SugarCRM CRM & Customer Interaction

Photo drs. Caroline Raaijmaakers
Author: drs. Caroline Raaijmaakers
Business Partner
Table of Contents

In this background article we give a rough outline of our recently updated, independent CRM & Customer Interaction study of the software vendor SugarCRM and its product portfolio (such as Sugarcrm One). SugarCRM CRM & Customer Interaction scores better in our survey than ServiceNow but slightly worse than Creatio. Of all the categories in our study, SugarCRM scored the best in reporting and scored the lowest on customer service management. We have been able to establish this objectively. Within the context of CRM & Customer Interaction, we have put together the main advantages and disadvantages of SUGARCRM Platform, and group them by component (customer relationship management). We also point out the highlights of the main products such as Sugarcrm One et cetera.

How does SugarCRM CRM & Customer Interaction score on certain components?

In our study we also inspected the various software products of SugarCRM software. We evaluated SugarCRM CRM & Customer Interaction on no less than 180 criteria. The bar chart below illustrates the pros and cons of SUGARCRM Platform, in general terms. Please note that Passionned Group is 100% independent of the software vendors in our research. We do not sell licenses, we do not make deals or have any ties to the vendor. Among other things, we help and advise companies in the proper selection of CRM systems.

Score of SUGARCRM Platform software.Figure 1: Strength-weakness analysis of the supplier SugarCRM CRM & Customer Interaction. You can get a maximum score of 100 percent. Source: the CRM & Customer Interaction Guide 2024. Do you need additional information about the research justification? Click here to download this guide.

The SugarCRM analysis was made possible by intercepting big data and from there it was analyzed in-depth. More than 235 documents were analyzed for this vendor. In this analysis process both algorithms as the subject matter expertise of a CRM consultant played a distinguished role in establishing the final results.SugarCRM in our CRM & Customer Interaction Guide 2024 Image of SugarCRM in our CRM & Customer Interaction Guide 2024In our 100% vendor-independent CRM & Customer Interaction Guide we have collected all the ins and outs of SugarCRM for you. You get access to hundreds of (shorter) trainings, tech talks, demos, lectures, tutorials, and so on and always have the latest CRM news. In addition, this guide helps you in to further develop your knowledge about CRM & Customer Interaction.view the CRM & Customer Interaction Guide

SugarCRM and their complete CRM & Customer Interaction product portfolio

The software company SugarCRM carries (a minimum of) 2 products in the realm of CRM & Customer Interaction. In order of relevance we rank and describe the products below:

What is SUGARCRM Platform?

We do not display here all the features but, in this paragraph, we provide a description of SUGARCRM Platform, including some of its features and any related products. This product group consists of Sugarcrm One. SUGARCRM Platform can be characterized by the following features:

  • account
  • account management
  • all-in-one marketing automation
  • app marketplace
  • automation platform
  • customer relationship management
  • customer service
  • marketing automation
  • marketing automation platform
  • sales automation

Do you want to know the intricacies of all features (100+) of SUGARCRM Platform? Download directly our CRM & Customer Interaction Guide™ 2024 here.

Do you want to hire an experienced SUGARCRM Platform specialist?

Do you want to hire a freelance SUGARCRM Platform developer who is subject matter expert and implement an SUGARCRM Platform application? Our specialists are happy to assist you. Indeed, hiring SUGARCRM Platform developers is not always expedient. Leave a message here and we will explore the business opportunities for you.

Screen shot of SUGARCRM Platform software.
Picture of SUGARCRM Platform tools.
SUGARCRM Platform in action
Figure 2, 3 and 4: Several images show the operation of SUGARCRM Platform. Click on an image to enlarge it. Credits: SugarCRM & partners.

What is Sugarcrm One?

In this paragraph, we describe the key elements of Sugarcrm One, including some of its features and any related products. The Sugarcrm One can be characterized by the following functionalities:

  • customer relationship management
  • customer service
  • manage leads
  • sales management

Are you curious about all the functionalities (100+) of Sugarcrm One? Download the CRM & Customer Interaction Guide™ 2024 here.

Screen shot of Sugarcrm One software.
Picture of Sugarcrm One tools.
Sugarcrm One in action
Figure 5, 6 and 7: Overlying figures show the operation of Sugarcrm One. Click on the image to make it bigger. Credits: SugarCRM & partners.

SUGARCRM Platform-tools and the version history

Over time, SugarCRM has seen a stable development with respect to CRM & Customer Interaction functionality.

We reviewed SugarCRM’s latest updates of its complete product portfolio. As far as we can tell, SugarCRM does not use an identifiable version numbering system.

What are the licensing costs of Sugarcrm One?

It is difficult to determine exactly what a license of Sugarcrm One costs because it depends on the country, the number of users (also consider the amount of CPUs for server versions), the connectors to data sources, and at what point in the year you request a quote. And before the end of a fiscal quarter of SugarCRM, you may be able to look forward to a decent discount. As part of a cloud-first strategy, it makes sense running the software in the cloud. Often you only pay for what you consume in resources. The purchase cost of Sugarcrm One may not be the single largest expense, but maintenance and support do put a strain on your budget each year.

What makes SugarCRM CRM & Customer Interaction distinctive

In our study, we see that SugarCRM in the field of CRM & Customer Interaction software has a few specific features which emerged distinctively in our research. This makes SUGARCRM Platform more or less unique: all-in-one marketing automation, marketing automation platform, quote management, pipeline chart and hot lead.

The advantages and disadvantages of SUGARCRM Platform

Tag cloud of the SUGARCRM Platform tools.Figure 8: Tag cloud of the pluses and minuses of SugarCRM CRM & Customer Interaction

In the following paragraphs, we name all the advantages and disadvantages of SugarCRM CRM & Customer Interaction, Sugarcrm One, et cetera. The listing in the following paragraphs is subject to change, because: SugarCRM can currently work to improving existing and developing functionality that closes the gaps in the product portfolio at this time (such as support for field service management, ticketing system, contact management, document management, ecommerce, infrastructure, helpdesk, complete tasks, customer service management and small businesses). In addition, documentation may lag behind current events.

Share your experience with SugarCRM CRM & Customer Interaction

Write a review about SugarCRM CRM & Customer Interaction here. Your observations may then be brought along in an even more objective assessment of the scores of SUGARCRM Platform.

1. SugarCRM Reporting

79%

The company has a good performance in our current CRM & Customer Interaction survey on the subject ‘Reporting’, given that they score 79% on this, compared to other vendors. We looked at the following criteria, among others: CRM analytics, advanced reporting and sales dashboards. In total, we examined 11 features within this discipline. Would you like to go into more depth with the topic ‘Reporting’? Then download here our CRM & Customer Interaction Study 2024.

2. SugarCRM Automation Platform

78%

The company has a good score in our study on the section ‘Automation Platform’ with a score of 78%, relative to other vendors. We used the following selection criteria: low-code, marketing automation and no-code. In doing so, we analyzed the following products: SUGARCRM Platform. In total, we examined 28 features within this discipline. Would you like to learn more about the topic ‘Automation Platform’? Then download here our CRM & Customer Interaction Guide.

3. SugarCRM Lead Management

75%

The company has a good score in our objective CRM & Customer Interaction survey on the section ‘Lead Management’. The company scores 75% on this topic, relative to other vendors. We looked at the following criteria, among others: lead generation, lead conversion and lead qualification. In total, we examined 12 criteria in this category. Are you excited about the topic ‘Lead Management’? Then download here our CRM & Customer Interaction Guide 2024.

4. SugarCRM Infrastructure

73%

SugarCRM has a good score in our objective CRM & Customer Interaction survey on the subject ‘Infrastructure’ with a score of 73%, relative to other vendors. We considered the following factors: on-premises, email integration, document management and master data management. In total, we examined 56 criteria within this section. Would you like to go into more depth with the topic ‘Infrastructure’? Then download here our CRM & Customer Interaction Guide.

5. SugarCRM Campaign Management

72%

The vendor SugarCRM has a good rating in our study on the section ‘Campaign Management’, given that they score 72% on this, compared to other vendors. We looked at the following criteria, among others: email marketing, email campaigns, drip campaigns, direct marketing and plan campaigns. In total, we examined 25 features within this discipline. Are you excited about the topic ‘Campaign Management’? Then download here our CRM & Customer Interaction Guide 2024.

6. SugarCRM Customer Relationship Management

69%

SugarCRM has a good score in our objective CRM & Customer Interaction survey of the theme ‘Customer Relationship Management’ with a score of 69%, relative to other vendors. We considered the following factors: search, customer interactions and b2c. In total, we examined 25 criteria within this section. Would you like to learn more about the topic ‘Customer Relationship Management’? Then download here our CRM & Customer Interaction Guide 2024. Or take a deep dive in the following content:

7. SugarCRM Customer Data

64%

SugarCRM has a good performance in our independent CRM & Customer Interaction guide on the section ‘Customer Data’, given that they score 64% on this, compared to other vendors. We looked at the following criteria, among others: custom fields, appointment, customer data platform and customer information. In total, we examined 45 criteria in this category. Would you like to learn more about the topic ‘Customer Data’? Then download here our CRM & Customer Interaction Study 2024.

8. SugarCRM Sales Management

60%

SugarCRM has a good performance in our objective CRM & Customer Interaction survey on the section ‘Sales Management’ with a score of 60%, relative to other vendors. We considered the following factors: ecommerce, opportunity management, customer journeys, customer lifetime value, goal management, sales order management and quote management. In total, we examined 51 criteria in this category. Would you like to go into more depth with the topic ‘Sales Management’? Then download here our CRM & Customer Interaction Guide 2024.

9. SugarCRM Data Quality

50%

The company has a good performance in our current CRM & Customer Interaction survey on the section ‘Data Quality’, given that they score 50% on this, relative to other vendors. We looked at the following criteria, among others: merge duplicate, data cleansing and duplicate search. In total, we examined 16 features within this discipline. Would you like to learn more about the topic ‘Data Quality’? Then download here our CRM & Customer Interaction Guide.

10. SugarCRM Task Management

39%

SugarCRM has a moderate score in our objective CRM & Customer Interaction survey on the subject ‘Task Management’ with a score of 39%, relative to other vendors. We looked at the following criteria, among others: complete tasks, automate routine tasks, automate tasks and automated task. In total, we examined 13 criteria in this category. Are you excited about the topic ‘Task Management’? Then download here our CRM & Customer Interaction Guide 2024. Or take a deep dive in the following content:

11. SugarCRM Customer Service Management

32%

The vendor SugarCRM has a moderate score in our 100% vendor-independent CRM & Customer Interaction study on the section ‘Customer Service Management’ with a score of 32%, relative to other vendors. We looked at the following criteria, among others: customer service, helpdesk and case management. In total, we examined 9 criteria within this section. Would you like to go into more depth with the topic ‘Customer Service Management’? Then download here our CRM & Customer Interaction Guide 2024.

Want to know more? Then order the CRM & Customer Interaction Guide™ 2024 here

In which sectors is SugarCRM CRM & Customer Interaction most active?

In our current CRM & Customer Interaction survey, we also looked at which industries a supplier operates in. These are the industries where SugarCRM is frequently used: banking, education, governments, insurance, manufacturing, public sector and telecom.

SugarCRM software is most used by…

The CRM & Customer Interaction software from SugarCRM is most often mentioned in combination with the following functions: business development, marketing teams and service agents.

Hire a competent SugarCRM expert

Training and incompany training SugarCRM CRM & Customer Interaction

The teachers of Passionned Group give various trainings in the field of CRM & Customer Interaction but can also provide specific SugarCRM training, for example as incompany. The following software solutions are addressed: Sugarcrm One. Of course, such training is framed with the ideas of the intelligent, data-driven organization.

In conclusion: SUGARCRM Platform scores high

SugarCRM has a compact product portfolio with which it scores high in our CRM & Customer Interaction survey. SugarCRM CRM & Customer Interaction innovates (approximately) at an average rate of less than 5 features per year, is active (for now) in many different sectors, and has developed best in reporting.

About Passionned Group

logo of Passionned Group, the SugarCRM CRM & Customer Interaction specialistPassionned Group has specialized in 100% independent CRM & Customer Interaction consulting and the implementation of CRM & Customer Interaction solutions. Our driven and passionate consultants help small and larger organizations to advance as intelligent, data-driven organizations.

Get in touch with us

You May Also Like

Featured image Creatio CRM & Customer Interaction
Creatio CRM & Customer Interaction
Featured image ServiceNow CRM & Customer Interaction
ServiceNow CRM & Customer Interaction
Featured image Zoho CRM & Customer Interaction
Zoho CRM & Customer Interaction

A selection of our customers

Become a customer now

Do you also want to become a customer of ours? We are happy to help you with data-driven working or other things that will make you smarter.

Photo Daan van Beek - Business PartnerDAAN VAN BEEK MScBusiness Partner

Contact me directly

Fact sheet

___
customers
___
training courses
___
people trained
9.3
customer satisfaction
___
consultants & teachers
3
offices
19
years of experience