Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey. Sugar Sell replaces former editions of the SugarCRM product, including the SugarCRM Community Edition, the open source edition, which is discontinued.
$19
per month per user (3 users minimum, billed annually)
Xactly
Score8.6 out of 10
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The Xactly Intelligent Revenue Platform unifies the full revenue lifecycle into a single system of action to orchestrate and optimize revenue outcomes. Powered by 21+ years of data, the platform’s AI automates workflows and connects data across an existing ecosystem.
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Pricing
Sugar Sell (SugarCRM)
Xactly
Editions & Modules
Essentials
$19
per month (billed annually) per user (3 user minimum, 9 user maximum)
Standard
$59
per month (billed annually) per user (10 User Minimum)
Advanced
$85
per month (billed annually) per user (10 user minimum)
Premier
$135
per month (billed annually) per user (10 user minimum)
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.
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
The software is well-suited when it comes to tracking and monitoring your commission estimates. It's an easy, user-friendly way to understand what sales went through, and what sales disappeared. I think it could also be improved by showing what changed. So if I log in one day and I have a sale and the next day that's gone. I think an updated running log on what changed is important, even what's been added, like if I log in, show me like plus, you know, 5,000 in sales or something like that.
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
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
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
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. TR verified that a representative sample of customers was invited. More Info
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
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. TR verified that a representative sample of customers was invited. More Info
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.
We have been using Xactly as a primary application to calculate the commissions payout on a daily basis and would continue the same as Xactly Incent meets our requirement. It keeps the process automated and reduces the manual effort to calculate commissions.
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. TR verified that a representative sample of customers was invited. More Info
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.
From an admin perspective, the software's usability is high. The different components are organized in a way that is easy to figure out, for example, all elements of a plan are under the Plan Design section. There are some areas where searching within the system is a bit cumbersome because after clicking into a result and back out it clears your filter. I found the software easy to navigate when I first started and the amount of documentation and helpful videos they have on the community and within the University make the system even easier to learn.
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. TR verified that a representative sample of customers was invited. More Info
In general the system is nearly always available. But the daily achievement calculation takes a hugh amount of time. therefore it was in the past month sometimes only from midday onwards completely updated and usable for Sales employees. Xactly support was and still is working hard to get it available early mornings. Availablility time has increased a lot. It's now down to around 10 am in the moring
Xactly Incent performs extremely well. I have not experienced it "slowing down" when usage is heavy. This is particularly true when it comes to the regular recalculation of credits and commissions. It is not uncommon for Xactly to be dealing with hundreds of thousands of orders/credits in a pay period, but the system handles it well. Xactly recently changed their calculation engine and the speed for regular refreshes increased significantly.
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. TR verified that a representative sample of customers was invited. More Info
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.
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
They take the time to understand the system. They keep us updated on the status of our cases. Finally, their continued follow up ensuring the initial issue was resolved is very nice. They will not close the case out until they have confirmed that our issue has been completely resolved and fixed.
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. TR verified that a representative sample of customers was invited. More Info
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.
Awesome product, easy to use during daily activities. Reporting and user experience are very well organised. The sales team also likes this tool for reviewing their commissions at any time, which provides real-time updates. For new hires or mid-hires, the commission calculation is working very efficiently. Every sales-side organisation must have this tool.Awesome product, easy to use during daily activities. Reporting and user experience are very well organised. The sales team also likes this tool for reviewing their commissions at any time, which provides real-time updates. For new hires or mid-hires, the commission calculation is working very efficiently. Every sales-side organisation must have this tool.
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
Xactly offers training on new releases on a monthly basis and training on basic principles regularly via registration. My experience with both is that they do not provide the in-depth knowledge necessary to truly master the system and advanced courses still do not go to the level needed to autonomously manage the system and plans. Professional services are a large part of any cloud based service such as Xactly and I feel a reliance on such paid consulting services is a great money-maker for Xactly.
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.
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
Go into implementation knowing how you will handle churn, if there are claw backs, treatment for every type of commission payment (i.e. new business, renewals, etc.) and know your average customer life. You'll also want details by customer for as far back as you can go (within reason).
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
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.
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
Ignoring the contractual issues that we had, Optymyze is very different from Xactly Incent. I would say that both offer high degrees of flexibility, but Xactly requires greater technical knowledge to customize. Optymyze allows administrators to manipulate data in a way similar to Domo or Tableau, allowing someone who is less technical to customize it. Xactly's connect module, on the other hand, requires strong knowledge of SQL to be able to manipulate data. I've been looking to take the training for Connect, so I can't comment on the limitations or flexibility beyond that.
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
It's very flexible. In most cases it can be adapted to your needs by programming which may cost extra money. We have a lot of different complans and close to 1.000 employees using Xactly in EMEA. It's mainly used by Sales and Finance
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
I am not aware of the company investment, but the overall result is fantastic. Employees visibility to commissions and components of their commissions is great. They have much more accessibility to their numbers and better understanding of how commissions are calculated. They can also review commissions at their convince on the application.
There seems to be more employee engagement and satisfaction with the overall commission process and reporting with Xactly Incent.
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
