Avis clients sur SugarCRM

Avantages

Bonne interface graphiste , avec une offre complète de prestations

Inconvénients

Installation complexe, supports faibles

Avantages

Ce logiciel nous permet une bonne gestion des relations avec les clients et le chargement clientèle.

Inconvénients

Non n'avon pas trouvé d'inconvénient pour ce logiciel c'est recommandable aux utilisateurs.

Avantages

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

Inconvénients

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.

Alternatives envisagées 

NetHunt CRM

Pourquoi choisir SugarCRM 

The other providers just didn;t have the features I was looking for.

Logiciel antérieur 

Zoho CRM et HubSpot CRM

Pourquoi passer à SugarCRM

I got a review from another customer that I am friends with.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Salesforce Sales Cloud et SuiteCRM

Pourquoi passer à SugarCRM

We ultimately chose SugarCRM because of its customization options and scalability.

Avantages

Studio (when it works)
Open source flexibility

Inconvénients

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

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

HubSpot CRM

Pourquoi choisir SugarCRM 

Sugar offers all the basic functions of a CRM. It can cover all needs for any type and size of the company. We were able to use it mainly to organize customer contacts.

Logiciel antérieur 

Zoho CRM

Pourquoi passer à SugarCRM

Sugar helps us in customer management. With SugarCRM, we have been able to offer our customers our other products in a better and more efficient way. It's ideal for selling more than just the core service. It's very easy to anticipate what the customer might want.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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).

Alternatives envisagées 

Salesforce Sales Cloud

Pourquoi passer à SugarCRM

We didn't - we ended up choosing Salesforce over Sugar, simply due to the fact that we had to incorporate other areas of the business already in Salesforce and ultimately they were able to provide all the necessary features. For other orgs, I would recommend Sugar, as it's an amazing product.

Avantages

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).

Inconvénients

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.

Alternatives envisagées 

Zoho CRM, Dynamics 365, Copper et HubSpot CRM

Pourquoi passer à SugarCRM

Sugar CRM was cheaper than any of the other solutions and we had a CTO who liked it because he'd used it many times before.

Avantages

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

Inconvénients

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!)

Alternatives envisagées 

Freshsales et Bitrix24

Pourquoi passer à SugarCRM

At the time, the other options were not developed enough. Today, they far-surpass Sugar. Today, I would not go for Sugar at all...

Avantages

The application is easy to use and provides a range of great services and features for Customer Relationship Management .

Inconvénients

The difficulty of using this application from a mobile phone

Avantages

Great forecasting tool and I really liked the contact & account management tools

Inconvénients

Third-party integrations are only available in the advanced plans.

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

Sugar is SUPER customizable. We've been able to easily make it ours (some via the UI, some "behind the scenes" via scripts). One of the best features are the custom reports. You can do almost SQL-level queries to get the information you want (and if you wish, you can use MySQL as well on the back end.) The ability to build multi-level dropdowns, e.g. to categorize issues, is great too. You can make almost anything you want appear on any screen you wish as well.

Inconvénients

The built-in issue tracking part is designed for issues reported by your team - not for issues reported by your customers. We do use it for customer support, and we LOVE being able to see issues customers have had when we pull up their records - but the emails they receive are not well designed, even after considerable work on our part. In addition, we can't provide them with a login to see all their open issues, so they have to ask us.

Avantages

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.

Inconvénients

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.

Avantages

SugarCRM functioned well for storing prospect and customer information.
I was able to load new contacts into the system without much hassle.
Our company is able to adjust the system software to fit our specific needs with ease simply by reaching out to the support team.

Inconvénients

We wanted to explore other CRM options it was nearly impossible for me, from a user standpoint, to export all of our information.
We were coming up on the end of our trial and stood to lose all of our data and I couldn't figure out how to export it. Difficult to do filters as well. I didn't like the format for leads to accounts to sales. Pipeline is also difficult to follow.

Avantages

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.

Inconvénients

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.

Avantages

There is a lot of potential here, it is possible to create automated business processes, highly customizable reports, and creates high visibility of sales pipeline.

Inconvénients

You really need to be a basic-intermediate level programmer to customize this software in house. Sales rep told us the mobile app would auto log both incoming and outgoing calls. There is no way to auto-log incoming calls and it will only auto-log outgoing calls if you use the app to make the call. In addition the training provided was not comprehensive and going to an outside company to assist with problems, set up or any other technical support is extremely expensive. They give you just enough rope to hang yourself.

Avantages

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.

Inconvénients

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.

Avantages

Since the latest updates it became very user friendly compared to previous interfaces, it has several modules you can purchase and also customize to your own needs, given that these are designed correctly. The latest version of the App is really good and saves a lot of time in you are on the road.

Inconvénients

It was not the simplest thing to connect it to a Dashboard service and also to setup reports, but once you set it up runs pretty smoothly. It might have been an issue with my company's server but it ran incredibly slow when outside company's internet, being very frustrating to use on the go. The Outlook Add-on never worked properly and made my outlook crash all the time, finally removed it.

Avantages

The file retention, the report capabilities

Inconvénients

The 'breaks' in workflow

Avantages

There does not see be a lot of down time. In other words it is very seldom out of service. The format is good since we can customize it. Customer service is fast, professional and courteous.

Inconvénients

We should be able to BOLD or Underline . We need more color options. We need to be able to highlight within our comment section. We cannot cut and paste like we used to be able to do.

Avantages

SugarCRM is opensource this gives myself and the technical department in my organization the freedom to develop on this platfrom , without being hindered by technology ,programming language or a restricted API.
Sugar effectively manages every communication we have with sales leads and customers. Over the years ,we have been able to tweak Sugar to work with our internal sales process , thus everyone in the sales and marketing department is glad to work with our in-house improved CRM - Sugar.

Inconvénients

The user interface is outdated ,obviously since it is open source ; it didn't come as a surprise to me. However ,barring this ; the sales department works effectively with Sugar.

Avantages

It has a lot of features that give an holistic way of keeping track of customers leads, also it has multi device interfaces which makes it amazing for on the run salespersons.

Inconvénients

too many functionalities that you don't really use, I think because of a lack of education on the software. Also the exporting files need to be fixed on format and layout.