Sugar Sell Advanced
SugarCRMReviews from AWS customer
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Not recommended
What do you like best about the product?
There is not a lot that we like about Sugar - the only good thing you have is decent tech client service folks
What do you dislike about the product?
Not flexible, updates that reconfigure your system, inflexible pricing for small orgs, being tied to one partner
What problems is the product solving and how is that benefiting you?
we use the system to hol;d records - but its not intuative or flexible for other uses. We had set it up to use as afull CRM - but our templates did not transfer over when the system was upgraded
Sugar Takes Care of What You Need
What do you like best about the product?
Workflow customization. We use the workflows to automate a lot of processes. We have the system send alerts from Sales to our Contracts team to have Contracts prepared for different opportunities. We do a lot of communication automatically by using Sugar.
What do you dislike about the product?
Sugar can be limited in data reporting if your users don't contribute. However, as a smaller business, I find hat Sugar has all of the functionality we need. Sales activity and customer relationships are all managed in Sugar. We also use Sugar for weekly reporting and notification of payment for renewals/maintenance.
What problems is the product solving and how is that benefiting you?
The problems come from our users, not the software. Getting the users to follow your rules and conventions can be tough. Sugar has the benefit of being able to enforce rules through mandatory rules created by the admin. This helps me to control the sales team and keep their naming conventions and information provided consistent.
Recommendations to others considering the product:
Check out all of the admin features. There's probably more functionality that you're missing.
G2 Review of Sugar Sell
What do you like best about the product?
The flexibility and scalability are fantastic. I also appreciate the flexibility to be able to deploy on premise or leave on demand. Support is very responsive.
What do you dislike about the product?
Only dislike is that its marketing has not yet made the name/brand as widely known as others.
What problems is the product solving and how is that benefiting you?
- Centralization of Prospect and Client information has provided one stop for everything we need to know to efficiently work with both Prospects and Clients.
- Mobile client enables us to work wherever we are. Being able to merge agreements and collect electronic signatures via DocuSign integration helps close business without having to walk away and regroup later.
- Mobile client enables us to work wherever we are. Being able to merge agreements and collect electronic signatures via DocuSign integration helps close business without having to walk away and regroup later.
Recommendations to others considering the product:
Sugar Sell is an excellent platform for organizations that are seeking a scalable, flexible, easy to use solution that can be molded to their organizational requirements both today and into the future. The value is great and you will not receive unexpected bills for excessive API calls or heavy utilization as that is all covered by the standard product. Other significant differentiators are: US based support and two sandboxes (in addition to the production instance).
Sugar CRM - Used for Influencer Marketers
What do you like best about the product?
Sugar is highly customizable and allows for non out of the box solutions.
What do you dislike about the product?
The lack of customer service and willingness to assist in ANY way, shape, or form is somewhat unheard of to me. I have never seen a platform/service with lower standards. Additionally, Sugar is very dated and lacks a friendly user interface, therefore being a major turnoff to staff ease of use and adoption.
What problems is the product solving and how is that benefiting you?
We utilize Sugar to help manage our relationships with influencers on a day-to-day basis. We track data points such as personal info, correspondence, event attendance, gifting and contracts, and non specific notes. This platform does help us organize everything in one software location, but as mentioned in previous statements, the UI is dated and unfriendly, the input of data is almost 100% manual, and staff shy away from using the tool due to Sugar's many issues.
Recommendations to others considering the product:
If you are looking for a cheap CRM solution to manually enter data and store your data, Sugar could be an potential option for your company. But if you are looking for an automated, user friendly tool with good customer service, I highly.. highly.. highly.. recommend you look elsewhere.
Great tool for Salesforce Automation
What do you like best about the product?
One of the best tools to manage your salesforce. The ability to define your own custom workflow makes you always feel in control.
What do you dislike about the product?
The speed of the application can be improved a little.
What problems is the product solving and how is that benefiting you?
Tracking of data and automating processes
Sugar Sell is definitely a major improvement to Sugar, but like all software has niche issues.
What do you like best about the product?
Sugar Sell allows for better tracking of revenue earning streams. It forces a usage of line items, quotes, forecasts and the renewal console among other things. The renewals console is fantastic and the BPM comes with alot of stuff out of box. The BPM system is way easier to use and the visual design is absolutely fantastic.
What do you dislike about the product?
BPM is limited in what it can do. The entire system is very cumbersome to design and customize to your companies needs. It takes a business analyst or two a year or more to really hone in the system for all use cases. Customization is great but man its lengthy. Maybe some more mass update featuring would help so much. Sugar sell should definitely be Integrated before a company really takes off. There are many small bugs that may occur. Knowing how to repair your own instance is key to not having to use the support line all the time. The renewal process for sell is awful because it is so new. The fact that sugar uses other companies to sell their products can slow down needed change and lead to confusion. Because their products are broken out, Sugar is now much more expensive to get a complete package of all the things you would need to completely run a company. Improvements to the module loader are far over due. It would be nice if sugar Market wasn't 12k a year minimum. We already pay alot as a small company anyways and Market has alot of what we need. We also have to pay for special customization to get both serve and sell and we know enterprise is going to go away at some point so it just seems like sugar is trying to raise their revenue without pissing off their customers by forcing a switch to more expensive subscriptions. They offer more stuff, but a more up to date general package with maybe some built in integrations would be well appreciated.
What problems is the product solving and how is that benefiting you?
We are completely overhauling our system to match the needs of company. Sugar sell allows for greater breakouts of SKUS, products and expands on the renewals system. Our old system did not allow for renewals well so sugar sell is going to remarkably improve our revenue tracking internally. Other than that, we are actually going to end up with all three subscription types after a while because our company will run on sugar. All the new stuff streamlines alot of the issues.
Recommendations to others considering the product:
Make sure you have a lot of time to set it up. Your company needs to be over 10 people for it to really be worth it. Really nail down your products and set up a quick books integration with accounting and it will be super smooth
Capable and Complete CRM Platform
What do you like best about the product?
Highly customizable within the platform. Once you know the language, easy to customize nearly every part of the experience without breaking the system.
What do you dislike about the product?
Would like to see more options in reporting and/or better documentation.
What problems is the product solving and how is that benefiting you?
We finally are able to capture data from many "odd" sources and put them in one place, one format and perform quantitative analysis on it.
Recommendations to others considering the product:
Lean on their managed services - they know the product inside and out. We worked with Mary and she was fantastic! If she didnt know something, she found out from another team quickly. Support has been awesome!
Sugar changed the way we do business
What do you like best about the product?
Sugar helped integrate multiple software programs into our instance. The open source concept helped us build out to our needs.
What do you dislike about the product?
It takes time getting used to the new upgrade, but they are constantly evolving which is helpful
What problems is the product solving and how is that benefiting you?
Project management and document storage
This is robust but slow CRM. You can see the full data sheet but it's really long.
What do you like best about the product?
I liked how relational the database of contact information was when I was setting up a new file or retrieving an existing user file to make a prospect call list from. It was really easy to find all the contact details as well as to see the notes and past history related to each contact posted in the user files. The data flowed very well and was all on one page and you didn't have to move around too much to see the information you wanted to know about each client.
What do you dislike about the product?
Sugar was really slow when it came to updating files or downloading data. If you wanted to move around on the page you had to scroll and scroll which took forever. I did not like how it seemed glitchy after using it for two years.
What problems is the product solving and how is that benefiting you?
Sugar was a good place to help manage customer contact information and possible sales opportunities that were upcoming for both the inside and outside sales team. It was a central database for both teams to reference so the client relationship was very easy to maintain.
Good SMB CRM with some scalability & integrations
What do you like best about the product?
The integration with other systems seems solid and doesn't have any issues. The interface is pretty easy to use. Whenever issues occur, the support/IT team at Sugar is very responsive and get things fixed fast. Uptime of the system is good.
What do you dislike about the product?
Some functionality isn't customizable or doesn't always make sense, like lead workflows. The options for lead workflows are vast, but being able to apply some but not all is not an option, making customization tricky without doing more programming and development work with a consultant. The platform has updates frequently and they don't always get communicated.
What problems is the product solving and how is that benefiting you?
Being able to show campaign and source attribution of all leads and prospects, setting up lead routing to our inside sales team that makes for better follow-up.
Recommendations to others considering the product:
It's a good SMB CRM, cost effective and fairly user friendly. Sometimes the random updates cause outages, but Sugar is quick to fix them. Their support team is great. The ability to customize the tool is lower, but can be done with more development work.
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