and how is that benefiting you?
Centralized CRM for sales and customer service to make sure that client needs are met.
Recommendations to others considering the product:
Make sure you database is REALLY REALLY good.
Sugar CRM has helped track and manage our sales pipeline
What do you like best about the product?
Ease of use, cloud-based option and the ability to create and convert Leads to Opportunities. Being able to create and track Leads separately from actual Opportunities allows management to more accurately assign probability to each opportunity.
What do you dislike about the product?
Creating custom reports can be cumbersome. It would be nice to be able to extract data as of a certain date. For example, extract data to see all opportunities and their status 12 months ago and compare it to current status of pipeline. Currently, the comparison can be accomplished by extracting data each month and keep the history stored in excel.
What problems is the product solving and how is that benefiting you?
Creating, tracking and assigning probabilities to leads and opportunities for new prospects and existing clients. We now have the ability to track all leads and opportunities as well as create accounts and contacts to be shared with the team.
Recommendations to others considering the product:
Sugar has lots of features to help track and manage your sales pipeline.
Good CRM - Self hosting on a Windows/SQL stack.
What do you like best about the product?
Sugar is highly customizable and the option to self host is not available by a lot of other providers. We are able to synchronize a lot of information from our ERP and other business software easily through direct access to the SQL database. With a cloud version, we would have to write code utilizing their API to synchronize everything. Building that out would have been a lot more costly for us.
From an Admin and user perspective, the software is very intuitive and easy to learn. While there's always room for improvement in any software, our users are very happy with how much easier it is to find the information they need.
From an Admin and user perspective, the software is very intuitive and easy to learn. While there's always room for improvement in any software, our users are very happy with how much easier it is to find the information they need.
What do you dislike about the product?
The support has been pretty good, but some of the improvements seem to come at a slower pace than I would like. For example, there are some structural issues with the authentication that causes a user to get logged out if they are using both mobile and desktop versions. There is supposed to be a fix for that coming, but it has been an ongoing issue for awhile. Fingerprint authentication for mobile is another example.
What problems is the product solving and how is that benefiting you?
It has made a very nice impact on our sales process. For the first time, we are able to easily see where in the sales process we are for any pursuit. Overall, it has greatly increased team selling and communication. Lastly, it gave us the base and framework to build out marketing automation that is driving much better awareness and sales than before.
Recommendations to others considering the product:
Take the time to really define your sales process first. I even recommend building it out slowly. You'll be amazed how much it will change once you start using it. So spending too much time upfront without users in the system ends up being a waste of time. We alpha tested it with a small group, then beta tested it for a month and finally launched it to the entire team. Over the course of the first 6 months we made more refinements. Lastly, I definitely recommend auditing the information going in. It takes time to get users on the same page with how to use the tool, but once they do, the benefits to them as a team are amazing.
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