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What is Sugar Sell?

Industry Specialties: Serves all industries

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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#16

Sugar Sell is ranked #16 in the Financial Services CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

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Sugar Sell Pricing

Based on our most recent analysis, Sugar Sell pricing starts at $50 (Per User, Monthly).

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Starting From
$50
Pricing Model
Per User, Monthly
Free Trial
No

Training Resources

Sugar Sell is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Sugar Sell:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Sugar Sell Benefits and Insights

Why use Sugar Sell?

Key differentiators & advantages of Sugar Sell

  • 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. 

Industry Expertise

Suitable for businesses of all sizes in financial services, engineering, media, technology and tourism.

Sugar Sell Reviews

Average customer reviews & user sentiment summary for Sugar Sell:

User satisfaction level icon: good

1113 reviews

75%

of users would recommend this product

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

Synopsis of User Ratings and Reviews

Based on an aggregate of Sugar Sell reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • 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.

Cons

  • 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.

Researcher's Summary:

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.

Key Features

  • 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.

Limitations

At the time of this review, these are the limitations according to user feedback:

  •  Robust AI-based capabilities aren’t available. 
  •  Lacks a built-in caller. 
  •  Weak 24/7 technical support and instant chat features. 
  •  Needs partner integrations to support BI software, landing page builder, video conferencing and web forms. 

Suite Support

Three centers provide local support for the U.S., EMEA and APAC. Business hours are Monday through Friday, not including major regional holidays: 6 a.m. - 6 p.m. PST (U.S.), 2 a.m. - 2 p.m. CST, and 6 p.m. - 6 a.m. EST.

Browse the knowledge base for articles that cover everything from reports to workflows, or turn to the SugarClub community for help with questions. There’s an option to purchase extended support for additional services, including assistance for those who decide to run the system past the end-of-life date. Users who purchase a license through a partner need to contact the partner for any support requests.

mail_outlineEmail: The support portal is the best way to contact the support team. However, if needed, email [email protected].
phonePhone: Phone support is a paid service.
schoolTraining: Free, self-guided resources include technical articles, how-to videos sorted by user type and software edition, and professional documentation for the different products offered. For courses, leverage Sugar University, which offers free training via live webinars and an eLearning format. There’s also a certification program available.
local_offerTickets: Log in and navigate to the case portal.

Customers

  • Bishop Software Tools
  • Casabaca Software Tools
  • E2B Software Tools
Banner of Pricing guide for Sugar Sell

Pricing for Financial Services CRM Software

Banner of Pricing guide for Financial Services CRM Software

Testimonials

Sugar is so flexible; it allows us to tailor to whatever strategy we have. It's allowed us to take ownership of the software and adapt it to the car industry and Casabaca's needs.

- Alison Izurieta

CRM Manager at Casabaca

As we started to hit growth curves, it became clear that we'd need to change systems and processes in several operational areas. More than anything, we needed to get that 360-degree view to improve the experience for our customers, partners and employees.

- Michelle Accardi

President and Chief Revenue Officer at Star2Star Communications

Product Case Studies

pdf
Bishop Wisecarver
pdf
Casabaca
pdf
e2b teknologies
pdf
Star2Star Communications

Product Publications

pdf
Customer Service Essentials for CX Success
pdf
Essential Guide to CRM

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A note from SugarCRM Inc

SugarCRM is a customer experience (CX) solutions leader that makes running your mid-market and enterprise business easy, creating customers for life. We do it with our three key pillars:

No-Touch Information Management

Sugar automatically captures mission-critical customer information from email, voice, text and other applications-augmented with 3rd party data, AI-based predictive insights, and next best action guidance. You get the information you need, when you need it.

Time-Aware CX Platform

A complete view of your data, both historical and forward-looking, is only available with our time-aware CX platform. It records, stores and makes available all information needed to intelligently forecast the future for your business.

Continuous Cloud Innovation

We use the most advanced cloud technology available. Our SaaS solutions are built on a truly global infrastructure that sets the pace for new and emerging technologies.

To learn more visit https://www.sugarcrm.com or follow @SugarCRM.

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