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Great CRM
What do you like best about the product?
It's easy to use, and has a ton of reporting customization. I can create custom reports and save the templates to run again later. It also has an Outlook plug-in for archiving.
What do you dislike about the product?
The Outlook plug-in sometimes gets hung on archiving and leaves a notification on my desktop endlessly.
What problems is the product solving and how is that benefiting you?
Task generation and follow up. Documentation has become easier because every user and place info into one centralized place and log contact with buyers.
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Basic CRM
What do you like best about the product?
It's a relatively simple and straight-forward procedure to enter new leads/contacts into the system.
It is customizable - We have been able to tweak it to our liking with our devs.
It is customizable - We have been able to tweak it to our liking with our devs.
What do you dislike about the product?
The search functionality is horrendous. You have to be extremely specific, and it only recognizes the first 2 names - I.e. John Michael Jones, if you search John Jones, it will not return the contact.
Does not integrate well into many platforms, if at all.
Outdated as best.
Does not integrate well into many platforms, if at all.
Outdated as best.
What problems is the product solving and how is that benefiting you?
It's our central hub for housing customer data - for now - currently switching to Sales Force - Thank goodness
Recommendations to others considering the product:
Go with another product
SugarCRM have been a user 18 months, recently
What do you like best about the product?
I think the dashboadrs and tabs at the front are easy to use
What do you dislike about the product?
getting used to the new upgrade we did takes more time then I expected, lots of new tabs to work
What problems is the product solving and how is that benefiting you?
keep track of contacts and opportunities is easy with SugarCRM
Sugar CRM does the job effectively without much distraction
What do you like best about the product?
I love Sugar CRMs easy to navigate home dashboard. I'm able to schedule calls, meetings, follow ups and view them right on my desktop, as well as see any new accounts created, contacts added. I also really enjoy the robust search feature so I can always pull up what I'm looking for, even if I don't remember a name. I can search by company, email, first name, or last name. Very easy to use.
What do you dislike about the product?
I don't like the latest update, as they changed around some features, and adding a contact to a product or opportunity takes about 3 more steps then it previously did. It is not a major pain, but still takes more time than I'd like. I also don't enjoy that expiration dates got moved to the end so I have to scroll to see them. I learned I can adjust it myself, but it was properly set up and the update changed many settings.
What problems is the product solving and how is that benefiting you?
Sugar has been instrumental in keeping up with open opportunities for our company. We don't always know who's testing our software, but once it's properly in sugar we can pull a report with all opportunities expiring in the month and do our follow ups! It's helped us increase sales, and have happier customers because they don't feel forgotten.
Recommendations to others considering the product:
Test it out first to make sure you will have the best use of it. It's simple but powerful, bu will not work for all groups.
Great upgrade from previous software!
What do you like best about the product?
I like the ability to make reports and having the ability to have many modules connected in a relational format.
What do you dislike about the product?
SugarCRM took a while to fully understand all the functionality for a front end user like myself, which I suppose is not a negative, just took some getting used to.
What problems is the product solving and how is that benefiting you?
We are much better able to create and utilize reports, which helps our team and business as a whole.
Recommendations to others considering the product:
Allow plenty of time between switching from your previous CRM, to ensure everything is setup and running as it should!
SugarCRM is very helpful
What do you like best about the product?
The best part is being able to run offline and that it's fully customizable. Check their free trial out.
What do you dislike about the product?
You must have 10 users to start. Makes it hard to try out at first.
What problems is the product solving and how is that benefiting you?
Helps us track our contacts and allows us to establish customer relationship management.
its okay
What do you like best about the product?
its pretty easy to use and once you have the settings you will be able to use it with ease
What do you dislike about the product?
its hard to set up and the set up process could be easier
What problems is the product solving and how is that benefiting you?
contacts for our clients
Recommendations to others considering the product:
be patience and it will be okay in time
Have been working every day in SugarCRM for about 2 years now.
What do you like best about the product?
It's fairly easy to use. The reporting shows accuracy as well. The company I am with has integrated SugarCRM with our marketing automation tool, Marketo. It's nice to have the communication between the two and know that all our activities in Marketo are being tracked back to the CRM.
What do you dislike about the product?
When integrating SugarCRM with Marketo, we found it very difficult to get them to communicate together. The process was very long. As I know this could also have to do with the fact that Marketo has been created to integrate primarily with SalesForce, we were hoping the process could have been a tad easier.
What problems is the product solving and how is that benefiting you?
We are currently trying to track MQL within SugarCRM. This is an education process with our Sales Team as well as trying to create the correct custom fields within SugarCRM so that we can find these MQLs. So far the CRM has been great in helping us track these leads through the custom fields.
Recommendations to others considering the product:
I would double-check if the CRM is compatible with any other tools you would like to integrate it with.
Sugar
What do you like best about the product?
It is user friendly with a good help tool
What do you dislike about the product?
The user interface can be more user friendly
What problems is the product solving and how is that benefiting you?
Budgetting
My experience using SugarCRM
What do you like best about the product?
Customizeable dashboard allows us to add certain modules - enables us to see what we need to right away.
What do you dislike about the product?
Searching - it's almost like "Whack-a-mole" sometimes. Drives me crazy!
What problems is the product solving and how is that benefiting you?
Centralized CRM for sales and customer service to make sure that client needs are met.
Recommendations to others considering the product:
Make sure you database is REALLY REALLY good.
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