Oncontact CRM (discontinued) vs. Sugar Sell (SugarCRM)

Oncontact does not do anything for me as far as being about to print out a customer's order in a friendly format that can be sent to the production floor for processing. To me, doing work in Oncontact doubles my work time.

Incentivized

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

• Company Name
• Contacts

Incentivized

• 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

• Not very user-friendly
• Needs to be able to show special message on customer's home page.

Incentivized

• 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

The company has been using Oncontact for some time now. Many of the business processes require the use of a CRM software package. It helps solve some pretty serious problems, and overall the cost is very justified. Also, the developer is very good at keeping it up to date and introducing new functionality.

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.

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.

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

• Oncontact provided many, but not all of the features of Salesforce.com. However, the complexity and cost involved in Salesforce.com was an overriding factor for us to use Oncontact. Not just the initial and licensing fee, but it seemed that just about everything we wanted to do involved consultants or more work or licensing. Oncontact was easier to implement out of the box, even when we did need to make customizations.
• We looked at Microsoft 365 Business, and while it was comparable in price for the initial cost, the integration with our other software systems was not built-in, so we did not pursue it very much.

Incentivized

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.

• Don't know, I only use occasionally

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