Sugar Sell (SugarCRM)

Sugar CRM was used as an automated CRM platform to communicate with a marketable base, and automations were used for customer journeys to segment journeys down different paths.

• Sugar CRM helped to grow the marketable bases by over 50%.
• SugarCRM has poor consent management options other than adding lots of additional custom columns.
• SugarCRM required a lot of knowledge and training on the product, and only a handful of people used the actual product.

Bloomreach Composable Personalization Cloud

• We only have 5 users and the min for SugarCRM is 10, so purchasing more users seats than what we need is good. When we started with SugarCRM this was not the case, and while we purchase seats we don't need, we don't have the time to move something different.
• It has allowed us to effectively manage new leads and contact management.

Mailchimp, CodeIgniter, ExpressionEngine, Navicat Premium, PhpStorm

Community Tax has been using SugarCRM for almost three years now and it is being used for the entire company. We use this platform to attend individuals and businesses with income tax problems from; filing taxes, amending taxes and resolving tax debts so that our team can access the issue within the same platform.

• Random updates.
• Licenses per user.
• Automatically logging out.

It is used across the whole organization. I work in sales and I use SugarCRM to manage my pipeline, to prospect and for AR purposes as well.

• 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.

Helpdesk Pilot and Contract Logix

Helpdesk Pilot, Contract Logix

• Reduced sales cycle.
• Increased visibility into our pipeline and improved forecasting.
• Increased revenue.
• Reduced risks and cost.

LinkedIn Sales Navigator, SalesDirector.ai, Wingman