Sugar Sell Reviews & Pricing

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

•  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. 

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