Likelihood to Recommend Flexible Saved Searches: I love how we can save a very complex search created for future use so that we don't have to repeat it again and again. The cherry on the top is that you can even share this saved search with your other colleagues having the LinkedIn Sales Navigator license. Access to Decision Makers: With a single click, I can filter out decision-makers in any company. This is again a time saver in many ways. Alerts and Reminders: which can be set custom-based covering specific use cases. For example - if prospect A changes companies today, I can get an alert for it on my email (the only drawback being I need to manually save this prospect in a list first).
Read full review 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.
Read full review Pros Lists - Very intuitive, simple, way to create and track prospects for campaign purposes InMails - The ability to send direct messages to prospects via InMails can be a differentiator for some reps News Feed - Stay up to date on organizations you are targeting to send relevant messages that resonate Read full review 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 Read full review Cons LinkedIn Sales Navigator is very powerful, but not super well documented. The tool does not allow for the export of list names, which is disappointing for a tool at this price. LinkedIn's search is loosey goosey, you'll find that it includes names that just barely fit the criteria. Read full review 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. Read full review Likelihood to Renew This question is a no-brainer. The tool is the industry standard for anyone tied to sales and marketing. The name "LinkedIn Sales Navigator" is synonymous with streamlining relevant customer and account data in an easy to use format that is actionable and intelligent. The focus on continuous improvement and richer means of communicating with customers and prospects is evident each time new features are rolled out. The social component of the tool even includes a gamification component to ensure that peers remain relevant among each other, which is refreshing and enjoyable for those who engage the tool on a daily basis.
Read full review 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.
Read full review Usability It lets you pull people with specific titles in specific areas and with the criteria you choose--job changes, mutual connections based on schools, roles, and companies, etc. It is easy to upload these lists into other software or download and save them to a drive.
Read full review 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.
Read full review Reliability and Availability SugarCRM has never been down for us.
Read full review Performance No response time issues ever. Very productive due to its ease of use.
Read full review Support Rating The tool speaks for itself, but the support is definitely a significant portion of why we use the tool. The company cares about their customer's success and it shows. We do not have to wait for long periods of time for the support team to respond; they do so in a timely manner, and virtually always with relevant insights and solutions.
Read full review 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.
Read full review In-Person Training 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.
Read full review Online Training Only part of an implemementation as noted previously.
Read full review Implementation Rating I am unsure of the rollout, as I was not involved. I was an early adopter, and I have had a lot of success with the tool personally at multiple organizations, but I have no idea whether the implementation process encountered any errors. I can personally say that it works, and that I have not encountered significant issues with the tool since adoption, although a few issues like messages showing up as being unread even though they have been opened have been an on-again/off-again issues throughout the past few years. Overall, the company is doing a great job, and our implementation seems to have been effective.
Read full review 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.
Read full review Alternatives Considered linkedin has way better data cleanup and relevant contact information. It provides a great insight into how to target personally your prospects, and gives great engagement highlights.
ZoomInfo is sometimes outdated, the prospect has moved companies or is no longer employed there-- alot of filtering through the weeds can be hard if you are trying to hit high metrics and make your time valuable
Read full review 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.
Read full review Scalability Works from 2-300 Users in our experience.
Read full review Return on Investment Helped warm up a few leads that I was having trouble getting in touch with via phone and email Allowed me to better identify the key stakeholders at companies I was targeting Kept me up to date on what was happening with my prospects and their companies. Read full review 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 Read full review ScreenShots