An integrated solution, designed for small or medium-sized businesses, bringing together the productivity of Microsoft Office with advanced security capabilities to help
safeguard data from external threats and help protect against data leaks.
With Microsoft 365 Business Premium, users can empower employees to be productive
anywhere on any device. Get more done with AI built into the Office apps. Work
better together with a hub for teamwork bringing your tools and people together
in one place.…
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Sugar Sell (SugarCRM)
Score 7.8 out of 10
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Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is presented by the vendor as lean, fast and integratable with anything.
Sugar Sell replaces former editions of the SugarCRM product, including the SugarCRM Community Edition, the open source edition, which is discontinued.
$147
per month 3 users
Pricing
Microsoft 365 Business Premium
Sugar Sell (SugarCRM)
Editions & Modules
No answers on this topic
Essentials
$49
per month per user (3 user minimum, 5 user maximum)
Well-Suited Scenarios:Collaborative Work Environment:Scenario: Your organization relies heavily on collaboration, and you need a platform that integrates email, chat, document sharing, and online meetings seamlessly.Usage: Microsoft 365 Business Premium provides tools like Microsoft Teams, SharePoint, and OneDrive, fostering a collaborative work environment.Professional Communication:Scenario: Your business requires professional email communication with a custom domain, and you need advanced email security features.Usage: Microsoft 365 includes Exchange Online for business-class email, with features like anti-malware and anti-spam protection.Document Management and Sharing:Scenario: You have a need for centralized document storage, version control, and secure sharing within and outside the organization.Usage: OneDrive for Business and SharePoint allow for secure document storage, versioning, and controlled access to files.
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.
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
The only thing that is a bit cumbersome is that it doesn't seem that you can save files directly to programs like one drive if you aren't using a Microsoft program to generate the document. An example of this would be if I am working in a PDF in our PDF Program I have to first save it to my desktop and then drag it into one drive. I end up with duplicates and that can sometimes make it hard to remember which is the most up-to-date.
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.
The basic apps are straightforward and easy to use, especially since they have been around so long. I'm referring to the basic apps like Outlook, Excel, Word, PowerPoint, OneNote, etc. Other features such as Microsoft Teams and Sharepoint Sites, Sharepoint Lists, Sharepoint Groups, etc. all require a higher level of knowledge to both implement and use properly
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.
In the last 5 years, Microsoft has come a long way. The performance of the products has become more and more user-friendly and it seems that the feedback provided by the user community is being listened to and worked on. The processes are very fast and seamless. There are negligible errors and doesn't slow the systems down.
As mentioned elsewhere in the review, Microsoft has historically paid attention to community feedback and issues, but timeliness can improve, and so can the addressing of long-standing issues about which many users have said "I have this issue too!" but no official solution exists. For issues that do have a solution, however, the solution is usually not difficult to find, and the explanation of features on Microsoft's website can mitigate many problems.
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.
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.
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.
Before migrating to Microsoft 365 Business Premium, we possessed an in-house exchange server. Therefore, it was difficult for us to look at alternatives to Microsoft for a solution – we did look at the Google Suite of products, but the transition for us seemed less cumbersome to stay with Microsoft from a staff and administrative perspective. While the G Suite does offer us many outstanding products and services, we also didn’t feel that Gmail is up-to-par as a corporate solution the way Exchange/Outlook/OWA are – this alone was also a driving force for our end-users, as there was minimal transition for them to move from an on-premise solution to an off-premise solution. The additional features of SharePoint, Teams, Project, and so many other applications within Microsoft 365 also helped us make a strong case to stay with Microsoft and expand what we were using. The end-user and mobile protections of InTune have also put us at ease when issuing laptops and mobile phones to an almost fully-remote end-user base.
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.
Teams has streamlined our chats within each department so its easy to help out each other when problems or issues arise as well as having chat conversations in real time instead of the slower email option. This is especially handy when peopel are not working in the same space and cannot use a phone.
All of our major communications, are done through Outlook email keeping everyone on the same page of issues within our organization or updates coming out for example
Excel provides a simple system for creating our schedules, Tracking customer issues, project boards etc. having all these readily available minimizes time spent looking for information and grants more time for customer interaction and increasing service and sales.
