Likelihood to Recommend 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 The ability to Merge tickets is a good to have feature. Navigation is easy from one ticket to another ticket without having to go back to the list. Admin options should be more clear, internal menu navigation is complex and creates more confusion while arranging the sections and articles. Channel Management is good but Forum management can be brought in with more flexibility. More Apps integration or flexibility in APIs so that a newbie can also integrate the application into the software. A redundant software that brings in 360-degree communication of support/service concepts into practicality however if the option to compile texting with platforms like ringcentral, Twilio or Dialpad will be an awesome thing to share ticket updates with custom templates.
Read full review Pros 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 Reporting and Analytics Ease of Agent Training and Use Able to add multiple brands with related custom reports and dashboards Adding a new brand and basic help center is easy to do without the need of an expert or web team Ability of agents and supervisors to see customer history across multiple channels Read full review Cons 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 I think the Graphical User Interface could use a facelift. It not the most aesthetically pleasing platform in my experience. Particular things like where the default is when you click on each and every dropdown menu. The macro integration could be a little more simplified. 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 Zendesk is super easy to use and navigate. I really enjoy the sleek layout, the ability to tailor tickets, the macro option, and the quick key guide they have to make your use of time even more effective. My whole team loves working with Zendesk and rarely ever has problems.
Read full review Usability 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 As an agent it's very simple to use. As an admin it's also easy to use, but sometimes lacks some functionality that would be nice to have such as expanded native 2 way sync functionality for many major apps that are commonly used today like
HubSpot and Salesforce. The ability to add followers to tickets to they get updates and are in the know without the customer seeing this agent cc'd is a nice touch. This ensures additional visibility and easily following the communication without having to appear as a CC to the customer, who could accidentally remove that person in a response, thus breaking the visibility
Read full review Reliability and Availability SugarCRM has never been down for us.
Read full review In the past year, I'd say I have only noticed maybe two hours total of downtime in my own usage. Very minimal.
Read full review Performance No response time issues ever. Very productive due to its ease of use.
Read full review There has been minor performance degradation on a very few days out of the two years I have been using the product.
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 Every time I contacted them they were not only very responsive and knowledgable, but always seemed to have a positive upbeat attitude. It probably helps that we did not have significant service outages or sev 1 level issues, but even my lower severity issues were quickly answered. And the positive and upbeat attitude really made things feel comfortable.
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 Zendesk has tons of available material for training - videos, webinars, articles, etc. The only reason this is not a 10 is because it can be hard to figure out how to navigate to these things and find what you are looking for.
Read full review Implementation Rating 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 I was very satisfied. They have a free trial for 30 days and I recommend you do that and use it. It is very easy to get started with the basics and the build on over time. The only thing technically complex was single sign-on and integration to Salesforce.com required some tweaks – otherwise setting up system was very easy
Read full review Alternatives Considered 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 Although a bit pricey, it does the job well. We are happy with the results it provides; our team is also quite satisfied on how easy it is to use, login and start working. Compared to the other two we have tried, Zendesk takes the cake. It makes Customer Management much easier, more efficient, and more effective.
Read full review Scalability Works from 2-300 Users in our experience.
Read full review Return on Investment 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 The positives weigh more than the negatives here, as it gives us a one-stop portal where we can tend to customer needs using one web app It has also helped us identify areas of improvement based on the reporting feature The value it provides outweighs any missing or lacking features that I'm sure will be available in the future Read full review ScreenShots Zendesk Suite Screenshots