SugarCRM - great product
December 13, 2018

SugarCRM - great product

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Sugar Professional

Overall Satisfaction with SugarCRM

We use SugarCRM as a central platform for all teams which allows us to be more efficient internally and externally. We use this CRM to house internal information and build reports on my team's sales funnel in terms of prospects and warm leads to closed accounts. We have various sales teams globally so its helped us scale while streamlining reporting and communication among the teams. It also helps ensure all teams are maintaining their client pipeline with a intelligence behind it which is helpful for management.

Pros

  • Very easy to set up and configure reports among teams. Very customizable and allows me to build reports that illustrate how the team is performing.
  • Exporting granular reports into excel for in depth analysis and actionable measures.
  • Ability to mass upload lots of information and leads. Important for our team to import lots of information on prospecting clients.

Cons

  • UI is sufficient but seems a bit outdated compared to SFDC.
  • Inability to login to multiple devices computers.
  • The email marketing tool is decent but far from the best, overall other solutions that have better marketing platforms.
  • Overall seems to be more expensive than other subscription based CRMs.
  • Has positively impact our sales team to make more efficient and accountability among sales teams. Also allows for high level aggregated reporting
  • Has been impactful for all teams, not only sales to track individual activity on a daily, weekly, monthly and quarterly basis
Overall I'd say SugarCRM is a great product. It has some issues here and there with some of the reporting and not having all reporting metrics I'd like but overall its a good product compared to some of the other ones I've used. I would like some of their UI and features to be updated though similar to SFDC. It would be nice to also add some additional visualizations for the reporting as this is often helpful for my team and exec team to review overall progress, growth and trends.

The flexibility is great on all user levels, there is also mobile and desktop access which is great since I travel alot and work from my phone often.

I would suggest this product.
When our company got acquired in early 2018 we had various sales teams located globally. Some of the teams did not use a CRM. With SugarCRM we were able to streamline all reporting, communication and accountability among the teams. The CRM has helped us ensure the teams are not targeting the same clients and doing double work. Additionally since teams are in various timezones the activity tracking is extremely helpful to give a snapshot of the latest status with the account and how close we are to the sale. Without this CRM we would be extremely messy and on different pages with each sales team.

Sugar Sell (SugarCRM) Feature Ratings

7.2
Customer data management / contact management
8
Workflow management
7
Territory management
7
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
7
Quote & order management
7
Interaction tracking
7
Channel / partner relationship management
8
7.7
Case management
8
Call center management
8
Help desk management
7
7.5
Lead management
8
Email marketing
7
6.7
Task management
8
Billing and invoicing management
6
Reporting
6
8.7
Forecasting
9
Pipeline visualization
8
Customizable reports
9
8.0
Custom fields
8
Custom objects
7
Scripting environment
9
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
8.5
Social data
8
Social engagement
9
7.5
Marketing automation
7
Compensation management
8
8.0
Mobile access
8

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