Item: Sugar Serve
Rating: 9
Author: Brandon R Hudson

Use Cases and Deployment Scope

A Serve CRM-type, it can be operated free of charge and locally. Since the database structure and display can be freely customized, it is possible to create an original system of database according to our own internal business. On the other hand, I think it is an important option for companies that cannot adopt cloud services.

Pros and Cons

Since the functions and specifications are simple, Sugar Serve can be used for general purposes in different types of enterprises.
It offers a high degree of flexibility and is easy to use across a wide range of industries and business domains.
It is easy to organize, very flexible, and adaptable.

The interface that works with other systems is not ready, it lacks extensibility by default.
It necessitates the presence of a responsible someone with some programming skills.
The problem is especially noticeable with custom objects. Elements that should be removed remain, or an error occurs, making it a bit useless.

Return on Investment

The contents managed by Excel are migrated so that employees can consult and update them at any time from the browser.
It is simple and versatile, so it can be used both by the work team and in all departments involved in the system, simplifying the management of processes, and collaboration and documentation
It allows us to check visually and comprehensively, the status of the company and each of its members in an easy-to-understand way. Which facilitates decision-making and help desk CRM integration

Alternatives Considered

Salesforce Service Cloud

At the enterprise level it has facilitated our decision-making, as it allows us to visually capture the big picture and eliminates complicated management requirements. Sugar Serve ensures organizational integrity by allowing us to present it across multiple departments and work together, sharing information accurately. The advantage of being able to customize and improve each time depending on the application allows us to carry out specifications in some departments.

Key Insights

Do you think Sugar Serve delivers good value for the price?

Yes

Are you happy with Sugar Serve's feature set?

Yes

Did Sugar Serve live up to sales and marketing promises?

Yes

Did implementation of Sugar Serve go as expected?

Yes

Would you buy Sugar Serve again?

Yes

Other Software Used

Salesforce Experience Cloud, Veeam Backup for Azure, Azure Backup

Likelihood to Recommend

The idea of Sugar Serve, is similar to SugarCRM, so I feel more comfortable implementing it, thanks to having used SugarCRM in the past. It allows us to change and adapt the design to be able to use it according to the needs of my department and according to the goals of our company. It is a great help to have the customization that Sugar Serve offers us. If we want to connect to an external service, we just contact our IT staff to develop a module that connects internally via API.

Compact and flexible tool of great utility in our business management

Overall Satisfaction with Sugar Serve