What do you like best about the product?

Sugar CRM has all the capabilities to build a good customer card history. You see clearly what dates are known and can build a nice calendar for an account manager with his/her tasks, appointments and phone calls. Is it easy to use and clearly.

What do you dislike about the product?

If a contact works at multiple clients, you must create this contact multiple times. Because of this way of adminsitration, there is unnecessary administration.

What problems is the product solving and how is that benefiting you?

Overview in customer data

What do you like best about the product?

There are a variety of features available and the customer support is quite helpful

What do you dislike about the product?

The user interface could be more accessible for all team members

What problems is the product solving and how is that benefiting you?

Allowing the team to review where clients are coming from

What do you like best about the product?

It supports our saml integration along with SSO.

What do you dislike about the product?

A terminated bucket would help know who has been term'd throughout the months for simpler way to clean-up.

What problems is the product solving and how is that benefiting you?

It allows us to review any loss opportunities so that we can better prepare and possibly be able to pitch again.

What do you like best about the product?

We have been using Sugar Sell for 12 years and it has been one of the best investments we have made for our business. We are able to track correspondence, collate invaluable data and gain a regular snapshot of any of the numbers we choose within our business. We are also able to catpture and track all of our relevant documentation so that we know we are compliant. We are in a much better position to make clear and timely decisions with easy to configure reports that help us keep our finger on the pulse. It has automated these previously manual tasks. We would have no hesitation in recommending Sugar CRM as a valuable tool for any business.

What do you dislike about the product?

Nothing really. We have been using it for over adecade and have no reason to stop now. It delivers the functionality we need in our business, and I would recommend it to any business looking to grow with a platform that grows alongside them

What problems is the product solving and how is that benefiting you?

As a business in the financial services sector, it is critical that we know our prospects and customers truly understand and document their needs before recommending products that we are selling. Sugar CRM enables us to do this.

What do you like best about the product?

We have been able to improve our sales efficiency significantly (~40%) with enhanced reporting capabilities, connecting our CRM with other data sources, etc to give our sales team more time to focus on selling and enabling them to work smarter.

What do you dislike about the product?

We have a unique and complex account base, there are some areas where we have had to come up with work arounds to make our data work in Sugar, but most of the time we are able to do that successfully.

What problems is the product solving and how is that benefiting you?

Sugar Sell helps our sales team to stay focused, be efficient, use data to sell more effectively and ultimately be more organized.

What do you like best about the product?

The best thing about Sugar Sell is that it fits seamlessly into our way of doing business.
We started to use SugarCRM over a decade and a half ago as our business had started to pick up and handling new business contacts was becoming unmanageable. We had grown to a point where we needed a system to house our data in a way that was easy to input, search for and use in our sales and service delivery processes.
From lead capture through to creating accounts, contacts and managing sales opportunities we have found Sugar Sell to be the perfect complement to our own workflows and processes. At any given time, we know exactly what our pipeline is like our forecasts of revenues and margins so we can make informed business decisions reliably and accurately.

What do you dislike about the product?

There’s not a lot to dislike about Sugar Sell to be honest. The platform has grown and evolved with time and has added a demand generation component with Sugar Market and at the other end, Sugar Serve for customer service. It’s something that we have considered but for now it is delivering what our business users need, and we’re very pleased with it.

What problems is the product solving and how is that benefiting you?

As a fully digital transcription service provider our aim was to automate everything wherever we could, and Sugar Sell is so flexible that our Administration team is able to customise fields within modules and configure workflows to help speed up previously manual processes. This means we can deliver our product quicker than ever to our clients.
Over time our database has grown to incorporate valuable information about our partners, the systems and practice management software they use which enables our service delivery and customer care teams to be able to respond quickly to technical queries and have them back online fast.

What do you like best about the product?

Possibility of developing custom applications

What do you dislike about the product?

its scalability for small businesses is not so good

What problems is the product solving and how is that benefiting you?

Contact and business management in the cloud

What do you like best about the product?

I like the customization aspect, scheduled reporting and the robust dashboards. I find customer support overall positive. Some have started included videos to explain resolutions which I love.

What do you dislike about the product?

I havne't figured out a way when someone leaves or starts to easily update BPM's, dashboard reports etc with the nes person. Wish there were weekly tips sent to users with features we may not know about or utilize properly.

What problems is the product solving and how is that benefiting you?

It helps our guys out in the field keep track of their opportunities and communicate with a specialist that may be involved within the CRM.

What do you like best about the product?

Our implementation of SugarCRM was initially carried out by a third party and in a very short space of time. We, the users actually had no input for the system decision, we were just given it and none of us had heard of it... This meant we were able to continue 'as we were', but was far from a finished thing.

I then switched my role to work purely on SugarCRM, having previously administered Salesforce (yep, we ditched the mighty SF and moved to Sugar). From the outset I found the UI easy to use with some great features in both the users role and within the administrator role.

We have around 30 frequent users and after initial onboarding and familiarisation I am not often asked questions about how to use it. This frees up my time for development and we have now integrated our instance to be 'more than a CRM'.

Our in-house web developer now has SugarCRM working as a support desk, a CMS (custom modules data populates our websites, so CRM is the single source of truth for our data), and a login server for multiple websites in our ecosystem. The ease of itegration with the very well documented REST API has been fantastic.

If we ever get stuck then the SugarClub (forum) is simply an amazing resource full of expert users and developers, partners and administrators all eager to help solve your conundrum. Beyond that I also have to say how excellent SugarCRM's Support team are: cases are easily raised in the support site and expertly answered well with the SLA.

It's hard to pick a thing I like best:
- Dashbards are amazing - Report data can be pulled in easily to a dashboard. I have ones for support metrics, marketing info, product data.. loads more!
One recent report I created helped a leadership decicison that resulted in a cost saving of many thousands of pounds! You want business metrics - you got 'em!

- The automation that can also be achieved with BPM (business process management) is awesome. Think workflow, if this then that... almost anything you can think can be automated and you dont need to be a tech wizard to acheive some really slick processes. For example: Leads submitted via our websites are created in SugarCRM's Leads module.. sales are alerted, and the leads show on the dashboard. They review the lead and in literally a few clicks the lead has been automatically passed over to one of our global network of partners. Before SugarCRM the leads created an email, that was manually forwarded to a sales region/rep, then manually entered to the Lead module, and manually emailed to a partner! wow! Now its literally 3 clicks!

- Above all I would say the best thing is how much I can acheive as the system Admin. I am not a developer, though I try to be! And for sure an in house developer has been critical to our success. But the admin suite of tools allows a huge range of tweaks, updates and customisations to be made with excellent documentation to help you. And one quick last one, the SugarCRM team continually improve, secure and update the system. Every update for the last 6 years for me has been a valuable addition.

What do you dislike about the product?

Currently there are some known bugs that 'slightly' hinder us in the UI, they are due to be fixed in the next release. But they were introduced in a previous release!

What problems is the product solving and how is that benefiting you?

It eneables us to have Sales, Support, Product and User data IN ONE PLACE.
The API also enables integration to other systems and websites.
- single source of truth -

What do you like best about the product?

Sugar has insanely robust reporting capabilities. Upper management asks a question, we have an answer; the ability to either filter for data or create a report is a feature we can't live without. Sugar's customer support and integration teams go above and beyond to troubleshoot the rare issue with very timely responses. Five stars (all solid gold) for this CRM.

What do you dislike about the product?

As mentioned, while the data is excellent, Sugar is still working through the visual reporting aspects. The quick workaround is a csv download with some manipulation.

What problems is the product solving and how is that benefiting you?

Sugar organizes data in a very user friendly format, which is highly customizable. The ability to keep notes, meetings, opportunities, and documents all in one is very valuable.