Pipeliner CRM vs. Sugar Sell (SugarCRM)

Pipeliner CRM is amazingly flexible to your business model. For example, in addition to tracking movement of leads through your sales pipeline, Pipeliner CRM can be used to track internal processes, like RFQ and RFPs through your organization. It's highly adaptable across your organization.

The way Community Tax uses Sugar from a users point of view is, it can house a lot of information for either a company or individual with the option of adding additional sub cases . The down side is there are licenses issued per user and 1 per user is not enough because most of the time we are multitasking. Therefore a program/software would be more suitable instead of using a URL.

Incentivized

• Clear and easy visualisation of Sales Process
• Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
• Reporting into pivot table is also easy and very useful
• Mobile app has always been very good and easy to use since 2015

• Very easy to set up and configure reports among teams. Very customizable and allows me to build reports that illustrate how the team is performing.
• Exporting granular reports into excel for in depth analysis and actionable measures.
• Ability to mass upload lots of information and leads. Important for our team to import lots of information on prospecting clients.

Incentivized

• Pipeliner CRM needs to create a video chat room where you can see exactly where your employee is working in the field.
• Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.

• The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
• General layout could be improved by the addition of modern templates to customize the standard look and feel
• Support communities could be further improved with the addition of videos on how to do specific configuration, modules.

Incentivized

Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.

Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.

I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.

In the overall usage of the system I still give it a 10 out 10 because it's our day to day system that we use here at work. We all have come to love it because it's quick and easy to use. New updates are given to us by our supervisors or managers and it's easy to do new things in the system. The only Issue like I said before that I'm having is that once I put a payment date and want to modify the dates, it will only allow me to eliminate the date but not put a new one back in.

Incentivized

SugarCRM has never been down for us.

No response time issues ever. Very productive due to its ease of use.

The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.

Because it provides us with the necessary support and with the updates that are being made in the system, it allows us to improve our work experience and makes it easier for the entire team. When requesting some type of support it is effective and immediate and with this, it [does not] stagnate our productivity.

Incentivized

We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.

Only part of an implemementation as noted previously.

Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.

Incentivized

I will always select Pipeliner CRM because it is very flexible, easy to work with, data capturing is at its best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training.

SugarCRM does not stack up well against Bloomreach; we moved away from SugarCRM to Bloomreach, which was much more suited and easily integrated into many different platforms. Bloomreach has a much nicer user interface for debugging and simpler screens for less technical audiences to utilize 3rd. Party support is rarely required, and lots of easy-to-understand documentation is available.

Incentivized

Works from 2-300 Users in our experience.

• As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
• The visual tools allow those "no good deals" to be spotted and resource usage limited.
• A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.

• I know that SugarCRM has made a positive impact on my day to day work. Since we have made the change to SugarCRM (over a year ago) it has made life easier, more productive, and efficient.
• Organization is key and this CRM has done this exceptionally for me.

Incentivized