Sugar Sell (SugarCRM) vs. Vtiger

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

Vtiger has evolved in the interfaces design. You can access all required data from one screen, similar to a control data. You have also sales and support dashboards predefined, but you can create your own. As less appropriate the templates design, it has not evolved from old versions of Vtiger.

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

• I love reporting. I can build a custom report using all or any of the dimensions of my choice. This is great when other programs often limit this ability.
• I like that is a source of truth across the organization. We can all go in and see the same thing.
• This also works for communication with our teams in other countries. We are a global organization.

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

• Although Vtiger integrates well with email, like most CRM systems it assumes that you have one email system and therefore it is less suitable for use cases where multiple email systems need to be supported.
• Although Vtiger supports Twitter it does not support other social media systems in the same way. You can tailor the system to hold the URLs of your contacts' social media profiles but if SM is a big thing for your organization then there are better systems available.

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

In the Last versions they have done a strong effort in creating a powerful data screen. Inside the screen you have access to signing, communications with multiple tools integration and connections with all modules related. With a single view you have all control over your data relations. It is similar to a control managing.

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

there is not much problem in using CRM. There were times it was lagging or bugging, but later on it will be fixed and I can use it again.

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

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

The selection of vTiger was done by my management team to be able to see invoicing status in Quickbooks. Unfortunately, this feature has never worked but I think this might be a problem on our end, not a vTiger issue. We looked at Salesforce, HubSpot CRM, and ACT before making the switch to vTiger

Incentivized

Works from 2-300 Users in our experience.

• 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

• I managed to increase my production by 20% each month.
• We increased the number of new clients each year.
• Clients were satisfied by our support team.

Incentivized