Likelihood to Recommend Oracle CRM is reliable and it fits well in a scenario where a company aims to grow their customer base and improve their relationship with their clients and ensure that all customer services are offered in an efficient manner. Oracle CRM is accessible from any device and this ensures easy usage of the platform and assure all staff to execute their various business processes.
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 Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards. It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt. Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise. 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 The ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system. The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited. Michelle Prand Director of Information Systems & Information Management
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 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 Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.
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 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 With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.
Michelle Prand Director of Information Systems & Information Management
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 MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.
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 This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation. 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