Partner's view of SugarCRM
September 29, 2015

Partner's view of SugarCRM

Jeff Bickart | TrustRadius Reviewer
Score 9 out of 10
Vetted Review

Software Version

Sugar Enterprise

Modules Used

  • Accounts
  • Contacts
  • Leads

Overall Satisfaction with SugarCRM

Our entire organization uses SugarCRM. We utilize Marketing Automation, Leads, Opportunities, Contracts, Quotes, Projects. It provides us with the ability to have single tool to view all information as it pertains to each touch point we have with our current and prospective customers.
  • Account Managment
  • Integration with many 3rd party tools such as Marketo and Act-On
  • Choice of deployment; On-premise or On-Demand
  • Documentation is functional but it is not great
  • Updates to the product are not earth shattering
  • Better customer service
  • Better project managment
  • Faster lead conversion
I work for a SugarCRM partner and compete against Salesforce, MS Dynamics. We chose to become a SugarCRM partner because of the open nature of their software stack. Nothing is hidden from users or partners. We have full access to the source-code and can make any time of modification that we see fit to meet our business needs.
Will you be using a partner to help with configuration and customization of the product? Will you be using your own in house staff to provide your services? Will you be integrating with 3rd party systems or your own in house systems?

Sugar Sell (SugarCRM) Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
8
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
8
Call center management
Not Rated
Help desk management
8
Lead management
9
Email marketing
8
Task management
8
Billing and invoicing management
Not Rated
Reporting
6
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
10
Custom objects
10
Scripting environment
8
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
10

Integrating SugarCRM

Sugar can be integrated with anything that has an API.
  • Marketo
  • HubSpot
  • Fitbit
Bi-directional synchronization between Sugar and Marketo/HubSpot
Sleep and Step synchronization between Fitbit and Sugar
  • File import/export
  • API (e.g. SOAP or REST)
  • Javascript widgets
  • ETL tools
  • AppExchange or similar marketplace
SugarOutfitters