Sugar Sell vs Workbooks

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Our analysts compared Sugar Sell vs Workbooks based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Workbooks Software Tool

Product Basics

Sugar Sell, formerly SugarCRM, is a sales automation solution suitable for small, medium and large businesses. It offers contact, call and email management, dashboards, reporting, integrations, customer journey management, sales forecasting, and business process management (BPM) capabilities.

It consolidates customer data into a central location for sales professionals to gain visibility into the conversations, actions and emails related to each contact or account. Cloud deployment is available, and on-premise deployment comes with the Sugar Enterprise edition.
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Workbooks is a cloud-based solution that helps simplify organizational tasks. It provides end-to-end marketing, sales, order processing and customer support. Equipped with an NPS score, it helps companies identify loyal customers for optimum business growth. It also assists in understanding and catering to business metrics.

The product offers a wide range of benefits like improved revenue generation, enhanced customer experience, dynamic configuration and mobility. It also helps eliminate manual tasks and provides valuable insights so users can make informed decisions.

It’s suitable for small to medium-sized industries. Key capabilities include marketing, order processing, customer service, email and workflows, and social media management.

The overall sentiment about the product is positive. Users find it easy to use, but there’s a learning curve involved. They also speak highly of its customizability, support team and training. Some drawbacks include a clunky interface and limited scalability.

The product has three pricing editions. The cost ranges from $34 to $165 per user/month, with support included.

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$50/User, Monthly
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$34/User, Monthly, Plus Implementation
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Product Assistance

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Product Insights

  • Act With Insight: Gather a broad range of social and business data using Sugar Hint, an add-on relationship intelligence tool. Gain insights for better decision-making and focus more on customer relationships. Anticipate customer needs and cross-sell or upsell prospects. 
  • Stay Informed: Keep up with every sales cycle process via real-time alerts delivered through email and in-app dashlets. Get notifications for new posts, comments and customer messages. Receive automatic email reminders for meetings and calls. 
  • Deliver Customer-Centric Experiences: Orchestrate and optimize the journey of each interested customer, with the option to create smaller journeys for specific events. Build stronger relationships and aid internal processes like account planning. Eliminate the need for IT support with easy-to-use templates. 
  • Improve Collaboration: Mention team members in posts, notes and comments to stay on the same page. Share announcements, attachments and updates and create groups. Add tags to filter, search and segment customer records for easy access. 
  • Automate Tasks: Increase productivity by using SugarBPM, a workflow tool to improve daily processes. Automatically route leads, send email notifications and approve quotes to increase efficiency. Put common processes and recurring, manual tasks on autopilot. 
  • Stay on Top of Customer Data: Gain real-time insights into metrics related to leads and accounts. Track sales performance, revenue, pipeline stages and more, enabling analysis that leads to informed decisions. 
  • Achieve a Complete Customer View: Seamlessly integrate with Sugar Market and Sugar Serve, offering an end-to-end system for meeting and managing customer needs at any point in their journey. 
  • Take Work Anywhere: Access data, communicate with teams and schedule appointments on the go. Update information offline and share the data once it automatically syncs when the internet is available. Filter, track and manage customer interactions with mobile-responsive designs. 
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  • Generate Revenue Effectively: Grow sales and marketing outcomes with the help of insights and add value to the business. Gain visibility and effective control to improve performance.
  • Improve Customer Experience: Integrated tools help manage the entire customer journey, assisting users with project delivery, order fulfillment and customer support to support a positive customer experience.
  • Enhance Revenue Insight: Understand what investments to make, which of those will give results, what deliveries will cost and which strategic approach is best. Engage in automated, simplified and streamlined business processes.
  • Take Calculated Decisions: Evaluate data across the business to understand and extract patterns and trends that identify issues. Gain insights to build and cater to opportunities.
  • Enjoy Configuration and Mobility: Highly customizable, the software handles all business processes. Product development and implementation enable businesses to build success.
  • Eliminate Manual Tasks: Remove manual handoffs, reduce data entry to eliminate duplicates and decrease lead report length. It also aids receipt generation in exchange for cash from customers.
  • Access an Intuitive Interface: Use an intuitive interface that enables quick and easy adoption for users. Migrate data, add users and customize settings easily.
  • Save Money: The company claims to be affordable and that its licenses and total cost of ownership are priced 50-70% less compared to alternatives like Salesforce and Microsoft Dynamics.
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  • Contact Management: Store customer data in a centralized and unified platform. View accounts, opportunities, deals, engagement, interactions, tickets and activities in a visual, comprehensible manner. 
  • Call Management: Assign contacts to representatives, take notes in a call pop-up window and record important calls for future reference. Schedule calls, set call reminders, send alerts for missed calls and assign tags to sort them into categories. 
  • Email Management: Send mass personalized emails using pre-built email templates. Get real-time notifications when a prospect opens a mail and follow up with reminders. Directly email from the platform and integrate with popular apps like Gmail and Outlook. 
  • Dashboards: Visualize customer data and measure sales teams’ performance. Generate interactive charts, create customized reports and apply filters to narrow down information. Use pre-built dashboards and share them in PDF format with team members. 
  • Customer Journey Management: Drive better customer experiences with industry-specific templates that provide the most relevant journeys. 
    • Include a progression of activities in each stage, which can be calls, meetings or tasks. 
    • journeys for any object — leads, contacts, custom modules and more. 
  • Configuration and Customization: Tailor layouts, modules and plugins to match business needs. 
    • Create custom branded emails, landing pages and live support that incorporate the company logo, default colors and other information. 
    • Configure the Sugar homepage to display multiple dashlets, which provide a view of the most important metrics in several visual formats. 
  • Sales Forecasting: Businesses can: 
    • Use past revenue to determine best-case and worst-case sales predictions.
    • View sales quotas across multiple levels, including individuals, teams or the entire organization.
    • Customize options to handle complex sales cycles and situations like staggered or recurring purchases.
  • Native Mobile App: Work on phones or tablets when out of the office. Engage customers with click-to-call, click-to-text, filters, dynamic search and GPS mapping. Access key data without a network connection using offline sync features. 
  • Third-Party Integrations: Integrate with many popular Google apps (including Gmail, Docs, Calendar, Contacts and Drive) as well as social media channels. Connect with accounting, eCommerce, ERP, helpdesk, marketing automation and Microsoft Office 365 platforms for additional functionalities. 
  • Sugar BPM: Build and apply automated business processes with a workflow engine based on BPMN standards. 
    • Easily design workflow routes and approvals of any complexity with a visual interface.
    • Quickly troubleshoot problems via audit and process monitoring tools.
    • Save snapshots of tasks and workflows using dashboards.
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  • Marketing: Access marketing tools such as lead generation, campaign management, data insights, segmentation and target accuracy. Get lead capturing, web analytics, lead management, lead scoring and supplier management capabilities.
  • ROI: Evaluate estimations to set budgets and forecast sales and marketing metrics.
  • Sales Performance: Identify opportunities, execute tasks, close more deals and grow revenue with real-time reporting, analytics and tracking. Automated workflows and pipeline visibility aid strategy. Access sales-specific features such as subscription and renewal monitoring, field representative mapping, and contact information enrichment.
  • Order Processing: Generate contacts and sales quotes, take orders, and integrate digital signatures for an easy buying experience. Sync information with ERP systems for maximum visibility and performance. Configure currencies by defining exchange rates and periods and select a home currency for global transactions.
  • Customer Service: Manage cases, answer customer queries, track activity and boost in-house productivity by automating repetitive tasks, accurately measuring service-level agreements (SLAs) and providing personalized solutions to customers. Capabilities include ticketing, customer sentiment monitoring, case allocation and addressing reoccurring issues.
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Product Ranking

#16

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#55

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Sugar Sell
Workbooks
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 87 91 100 100 85 93 100 0 84 100 98 64 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Good User Sentiment 1113 reviews
Great User Sentiment 258 reviews
75%
of users recommend this product

Sugar Sell has a 'good' User Satisfaction Rating of 75% when considering 1113 user reviews from 5 recognized software review sites.

85%
of users recommend this product

Workbooks has a 'great' User Satisfaction Rating of 85% when considering 258 user reviews from 4 recognized software review sites.

5.0 (16)
5.0 (12)
3.7 (561)
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4.34 (108)
3.8 (333)
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4.8 (9)
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Awards

SelectHub research analysts have evaluated Sugar Sell and concluded it earns best-in-class honors for Document Management, Mobile Capabilities, Opportunity Management and Quotes, Orders, and Contracts Management.

Document Management Award
Mobile Capabilities Award
Opportunity Management Award
Quotes, Orders, and Contracts Management Award

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Synopsis of User Ratings and Reviews

Customizability: 74% of the reviewers referring to this feature felt the system is highly customizable.
Tracking: It’s easy to track leads, meetings and prospects, as observed by every reviewer who talked about this feature.
Data Visualization: The software has robust data visualization and reporting capabilities, as noted by every user who reviewed this aspect.
Integrations: 63% of the reviews on integrations mentioned they were adequate and helpful.
Follow-up: Every user who reviewed this element liked follow-up features and reminders.
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Customizable: The system can be tailored to user needs, according to 90% of reviewers.
Functionality: All the users who reviewed this pro praised the solution’s wide range of functionality and integration capability with several business processes.
Support: Regarding this benefit, 91% of users found the support team helpful and responsive.
Training: According to 100% of users who reviewed this aspect, the company provides extensive training and has a helpful knowledge base.
Reporting: 70% of users said that the reporting functionality was useful and up to par.
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Workflows: 67% of the reviewers who mentioned this feature noted that it’s difficult to locate certain workflows and processes.
Slow Performance: The tool becomes slow when downloading data, updating files or performing other heavy tasks, as observed by every reviewer who discussed this aspect.
Interface: 80% of the reviews about this feature indicated that the interface looks outdated and needs improvement.
Too Many Features: 83% of the reviewers who referenced this aspect noted the solution has a lot of unnecessary features.
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Learning Curve: 42% of reviewers mentioned that it has a learning curve that can slow down processes.
Bugs: All the reviewers said that the software can be clunky and have bugs at times.
Scalability: According to 50% of users, the tool lacks scalability and doesn't offer unlimited storage.
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Suitable for small, medium and large businesses, Sugar Sell helps automate sales, email and marketing. It excels in capabilities such as customization, tracking, data visualization, follow up and reminders. It also provides robust dashboards and reporting tools.However, it takes a lot of time to run in certain instances, as noted by many reviewers. The solution’s interface looks outdated and needs an update. It also has too many features, which makes finding certain workflows and processes difficult. That said, it's a popular sales tool that facilitates complete customer lifecycle management, making it a good investment.

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Workbooks is a cloud-based system ideal for small and medium-sized businesses. It helps streamline sales operations and optimize team and individual performance. With features like marketing, order processing, customer service, email management, web analytics and social media management, it’s a great solution at an affordable price. The price starts from $43 per user/month. Compared to market leaders like Salesforce and Microsoft Dynamics, it offers a decent interface for the money.Workbooks helps generate revenue and improve customer satisfaction by enabling users to make informed decisions based on data. It also saves time on tedious, manual tasks. According to user reviews, it’s intuitive and easy to use. However, there’s a learning curve involved that can slow down processes and prove to be frustrating for new and/or non-technical users.The product has excellent training and knowledge base. The support team, in particular, is very responsive and helpful. The platform also offers a wide range of functionality and lets users easily collaborate with various business departments. The reporting functionality could be more customizable in minor aspects, but overall, it's satisfactory. Several reviews mentioned that the interface can be clunky at times and has bugs. However, it’s not too bad and is manageable. Overall, it’s a good choice for small or medium-sized businesses looking to upscale customer interactions and customize processes without burning a hole in their pocket.

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