Opiniones de SugarCRM

Lo mejor de SugarCRM es que siempre proporciona el mejor software de marketing de relaciones con los clientes.
Los informes y paneles son fáciles de entender.
Genera seguridad en el manejo de datos. Puedes manejar distintas campañas, crear campañas diferentes para cada persona y obtener una imagen general de la campaña.
El equipo de Sugar nos ayudó mucho durante el proceso de decisión, implementación y personalización del software, aunque es un poco tedioso implementar ciertos desarrollos y tiene limitaciones (cosas que no se pueden hacer o desarrollos demasiado largos).

La interfaz de usuario se podría mejorar, se ha quedado un poco anticuado y no es muy intuitiva.
El mayor problema de estas herramientas siempre es que el precio es un poco elevado, por lo que empresas pequeñas tendrán dificultades para poder permitírselo, no obstante, creo que merece la pena invertir en una herramienta como esta.
Está muy orientado a marketing y ventas.
La customización es un poco complicada.

Una herramienta de trabajo muy sencilla e intuitiva, visualmente se pueden ver muchos detalles de clientes y acceder a ellos en un solo click

Tiene una integración muy difícil con otras herramientas, muy difícil añadir automatismos y en cierto puntos se bloquea el sistema por saturación

Bastante básico y fácil de usar aunque se queda un poco corto

Lo hemos usado un par de años en la empresa y la verdad que se queda ya corto a nivel de otros sofwares, bastante lento y con poca posibilidad de automatismos

Es muy bueno en temas comerciales y relacionados al servicio al cliente

Es una mala herramienta para medir procesos internos de manufactura, ya que solo tiene mediciones muy basica, que terminas haciendo manual las otras

Es un CRM que puede ser útil si tienes procesos simples en tu empresa y quieres automatizarla un poco utilizando un CRM.

No veo que sea una herramienta muy potente para medianas y grandes empresas. Al final te tocará optar por otras herramientas más potentes en el mercado.

Dashboard collaboration now makes business-critical data accessible to those who require it. The total features ensured that the common perception of a CRM will now shift from a pragmatic, reviewable database to an operational, process-driven platform which will save time, generate benefits, and, as the motto states, "Do the job for you."

The user interface is not very inviting. The customer experience is mediocre. It does not allow for multiple device logins. As a result, it might be difficult to use occasionally. The smartphone app should be improved, since it does not feel up to all the same grade and appears to be a mistake. Keep in mind that many customers are out in the workplace and may not always be seated beside a pc.

It easily gets integrated with many applications.

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

I like the Online (sugar on demand) that allows Sugar Support to get into your software and look and something you may be struggling with, like reports...

Design is little clunky. Think with some improvements, it might be easier to convert leads, update opportunities. Need less clicks!

Customizability, intuitive relational design facilitates continuity of tables

Requires some development to deliver anywhere near full potential

We could customize it in-house without paying a lot of outside consulting fees

Storage space is an issue and your forced to buy more storage even when its Sugar's temp files building up.

Its going to be difficult to provide any pro's about SugarCRM. I inherited this CRM after coming from multiple companies using salesforce. Sugar is about 40% less expensive than salesforce, and we use the on-premise, but cloud hosted model.

There are a lot of downsides to sugar. We had corruption issues each time we upgraded, dashboards are extremely limited, and you cannot push out dashboards to users. I find it difficult to use from a UI perspective, where expanded panels make the UI sluggish and busy. searching in the global search bar is odd and you never get proper results, results sets only return up to 1000 rows, other than that you need a report which is extremely difficult to use. Forecasting requires the individual to select the commit button, not the sales manager. You cannot set global quota, but rather a quota per month manually.Probably the most non intuitive UI i have ever used. Every new sales person is just bewildered by its use.

It worked very well for our business tracking. We have control over sales. We were able to announce ourselves to a large audience.

The graphical interface of the product is not intuitive.

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.

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.

Sugar CRM has interesting potentially especially for small companies that have low budget. It's a great pro having the possibility to host it in proprietary servers.

Local host means having a slow CRM and also it's hard customizing reports and data visualization tool to track activities.

It has an ease of use that i appreciated. Most features are intuitive

Can be a bit bungled sometimes. There seem to be too many ways to do the same thing so you have the team using the product differently

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.

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.

SugarCRM was fairly easy to get base-level reporting created, and without any training.

The mobile aspect is quite lacking... not good for a leader/manager who wants to check detailed data on the go or away from the office. We had a full-time SugarCRM admin onsite, and even he had trouble creating the level of detail we needed. Our requests weren't unique, we learned, when another software CRM was able to immediately handle them right out of the box.

The tool is intuitive and very easy to use, there is the option to use the cloud in a private server or use the software tool as a service, it has a variety of modules to carry out the management of clients, such as sales, marketing campaigns, opportunities, potential customers, everything related to meetings and appointments to be carried out by sales executives, among others. It has a module to carry out project management related to opportunities and contributions made. It also has a version for mobile devices that allows you to review information or keep the information of the CRM updated from the comfort of the smart phone and / or tablet. It has the ability to add new fields to the forms by further personalizing the tool, there is a version in which you can by role display a certain form. It has the capacity to extend it by adding new modules

It has a module to record tasks, which can be used for assigning different activities to employees, in this part you may be able to add some type of SLA and in this way to measure the time it takes for users to complete tasks according to the assignment date and the SLAs registered for a specific type of task. Workflows are very basic for the professional version

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.

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.

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.

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.

Sugar is easily customized and the option to host on-site is not available by a lot of other CRM providers. We are able to synchronize a lot of data from our existing business software easily by directly accessing the SQL database. With the cloud version, we would have had to write code utilizing the CRM API to synchronize everything. Building all of that would have been significantly more expensive for us.

From both the Admin and user perspectives, the software is very easy to learn and intuitive. Our users are very happy with the new software and easy it is to use.

Pretty easy to use, robust mobile app, good reporting.

Some basic functionality is missing, ie, had to write a custom report/fields to be able to see when the last time a contact was contacted (email, meeting or phone).

The file retention, the report capabilities

The 'breaks' in workflow

Both salespeople and management are able to use the information generated to increase sales and look for new opportunities.

Not being a programmer, it can sometimes take a lot of work to tweak the program to specific ideas. Integrating old information that is not in Sugar categories had to be done manually and took a lot of time, but it was worth the effort.

I like that I can add lots of features and functionality myself, including whole new custom modules. As my workplace deals with lots of custom items Sugar fills our custom needs. Our reseller has been fantastic in keeping that custom functionality.

I dislike that we are able to edit default field formulas at all without an easy "restore." I think this makes it easy for a developer to make a small mistake that can cause the instance to stop being "upgrade safe." I wish customizing the color, notifications and "logos" were easy to change in an ondemand instance. I also want the global search function to be more consistent.