Customizable and Flexible CRM
- Customize screen layout
- Customize fields
- Search functionality
- Recording data
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…
This is the technique of using software to automate certain sales-related tasks.
The software acts as a single source for all customer data and enables users to access that data efficiently.
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Users can defines salesperson territories based on customer or market characteristics.
Users can track deals and create quotes.
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Users can create, process and fulfill price quotations and sales transactions.
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
This component of CRM software automates help desk, call center and field service management.
This includes incident/ticket creation, routing, escalation, and resolution.
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
This includes lead generation, scoring, qualification, routing, and nurturing.
This involves the ability to send mass email to groups of people based on particular qualifications.
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
This includes the ability to plan, track, collaborate and report on tasks.
This includes automated invoice creation and billing.
Software provides a broad range of standard and the ability to build custom reports.
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
The software helps users accurately forecast sales based on volume and conversion metrics.
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Users can create reports and dashboards unique to their needs.
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
Users can create custom fields to store additional information on standard and custom objects.
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
This component of CRM software helps companies leverage social media in engaging with customers.
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
The software can facilitate and track engagement with customers via social channels.
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Windows, Linux, Mac |
Mobile Application | No |
SugarCRM is a versatile tool that is widely used across organizations for managing customer relationships, sales opportunities, and tracking marketing campaigns. Users appreciate its flexibility and cost-effectiveness compared to competitors like Salesforce and Microsoft Dynamics. With SugarCRM, users can efficiently manage prospects, sales stages, and customer interactions by providing a central source of information. The software offers features like in-line editing that minimize clicks, making it easy to use and navigate. The Sugar Mobile app provides flexibility for users in both desk and field settings, allowing them to track interactions with clients and improve follow-up efforts. Overall, SugarCRM proves to be an invaluable asset for sales teams, helping them manage leads, track the entire sales process, and increase win ratios.
Additionally, the software is utilized for CRM purposes, client follow-up, managing client issues, tracking applications, determining eligibility, managing payments in publicly funded preschool programs, relationship management, accounting, and much more. It also maximizes sales and marketing efforts by providing a centralized platform for managing contacts, leads, and sales opportunities. With automation capabilities, analytics tools, and efficient workflow management features, SugarCRM proves to be suitable for most businesses. It aids in generating and monitoring tasks while offering personalized support. By using SugarCRM, businesses can identify products of interest to customers and enable more specific advertising. Furthermore, the software provides a single tool to view all information related to current and prospective customers.
Sales departments find SugarCRM particularly helpful as it simplifies sales management by allowing users to make notes and track contact with prospects. With this tool in place, businesses can avoid multiple sales representatives working on the same account. Users have also implemented SugarCRM for marketing automation purposes such as monitoring customer journeys and creating quotes. Moreover, consulting companies benefit from SugarCRM's ability to consolidate client information, track vendor contacts, manage projects efficiently while keeping track of sales and marketing initiatives. For larger departments handling various clients or accounts managers experiencing high turnover, SugarCRM helps stay in touch with customers, mitigates turnover, and avoids re-explaining client discussions to new account managers. The software is also widely used to track leads and customers across the whole organization, providing a central repository for all customer data. It serves as an excellent tool for sales teams to track leads, convert them into accounts, clients, and ultimately track income from projects. Additionally, SugarCRM solves the problem of lack of accounting for certain types of work. Some businesses even prefer SugarCRM as a lightweight alternative to Salesforce CRM for tracking and managing leads and customer accounts. It fills in the gaps of Salesforce CRM and provides a reliable source of truth for other software companies. Overall, SugarCRM has proven to be a valuable tool for businesses of all sizes and industries, offering a wide range of use cases to effectively manage customer relationships, sales processes, marketing campaigns, and more. Its user-friendly interface, flexibility, customization options, and cost-effectiveness make it a popular choice among users. Whether it's tracking leads and prospects, managing customer interactions, automating sales and marketing processes, or providing a centralized platform for data management, SugarCRM has proven to be a versatile solution that helps businesses streamline their operations and maximize their revenue potential.
Customization Capabilities: Many users have praised SugarCRM for its customization capabilities, stating that it allows them to tailor the software to their specific needs and workflows. This has been particularly beneficial in streamlining operations and incorporating larger initiatives, making their companies more efficient.
Intuitive User Interface: Reviewers have consistently highlighted the intuitive user interface of SugarCRM, noting that it is user-friendly and has a nice layout. The easy navigation and clear organization of information make it simple for users to find what they need quickly and efficiently.
Reporting Capabilities: Several users have commended SugarCRM's reporting capabilities, considering them to be much better than their previous solutions. They appreciate the ease of use and intuitiveness of generating reports, allowing them to access valuable insights about their sales activities and performance.
Reporting Capability: Users have consistently mentioned that the reporting capability of SugarCRM is lacking and in need of improvement. Many users have expressed frustration with the limited capabilities for more complex reporting, stating that while it may be adequate for basic reports, it falls short when it comes to advanced functionalities.
System Downtime: Numerous users have experienced frequent system downtime, which has negatively impacted their productivity. This issue has been mentioned by a significant number of reviewers and highlights the reliability concerns associated with using SugarCRM.
Support Responsiveness: Users have repeatedly stated that support from SugarCRM is unresponsive unless there is a complete system outage or impairment. While initial response times may be satisfactory, many users have complained about delays in receiving solutions to their issues, especially when further explanation is required.