SugarCRM is software voor klantrelatiebeheer (CRM) die bedrijven helpt bij het beheren van verkoop-, marketing- en klantenserviceactiviteiten. Met robuuste aanpassingsopties, een intuïtieve gebruikersinterface en een flexibel prijsmodel maakt Sugar CRM het toegankelijk voor bedrijven van elke omvang om hun klantrelaties te beheren en loyaliteit op te bouwen bij hun kerndoelgroep. Belangrijke functies zijn onder meer het beheer van leads en kansen, accountbeheer, rapportage en analyse, en integratie met populaire productiviteitstools zoals Google en Microsoft.
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Deployment | Cloud / SaaS / webgebaseerd, mobiel Android, mobiele iPad, mobiele iPhone, Linux op locatie, Windows op locatie |
Workshops | Documentatie |
Talen | Engels |
The experience in the administration of a good CRM to manage your marketing and sales.
Does not have an analytical detail of the interpretation of sales
I am managing my interaction with my clients with a professional CRM
The marketing dashboards and ease of use. The ability to see all of our campaigns and drill down and compare them to see which ones were successful and which ones weren't.
The tool works well for lead generation for sales for a company. We use it for multi marketing strategies with additional tracking and it can sometimes get challenging to have multiple users involved with leads / campaigns.
Management and tracking of our marketing campaigns. We have realized tracking we have never had before.
The ability to easily manage a variety of different marketing workflows as well as being able to track and convert prospects to visit the site. Social Media management is also a huge plus. The Metrics are quite insightful as well.
Some of the workflows are a little tough to adopt at first, I feel this could be remedied with some better workflow guides and user manuals.
It has made our marketing team significantly more effective in capturing and converting site visitors to leads and eventually, customers.
So far my experience with SalesFusion has been positive! The interface is very easy to navigate, they have a ton of support available to get really good at the tool, and there are a lot of metrics to measure the success of your campaigns! Working with the sales rep and onboarding staff has been very enjoyable.
There are bugs, especially surrounding the WYSIWYG tool, but our rep has told us they know about the issues and are working to get it to be better. It's functional and does what it needs to do, but it could be a lot more responsive and robust.
We are trying to get some campaigns off the ground and are really starting at ground zero with our marketing automation. I'm looking forward to seeing what we can really get out of this!
Salesfusion listen to their customers needs and are always making improvements. I also like their native integration with NetSuite and oktopost social platform for a full business solution for building relationships and marketing your business. Tools I like most are the form builder and email maker. I haven’t really gotten into the guts of it yet I feel by using the scoring tool which has huge power when getting into prioritising and measuring customer behaviours.
The load speed can be slow at times. The events section needs updating but they are always updating things, I’m sure that won’t be too far away from being worked on. The neuture tool is good but is designed for email marketing and list marketing and not for use on econmerce ‘if this then that’ statements.
I can now send reliable and great looking emails and measure them well. I can make landing pages when needed for contests and add salesfusion powerful forms on our website. I can also see a customers full history on clicks on the emails and website as well as an integrated powerful social media platform for our technology wholesale business.
Ease of use. Awesome training staff and onboading.
No dislikes, so far. The new UI is very intuitive and easy to learn.
It's helping me to keep better tabs on y maketing efforts and what works for our company.
Customer Support is amazing! They really do hold your hand through the process.
It's definitely a very "robust" program. It could easily be someone's full time job just doing salesfusion. Once you get things going though, it begins to get a bit easier.
Needed something with a CRM and ability to nurture leads.
Besides the free price tag (yes you can pay, but we didn't), the features are excellent, and while some are lacking, it is free.
Not a robust CRM, it lacks many features of competitors, but with the free community you can add almost all the features you want.
Not provided
SugarMarket is quite a good tool when it comes to marketing process automation. We use it for tracking real-time leads/traffic on our website. It really helps us create effective customised targeted campaign. The best part is it gets easily integrated with our CRM.
One thing which would like to be highlighted for betterment can be their user interface plus customisation features could be enhanced further.
We use it as marketing tool for customer engagement, lead generation. We use this tool to monitor the campaign we programmed and also helps us generate timely reports and analysis on the data.
I love the simplicity of the mergre tags
Email builder 2.0 has had some issues so
Bounce rate on emails has improved.
It is fairly intuitive to use and the pricing is not to prohibitive. Some of the features are a bit clunky and as of late we have been having issues with email sends. Overall though, the platform offers everything you would want. The email setup is simple, creating forms/landing pages is easy and reporting could be improved on their end.
I dislike that our emails have been having issues sending as of late, even test emails are having trouble. The support though is for the most part on top of it and helpful but at times can seem like they just escalate things to get them off their plate but nothing gets done. Creating a report could be an easier process and really creating anything new could be easier.
It provides a platform that can be connected with many CRMs and allows for customization in that sense. It has allowed our very custom CRM to work pretty well with the email platform.
email customization, and how easy it is for our staff to log on and create their campaigns I just learned about the lead scoring tool and this helps our recruiters know who best to reach out to.
The analytics I do not find very user friendly. Maybe if it was a little more straight forward
We are reaching a lot of our clients and candidates regularly with tracking benefits. Our clients and candidates have been staying in formed regularly now.
the scope of the application at an affordable price, support is responsive, they heed user suggestions and they keep improving the software
disjointed interface across the platform. Old legacy sections with limited function and archaic interface remain in place alongside new interface and functions; deprecated features remain in place but are not marked as such and can be used unwittingly resulting wasted time getting support to tell you it's deprecated.
Acquiring and qualifying leads, delivering to sales, continued marketing to potentials for future or additional business. Making leads and contacts available to sales management through one cloud-accessible database, while delivering lead/contact journey. It has made our contact list much more accessible to sales, and enabled us to find potential opportunities within. Automated follow-up marketing emails have uncovered more opportunities.
I like the email creator. I think they make it very easy to use HTML to create and edit templates. I also like their dashboards and survey functionality. Their support is also always there to help and will always find an answer to your issues.
The system does not integrate with all objects/fields in Salesforce and their event integration is hard to manage.
Marketing Automation.
I think it is a descent competitor to some of the larger players. Can come in at a more reasonable price point.
Not as feature-rich as some of the other options.
Ability to keep all of our information in one place.
The user interface is clean and fairly simple.
The inability to delete things just seems like such an odd feature. You end up with multiple things labeled "do not use" if it wasn't set up correctly the first time because you can't go back and delete them.
Marketing automation, email campaigns, landing pages
My favorite thing about Sugar Market is that it is user friendly.
I dislike that it is not as robust as I would like it to be.
I'm solving connection issues that I previously experienced with my last automation platform, Marketo. Market connects directly to CRM which is nice.
I like the drag and drop features. Easy to navigate editor. The A/B testing email set up is really nice. Uploading marketing lists are pretty quick and easy.
Sometimes my emails will not look the same in the test email as they do in the editor. Data seems to come back inaccurate within the reports. The report will show over 100 clicks to the website while only a handful of them actually happened. We contacted support and were told thing is due to them inflating our data. Therefore, we have to manually sift through the data to find accurate information.
We mainly use Salesfusion for brand awareness purposes and client retention with release notes and newsletters.
Ability to use old campaigns as a starting point for new ones. Can be created quickly.
You can't resend a campaign to additional people. You have to recreate it and send. Sometimes the code is wonky. Takes some time to figure out why things don't work like you think they would!
Marketing campaign design and uniformity to newsletters. Great statistics and nice to have unsubscribed, and failed email addresses so we can update them in CRM.
I thought the implementation was smooth. Their implementation team seemed to be knowledgeable and provided the proper support. Setting up the product on our end was flawless. It works with on-premise CRM as well as cloud base.
I am not a huge fan of their support team. We've had repeated issues with syncing between our on-premise CRM and the Salesfusion cloud. Our system is configured properly and up-to-date on the latest patches. However, their team continues to state that our server is causing the failures.
We've always had challenges with users sending mass emails from their local Outlook email software. This is no longer the case since the user can now upload their lists to Salesfusions and have them be sent on their behalf. It's reduced the probability of our domain being blacklisted unnecessarily.