Sugar CRM Review
August 17, 2016
Sugar CRM Review
Score 4 out of 10
Vetted Review
Verified User
Software Version
Sugar Enterprise
Overall Satisfaction with SugarCRM
The marketing and sales department used it for the tracking of vendor contacts, partnerships, trade show contacts and lead vendors. We also used it to track project management for different sales and marketing initiatives. In the system, emails were tracked against contacts. New opportunities for projects and trade shows were also managed. For all of these different functions, we had simple workflow actions that made notifications for certain business events and triggers. We also used the system for sales and marketing reporting on ROI and forecasting for sales.
- Open source code which allows your developers to customize it however needed. It also did pretty well integrating with other products.
- The Sugar CRM community is pretty vast and the user community is very engaged so you can find great resources and answers to questions and problems.
- Our team really liked the custom reports we were able to create inside the application. They were visually appealing, user friendly and worked very well for our business unit's needs (forecasting, ROI, campaigning etc).
- Official documentation is not a strong point for this application. I wish there was more reference material to guide people new to the system from an admin and developer side.
- There are fewer bells and whistles to the application than other CRMs.
- Since it is open source, you don't have any sort of support plan options like other bigger applications like Salesforce.com or Oracle etc.
- Made the marketing team more cohesive using one system versus spreadsheets that aren't being used in real time.
- Added new reporting capabilities to sales teams.
- Spent a lot of ramp time learning the framework to be able to use it, customize it and train others.
Salesforce Analytics Cloud was much more than we needed for reporting so it didn't make sense to pay the cost for SFDC just for that feature. Callidus Cloud Marketing Automation was very marketing centric and didn't fit our business process as well; would have required more customization than SugarCRM.