Salesflare vs. Sugar Sell (SugarCRM)

Salesflare is recommendable for any business that runs a lean sales setup with a website for lead generation, empowered with maybe cold outreach and/or lead nurturing. Mostly so for small-to-medium sized businesses: they can save a ton of time/money generating more revenue with their human sales efforts, while Salesflare does the rest of the job.

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

• Workflows are easy to create and very effective for bulk messaging.
• I like the email templates that I can set up and re-use - very convenient!
• The phone app is good - I can access a contact right from my phone and call them. When I make a call, it automatically opens a note for me to create a time-stamped record of the call.
• I also like that fact that I can add customized contact and account fields. This is a big help in allowing me to do pretty precise "sorts".

• 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

• Salesflare automatically captures and organises data about leads so it can effectively surface the ones that require your attention. It also provides you with the tools to do just that. What it doesn't cover as much right now is feeding top of the funnel: I would for example happily pay extra to have a website visitor identification functionality into the mix.

• 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

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.

The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.

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.

Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!

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

The learning curve and ease of use are virtually non-existent, and the interface is straightforward. Other products we've tried or evaluated have been too complicated and customizable. It's easy to start using Salesflare right away. Salesflare can be thought of as a better Pipedrive. With the same easy-to-use, low-barrier approach to getting started, it ups the ante when dealing with data, enriching and automating it.

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.

• I save dozens of hours each month managing new clients and leads, Salesflare easily pays for itself each month
• Between the great mobile app and integration with Gsuite, Salesflare is the perfect CRM for the mobile user. I no longer feel chained to a desktop to manage my leads.
• I used to have a Love-Hate relationship with CRMs but now actually enjoy using a CRM since using Salesflare and feel like I actually realize the value of using a CRM.

Incentivized

• 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