Invoca vs. Sugar Sell (SugarCRM)

Management of campaigns is easy with it. It is a great tool if someone [wants to know] which of his campaigns is doing well and getting the most calls. It is quite favorable for all kinds of marketing campaigns and tracking calls is also convenient with Invoca. We are having a wonderful experience of call tracking with Invoca and its functioning and efficiency are beyond our expectations.

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Sugar CRM is a good tool, but it's complex to customize. It often requires expensive 3rd partners to implement more complex scenarios that SugarCRM struggles to support; coming back with explanations was usually time-consuming and unsupported. The back end is overly complex in terms of what it needs to be, with many redundant database tables and columns.

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• From an accounting perspective, Invoca makes it easy for us to determine where our call revenue is coming from and what call type generated the paid call.
• Their dashboard is very user-friendly. I like how you can see everything from the top level and see total call volume, commission paid, and conversion rate. But you can easily drill down into each campaign level too.
• Lastly, you can easily create call campaigns and create individual phone numbers. I especially like how we're able to create a ring pool that allows us to track exactly where the call is coming from, and it's not difficult to setup.

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• 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

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• Learning Invoca can be a bit of a challenge, as many items are hidden in various views.
• It does lack the ability to speak with 3rd party software with Zapier
• In certain ways, too much functionality for basic campaign setup.
• They do not try to take a business development role with their users to help them grow their business.

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• 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.

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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.

Invoca's client success team is great to work with, which is a nice value proposition for their business (many SaaS providers struggle with this). Their support team is very talented and fully capable of addressing the vast majority of questions that they receive. I haven't encountered any negative experiences when requesting assistance.

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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.

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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.

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Invoca is very user-friendly. It was easy to learn how to navigate and has a very user-friendly interface. It's hard to compare it against SaaS solutions like Five9 because their functions are different. Originally we selected Invoca because we were unaware of any SaaS solutions that accommodated all types of campaigns. We've found that now in LeadsPedia, but have still found that many partners prefer going through Invoca, so we still use it. It's an excellent platform for partners to access.

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SugarCRM is a lot better in many ways then LogicsCRM which I started using when I started as a sales rep at Community Tax. Yet there is still room for a lot of improvements to accommodate a steady workflow. They integration of old CRM files seems to have worked great from Logics to Sugar.

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Works from 2-300 Users in our experience.

• It is really useful to set a price you will pay for inbound calls, and let Invoca manage that tracking system.
• We were able to run campaigns that could not have run otherwise because we had the call tracking for those calls.

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• 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

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