SalesIntel vs. Sugar Sell (SugarCRM)

SalesIntel is well suited for those times when you have not been able to reach the DM through the normal channels. SI will often include personal email addresses as well as direct line or mobile phone numbers. The platform also provides information and other pertinent press releases and updates. Such as, new funding, potential mergers, and other relevant company announcements

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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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• I like the ability to be very granular in my search for information to expand my pipeline.
• The platform is easy to use and exporting lists is by far one of the best features for how I currently use it.
• It integrates well with several CRM platform and there are some options for exporting and downloading lists.

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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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• I have found contact information that was inaccurate. Since the information is human verified, there should be some type of on-going audit to catch those.
• It would be nice to have some type of rating system along with the human verified options for the information. Perhaps a 5 star rating that aligns with how recent the info has been verified.
• it would be nice to have the option to upload my current CRM list for SalesIntel to verify my list is accurate.

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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.

It is fairly intuitive, and the salespeople found it to be effective and did not need much training or support to use it.

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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.

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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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SalesIntel was comparable and a good overall value when compared to competitors. It was not overly complex and the data, although not perfect, was on par with more expensive services.

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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.

• The ROI is impacted by the intangibles of using the platform. As our team goes through the learning curve, we establish better collaboration skills and celebrate the 'aha' moments. SalesIntel is feature rich and we've just scratched the surface.
• One of the coolest added features is the ability to request information on demand. Once I've established a company qualifies for what we offer, even if I cannot locate human verified contact information for DM's, I can request info for the specific titles that I need to speak with about our solution.

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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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info