SugarCRM Erfahrungen

Vorteile

SugarCRM is one of the best marketing platform which really help small business to grow faster and that's why it is also known as the business market smarter software. The best thing about this software is that it always provide the best customer relationships marketing software. We have been use the SugarCRM software foor the sales and marketing purpose because it has the great ability to customization's. Hence, the users interface is very responsive and the well designed.

Nachteile

The first obvious thing I don't like about this software is that SugarCRM does not have a users-friendly users interface software. The another problem that we faced is that it take a lot of time to setup the everything but the documentations is always great. When we started using this software then we don't find the file manager as so intuitive.

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.

In Betracht gezogene Alternativen

Zoho CRM und Salesforce Sales Cloud

Gründe für den Wechsel zu SugarCRM

We choose this because it has strong customer support team and it is less expensive compared to there products.

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

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.

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!)

In Betracht gezogene Alternativen

Freshsales und Bitrix24

Gründe für den Wechsel zu 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...

Vorteile

The software provides a robust search feature that allows you to search by name, phone number, and other data values that I need. A standard profile account view would highlight the key information in the configuration of the presentation card, which may include phone number categorizations and to whom the account is allocated, for example. Admin software provided with SugarCRM enables the setup of each screen such that The company wants, including adding personalized infinite areas, changing values on any deployable list, and arranging everything and all. Another main way in which I can use SugarCRM phones or tablets when out of the office, helps you to extract some data through searches and tables, you can quickly call a contact and when you have a call.

Nachteile

You will choose to separate and divide the data into different categories. one way that you might do this is through searches, you will get to sort so many that you can get lost in so much dating.

Vorteile

The CRM was easy to set up on our own. This was fortunate, because Sugar did not support their product. We paid UpCurve Cloud (3rd party design) to implement, but they didn't help because they did not get support from Sugar either.

Nachteile

There was a total lack of support from the company. It took them weeks to respond to emails and phone calls and the people we talked to were not able to help with the issues and didn't feel empowered to pass along our concerns or even stop our subscription.

Vorteile

Maintaining records helps in avoiding any misses in journey to achieve the targets.

Nachteile

It is quite time consuming to work with this software. There needs to some kind of an optimization or additional features to help navigate things faster.

Vorteile

I liked the flexibility that SugarCRM provides. With its customizable features and open-source code, I was able to tailor the software to my exact needs. The wide range of features and integrations made it possible for me to manage everything related to my business in one place.

Nachteile

There is nothing to dislike in SugarCRM.

Vorteile

It's strong capabilities for sales and marketing automation and It's customizable interface that allows users to tailor the platform to their specific needs.

Nachteile

This platform can be somewhat complex to set up and customize, it takes time for one to fully familiarize his or herself with all of its features.

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

We are a Sugar CRM reseller but this review is from my perspective as a user of this fantastic software. Most CRM is the same functionally - manage accounts, contacts, opportunities, etc. But what sets Sugar apart from the rest of them are three fundamental things:

1. Simplicity - Sugar CRM is clean. It's super easy to get any information you need without needing your IT guy to build you a custom report.

2. Customization - Every business is different and you need your CRM system to adapt to you. Sugar Studio makes tailoring your software easy - even if you're not that technical. Dare I say - even a marketing or sales person could do it.

3. Plug-Ins - There are tons of plug-and-play add-ons to extend SugarCRM in virtually any area - support desk, email marketing, and much more. We use Inbox25 for email marketing and are leaning toward InsideView for integrated list management but there are so many other options to consider.

Nachteile

We are using the hosted, On Demand version which limits our access to source modifications (somewhat). We have been able to work around all of these so far.

If we get to a point where we need more access to modify the underlying program we can always bring the product in-house and customize to our hearts content.

There have been a few minor bugs that we've found - certainly no more than we had in our previous CRM system but Sugar's support team had them resolved - almost immediately!

Vorteile

Built-in development tool (Studio) and the Advanced Workflow Manager. One can have a functional, useful, robust, effective, CRM running within an hour. Getting started by importing Accounts and Contacts is easy and the software modules allows customization the meet specific business needs.

Nachteile

The Advanced Workflow Manager is still missing a few functions that were available in the "old" Workflow Manager. There is a plan to remove the prior Workflow, but its demise has been delayed until the SugarCRM folks fix the deficiencies.

Vorteile

Customization:Have the posibility to create new modules

Nachteile

Slow
Ugly and ancient UI
Hard to use
Lack of good support documentation

Vorteile

Functionality and API is impressing

Nachteile

UI is slow for 2017. Need to speed up the response time.

Vorteile

SugarCRM is customizable and can be tailored to meet the specific needs of your organization .The way you can store and access customer data is intuitive . It is also easy to pull out the data you need on Excel files and then add it to the program(s) you use for analytics .

Nachteile

The interface on mobile is noticeably different than on desktop and the app is overall slow and buggy . You can't log in simultaneously from multiple devices .SugarCRM doesn't integrate with almost any other program and information transfers have to be done manually .

Vorteile

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.

Nachteile

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

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.

Vorteile

Extremely configurable, vastly customizable, lots of modules available, large online community, free version.

Nachteile

The only sad part about it is that all the captions used for drop-down lists (Or radio buttons or any multiple choice controls) are stored straight to PHP pages and not in the database (So in MySql you end up having only keys but no trace of the long values). There is some workaround (Nightly job to extract and copy those in a table), but it's a hassle.

Vorteile

Honestly, there is not one thing I like about this software and I do CRM implementation/administration.

Nachteile

It is EXTREMELY slow and always times out, it doesn't connect to facebook to import events (it use to,) the email system is extremely antiquated and more that I won't get into on here, everytime you do something it refreshes and send you right back to the beginning instead of where you were, when events or businesses are deleted they still show up all over the place... the list goes on and on.

Vorteile

They are continuously making updates and improvements, and support is very responsive. There are a lot of different modules and TONS of flexibility in setting it up to fit your business.

Nachteile

This isn't for a novice user. I recommend using a consultant or someone to set this up for you and spend the extra money and time on training. Most of our employees are only using small functions of the program and we definitely could be getting more value out of it with better training.

Vorteile

Very flexible and easy to edit. Fast response time on queries (I use the OnDemand cloud version). Good support for SugarCRM staff. And there are many integrations and plugins that enhance the experience.

Nachteile

Lot of 3rd party integrations and customizations can "break" as Sugar goes through upgrades. The Word and Outlook Add-ins are a bit awkward and time consuming -- but they do work as advertised. Sometime there is constant re-logging in to make them work.

Vorteile

What I like most is that we can create reports easier,
I can create new custom fields and add functions.
I like the workflow - I added for send emails to an admin account to report when a opportunitie is closed and is part of a project - and this email creates a new record in my project system.
I can create Modules as I need

Nachteile

Is very difficult to work with the API´s´, at this moment i cant work with them . and IT Sugar support is not helping me.
The thing i Dont like if you want to create a Report Type:Summary you cannot add the Text Fields, is not showing in the system, this type field in the version 7.0 it was added but in the new version is not there any more, and I reported this to Sugar Support but they do not do anything, I think is a kind of a bug but they are not doing anything.