Blueshift vs. Sugar Sell (SugarCRM)

I think Blueshift is well suited as a CRM. It does a great job handling the customer information that you need, placing it, and displaying it in one concise place. They could do better in regards to being forthcoming with information. Documentation is weak, and depending on who you speak with on the support team, they may have different answers to the problem you're having. In my experience, there are a lot of inconsistencies in how they think about reporting, that someone who's been in marketing for the past 10-years, has to relearn and rethink how we share data for KPIs.

Incentivized

The way Community Tax uses Sugar from a users point of view is, it can house a lot of information for either a company or individual with the option of adding additional sub cases . The down side is there are licenses issued per user and 1 per user is not enough because most of the time we are multitasking. Therefore a program/software would be more suitable instead of using a URL.

Incentivized

• Customer Segments + Recommendations Tool - Blueshift and has helped with automating and personalizing our retargeting efforts. The true value of Blueshift was realized when we could launch triggered marketing campaigns targeted to specific segments based on a user's behavior onsite, and deliver relevant personalized content using the AI-based Recommendations tool.
• Integration with Segment and other apps
• Retargeting with dynamic content pulled from data feeds / catalogs

Incentivized

• Great way to keep myself organized. I do not miss appointments with clients since within the system I can input my appointment time and also send out a reminder to my clients.
• It has a nice layout [that] does not seem to be cluttered. I find it to be very user friendly.
• It has customizable dashboards which I find beneficial

Incentivized

• Campaign management features like drag and drop, copying elements - general ease of use improvements to the UX
• Ability to move customers easily from one campaign to another with one click

Incentivized

• The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
• General layout could be improved by the addition of modern templates to customize the standard look and feel
• Support communities could be further improved with the addition of videos on how to do specific configuration, modules.

Incentivized

We're not in the mood to start this process over at this time. A lot of hard work went into it.

Incentivized

Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.

There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.

SugarCRM has never been down for us.

No response time issues ever. Very productive due to its ease of use.

The support overall at least for us has been phenomenal. Anytime that the system has any Issues at all IT gets in contact from someone from support to get the system back up and running. Have never gone more than 30 minutes with the system not working. So overall I will be definetely recommending this system in any other company that I may work for in the future.

Incentivized

We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.

Only part of an implemementation as noted previously.

Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.

Incentivized

Customer has a better UX/UI but Blueshift's capabilities are far stronger. The price is also more interesting considering what it does. Blueshift doesn't have certain integrations that are useful for startups (like Slack) but it's something that they should be having soon. Social media interconnection is also a step in the right direction that Customer hasn't moved toward

Incentivized

Sugar Sell is the only product we found that met the needs of everyone involved in the evaluation process. It can be customized to accomplish just about anything you need, and trust me....we pushed the limits on that. It is a product that our users actually enjoy using which in itself contributes to productivity. We used other CRM tools in the past, and the discontent from our users resulted in consistently declining use and ultimately dropping those products.

Incentivized

Works from 2-300 Users in our experience.

• Blueshift has had a tremendous impact on our email marketing KPIs. The AI-based approach and Recommendations tool has led to increased engagement.

Incentivized

• Overall seems to be more expensive than other subscription based CRMs.
• Has positively impact our sales team to make more efficient and accountability among sales teams. Also allows for high level aggregated reporting
• Has been impactful for all teams, not only sales to track individual activity on a daily, weekly, monthly and quarterly basis

Incentivized