SugarCRM vs Zendesk Sell

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

SugarCRM Software Tool
Zendesk Sell Software Tool

Product Basics

SugarCRM is a comprehensive platform that effectively manages the customer lifecycle with a set of modules that support each stage of the funnel. It helps organizations locate prospects, nurture leads, close more deals and retain customers. Some capabilities include quote management, forecasting, campaign management and a customizable interface.

It supports multiple currencies and 35 languages with the option to develop support for additional languages. It can integrate with mobile device management offerings as well.
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Zendesk Sell (formerly Base, acquired by Zendesk in 2018) is a web and mobile-based application that helps businesses manage their sales, marketing and customer service operations seamlessly.

With a sales automation module, pipeline visibility, communication management and insightful reporting, it is usable by both B2B and B2C businesses to cut down on manual overhead expenses and improve operational efficiency and accuracy.
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$19/User, Monthly
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$19/Agent, Monthly
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Tailored to your specific needs
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Improve Productivity: Streamline regular tasks through integration with email and calendar apps. Archive customer communications and quickly sync email information with various modules in the CRM. 
  • Centralize Info: Bring sales rep activities like calls and meetings into a central location for easy tracking. 
  • Ease Service Demands: Reduce the customer service workload by creating and managing a repository of searchable, self-service help articles. 
  • Leverage a Flexible DesignLeverage a Flexible Design: Make code-free custom layouts, fields and relationships. Customize modules and plugins to match internal processes and configure core functionality at a system or module level. 
  • Stay Informed About Activities: It’s easy to monitor record updates, create posts and comment, with all activities aggregated into a single stream that’s configurable and available from several different screens. 
  • Save Time: Keep work flowing in an efficient manner by building and applying automated business processes. 
  • Maintain Security: Keep data secure and ensure everyone has the appropriate access with permission privileges that use a combination of roles and team membership settings. 
  • Find Information Quickly: Access data using filters and tags for fast searching globally or within a single module. 
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  • Complete Organizational Visibility:  Zendesk Sell offers complete visibility into sales, marketing and customer support departments, giving users real-time updates on priority tasks, performance and progress. 
  • Better Productivity:  With sales and communication automation and a central system to keep track of sales, marketing and customer support activities, users can improve their efficiency and productivity. 
  • Improved Customer Relationships:  Centralized contacts and interaction histories and live chat support functionality helps users reduce their response time to customers and provide better customer services. 
  • Mobile Access:  Zendesk Sell can be operated through iOS and Android devices, making it possible for users to manage work updates on the move. 
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  • Campaign Management: Offers multi-channel support and streamlines every aspect of marketing campaigns by: 
    • Benchmarking to see what works and what doesn’t.
    • Gathering campaign performance data for measurement and real-time updates.
    • Capturing email metrics such as bounce rate, click-through rate and open rate.
    • Collecting visitor info via web forms that don’t require technical knowledge to use.
  • Lead Management: Data insights show channel profitability and allow tracking of campaign effectiveness. Also helps: 
    • Segment based on source, channel, industry or other factors.
    • Route leads to the right sales rep based on business rules to define and automate the handoff from marketing to sales.
    • Replicate successful campaigns in a few steps.
  • Reports and Dashboards: View real-time, customizable data to analyze critical KPIs for a number of metrics such as leads, opportunities and sales rep performance. Also offers data on sales trends, customer profiles based on different criteria and case reports. 
  • Sales Forecasting: Models include likely, best case and worst case. Also has: 
    • What-if scenarios for more accurate predictability, using past revenue as the basis for sales predictions.
    • Worksheets for monitoring sales team performance and assigning quotas.
    • Customization options to handle complex sales cycles and situations like staggered or recurring purchases.
  • SugarBPM: Offers a visual interface for designing workflows, alongside tools that speed up troubleshooting and dashboards that save snapshots of tasks and workflows. 
  • Case Management: Customer service reps can efficiently and accurately handle customer cases by viewing all cases per account and receiving reminders for fast resolution. Also includes: 
    • Priority levels that help agents respond quickly to the most urgent cases.
    • KPIs like customer satisfaction and response times.
    • Configurable user journeys.
    • A portal where customers can create tickets, upload and update info, and follow cases to resolution.
  • Knowledge Base: Delivers self-serve information to customers via a portal. Also allows creating an article based on support case details and includes stock fields that can be modified based on needs. 
  • Bug Tracking: Agents can view details including resolution status as well as track product problems and bug frequency. 
  • Project Management: Includes common project management features such as Gantt charts, task management and dashboards to manage projects like campaigns and customer cases without needing a third-party tool. Also offers management of emails, calls and more from one spot, as well as a place to store call records. 
  • Integrations: Including: 
    • Popular Google apps such as Gmail, Docs and Drive.
    • Social media channels so companies can engage with customers more effectively.
    • Online meeting platforms like GoToMeeting and WebEx to start, schedule and join meetings directly from SugarCRM.
  • Mobile App: Offers a mobile app for phones and tablets, with features such as filters, dynamic search, GPS mapping, click-to-text, click-to-call and offline sync. 
  • Quote Management: Easily manage all aspects of customer quotes using a drag-and-drop interface and grouping options that categorize quoted items in an organized fashion. Also includes out-of-the-box customization for formulas and field calculations. 
  • Tags: Allows selecting which modules to include in global search results and changing selections as needed. Filters include multiple criteria for locating data, while tags are phrases or keywords that can be grouped together to organize information. 
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  • Database Management:  Zendesk Sell saves contacts and lead data in a simplified visual manner. Users can also import and export data sets, use advanced search and filtering options and segment data on custom parameters for better targeting.  
  • Opportunity Management:  Users can manage opportunities with layered segmentation based on filters like demographic, deal size, rate of engagement and more. Leads are also scored to predict their probability of conversion, helping users focus their efforts on closing deals faster. 
  • Pipeline Management:  The platform offers a visual representation of the sales pipeline, with details like the number of leads across each stage in the buyer journey, the deal size, estimated revenue, current revenue, number of deals won and more. 
  • Quota Management:  Managers can view lead quotas assigned to each team member and their progress toward goal. They can also assign leads to the team members on a round-robin basis or on rule-based engines to match each lead’s best fit. 
  • Activity Tracking:  Zendesk Sell offers activity tracking and calendar integration so that important tasks like calls, meetings, appointments and scheduled communications are copied to the calendar with timely reminders. Managers can also set up tasks and goals for team members, track their progress against deadlines and follow up on subsequent actions when required. 
  • Performance Management:  Managers can track all team members’ performance against goals, deadlines and assigned leads. 
  • Collaboration Management:  Zendesk Sell helps teammates and team leaders collaborate on projects through tagging and sharing contacts, templates, documents and notes. 
  • Document Management:  Users can store, organize and share documents in various formats such as texts, presentations, images and audio with other team members. 
  • Workflow Management:  Users can standardize their sales process and automate parts of it through rule-based engines that initiate event-triggered actions. This helps the salesperson focus on closing the deal rather than managing data and scheduling communication manually. 
  • Call Management:  Users can call leads and prospects using an automatic dialer. The software also enables call scripting and records calls for further analysis and iterations. 
  • Chat and Training Support:  Zendesk Sell offers a chat portal to help users resolve customer queries. Users can also create a knowledge bank for their customers with frequently asked questions, video tutorials, presentations and supporting documents. 
  • Email Marketing:  Users can sync their existing email accounts with Zendesk Sell to send targeted and personalized emails to their clients. With pre-built templates to cater to contacts across the buyer journey and retention cycle, email tracking for open-rate, click-rate and response-rate and detailed reports for mass mailing campaigns, Zendesk Sell offers full email marketing support to its users. 
  • Custom Forms:  Zendesk Sell offers customizable web forms that can be integrated into the website, landing pages and social media campaigns for customer surveys and lead generation. 
  • FEATURE: Sales Forecasting: The platform provides detailed insights on current and past sales trends and key metrics and uses predictive analysis to forecast current versus expected revenue. 
  • Reporting and Statistics:  Zendesk Sell offers various reports on funnel movement, employee activity and performance management, sales performance and marketing effectiveness. These reports can be further customized to parameters like date ranges, sales rep, source and more. 
  • Dashboard:  Zendesk Sell has a visual dashboard depicting all key metrics with accessible drag-and-drop features. Users can customize the way their dashboard looks and prioritize to-do lists, sales pipeline, performance charts and more as per their requirements. 
  • User Management:  Admins and managers can prepare an organizational chart, share it and grant role-based access to users. 
  • Offline Access:  Zendesk Sell offers limited offline access so that users can view all details, update progress against their task lists and attach notes and documents. Changes are synced to the platform once the network is connected again. 
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Product Ranking

#42

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CRM Software

#47

among all
CRM Software

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Analyst Rating Summary

we're gathering data
66
we're gathering data
82
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83
we're gathering data
100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

SugarCRM
Zendesk Sell
+ Add Product + Add Product
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 82 83 100 77 75 91 78 0 63 67 47 45 83 0 25 50 75 100
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86%
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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 1126 reviews
Great User Sentiment 723 reviews
75%
of users recommend this product

SugarCRM has a 'good' User Satisfaction Rating of 75% when considering 1126 user reviews from 4 recognized software review sites.

87%
of users recommend this product

Zendesk Sell has a 'great' User Satisfaction Rating of 87% when considering 723 user reviews from 5 recognized software review sites.

5.0 (16)
4.8 (26)
3.7 (572)
4.3 (406)
3.8 (341)
n/a
n/a
4.3 (129)
n/a
4.6 (136)
3.7 (197)
3.4 (26)

Synopsis of User Ratings and Reviews

User-Friendly: Of users who review the functionality and interface, 66% mention the platform is intuitive and easy to adapt to.
Customer Service: The customer support is very responsive and helps fix issues quickly, according to 60% of users referencing it.
Automation: Can handle most daily tasks, helping save time and eliminating manual work, suggest 80% of users who mention this feature.
Integration: The application features wide device deployment and complete social media integration, according to 80% of users citing this element.
Customization: The software is highly customizable, making it flexible for every business need in the experience of 71% of users who reviewed customizations.
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Easy to Use: Users appreciate the intuitive interface and straightforward navigation, making it simple to learn and use effectively without extensive training.
Customization: The platform offers a high degree of customization, allowing businesses to tailor the system to their specific workflows and sales processes.
Integrations: Zendesk Sell integrates seamlessly with various third-party applications, such as email marketing tools and customer support platforms, enhancing overall efficiency.
Mobile App: The mobile app enables sales teams to access crucial information and manage deals while on the go, promoting productivity and responsiveness.
Reporting and Analytics: Robust reporting and analytics tools provide valuable insights into sales performance, helping businesses track progress, identify trends, and make data-driven decisions.
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Not Budget-Friendly: The system is pricey for the features offered, say 66% of reviews about pricing.
Compelled Updates: 100% of users reviewing this indicate that the automatic updates reconfigure the system, making it time-consuming to set up every time.
Data Reporting: he system offers limited data reporting functionality and forces the usage of line items, quotes, forecasts and the renewal console, according to 66% of users mentioning this.
Lacks Responsiveness: The dashboard is very cumbersome and takes time to respond, suggest 75% of users reviewing this aspect.
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Limited Customization: Users have expressed frustration with the inability to tailor Zendesk Sell to their specific workflows, especially when it comes to building custom objects and modifying existing fields. The platform's rigidity can hinder efficiency for businesses with unique processes.
Reporting Challenges: Generating customized reports and extracting meaningful insights from data can be cumbersome. Users often find the reporting tools to be inflexible and lacking the depth needed for comprehensive analysis.
Mobile App Limitations: The mobile app's functionality falls short of the web version, with limited features and occasional performance issues. This can be a significant drawback for teams that rely on mobile access to customer data.
Learning Curve: Zendesk Sell's interface, while generally considered user-friendly, can present a learning curve for new users due to its extensive features and functionalities. This initial complexity may require additional time investment for onboarding and training.
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SugarCRM provides a wide array of features that the majority of users report are user-friendly. It automates workflows for easy operation and integrates with almost all apps that are used on a day-to-day basis. Feedback also indicates the customer service is a key benefit. Some limitations include forced updates that hinder productivity, limited reporting and analytics, and a slow dashboard. Users also say it’s on the expensive side given the features available. While there are notable drawbacks, it has plenty to offer businesses looking to automate their sales and marketing efforts on a highly customizable platform.

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Zendesk Sell, a customer relationship management (CRM) software, has elicited a range of user feedback over the past year. While some users appreciate its user-friendly interface and seamless integration with other Zendesk products, others express concerns about its limitations and cost. The software's strengths lie in its intuitive design, making it accessible even for those new to CRM systems. Its integration with Zendesk Support and Zendesk Chat streamlines workflows and enhances team collaboration. However, some users find the features offered by Zendesk Sell to be less comprehensive compared to other CRM solutions, particularly in areas such as marketing automation and advanced reporting. Additionally, the pricing structure may pose a challenge for smaller businesses or those with limited budgets. Zendesk Sell appears well-suited for businesses already invested in the Zendesk ecosystem, as it complements existing workflows and leverages familiar interfaces. Its ease of use makes it a viable option for small to medium-sized businesses seeking a basic CRM solution. However, larger enterprises or those requiring advanced functionality may need to explore alternative options that offer a broader feature set. Ultimately, the decision of whether Zendesk Sell is the right fit hinges on a business's specific needs, budget, and existing software infrastructure.

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