Queen of the Details
February 12, 2016

Queen of the Details

Marissa Schuchat | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with SugarCRM

SugarCRM is being used to track and note web service Requests. My use was specifically in that capacity, though the software is used throughout the organization. We needed a way to be able to monitor the workload of incoming requests, as well as a way to communicate actions taken on each request.
  • SugarCRM includes a number of fields for details, so the requests are complete in their level of detail.
  • SugarCRM has a number of dropdowns that exactly capture the description of the service.
  • SugarCRM integrates with email, so users get an email update whenever a status is changed.
  • Initially you discover that using the Back button is futile, and you have to navigate via the breadcrumbs in the page hierarchy. Having Back button capability would be great.
  • The use of SugarCRM has led to better customer service as employees are able to know the status of their project proposal. They can clearly see what stage of completion their project is at (date-specific).
  • Increased employee efficiency as multiple people are not working on the same request. Employees can clearly see if a request is being serviced and able to pick up the next request in the queue.
I have used BMC FootPrints for similar internal IT service tracking and I found updates to be slow. The home page/user interface was not as easy to grasp as SugarCRM's was. SugarCRM was already implemented in my previous organization when I arrived, and I was able to grasp its interface pretty quickly and easily. The fields are very descriptive and the dropdowns usually provide the answer I am looking for.
SugarCRM is functional for back-end/in-house IT services tracking. The software was used to track inventory as well as web services rendered, and a large amount of data. I can see SugarCRM being used in a sales or fundraising capacity as status indicators are really clear as well are the emails that come along with any status changes.

Sugar Sell (SugarCRM) Feature Ratings

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