SugarCRM Goes Above and Beyond My Expectations to be a Productive Sales Professional
March 12, 2021

SugarCRM Goes Above and Beyond My Expectations to be a Productive Sales Professional

Perla V. Ordonez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Node.io by SugarCRM

It is used across the whole organization. I work in sales and I use SugarCRM to manage my pipeline, to prospect and for AR purposes as well.
  • 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
  • I feel like there are unnecessary steps needed when saving work, which makes it time consuming at times.
  • Being able to create my own dashboards to my liking has been a challenge and I have had to ask IT to assist with that.
  • The system has gone down many times on me, I am not sure if it due to updates, but it does disturb my productivity.
  • I know that SugarCRM has made a positive impact on my day to day work. Since we have made the change to SugarCRM (over a year ago) it has made life easier, more productive, and efficient.
  • Organization is key and this CRM has done this exceptionally for me.
I work in sales and the other programs I have used were suited for customer service. The ability to track my client in all stages of the sale is key. I quickly see the payment that has been run and payments that were declined for the day. Making it faster for me to call clients as with most sales job, time is important.

Do you think Node.io by SugarCRM delivers good value for the price?

Not sure

Are you happy with Node.io by SugarCRM's feature set?

Yes

Did Node.io by SugarCRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Node.io by SugarCRM go as expected?

I wasn't involved with the implementation phase

Would you buy Node.io by SugarCRM again?

Yes

SugarCRM is well suited to doing exactly what it is meant for, for managing my pipeline. It has a function that I have never had before that I believe that has helped me being successful within my role. I am easily able to use when the last time I had contact with a client/prospect. Every lead I have is important and this helps me ensure I am following up with all of my prospects.

Node.io by SugarCRM Feature Ratings

Advanced search
10
Identification of new leads
10
List quality
Not Rated
List upload/download
Not Rated
Ideal customer targeting
Not Rated
Load time/data access
8
Contact information
10
Company information
10
Industry information
Not Rated
Lead qualification process
10
Smart lists and recommendations
Not Rated
Salesforce integration
Not Rated
Company/business profiles
10
Alerts and reminders
10
Data hygiene
10
Automatic data refresh
Not Rated
Tags
Not Rated
Filters and segmentation
Not Rated
Sales email templates
Not Rated
Append emails to records
Not Rated