SugarCRM Reviews & Product Details

Salesfusion has a very solid marketing automation platform, but what truly sets them apart is their focus on their customers' success. They have shown from the first contact through our entire relationship with them that they deeply care about their customers and want to make sure that we are successful with the platform. The onboarding process is quite comprehensive as well. We've been a salesforce customer for 10 years, so the integration with Salesforce was a critical aspect of our decision making criteria. They do releases on a fairly regular basis, and have a customer idea wall where they collect comments, ideas and more from their customers to help improve the product. Their training area, in addition to SalesFusion University (on-site training) are excellent. I love their responsive templates, as well. :)

There are a couple of features that are lacking, but there is a new version of some of these coming out soon so hopefully this will get remedied.

We needed to replace a vendor who was underperforming, implement new marketing automation processes, and most of all, start lead scoring and running nurture campaigns. Our previous vendor was very hard to work with and unresponsive when we needed help, and the tool was archaic and inflexible. With Salesfusion, we are able to run comprehensive nurture campaigns for both customers and prospects, get great insights and analytics about our prospects' behavior, and generally run as a much more efficient marketing organization. We're a lean team, so getting the right tools in place was one of my first priorities. In addition, they have an excellent email plugin that allows 1-to-1 emails from sales rep to prospect to be tracked and recorded in Salesforce. All in all, I highly recommend Salesfusion.

Salesfusion allows you to do everything you need to reach your target audience and track your campaigns. The platform is user friendly; even the technologically-challenged marketer can create comprehensive, effective campaigns. In addition, the Salesfusion team provides support, if needed, and is continually upgrading the platform's functionality based on feedback from the users. Definitely the way to go if you're looking for an email platform.

Nothing. My experience with Salesfusion has always been positive.

The platform provides detailed reports which allow our Marketing Department to study the statistics and trends for our campaigns and fine-tune our strategy in response to the findings. In addition, Salesfusion is willing to work with its customers to solve problems and ways to improve their platform or add functionality in response to customer needs and industry best practices.

The best part of SalesFusion are the people we work with through support and product questions. We receive answers immediately and the person helping us is interested in getting us to the end goal of the project and not just answering a one of question. Follow through is key and SF has mastered it.

It's hard to think of something we dislike, but perhaps the reason we haven't started our lead scoring process yet is that it was difficult to set up the rules for it and get a good understanding of how to track the scores and see them convert. We could use help in this area if anyone at SalesFusion has time to work with us on this!

We are trying very hard to align the marketing and sales departments in our company. We've received a lot of ideas at the Fused conference and would like to start implementing some of the features we've seen such Social Listening and the Nurture Campaign Editor. I think using some of these new tools and diving deeper into the SF platform will help us to reach our goals of highly valuable MQLs that our sales team will be happy to receive.

Great product that is extremely robust, but my absolute favorites is how awesome their customer service is. Every single question is answered and they always follow up to make sure that you don't have any other issues. They host great events to make sure that you really are getting the most out of the system and they listen to how you would use the product so that you're using it to align with what your needs are.

It's hard to come up with an answer because they are always open to hearing your feedback and constantly take those into consideration as they work to make a product that aligns to what their users are seeking.

We are getting better insight on how to clean our data so that we can really target the users who want to see our product and have the best potential to become customers. As well, for our existing customers, it's a great way to keep them engaged and in the know of our current activities.

The best part of the Fusion conference was meeting that people that work there. They all are highly motivated people and it was a pleasure to meet them in person. As a reseller for Salesfusion, we came away with many awesome ideas for sales, marketing. What do you dislike? It's hard to think of something we dislike, but perhaps the reason we haven't started our lead scoring process yet is that it was difficult to set up the rules for it and get a good understanding of how to track the scores and see them convert. We could use help in this area if anyone at SalesFusion has time to work with us on this! Recommendations to others considering the product I would fully recommend the 30 day risk-free trail. During the process, we had a chance to use the platform, fully integrated with our CRM, to run test campaigns from. We used it for a few email sends and tracked the results without ever being committed. This was a game changer in deciding which automation platform to choose. What business problems are you solving? What benefits have you realized? We are trying very hard to align the marketing and sales departments in our company. We've received a lot of ideas at the Fused conference and would like to start implementing some of the features we've seen such Social Listening and the Nurture Campaign Editor. I think using some of these new tools and diving deeper into the SF platform will help us to reach our goals of highly valuable MQLs that our sales team will be happy to receive.

It's hard to think of something we dislike. Some areas of Salesfusion are so robust that it is difficult to set up, but I talked to our reseller trainer and he is taking the time to assist me with some one-on-one training. Thank you Andy!! Recommendations to others considering the product I would fully recommend the 30 day risk-free trail. During the process, we had a chance to use the platform, fully integrated with our CRM, to run test campaigns from. We used it for a few email sends and tracked the results without ever being committed. This was a game changer in deciding which automation platform to choose. What business problems are you solving? What benefits have you realized? We are trying very hard to align the marketing and sales departments in our company. We've received a lot of ideas at the Fused conference and would like to start implementing some of the features we've seen such Social Listening and the Nurture Campaign Editor. I think using some of these new tools and diving deeper into the SF platform will help us to reach our goals of highly valuable MQLs that our sales team will be happy to receive.

As a Sage CRM consultant I can't wait to start helping our customers with a fully integrated marketing system. It makes me happy that I can assist our customers with the best marketing automation software that I have ever come across. Sales and marketing teams will finally be able to work together to pull in qualified leads.

For those in the world of marketing it is great to have a one stop shop for one price to reach all of our marketing goals.

I was not as much of a fan of the old UI but they have addressed the issue with the new interface.

We sell lots of different products and services and we get the flexibility of designing marketing programs based on the unique buying styles of our different customers for the various solutions we provide.

I like the layout of the software. There is a large working space for customizing your HTML and the buttons to navigate elsewhere in the application are neatly hidden to the left side of the application. Great access to the learning management system within the application allows for quick and easy troubleshooting when an issue arises. Email delivery is fantastic, great Social plugins, and a complete lead scoring model makes Salesfusion one of the best and most capable marketing automation systems I've had the pleasure of using.

It can be a bit clunky and repetitive when navigating from one area of the software to another. I have consistently seen shortcuts and "quick steps" developed in the application to cut down on some of the congested areas. That's why I like this application. It's always evolving and becoming easier to use!

Overall marketing communication have been streamlined and more efficient. I had an 87% better email delivery rate compared to my previous email service provider. Cranking out campaigns and messaging has never been easier! I'm working 2 weeks in advance now and it makes my life easier.

My "Big 3" of things I like best include the breadth of deployment options (Sugar Cloud, Private Cloud, or in-house server), flexibility and customizability (extensive tools available as well as open source), and cost (Costs start at $35/user/month, and that's a version that has more than most comparable CRMs).

Native Outlook integration could be improved, but rumor has it this will be addressed in the next version. In addition, there are add-ons that fill in the gaps.

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SugarCRM has allowed for us, by the nature of their out-of-the-box functionality, to truly customize everything to our needs and build our BPMs from the ground up to address specific workflow issues we have discovered the more and more we use the CRM.

Some of the bugs that are found in new versions take a while to be corrected and implemented, and such delays can negatively impact the workflow for older employees who may not be able to comply with hotfixes or alternative methods until the new version with the fix to the bug is released.

We use the CRM across our entire company. We take customer complaints for various issues (technician service, billing issues, termination of service requests) while also utilizing it for our internal communications. For example, when departments experience issues due to clients failing to follow proper protocols when utilizing our laboratory services, making our sales team aware of the issue to then correct the mistake with the customer.

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Easy to use. Navigation is super easy. User interface is nice. The support team is very amazing. Dashboard user expreience is good. Customer support becomes easy.

The plugins doesn't work well. Not working well with third party apps. Initial cost is higher. It is not so customizable, although it has lot of features. It is sometimes very laggy or takes time to load. Lack of integration with other tool. We had tried to integrate it, but we had to face many issues, even the support team isn't much effective. Support seems to be slow, but they try to resolve the issue.

Sugar Serve is a tool that has helped us to automate our customer support process for our clients. We are able to scale up very quickly and improve our efficiency, thus making better relationship with our clients. It's very cost effective overall and helped us to reach more customers within the specific time frame.

This powerful automation software is characterized by multiple functionalities. It has helped me to expand marketing ROI, optimize allocations, upgrade CX and retention. It takes care of all the marketing needs with its automatic technology that helps to make more progress. Its database management and reporting features are easy to navigate. It is fully featured program that fulfills all requirements for marketing automation. It can also be incorporated with other CRMs such as Sage, Salesforce and, Microsoft dynamics. It provides us 3 types of campaigns; nurture-based campaigns, trigger campaigns, and single emails.

Since I have been having its services, I have not faced any major issues even I am impressed with its quality services. I rely on this program and its quality customer support that resolve our issues in very less time.

This automation solution has helped to speed up the revenue. It has contributed to building a strong relationship with the customers. This software is the best in comparison with other automation software’s because it is an all-in-one advanced software that uses SEM, SEO, and social media tools to attract visitors to the website.

Single email builder is a great functionality. It increases efficiency and reduces the overall cost. Strong user community and members are very helpful within the community. Web tracker and alerts are very helpful for our marketing team. Strong services expertise by sugar Team. It has provided us with Financial/organizational viability and KPI for all users. Database management is super easy and now we are able to manage lot of our users.

Documentation should be imporved, although implementation was seamless. But a proper documentation will help new users to understand it. Very steep learning curve in starting as the product has too many features. More integrations can be added, thus making it more effective. Some coding knowledge i.e, HTML and CSS is needed, thus one needs to spend some time in learning it beforehand. Cost is comparatively high compared to its competitors. Telephone support should be added for solving issues fastly.

We are able to send mass emails to the users. We are able to reach a lot of our clients and candidates regularly with tracking benefits. We utilize the analytics to see who has opened and clicked links to see who is a potential lead. The work is now mostly automated and we need less workforce. We are now able to manage all our clients and are able to provide them with reports on daily basis. It helps us to increase our business and improve our relationship with our clients.

It helps to view customer experience with an outstanding balance; It helps to increase efficiency, reduce sales costs. Sugar CRM provides sales automation with an Artificial intelligence base; Sugar CRM allows us to know everything regarding the sales process

There is no option to retrieve deleted data; the Programming language is a little hard and complex at the beginning level

Automating sales cylcle, Since Sugar CRM follows round-robin it makes easier; they provide a flexible dashboard and easy report creation with just a few steps, which skips saves a lot of time

CRM software can prove to be a valuable asset for your marketing operations. With Sugar Market, I can analyze how my customers are interacting with my digital assets, capture leads from different sources such as forms, landing pages, etc., create customized and targeted campaigns and align sales leads as well. It was quite crucial for our company to align sales as well marketing leads on a single platform which Sugar Market made possible. It can be integrated with other CRMs as well which is amazing.

There is no major disadvantage of Sugar Market but it can surely introduce more integrations and new features

We are solving the problem of integrating leads coming from both marketing and sales channels to create targeted campaigns. It also helps a lot in analyzing the success or failure of a certain campaign so that it can be better optimized. It also provides a single platform to capture all the leads and is opt for multi channel marketing.

By using Sugar Serve, we can now provide excellent customer service. Customer issues and their status is easy to track on the Sugar Serve dashboard. All Information is easy to access to our customer agents resulting in increased productivity.

It can be time-consuming for all the team members to understand the tool for effective collaboration. The application needs to be more flexible to match different organization's requirements.

We were looking for a platform to provide good customer service to our users. Sugar Serve helped us do that.

Sugar Market is best in terms of email marketing, email designing, and landing pages. Reporting is also robust and easy to use. It has helped us in lead management in a very efficient and time-saving manner. Customer service is also awe-inspiring.

Overall it is good. But at the same time, it is complex too. Email builder 2 has also some issues.

We use it for the management and tracking of our marketing campaigns. Tracking has been much more accessible now. It also helps us organize and schedule email marketing.

Platform is relatively easy to use and navigate. It provides the core functionality for marketing automation and allowed us to expand beyond basic email marketing with lead scoring, event management, landing pages, etc. Also liked their business model a lot. Other vendors we evaluated were looking to charge per user (marketing and sales users) which would have limited our adoption and use of the product. Salesfusion unlimited user price model allowed us to get the functionality we needed and have the freedom to scale it throughout the company as we grew. New folks who come from using other solutions are always surprised that we can 'just add a user' when needed. During our initial evaluation, their native CRM integrations were a big plus as well. Other vendors were relying on 3rd party solutions or had limited access to the underlying CRM data. Connecting our marketing data to CRM was key for us to be effective and allows for easy targeting based on our full set of CRM data. CRM connection is clearly an area of investment for them as they continue to improve with dynamic lists and the upcoming campaign object support which will further allow us to leverage CRM data to drive our campaigns and effectively measure ROI. Finally, the item that has been the biggest positive for us is the support the Salesfusion team provides. The program is not without its issues and learning curve, but having the support team there to help makes us confident we can solve our problems quickly. Everyone I have interacted with in support has always been courteous and out to help us solve our issues as fast as possible. The support model and team Salesfusion has is definitely a huge asset for them.

They are in the middle of updating the platform which leads to some UI inconsistencies and confusion on which version of a feature to use when. They are cleaning things up steadily and the new capabilities are much improved just hope the transition will be completed soon. Also, wish Salesfusion integrated with more 3rd party platforms and services. We can and have worked around this through custom API connections (with their support teams help) but sponsored/managed integrations would be very helpful. We need to capture a holistic view of our customers and prospects. For our marketing automation system to be the true hub of that data we need to be able to collect and interact with all our customer touchpoints effectively. They recently updated their API which I am told will open things up for continued integration.

We wanted an easy to use scalable platform that we could grow with. Our previous solution was solely email marketing focused and we wanted to move beyond that to encompass the full customer journey which Salesfusion helps us do through its capabilities and CRM integration. Using Salesfusion we have seen increases in leads, better conversion rates due to nurturing programs and effective segmentation as well as reduced manual labor and improved quality as we were able to automate significant portions of our lead entry process using built in lead routing and assignment functions in the tool.

Best features: lead scoring, nurture automation, event management, CRM integration and reporting. The event management feature is worth the subscription price. It's basically "mission control" for a webinar or live event. Fantastic!

Needs improvement: ease of creating landing pages, emails, etc. We've struggled with our external lead forms--both the creation and website deployment. I've also encountered some quirks, which the SF team is addressing.

Business problems: marketing and sales alignment, automation of lead capture/scoring, consistent campaign communication and providing a 360 degree view of the prospect. Benefits realized: increased efficiency (less time spent manually adding information); seamless tracking and displaying of prospect interactions within the CRM; and increased ability to deliver excellent content to prospects/clients. Although it may be considered a "soft" benefit, our sales and marketing team is working together to maximize our results from Salesfusion. We discuss and define sales qualified leads, and collaborate on scoring thresholds. We work together to plan our campaigns and events; as well as the follow-up strategy. Increased collaboration and better sales and marketing alignment.

With SalesFusion I like most the approach from result side. This is serious solution for companies who want to achieve real results, instead just having some marketing automation system. Full control on detailed process flows, predictive lead scoring, possibility to automate practically everything and being able to manage and produce all needed contents and process flows. Personallly I don't like solutions that are just easy to use and not able to produce wanted outcome. Overall very comprehensive package including possibility to integrate practically with any CRM. Customer service is outstanding and I have received answer and solution to any issues I've encountered this far.

Learning curve is of course much steeper than with some widely used entry level solutions, only thing that I somehow dislike, is that orange color is used everywhere instead changing colors slightly within different categories.

Being able to produce 150 times more qualified leads than before, rise of sales hit rates with 50% by better quality leads.