SugarCRM
Sobre SugarCRM
Automatización de la fuerza de ventas
Sugar impulsa el rendimiento del personal de ventas porque facilita que los comerciales supervisen y compartan contactos y oportunidades. Ayuda a gestionar y aumentar las ventas en cuentas existentes, pronosticar ingresos, supervisar el rendimiento con paneles de control, administrar presupuestos y contratos, trabajar offline con la solución móvil Sugar y colaborar a través de la integración con Microsoft Outlook, Lotus Notes y otras aplicaciones de software para grupos.
Automatización del marketing
Sugar cierra el círculo entre el marketing y las ventas. Crea, ejecuta y supervisa las campañas a través de múltiples canales con el asistente para campañas. Desarrolla atractivos programas de marketing por correo electrónico y capta clientes potenciales directamente en tu sistema CRM con los formularios web de conversión de clientes potenciales. Administra y asigna clientes potenciales a los representantes de ventas y supervisa el retorno de la inversión de los programas de marketing.
ASISTENCIA AL CLIENTE
Adquirir nuevos clientes es mucho más caro que vender a los clientes existentes. Con la asistencia al cliente de Sugar, las empresas tienen la confianza de que los casos de los clientes se gestionan de manera rápida y efectiva. La asistencia al cliente de Sugar centraliza las solicitudes de atención al cliente en todos los canales y permite a las empresas administrar los correos electrónicos entrantes, diagnosticar errores, compartir conocimientos y resolver los problemas de los clientes. Además, las empresas suscritas a Sugar Enterprise o Sugar Ultimate pueden cubrir los costes de asistencia al cliente con el portal de autoservicio para clientes incluido.
Precios desde:
US$40,00/mes
- Versión gratuita
- Prueba gratis
- Suscripción
Las 5 mejores alternativas a SugarCRM
Dispositivos
Tamaño de la empresa
Disponible en los países siguientes
Idiomas admitidos
Precios desde:
US$40,00/mes
- Versión gratuita
- Prueba gratis
- Suscripción
Las 5 mejores alternativas a SugarCRM
Imágenes
Funciones
Funcionalidades totales de SugarCRM: 55
- API
- Acceso móvil
- Alertas y notificaciones
- Almacenamiento de documentos
- Análisis de atención al cliente
- Análisis predictivo
- Asistencia al cliente
- Automatización de marketing
- Automatización proceso/flujo de trabajo
- Base de datos de clientes
- Base de datos de contactos
- Búsqueda de clientes potenciales
- Búsqueda/filtro
- Captura de clientes potenciales
- Catalogación/Categorización
- Contactos compartidos
- Control de respuestas por correo electrónico
- Creación de informes/análisis
- Cualificación de leads
- Datos demográficos/firmográficos
- Distribución de clientes potenciales
- Generación de propuestas
- Gestión de campañas
- Gestión de clientes potenciales
- Gestión de contactos
- Gestión de contratos o licencias
- Gestión de correo electrónico
- Gestión de flujos de trabajo
- Gestión de llamadas
- Gestión de oportunidades
- Gestión de tareas
- Gestión de ventas sobre el terreno
- Gestión del conocimiento
- Gestión del pipeline
- Gestión del pipeline de ventas
- Gestión del territorio
- Importación y exportación de datos
- Integración de chat interno
- Integración de redes sociales
- Marketing por correo electrónico
- Modelos de puntuación múltiple
- Métricas de rendimiento
- Para dispositivos iPad
- Para startups
- Portal de autoservicio
- Presupuestos y estimaciones
- Previsión
- Previsión de ventas
- Puntuación personalizable
- Segmentación
- Segmentación de clientes potenciales
- Seguimiento de fuentes
- Seguimiento de interacciones
- Seguimiento de recomendaciones
- Sistema de calendarios o recordatorios
Alternativas
Salesforce Sales Cloud
Zoho CRM
Insightly
Agile CRM
Opiniones
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- Sector: Petróleo y energía
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Probabilidad de recomendación 8.0 /10
Excellent Community CRM
Revisado el 12-02-2019
SugarCRM Community edition has been a great daily driver for my music business. It's reliable, and...
SugarCRM Community edition has been a great daily driver for my music business. It's reliable, and has enough functionality to enable me to record all the key data that I need. The ability to self-host the platform is fantastic, because it helps keep costs down, and when you work on a small-scale, you don't need all of the processing power of a paid hosted solution. Definitely a great option if you have the savvy to install and maintain your own instance on your web server.
Puntos a favor
I used the self-hosted community CRM for several years for my own music business. It has a ton of functionality that matches a lot of the basic features you find in Salesforce Classic. It's a great tool for keeping track of client data, deal tracking, etc. It's also nice to be able to self-host the platform as well as it's a lot more affordable than using a paid SaaS solution.
Puntos en contra
SugarCRM Community Edition looks pretty dated. If you don't have a lot of experience with the typical CRM data model concept, it can be hard to figure out how to use the system. The interface could be modernized to make it easier to navigate and find your way around. Another downside to being the Community Edition is that you need to know how to install and maintain the platform on your own server, but this is also a plus if you do have these skills.
- Sector: Marketing y publicidad
- Tamaño de la empresa: 501-1.000 empleados
- Software usado Otro durante 1-5 meses
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
The Pros and Cons of Sugar
Revisado el 14-01-2020
Overall, I really enjoyed Sugar and think it would be a great fit (especially for the lower price...
Overall, I really enjoyed Sugar and think it would be a great fit (especially for the lower price point!) for marketing and advertising agencies that are looking to build out custom flows. Their customer care team was incredibly helpful and knowledgeable, and I really enjoyed working with them.
Puntos a favor
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.
Puntos en contra
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).
Alternativas consideradas
Salesforce Sales CloudRazones para cambiar a 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.- Sector: Consultoría de gestión
- Tamaño de la empresa: 10.000+ empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 8.0 /10
A good CRM
Revisado el 07-10-2021
Puntos a favor
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 .
Puntos en contra
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 .
- Sector: Transporte/transporte en camión/ferrocarril
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 7.0 /10
SugarCRM Review - Walz Scale
Revisado el 16-03-2017
We have been using Sugar for several years, but only in the past six months have we really dug down...
We have been using Sugar for several years, but only in the past six months have we really dug down to fully utilize the software. The tool is fairly simple to use, I like the reporting functions, but the feedback I get from my sales team is that it is just 'clunky' to use. I'll give you one little example. For the Opportunity 'Actual Closed Won' date, I found through coming across some bad sales data for the month, that if you close a sale in January, and that same month you mark it as Closed Won. But lets say in March you want to go in and add a note to the description. Once you edit that note, (thus changing the Modify date) you autimatically changed the 'Actual Closed Won' date to March. Really messes up sales reports! When I contacted Sugar, there really wasnt an easy fix. We found SierraCRM (third part software) and Bill Convis from there helped with a solution to this problem. We have now purchased this software and believe that this will help take us to the next level of using Sugar. Sugar Support via email is usually pretty prompt, but as far as hearing from our 'Account Manager', just 2 weeks ago was the first time I heard from someone regarding our account. At that point, I had already reached out to SierraCRM, so I did not need anything from Sugar.
To summarize: Great tool, though a little clunky, but the price is not bad. Customer service could be improved, especially for companies like us who are invested in the process, and just need some help taking our sales process to the next level. Thanks!
Puntos a favor
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...
Puntos en contra
Design is little clunky. Think with some improvements, it might be easier to convert leads, update opportunities. Need less clicks!
- Sector: Seguros
- Tamaño de la empresa: 10.000+ empleados
- Software usado A diario durante 1-5 meses
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Wonderful Product
Revisado el 22-07-2021
Overall I would highly recommend this product! It is user friendly, although can appear overwhelming...
Overall I would highly recommend this product! It is user friendly, although can appear overwhelming at times, its hard to "get lost" or "break" anything! There are some features that you may need to fine tune depending on what you are looking to use the system for but overall rated 9/10 across the board! Highly recommended!
Puntos a favor
I like that this software is easy to grasp the concept of, easy for a new user to understand and navigate through! Has lots of areas to store, create, and customize/analyze all types of data! Still learning something new everyday!
Puntos en contra
The only downside that I have found to the software for our purposes here we track each callers name, email, phone and fax number, would be nice to make that existing info populate ask you are selecting the main contact (companies) name and the contact details auto pop so you do not have to ask for them but rather verify them
Preguntas frecuentes sobre SugarCRM
He aquí algunas preguntas frecuentes sobre SugarCRM.P. ¿Qué tipo de planes de precios ofrece SugarCRM?
SugarCRM ofrece los siguientes planes de precios:
- A partir de: US$40,00/mes
- Modelo de precios: Versión gratuita, Suscripción
- Prueba gratis: Disponible
P. ¿Quiénes son los usuarios habituales de SugarCRM?
Los clientes habituales de SugarCRM son:
Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+
P. ¿Qué idiomas admite SugarCRM?
SugarCRM admite los siguientes idiomas:
inglés
P. ¿SugarCRM es compatible con dispositivos móviles?
SugarCRM admite los siguientes dispositivos:
Android (móvil), iPhone (móvil), iPad (móvil)
P. ¿Con qué otras aplicaciones se integra SugarCRM?
SugarCRM se integra con las siguientes aplicaciones:
Campaign Monitor, CloudAgent, CloudHub, Constant Contact, Hootsuite, LiveOps, Mailchimp, Olark, Pardot, SyncApps, WhosOn, Zapier, Zendesk
P. ¿Qué tipo de asistencia ofrece SugarCRM?
SugarCRM ofrece las siguientes opciones de asistencia:
Asistencia 24/7, Chat
Categorías relacionadas
Ver todas las categorías de software encontradas para SugarCRM.
- Software de seguimiento comercial
- Software CRM
- Herramientas de automatización de marketing
- Sistemas automatizados de ventas
- Herramientas para social CRM
- Software CRM online
- Software de gestión de contactos
- Herramientas de administración de leads
- Software de análisis predictivo de leads
- Software de servicio al cliente
