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Sugar Serve

Score9 out of 10

3 Reviews and Ratings

What is Sugar Serve?

SugarCRM offers Sugar Serve, a version of its CRM providing en emphasis on customer service automation, service case management, SLA management, customer self-service and includes the SugarBPM workflow tool to automate processes.

Categories & Use Cases

Top Performing Features

  • Subscription-based notifications

    Users subscribe to notifications for ticket updates

    Category average: 8.1

  • Expert directory

    Directory of IT and businesses services available to customers to help route tickets to appropriate subject matter experts

    Category average: 7.9

  • Ticket creation and submission

    Users and agents can easily enter new support requests.

    Category average: 9

Areas for Improvement

  • ITSM collaboration and documentation

    Issue resolution through collaboration mechanisms like discussion threads, social tools; agents can attach notes, files, etc. to tickets in order to maintain a record of all interactions related to the case.

    Category average: 7.4

  • Internal knowledge base

    Internal knowledge base helps agents answer customers' support questions.

    Category average: 8.1

  • IVR

    Includes an interactive voice response system for routing callers to the correct agent or information.

    Category average: 8.1

Compact and flexible tool of great utility in our business management

Use Cases and Deployment Scope

A Serve CRM-type, it can be operated free of charge and locally. Since the database structure and display can be freely customized, it is possible to create an original system of database according to our own internal business. On the other hand, I think it is an important option for companies that cannot adopt cloud services.

Pros

  • Since the functions and specifications are simple, Sugar Serve can be used for general purposes in different types of enterprises.
  • It offers a high degree of flexibility and is easy to use across a wide range of industries and business domains.
  • It is easy to organize, very flexible, and adaptable.

Cons

  • The interface that works with other systems is not ready, it lacks extensibility by default.
  • It necessitates the presence of a responsible someone with some programming skills.
  • The problem is especially noticeable with custom objects. Elements that should be removed remain, or an error occurs, making it a bit useless.

Return on Investment

  • The contents managed by Excel are migrated so that employees can consult and update them at any time from the browser.
  • It is simple and versatile, so it can be used both by the work team and in all departments involved in the system, simplifying the management of processes, and collaboration and documentation
  • It allows us to check visually and comprehensively, the status of the company and each of its members in an easy-to-understand way. Which facilitates decision-making and help desk CRM integration

Alternatives Considered

Salesforce Service Cloud

Other Software Used

Salesforce Experience Cloud, Veeam Backup for Azure, Azure Backup

Best customer support tool

Use Cases and Deployment Scope

Sugar Serve really eased our customer management communication task. It auto-responds with customizable messages which reduced our management and helped us to invest that time in other important tasks. Really helped us and our clients. And its unique client satisfaction has helped us to understand clients' requirements.

Pros

  • Customizable messages.
  • Mood survey.
  • Auto response.

Cons

  • It's customizable messages takes time to add.
  • Sometimes it lags.
  • Need to add some more features like gif.

Return on Investment

  • Customer mood analysis.
  • Auto response.
  • Quick response.

Alternatives Considered

Freshdesk, Zendesk Chat and HubSpot CRM

Other Software Used

Slack, monday.com, Google Sheets