Sugar Sell vs SAP CRM

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

SAP CRM 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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SAP provides a cloud-based customer experience suite built on the SAP C/4HANA framework, delivering marketing, sales, e-commerce, customer data and service capabilities. Features include sales automation, ABM, augmented intelligence, real-time data, multichannel campaigns and inventory management. Organizations can choose specific products for more focused functionality or implement all five to gain a comprehensive ecosystem.

Analyst’s Note: 

In addition to SAP’s cloud products, it also offers SAP CRM, a well-established solution for clients looking to deploy on-premise. While SAP currently supports the on-premise version for thousands of customers, has continued to release product enhancements and hasn’t yet indicated any plans to sunset the product, it’s possible that may change.

As of November 2019, SAP’s Director of Product Management stated that SAP may choose to forego extension of mainstream maintenance beyond the current guarantee of 2025. Assuming that remains the case, he recommended new customers avoid looking into SAP CRM and instead consider S/4HANA (for those in need of ERP functionality as well) or C/4HANA (for those interested specifically in customer experience capabilities).

In light of this, our analysis focuses solely on C/4HANA’s cloud products.
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Bishop
Casabaca
E2B
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Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
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FAQ
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Knowledge Base
24/7 Live Support
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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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  • Single Customer View: Create personalized experiences by leveraging data from multiple channels and continuous updates for new interactions. A dashboard displays information from sources such as CRM, ERP, social media and more. Conduct granular analysis for sentiment engagement, customer journey insights and more via filtering. 
  • Budget Planning: View graphical budget totals for different regions, analyze historical data and drill into specific budgets to make adjustments. Summarized campaign views allow detailed planning for marketing spend. Integration with procurement and finance tools provides a status overview in real time. 
  • Audience Identification: See which contacts are best to target with campaign targets and which are ready to buy immediately. Assess the locations and interests of various customer segments with a global map and tag cloud. Easily create segments using a drag-and-drop interface. 
  • Multichannel Campaigns: Leverage trigger-based campaigns across social media, paid search and more with a range of messages to more accurately target audience interests and stages. Real-time metrics give insight into campaign performance, enabling in-campaign adjustments that improve ROI. 
  • Centralized Inventory View: Receive a comprehensive view of inventory and track all new orders and their accompanying details, such as delivery mode, pickup location and status. Give customers the ability to buy online and pick up or return in-store. 
  • Unified Customer Experience: Drive 24/7 support across all channels with AI-based chatbots that have advanced language processing to facilitate natural conversations. Customer service agents have access to the chat thread for full context in case of a query transfer, as well as a single UI to simplify activities. Integrate with SAP Commerce Cloud to provide chat, email, video chat and phone tools for online shops. 
  • Real-Time Insights: Cut costs and focus efforts on the most profitable campaigns via campaign performance analysis. Out-of-the-box reports show KPIs for key channels including email and Facebook, with a rich set of metrics available. 
  • Extensive Integrations: Extend functionality using the SAP Cloud Platform, which comes with over 150 pre-built connectors and an extension factory. Build and deploy apps or use the 1,000+ apps developed by SAP partners. 
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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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  • Lead and Account-Based Marketing: Offered in SAP Marketing Cloud and caters specifically to B2B environments. 
    • Includes visual tools such as a shared calendar for campaigns and a dashboard that displays budgets and costs in real time.
    • Provides intelligent scoring, profiling and geospatial data, showing which accounts to focus on.
    • Syncs account interactions with SAP Sales Cloud.
    • Uses machine learning to analyze contact behavior, classify and rank contacts, as well as spot segments with similar behavior.
  • Experience Management: This WYSIWYG tool supports web page creation and editing, as well as enables the creation of one design suitable for use on mobile devices, tablets and desktops. Includes the option to embed banners and promotions, along with personalizing different elements. 
  • Product Content Management: Offers a central interface for managing products and catalogs that can serve as a master product database. Equipped with bulk editing, support for multiple product attributes and multilingual functionality. 
  • Sales Automation: Provides a central platform for account and opportunity management that stores data in a single place for easy availability and increased visibility. Capabilities include quarterly revenue forecasting and lead scoring. 
  • Configure, Price, Quote (CPQ): Handles complex quotes via an intuitive interface. 
    • Allows sales reps to generate quotes quickly and supports a variety of price books for offering the most effective discounts.
    • Assists with onboarding via embedded intelligence and can guide reps toward products that customers are more likely to buy.
    • Includes margin protection guardrails and automatic approval triggers.
  • Sales Performance Management: Includes: 
    • Simple setup with a drag-and-drop interface.
    • Built-in rules library to compare, test and launch promotions and plans from one interface.
    • Calculations for a range of criteria, territories, teams or verticals.
    • Automatic calculation of bonuses and commissions.
    • A mobile app for reps, with a range of functionalities such as accelerators and a what-if calculator.
    • Augmented intelligence tool that prescribes recommendations for compensation plans.
  • Augmented Intelligence: Can be deployed without requiring the help of data scientists. Leverages AI and machine learning to automatically detect outliers, make selling suggestions that boost revenue and more. 
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Product Ranking

#16

among all
CRM Software

#52

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Sugar Sell
SAP CRM
+ 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 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
Good User Sentiment 516 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.

76%
of users recommend this product

SAP CRM has a 'good' User Satisfaction Rating of 76% when considering 516 user reviews from 5 recognized software review sites.

5.0 (16)
4.9 (14)
3.7 (561)
3.5 (204)
3.8 (333)
4.1 (167)
4.8 (9)
4.4 (21)
3.7 (194)
3.6 (110)

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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Reporting: It’s possible to create high-quality micro and macro reports for all customers and for internal control, according to 63% of users mentioning reporting.
Integrations: The ability to leverage operational reporting and seamless, intelligent integration with ERP and a business warehouse aids productivity, as observed by 66% of users referring to integrations.
Tracking: All user reviews of this feature indicated the software offers flawless tracking for high volumes of sales transactions.
Configuration and Customization: It’s possible to customize and configure according to business needs, as noted by 75% of reviews referencing these features.
Automation: It’s easy to automate and integrate customer contact activities, sales, marketing, and customer service, according to 83% of users who wrote about automation.
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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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Not Budget-Friendly: The platform’s implementation is costly compared to competitor products, and 63% of users who mention cost suggested maintenance is also expensive.
Not User-Friendly: The software isn’t very flexible and is difficult to learn, as observed by 58% of reviews mentioning this aspect.
Inefficient Workflow: The workflow is not very clean and efficient, and it takes considerable effort, time and money to implement actions, according to 63% of users who reference this feature.
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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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SAP’s CRM products provide a rich set of features to aid the customer lifecycle. Users highly approve of its seamless integration, tracking and reporting features. Additionally, automation makes work easier and enhances productivity. However, using workflows can be time-consuming, and the software isn’t very intuitive. It’s also very pricey to implement. It’s best suited for companies, particularly enterprises, with heavy sales, marketing and delivery usage, as well as advanced, complex needs.

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Screenshots

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