SugarCRM

Buen producto pero con cosas a mejorar

Puntos a favor:

Lo mejor de SugarCRM es que siempre proporciona el mejor software de marketing de relaciones con los clientes. Los informes y paneles son fáciles de entender. Genera seguridad en el manejo de datos. Puedes manejar distintas campañas, crear campañas diferentes para cada persona y obtener una imagen general de la campaña. El equipo de Sugar nos ayudó mucho durante el proceso de decisión, implementación y personalización del software, aunque es un poco tedioso implementar ciertos desarrollos y tiene limitaciones (cosas que no se pueden hacer o desarrollos demasiado largos).

Contras:

La interfaz de usuario se podría mejorar, se ha quedado un poco anticuado y no es muy intuitiva. El mayor problema de estas herramientas siempre es que el precio es un poco elevado, por lo que empresas pequeñas tendrán dificultades para poder permitírselo, no obstante, creo que merece la pena invertir en una herramienta como esta. Está muy orientado a marketing y ventas. La customización es un poco complicada.

Difícil integración con otras herramientas

Puntos a favor:

Una herramienta de trabajo muy sencilla e intuitiva, visualmente se pueden ver muchos detalles de clientes y acceder a ellos en un solo click

Contras:

Tiene una integración muy difícil con otras herramientas, muy difícil añadir automatismos y en cierto puntos se bloquea el sistema por saturación

Buen CRM pero ineficiente en proesos de manufactura

Comentarios: En manufactura no lo recomiendo pero si en un empresa de servicios

Puntos a favor:

Es muy bueno en temas comerciales y relacionados al servicio al cliente

Contras:

Es una mala herramienta para medir procesos internos de manufactura, ya que solo tiene mediciones muy basica, que terminas haciendo manual las otras

Bastante escaso

Comentarios: como crm si la gestión de clientes es baja y no pides mucha fluidez puede bastarte

Puntos a favor:

Bastante básico y fácil de usar aunque se queda un poco corto

Contras:

Lo hemos usado un par de años en la empresa y la verdad que se queda ya corto a nivel de otros sofwares, bastante lento y con poca posibilidad de automatismos

Sugar CRM

Puntos a favor:

Es un CRM que puede ser útil si tienes procesos simples en tu empresa y quieres automatizarla un poco utilizando un CRM.

Contras:

No veo que sea una herramienta muy potente para medianas y grandes empresas. Al final te tocará optar por otras herramientas más potentes en el mercado.

Perfect for business process automation

Comentarios: Overall, I would recommend SugarCRM to businesses that are looking for a CRM solution that can automate their processes and provide customization options. While there may be some upfront costs and a learning curve involved, the benefits of using SugarCRM are likely to outweigh these considerations in the long run.

Puntos a favor:

Automation capabilities: SugarCRM has a range of automation features that can help businesses streamline their processes and save time. For example, it can automatically assign tasks and follow-up actions to team members, send personalized emails and alerts, and track and report on progress.Customization options: SugarCRM allows users to tailor the platform to their specific needs and processes. This is great for businesses that have unique workflow requirements or want to integrate the CRM with their existing systems.Scalability: SugarCRM can accommodate businesses of all sizes, from small startups to large enterprises. It offers a variety of pricing plans and can be customized to meet the needs of different teams and departments.Integration with other tools: SugarCRM can be integrated with a wide range of tools, including email, calendars, and social media. This makes it easy for businesses to track and manage customer interactions across multiple channels.

Contras:

Cost: SugarCRM can be on the pricier side, especially for smaller businesses or those with limited budgets. However, it's worth considering the long-term benefits of automating business processes and the ROI that the platform can provide.Learning curve: While SugarCRM is generally easy to use, it does have a bit of a learning curve. It may take some time for users to get comfortable with all of the features and functions of the platform.

Robust Platform to have wide customer relationship

Comentarios: SugarCRM is a robust and feature-rich platform that can help businesses of all sizes improve their customer relationships and streamline their operations. It has a large and active user community, with regular updates and new features being added to the platform to ensure that it remains relevant and competitive in the market.

Puntos a favor:

SugarCRM's lead management capabilities can also help to streamline sales processes. By providing a platform for managing leads, assigning them to sales reps, and tracking their progress through the sales pipeline, SugarCRM enables sales teams to work more efficiently and effectively. This can help to reduce duplication of effort, improve collaboration between different teams, and ultimately drive higher revenues and profits.

Contras:

SugarCRM's contact management capabilities also provide powerful analytics and reporting tools that can help businesses to gain deeper insights into their customer interactions. By leveraging this data, businesses can identify trends and patterns in customer behavior, adjust their marketing and sales strategies, and ultimately achieve better results. This is a least like about my softwares where i can get the same feature in the other platform like salesforce.

SugarCRM - Look elsewhere for small business

Comentarios: We don't need SugarCRM.

Puntos a favor:

I like cloud based updates, but that's all I like.

Contras:

Constant planned increases in price without keeping pace with new functionality. Forced to purchase through constantly changing reseller network. Having to pay for integration with Quickbooks. This is a dinosaur trying to avoid the tarpit.

SugarCRM is the best and will always be the best.

Comentarios: Awesome experience, and I would recommend them to others.

Puntos a favor:

I like how easy it is to find the information I am looking for from projects, leads and contacts

Contras:

The cost would be the least I like about the software, but it is still a very good price, not the worst and it could always be a bit cheaper.

Most powerful and easy-to-use CRM to support all corporate sales and marketing activities

Comentarios: With SugarCRM, I keep track of new campaigns (account management), I am regularly reminded that I have performance discussions with my customers and I can switch to the corresponding customer account to find all the important data and get in touch with the customer. In addition, thanks to the ticket system, I do not forget to work on important tasks for my customers and other projects. In addition, I can optimally and smoothly inform my teammates about changes utilizing comments and notes in the customer accounts. All in all, I can only say that it is a super complete CRM solution.

Puntos a favor:

What I like most are the synergy effects of the use of the tool by our large sales teams spread over several locations (in Spain and abroad) and our various marketing teams. We combine all customer contact points in an extremely flexible way across all departments. This simplifies our internal communication and knowledge exchange among ourselves, as well as communication with customers. The interface can be used very intuitively for an extensive CRM system thanks to its focus on a single clear navigation bar. In addition, the tool can be linked very flexibly with other systems via APIs, such as SAP, various campaign management tools, and much more.

Contras:

It isn't easy to become familiar with all the relevant interface features in a short time to take full advantage of these synergies. Here, you must explore using patience and occasionally, trial and error. However, you will certainly behave similarly to other enterprise-level CRM solutions.

Lots of bugs, terrible customer support. Spend a little more for something that works.

Comentarios: You get what you pay for. It's an average platform with some significant drawbacks that aren't realized until you've signed on the line and are trying to onboard it. We use Sage as our base platform and had intended to use Sugar to allow our teams to work in one system and have it communicate with Sage. In theory, this saves us time, entering data in one window instead of multiple tabs in Sage. However, in many instances, Sugar cannot write to Sage. That's a one-way street, so many tasks still require manual entry in Sage. It's also very clunky. The data refreshes/synchs very slowly, so you're rarely looking at real-time data. It will refresh and reload pages while you're actively working in them, deleting your progress and forcing you to start the process over. Creating dashboards and reports requires the user to be literate in tech talk and computer logic. Trying to navigate the back end to find the data you're looking for takes ages. I haven't even tried playing with the workflow builder because I can't find the time to teach myself how to build a report or dashboard, much less anything more complex. We have identified numerous shortcomings, but when we contact Sugar Support, they tell us it's a bug they're working on with no timetable for a solution. Apparently, there are a LOT of bugs.

Puntos a favor:

The system is easy to use in theory. The UI is decent and processes are intuitive. The price point is attractive since the company boasts that it parallells other higher-priced options in features and functionality. The onboarding was fairly simple and adjusting to the system was not difficult.

Contras:

Customer service is abysmal. Our original contract included six limited use licenses designed to let our leadership team review content across all areas of the system (able to view all, but not edit certain elements). However, they did not work as promised and we ultimately had to purchase the more expensive licenses to allow our team access. When we made the purchase, the team at Sugar deactviated all other licenses on our account, despite the fact that we were only half way through our annual contract, which we'd already paid for. I tried calling their domestic customer support line and got voicemail. I eventually reached technical support via email, who had to relay my request to another department. Our business was effectively offline for half a day while this was sorted out and our access was restored. Two weeks later, I received an EMAIL from our Customer Success rep. She apologized for her late response and asked me to outline the issue. I did so and requested a call to discuss the incident. I never received another follow-up email, much less a phone call. Between bugs with the licenses, bugs with the search/filter, email issues, and zero customer support, I cannot understate how disappointed I am in this purchase and this company as a whole.

Indeed a great CRM with effective results

Comentarios: Overall my experience with this CRM is great. I am using it daily and I can say that my daily work is incomplete without it. It is so simple to use and provides amazing results for reports and dashboards, their customer's support team is very responsive.

Puntos a favor:

I am using it for more than three years and like almost everything about it. This CRM is very easy to use because of its simple design and easy to use user interface. I like the way SugarCRM provides reports and dashboards which is very easy to understand. SugarCRM provides secruity of data and information and now I can handle the different campaigns, create a different campaign for anyone and even get a complete picture of it very easily.

Contras:

I would like to highlight one thing that I dislike about it which is its overall cost. A small organization may not afford this CRM but overall it is worth to spend on it.

Sugar CRM is inexpensive, functional and quite dated

Puntos a favor:

Sugar CRM is a functional CRM that works reasonably well for tech-minded folks who don't mind getting used to its unappealing interface. It has the basic tools and functionality one would expect from a CRM and some of the integrations are solid (for data imports primarily).

Contras:

The interface feels old and doesn't give the user much power to reconfigure it to work in a way that will help the user's specific needs. The marketing automation integrations are clunky, too.

Management of the commercial area

Comentarios: It is really a good product, they are currently making important changes, and integrations with other apps, it is very quick to learn to use and manages similarity in all its modules.

Puntos a favor:

One of the points that we like most about Sugar is the possibility of generating any report, all the modules are related to each other, and generating modules to our own needs.

Contras:

What we like least is that for the trends or projections to work, all the data in the system must be very well loaded.

Great, customizable CRM

Puntos a favor:

Easy setup. Cloud-hosted environment means low maintenance. Easy for small teams to customize without requiring developers.

Contras:

Cloud hosting means no direct DB access, or config changes, instead relying on UI tools to customize and export. Nothing crazy though.

An effective software to keep a great relationship with your custormers and clients

Comentarios: Sugar CRM has been a great software for my business. Ever since I started using it, I have been able to manage and sort out organization structures easily. The way I deliver customer service and manage a relationship with them has changed for the better.

Puntos a favor:

Sugar CRM as a software is great because it comes with a customizable home page since it is an open source platform. Features such as the new user wizard tool, shortcut bar and downloadable plugins are just ingenious. I like how the software comes in a diverse range of languages which number 9 in total. Sugar CRM provides data and information security meaning I am assured of protection from internal and external corruption which might have dire consequences. The software can be intergrated with other software such as Zendesk, Happy fox or Pardot just to mention a few. Sugar CRM is a very good marketing platform which has aided my small business to grow exponentially. With the software, I am able to keep track of client data and track deals with ease. With the lead management feature, I am able to generate potential business clientele, acquire and manage potential clients up untill the point where a deal can be closed.

Contras:

From my time using the software I have found the software to be very slow when running through Sugar's own servers. The sheer number of options present on the dashboard can be perplexing, especially for users who might not have much expirience in CRM data models. Lastly, over the years the software has become a bit dated and this has forced me to move to other CRM software such as HubSpot.

CRM for contact and deal management: Needs more feature

Comentarios: It was good contact and deal management tool. All the sales and marketing-related engagements were updated and it was acting as a source of truth to the whole team. Deal values and projection can be seen from the sales pipeline

Puntos a favor:

UI looks simple and training new users was easy. It is a great tool for contact and deal management with amazing filter options. Native integration to mail and document sharing software is good. Logic builder is one of the good features of Sugar. Resources are extremely useful and detailed explanations for each and every feature are provided there.

Contras:

Slow speed (in Inspite of fast internet) Hanging problems Do not have readily available APIs for 3rd party integrations

An Easy to use Basic CRM Tool

Puntos a favor:

It is comparatively inexpensive and provide all necessary basic functionalities

Contras:

GUI is basic, features are also quite basic.

Sugar was one of my first forays into the world of CRM and covers all the basics

Comentarios: I learned how to work a CRM. I kept track of all customer records, ranging from revenue and profit and order amount and contact list and order dates and essentially everything related to my job operationally as a purchasing coordinator. Definitely made my life easier.

Puntos a favor:

Very customizable to your needs. Straightforward, no nonsense UI. Easy to read and find things. Sugar is a perfect entry into CRMs that aren't salesforce, because its useful across all industries and departments. Its simple while being complex. You can create functions and layouts that are very specific to your needs, but without it cluttering and looking like there's a lot of information.

Contras:

Its not very pretty. Sort of looks like it was made in the early 200s and they just kept the look since. People are always talking about professionalism, and this definitely looks less polished than other CRMs. Because of this, some of the information can blend together and be difficult to find if there are long lists of things you are looking for.

Base level reporting CRM

Puntos a favor:

Sugar CRM has interesting potentially especially for small companies that have low budget. It's a great pro having the possibility to host it in proprietary servers.

Contras:

Local host means having a slow CRM and also it's hard customizing reports and data visualization tool to track activities.

Complete CRM Tool with Analytics Integration

Comentarios: I have been able to solve the business problem of tracking new prospects who eventually became customers, which channels drove that new customer acquisition and how much revenue those new customers generated. As well as, providing insights to my marketing team around which customers are planning to quit so they can try running some nurture campaigns to avoid losing those on-the-fence customers. In short, SugarSell helped improve both quantity and quality of customer leads at low cost.

Puntos a favor:

As an analyst, I use SugarSell to track new prospects who submit become a customer form to become customers of my food service company. The feature I find most productive is the ability of SugarSell software to assign a source of website, social, email, sales representative, campaign, etc. and track customer journey from acquisition to conversion. As well as, integrate with Salesforce Marketing Cloud platform, so my marketing team can run both customer acquisition and customer retention or nurturing campaigns. As a result of this prospect tracking and seamless connection with Salesforce, targeting those prospects for customer acquisition and retention became more automated and efficient. Hence, both quantity and quality of those leads continued to grow year-over-year and resulted in higher sales for our business. In the nut shell, we got high long term value with low short term investment in a CRM software.

Contras:

I struggled with adding a new source of voice assistant, chatbot and mobile app to SugarSell CRM reporting tool. Because it needed additional development resources who could modify implementation code. The second source of challenge was not easily able to connect Google Analytics UTM campaigns tracking with SugarSell CRM leads tracking. So, it was difficult to correlate the two data sources to each other in a single table using a common key and build a marketing data lake. Similar concerns existed when trying to bring CRM data, campaigns data and invoice sales data from MicroStrategy into one warehouse. So, it will be nice if SugarSell added some big data enhancement capabilities to their tool.

Great at first but degrades over time

Puntos a favor:

We could customize it in-house without paying a lot of outside consulting fees

Contras:

Storage space is an issue and your forced to buy more storage even when its Sugar's temp files building up.

A good open source CRM, but lacking modernization

Comentarios: It allowed us as a small business to track, bill, and market to our customers and potential customers.

Puntos a favor:

Of course you can't beat free when it comes to software. There are so many open-source applications out there that you can almost always find one that meets your needs in this day and age. SugarCRM has been around a long time and has become a mature CRM with all the basics you'd expect. It even handles customization fairly well. Dashboards are great for tracking the simply stuff and you can build your own as well.

Contras:

SugarCRM has now split into 2 tracks. There's a paid-for premium version that is typically hosted by SugarCRM. Then there's the Community Edition that's still open-source and free. For years they co-existed side-by-side perfectly fine, but a few years back, SugarCRM decided to stop updating the Community Edition. CE is eternally stuck on version 6.5. And then in April 2018, they've removed it entirely so now you're stuck with the Pro or Enterprise editions which are paid-for.

This was always going to be a stepping stone for us

Comentarios: Implementation was rough, but most of that was on us. We should have hired a consultant and had rock solid best practices in place, but we didn't. Growth and support was a nightmare because we didn't employ a full timer with the right skill set to maintain it. Have since corrected those mistakes and moved to SalesForce. So much better!

Puntos a favor:

A big step up from our legacy CRM (ACT). With the right resources, it was manageable.

Contras:

We did not allocate the right resources and opted to implement the free community version. We paid for that dearly with disorganization and mistakes. We should have hired a consultant to help us.

Make more sales with SugarCRM

Puntos a favor:

SugarCRM has a good support team, which makes it a reliable system that is easy to use and maintain. The process of adding leads, nurturing them is way easy. We can create segment anytime using the filters.

Contras:

I feel user interface can be improved. The UI look bit outdated. There is again possibility that the user experience could have been improved. The platform might be times when it is bit slow time to time.