SugarCRM Erfahrungen

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Round the clock support

Vorteile:

First of all SugarCRM has a great set of features that outperforms many competitors. It comes with round the clock support and user forums for quick fixes and learning. Pipeline management and analysis powered by AI both thoroughly impressed me. I liked the integration with marketing.Dashlets are great organizers and lists are adjustable by filters. SugarCRM is customizable on many fronts.

Nachteile:

I don't like how much we're paying for Sugar CRM. I don't like the learning curve that comes with it, it's hard even with great support. To me it doesn't look like enough care was taken to make a user friendly interface.Permissions for the entire team proved to be one of the worst tasks next to getting contacts imported which I had to do manually.

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Robust Platform to have wide customer relationship

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Indeed a great CRM with effective results

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Vorteile:

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).

Nachteile:

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.

Ok application, better, cheaper alternatives exist

Kommentare: It is an OK application, Sugar has stood still in time and, when you consider the app out of the box, its pretty much standard. Sugar has divided its stack into various products for marketing, for sales, for support only making it a very expensive when you consider other options in the market

Vorteile:

Very stable, solid easy to use, administer Easy to implement and deploy Reporting is good and allows fro complex reports to be built

Nachteile:

It has not changed in a looong time (perhaps years?) For the functionality, it is expensive - better options exist Marketing is poor (unless you go for Sugar marketing apps which are expen$ive!)

SugarCRM is the best and will always be the best.

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

Vorteile:

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

Nachteile:

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.

The Pros and Cons of Sugar

Kommentare: Overall, I really enjoyed Sugar and think it would be a great fit (especially for the lower price point!) for marketing and advertising agencies that are looking to build out custom flows. Their customer care team was incredibly helpful and knowledgeable, and I really enjoyed working with them.

Vorteile:

The SugarCRM team was incredibly helpful and supportive during our decision between various CRMs we were testing out, namely Salesforce and SugarCRM. They were flexible, accommodating and had amazing customer service throughout the process, even willing to develop new APIs to integrate with our proprietary billing system 90% of our clients were on. I really enjoyed the visuals of Sugar - as all the bells and whistles were there, but it didn't seem overwhelming (as Salesforce can) and it's geared more towards marking service teams, like my division of the business. I also really find the dashboard visuals to be superior to Salesforce. Overall, the price point was better than Salesforce, too.

Nachteile:

Since Sugar is geared towards marketing and sales teams, it wasn't a great fit for the other teams within our organization (i.e. one-time products like printing, etc.). Though workflows are cleaner and more intuitive than Salesforce, there wasn't quite as many bells and whistles (i.e. it was difficult to build in processes that involved external teams that we outsource to).

SugarCRM is quite efficient for Real Estate Business

Kommentare: I have launched many products using these Platforms. It helped me a lot in uplifting my business.

Vorteile:

It easily gets integrated with many applications.

Nachteile:

The process of Installation, and sometimes it hangs m system.

Managing, organizing and controlling clients has never been so easy.

Kommentare: It has been very good, I really like working on it, it makes my life and my work much easier.

Vorteile:

he ease of handling, that you can have all your clients and businesses up to date, real management reports are taken. The agenda can be fed through the application and in this way one does not miss meetings or calls. It is an excellent and practical platform.

Nachteile:

The connection throughout the course of the day gets slow.

SugarCRM Enterprise Analysis

Kommentare: Being an open source CRM app with flexible deployment options makes SugarCRM unique and a standalone in the CRM space. However, allowing for such flexibility should require the utmost discipline regarding release schedules, changes to code (especially caching mechanisms), and overall system recommendation documentation provided by SugarCRM, the company. This is not currently happening.
Stock code base is fairly solid but when customizations are added, significant caching issues arise. There are also various areas of the app that still retain antiquated layouts (bwc modules). These issues make the app confusing and unreliable at times.
Support should be more tenacious when attempting to find resolution to cases - don't just post a note or two, wait a period of time and close the case. CALL the customer - email the customer - do whatever it takes to get CONFIRMATION from the customer that the issue is resolved.
Create a server side integration to Outlook...we are a 50/50 Mac/PC shop and email archiving is incredibly inconsistent.
Overall Studio is a great tool (when caching works appropriately). It does allow us to create without developers on staff.

Vorteile:

Studio (when it works) Open source flexibility

Nachteile:

Caching mechanisms Lack of long term release schedule and small version life cycles Support not owning the initiative of resolving cases

Great For Sales and Leads Tracking, Leaves Much to Be Desired with Support Case Management

Kommentare: I've used SugarCRM a great deal in current and previous employers, and have always been thrilled with the sales tools that SugarCRM has, and the great ability for customizations, not to mention the continuing updates for each version. Their customer support team is top notch and very helpful for the most part, and there has been very little downtime, allowing all our teams to use the product successfully. If I could choose one thing they could improve upon, it would be their outdated case management tools. I work with our support team and find the options to be limiting compared to other case management solutions such as Zendesk (which I have also used previously). If I am to point out glaring specifics, it would be tracking visibility on unassigned cases (who is viewing each case record? has the case record been updated while I've viewed it?). It would also be the absolute poor setup of getting cases into Sugar -- we have an inbox set to automatically add in cases, but if a customer or one of our personnel doesn't email directly from inside Sugar's Email module, it creates a new case ticket (over and over). This may be a byproduct of the way we have our case management set up, but there are no best practices, and I've had to create custom Process Author tools and Workflows to get it running in a decent way. Again, the product is great from a sales point of view and for lead tracking tools, but the case management tools are dated and need to be examined and looked at to match their competitors in that category.

Vorteile:

Sales tools, lead tracking tools, reporting features are second to none Module builder is fantastic and very customizable.

Nachteile:

Case management tools are lacking to a high degree, very dated

SugаrCRM: Bооst yоur busіnеss

Kommentare: Thе Sugаr рlаtfоrm wоrks vеry wеll аnd іs quіtе sсаlаblе асrоss оrgаnіzаtіоns оf аll sіzеs.

Vorteile:

Eхсеllеnt dаtаbаsе systеm. Cаn bе соріеd tо оthеr sеrvеrs. Custоm fіеlds. Abіlіty tо lіnk CRM dаtа tо dеаls. Gооd usеr іntеrfасе. Wе usе SugаrCRM аs оur рrіmаry tооl іn trасkіng аррlісаtіоns, dеtеrmіnіng еlіgіbіlіty, аnd mаnаgіng раymеnts fоr сhіldrеn іn рublісly fundеd рrеsсhооl рrоgrаms. Althоugh іt wаs рrіmаrіly dеsіgnеd аs а sаlеs tооl, wе usе іt lеss аs fоr sаlеs (gіvеn thаt wе аrе nоt а sаlеs оrgаnіzаtіоn) аnd mоrе аs а rеlаtіоnshір mаnаgеmеnt аnd ассоuntіng tооl. Wе hаvе а vеry smаll tеаm (10 реорlе tоtаl), but wе аll usе Sugаr оn а dаіly bаsіs.

Nachteile:

Rеаlly, rеаlly fіnd іt а hаsslе (аt lеаst rіght nоw) tо synс Sugаr wіth оur mаrkеtіng аutоmаtіоn sоftwаrе. Wе usе а 3rd раrty API аs оur соnnесtоr bеtwееn thе twо systеms but I fіnd glіtсhеs іn іt thаt соnсеrn mе аnd mаkе mе wоndеr іf аll my іnfоrmаtіоn іs bеіng ассurаtеly trаnsmіttеd аnd mаtсhеd uр. Sugаr wаsn't vеry іntuіtіvе whеn I fіrst bеgаn usіng іt. Wе rесеntly hаd а 3rd раrty соmе іn tо rеdеsіgn thе systеm fоr us аnd оnсе іt wаs сustоmіzеd, іt wаs muсh bеttеr. Sеаrсh funсtіоn dоеsn't аlwаys sееm tо wоrk іn thе tор nаv bаr- frustrаtіng whеn I'm tryіng tо fіnd sоmеthіng fаst аnd dоn't wаnt tо gо іntо а mоdulе tо dо іt.

Sugar CRM Review

Kommentare: Sugar seemed like a really awesome CRM with exciting features, but it was very time consuming to make sure everything was in and done correctly that it just became a headache and took focus off of selling.

Vorteile:

Sugar had a lot of cool features that I had not seen in other crm's I've used in the past. When they worked, it allowed me to quickly see my month and goals and see what I had in my pipeline still. Also, it was fairly easy to use while driving in the car between appointments and quickly type in a review of what I met with the accounts about.

Nachteile:

Quit often the software features that we nice to have were either not accurate or not working. The idea of having it was nice but it was annoying when I had no idea what was correct with my numbers. Also, it took quite a long time to find certain accounts and many of them were duplicated in the system and you must pay close attention to the account number to make sure it was the right one. Also, putting in tasks and calls were done separately so our management team required that we basically put in one contact with an account twice to make sure it was on our calendar and the pipeline.

Great CRM, but the FREE version is the best

Kommentare: The main benefits I got from this software was the ability to keep my contacts all in one place. It was excellent in scheduling tasks, creating contacts, assigning tasks, etc.

Vorteile:

The thing I liked best about the Sugar CRM Community Edition that is free is that our developers could customize it for our company and add great features, something we can't do with the big name CRM solutions.

Nachteile:

The thing I like the least about this software is it is very limited in features which makes their competitors a better bargain. Additionally, the functionality can be off. For example, our developers had difficulty incorporating some features into their free CE because of bugs. I have heard from others the paid version is overpriced, not worth it, and there are other better options out there.

A good open source CRM, but lacking modernization

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

Vorteile:

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.

Nachteile:

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

Kommentare: 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!

Vorteile:

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

Nachteile:

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

Vorteile:

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.

Nachteile:

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.

The new Sugar can go head to head and surpass the greats

Kommentare: As a marketer, I use Sugar to track how our leads and contacts interact with our marketing content, as we've integrated the CRM with Sugar Market, our marketing automation software.

Vorteile:

Customization - pretty much anything you want to achieve with CRM can be done with Sugar, regardless of company size or industry. Integrations - Sugar can be connected to a vast library of software with out-of-the-box and partner-built integrations.

Nachteile:

The admin panel can be improved from a UI/UX point of view. It's one of the areas where Sugar hasn't been updated in a while.

Have too much to config and set up, rgreat custom stuff but kinda plain and boring

Kommentare: if you need an online crm this can do good for you, Others are also less expensive but with less features.

Vorteile:

Is a very good software at least the on-demand version I use. as a CRM is very good but it also tries to be a help desk and it is not. very reliable and love to extract the raw data to excel and do whatever I want with the data

Nachteile:

Much complicated, too much to customize, and configurate, the access levels and roles are not easy to set up. takes times to deploy, and cost per seat, is kinda expensive.

Overall the product is good but fought with performance due to customizations.

Kommentare: Increased data capture on our sales interactions.e

Vorteile:

Web-based interface that is compatible with modern browsers, well-documented API, good user interface, a large number of integrations, good mobile applications.

Nachteile:

API is throttled too low for our ETL requirements, support, and overall experience-dependent upon third-party reseller quality. Customizations generally require programming and will cause continuous support issues as new releases will break customizations.

An easy way to have records of you clients info, sales and follows up.

Kommentare: When I was working in real state, keeping track of the future clients, the clients that already bought and the cancelled contracts it was hard and overwhelming until we started to use CRM at the office. I would say that yes, even there are pros and it needs a lot of time in training to be able to use it, it is worthy!

Vorteile:

It is a great app to follow track of all your clients, having all their contact information, the amount of sales, and being able to send massive advertisement emails to your customers.

Nachteile:

It needs an intensive training to be able to use it as some functions requieres knowledgments that are not easy to learn for new users. It an expensive software.

Fantastic community edition

Vorteile:

We use the free self install community edition and it is perfect for our small business needs. Keeps track of all customers and sales.

Nachteile:

We are very happy with all aspects of the CRM system.

excellent CMS, but limited customization and outdated

Kommentare: our previous CMS for our sales and accounting team... but we have transitioned.

Vorteile:

very basic interface makes Sugar easy to use and train colleagues on how to navigate. Uploading documents is easy, tracking changes in accounts or which were viewed are conveniently located at the top. Reporting can be improved but simple boolean phrases work!

Nachteile:

Search bar can be a headache - you absolutely have to know the exact account name from first to last name/word or else it won't show up in the results. Integration with other software is not supported either.