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Tuesdays for Techies
What do you like best about the product?
I the PDP section best to see my sales pipelines and what accounts are up for renewal as well what clients I have on trial.
What do you dislike about the product?
I dislike that you are not able to delete duplicate accounts
What problems is the product solving and how is that benefiting you?
The business problem I am solving is trying to figure out how much profit is in my sales pipeline. The ability to see how much business I've booked per quarter and YTD.
Recommendations to others considering the product:
It's an easy to use platform that really showcases your current accounts, contacts, and book of business in a simplified format.
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SugarCRM - a stable platform
What do you like best about the product?
You can customize any module, giving you the ability to make the data show any way you want it to.
What do you dislike about the product?
Would like to be able to turn off the HTML rewrite on the email templates so I can use styles that won't get stripped out of the code. And also to use emoticons in the subject field.
What problems is the product solving and how is that benefiting you?
Sales Team cohesion and customer tracking is awesome.
Recommendations to others considering the product:
Very customizable. Easy to use.
Sugar Admin - Love the Flexibility!
What do you like best about the product?
The ability to customize this software to meet our various departmental requirements is amazing! I have worked with other CRM software in the past and have found Sugar to be the best yet. Also, the documentation and support available online have been so useful in troubleshooting any minor issues.
What do you dislike about the product?
There are some "glitches" in the search function.. I'm sure that I can review the documentation to find a solution, but for the time being we are finding that too many results appear when searching and it is difficult to narrow down without going into each module.
What problems is the product solving and how is that benefiting you?
Visibility across lines of business was poor prior to Sugar implementation. With this software we are able to view which services each account is currently using and therefore identify any opportunities to cross-sell. We have also been able to streamline lead generation and qualification; resulting in more contracts being created.
Recommendations to others considering the product:
Take the time to read through the available documentation, and also participate in as many webinars as possible. The website has a directory of previous "hot topics" videos that can help you explore different functions and possibilities.
Inside Sales Manager
What do you like best about the product?
Relatively easy to learn and implement, we had been on Salesforce previously, our reps find SugarCRM much simpler.
What do you dislike about the product?
Not as flexible as our last CRM solution, I did not like going through a 3rd party for the sale and subsequent service. If I had my preference I would rather work directly with the manufacturer.
What problems is the product solving and how is that benefiting you?
Just basic sales tracking & review. Due to the increased ease of use upper management are getting a better snapshot of our pipeline, open opportunities, etc.
Recommendations to others considering the product:
Nice product, easy to get up and running and fairly simple for less than tech savvy sales reps.
SugarCRM Review
What do you like best about the product?
The flexibility to deploy on-site or in the cloud is very powerful, especially for businesses who have strict security requirements. Once trained, it is very easy to configure and customize the tool. The intelligence panel gives us flexibility to show many business specific visual tools to our clients. The new customer journey plugin is proving to be very valuable to some companies.
What do you dislike about the product?
Reporting is behind the times and the reporting engine could be easier to use. There are no business intelligence tools to keep up with market trends. There are no "out of the box" configuration solutions for specific vertical types (like a call center, or a logistics company etc.) that would easily solve vertical specific problems for companies who dont have a CRM today. It could be easier to consume data out f the box.
What problems is the product solving and how is that benefiting you?
Business process mapping and automation is being handled in our internal CRM, and it does so well. We measure sales and opeprations metrics and are able to get a company-wide view of our company
Sugar CRM Revie
What do you like best about the product?
flexibility of the application has allowed us to tailor the product to meet our needs
What do you dislike about the product?
can't always move fields to the exact positons you would like. Some of the custom reporting features are difficult to interpret
What problems is the product solving and how is that benefiting you?
Account management.... Our field team has started to realize there are aspects of our customer's business that are important to understand in order to succeed. Some of those aspects were not so well defined. Having/Building a scalable process will improve our account management .
Sugar suits all of our needs beautifully
What do you like best about the product?
That we can tailor it to our exact needs- we are in a niche market and we've completely re-done the tabs to do what we need them to do.
What do you dislike about the product?
There are really no aspects of the interface that we dislike.
What problems is the product solving and how is that benefiting you?
We operate from sugar exclusively- our entire workflow is structured around it. We plan and implement funeral services from Sugar and it works far more effectively than funeral-specific software that exists.
Recommendations to others considering the product:
get it! Use it!
Sugar CRM
What do you like best about the product?
User friendly! Easy to learn for administrators
What do you dislike about the product?
The mobile app does not have all of the sames features as the online version
What problems is the product solving and how is that benefiting you?
Streamlining processes for internal and external team.
Database with all of the company's accounts.
Web to Lead Forms for our website.
Database with all of the company's accounts.
Web to Lead Forms for our website.
Great for larger companies
What do you like best about the product?
Sugar crm is very customizable. Depending on your needs the reps can implement any number of back end tie ins for you.
What do you dislike about the product?
The starting cost and user cost is very high. The company I was with had about 55 employees at the time and the implementation was well into five figures. Not including the per user monthly fees.
What problems is the product solving and how is that benefiting you?
Sugar crm was able to help out the warehouse with order fulfillment. They were able to help out the qc department with reporting common issues in all skus sold. The sales team was able to set reminders and qualify any leads that came in via phone or email. And as the sales manager I was able to delegate and keep track of sales all through sugar crm!
Recommendations to others considering the product:
Loved it, but it came at a huge cost.
Good product if you like to roll your sleeves up
What do you like best about the product?
Very customizable product through both PHP and JavaScript additions.
What do you dislike about the product?
Really lacking in "easy to get going" integrations
What problems is the product solving and how is that benefiting you?
Sales and account management, has helped us manage pipeline well.
Recommendations to others considering the product:
Only look at if you need a heavily customized product.
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