Sugar CRM Overview
This is a summary of the comprehensive capabilities and benefits of Sugar CRM based on over 5210 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Sugar CRM, Salesforce Sales Cloud, Zoho CRM, ConvergeHub, Pipedrive, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Sugar CRM is right for your needs? Our Cuspera AI engine can evaluate how Sugar CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
Sugar CRM supports business activities such as:
- Sales Document Management
- Engagement Management
- Workflow Management
- Contact List Management
- Helpdesk Management
Sugar CRM can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Scale Best Practices, Improve ROI, etc. It can help manage these activities if you use Mobile Offline and E-Mail for these needs. As a solution, Sugar CRM's capabilities include Dashboard, Recording, Personalization, etc.
Sugar CRM was founded in 2004. Information Technology and Services Vertical is its biggest customer base.
Reviews
"Sending personalized emails through Sugar Market generated a quote request for a $30,000 project on day one. Results like that confirm we’ve made the right choice. " - Barry Myers
Cuspera Reviews
18 buyers and buying teams have used Cuspera to assess how well Sugar CRM solved their CRM needs. Cuspera uses 5210 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Sugar CRM.
Use Cases
Peers recommend Sales Document Management , Engagement Management , Workflow Management , as the business use cases that they have been most satisfied while using Sugar CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Sales Document Management with Mobile and Offline |
4.51/5 ★ |
"...Managing a distributed independent factory rep group...." Peer review by Executive Sponsor in Building Materials |
| proposal & quote management |
4.25/5 ★ |
"...If a quote is not revisited in 30 days, an automatic email reminder is sent to account rep/owner...." Peer review by Abigail Urry |
| contract management |
4.86/5 ★ |
"...Sugar is very easy to use and I was able to set up our contracting module with little help or training...." Peer review by Cori M., Contract Manager, Hospital & Health Care |
| digital signature |
3.81/5 ★ |
"...Opportunities then can be closely tracked, upon further client management, the goal is to transform, those Opportunities into actual accounts, that is signing contracts and again execute and keep track of all the workflows within SugarCRM, that involves the interaction with several other departmewnts in the company that are connected through SugarCRM to produce documentation, notifications and Approvals to bring in new accounts into our sales system in SugarCRM...." Peer review by Verified User, Consultant in Information Technology |
| document sharing |
4.25/5 ★ |
"...Smooth interface and integration with email and document sharing...." Peer review by User in Information Technology and Services, Information Technology and Services |
| Engagement Management |
4.90/5 ★ |
"...I'm able to schedule calls, meetings, follow ups and view them right on my desktop, as well as see any new accounts created, contacts added...." Peer review by Cianna R., Marketing and Advertising |
| engaging and following up |
4.93/5 ★ |
"...I've not seen too many people engage from an enterprise level...." Peer review by Verified User, Administrator in Marketing |
| engaging with scheduling & cadence |
3.63/5 ★ |
"...In reality, the entire operation revolves around a cadence of complex behind-the-scenes activities ones that have been carefully crafted and fine-tuned to provide the best possible customer experience...." Case Study credaris |
| Workflow Management |
4.10/5 ★ |
"...Sugar has made this a simple process that we have integrated into every workflow touching the sale...." Peer review by Marc Prince, President, Digital Ascent, Inc |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management with Mobile and Offline |
4.51/5 ★ |
"...Managing a distributed independent factory rep group...." Peer review by Executive Sponsor in Building Materials |
|
| proposal & quote management |
4.51/5 ★ |
| contract management |
4.51/5 ★ |
| digital signature |
4.51/5 ★ |
| document sharing |
4.51/5 ★ |
| Engagement Management |
4.90/5 ★ |
"...I'm able to schedule calls, meetings, follow ups and view them right on my desktop, as well as see any new accounts created, contacts added...." Peer review by Cianna R., Marketing and Advertising |
|
| engaging and following up |
4.90/5 ★ |
| engaging with scheduling & cadence |
4.90/5 ★ |
| Workflow Management |
4.10/5 ★ |
"...Sugar has made this a simple process that we have integrated into every workflow touching the sale...." Peer review by Marc Prince, President, Digital Ascent, Inc |
|
69+ more Business Use Cases
Our AI advisor, Wyz, harnessed 5210 insights from peers and experts to help you assess how these Sugar CRM use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Sending personalized emails through Sugar Market generated a quote request for a $30,000 project on day one. Results like that confirm we’ve made the right choice. Testimonial By Barry Myers |
|
|
CRM is only a good tool if you get your employees to use it. Testimonial By JASON MAHER |
|
|
Sugar Discover Cuts Costs and Increases Sales Efficiency Testimonial By Daniel Elman |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Barry Myers Marketing Manager Strongwell |
Sending personalized emails through Sugar Market generated a quote request for a $30,000 project on day one. Results like that confirm we’ve made the right choice. Testimonial By Barry Myers |
|
JASON MAHER VICE PRESIDENT OF SALES Materion |
CRM is only a good tool if you get your employees to use it. Testimonial By JASON MAHER |
|
Daniel Elman Nucleus Research |
Sugar Discover Cuts Costs and Increases Sales Efficiency Testimonial By Daniel Elman |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study ciresonRead More |
|
Case Study UnifinRead More |
|
Case Study MediocreditoRead More |
Frequently Asked Questions(FAQ)
for Sugar CRM
What is Sugar CRM?
What is Sugar CRM used for?
What are the top features of Sugar CRM?
Who uses Sugar CRM?
What are Sugar CRM alternatives?
Where is Sugar CRM located?
Popular Business Setting
for Sugar CRM
Top Industries
- Information Technology and Services
- Financial Services
- Manufacturing
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Sugar CRM to Enhance customer relationships and Acquire customers
Sugar CRM Alternatives
Peer and Expert Opinion on Features
for Sugar CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Dashboard | Read Reviews (124) |
| Recording | Read Reviews (103) |
| Personalization | Read Reviews (72) |
| Widgets | Read Reviews (40) |
| Alerts: popups & Notifications | Read Reviews (37) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Dashboard | Read Reviews (124) |
| Recording | Read Reviews (103) |
| Personalization | Read Reviews (72) |
| Widgets | Read Reviews (40) |
| Alerts: popups & Notifications | Read Reviews (37) |
IT and Other Capabilities
for Sugar CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (310) |
| Data Import | Read Reviews (655) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (310) |
| Data Import | Read Reviews (655) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (32) |
| Phone Support | Read Reviews (54) |
| 24/7 Support | Read Reviews (615) |
| Email Support | Read Reviews (51) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (32) |
| Phone Support | Read Reviews (54) |
| 24/7 Support | Read Reviews (615) |
| Email Support | Read Reviews (51) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (16) |
| Analytics | Read Reviews (137) |
| Custom Reports | Read Reviews (769) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (16) |
| Analytics | Read Reviews (137) |
| Custom Reports | Read Reviews (769) |
Software Failure Risk Guidance
?for Sugar CRM
Overall Risk Meter
Top Failure Risks for Sugar CRM
Vendor Profile Details
HQ Location
10050 N Wolfe Rd, Cupertino, CA 95014
Employees
501-1000
Social
Financials
PRIVATE
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