Tracking leads/sales in Excel still? See how SugarCRM helped my company
December 17, 2013
Tracking leads/sales in Excel still? See how SugarCRM helped my company
Score 6 out of 10
Vetted Review
Verified User
Software Version
Sugar Professional
Modules Used
- Accounts, Contacts, Leads, Opportunities, Campaigns
Overall Satisfaction
- Customization - Being an administrator, I was able to make small to large scale changes without knowing code.
- Inexpensive - SugarCRM is inexpensive and that is one of the reasons we chose it over Salesforce.com. Plus it was open source, so our developers could customize it as needed.
- User-friendly - I found SugarCRM very easy to use and when I didn't know how to do something, I could always go online and find the answer quickly.
- SugarCRM is better suited for SMB vs Enterprise, would be nice if they could scale it for Enterprise.
- Reporting: subpar reporting in general. But you can get plugins that help this out.
- Since we went from excel to SugarCRM, are biggest benefit was to be able to track a lead through the sales cycle and really see our ROI.