Sugar Sell vs Infor CloudSuite CRM

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Our analysts compared Sugar Sell vs Infor CloudSuite 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.

Infor CloudSuite 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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Infor CloudSuite CRM is a cloud-based system that helps companies cater to and understand customers through sales, marketing and customer service activities. It helps with operations and handles outreach. Users can identify opportunities, streamline sales projects, forecast business-related decisions and generate growth with its analytics.

Cloud deployment and ERP integration help implement a strategic approach for maximum business growth.

To explore other popular solutions that Infor offers, visit our Infor company page.
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$50/User, Monthly
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$795/User, One-Time
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Windows
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Android
Chromebook
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Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Bishop
Casabaca
E2B
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Live Online
Videos
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Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

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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  • Birst Networked BI: The software has dedicated embedded analytics that aid in internal reporting and drive business results. Business intelligence facilitates gathering and distributing information across teams. 
  • Unified View: The platform helps sales, marketing and support teams work hand-in-hand to deliver results. With a cloud environment, users can easily view a customer’s touchpoints, giving access to users across various departments. 
  • On-the-Go Access: Users can access customer data, respond to customers and keep track of employee data via a dedicated mobile application. This helps them stay connected anytime, anywhere. 
  • Better Customer Experiences: The purpose-built CX suite enhances customer engagement and enriches the customer experience to drive profits. Users can integrate customer data across the enterprise to provide consistent, exceptional and personal experiences on any channel across a customer’s lifecycle. 
  • Back Office Integration: The platform takes care of integrated planning, purchase of inventory, sales, marketing, finance, human resources and more. Users can manage and integrate important parts of their business with the help of an ERP integration. 
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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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  • Forecasting: The solution gives proactive alerts to drive accurate forecasts that help in generating business. This also helps users make informed decisions, build an effective team, and choose and manage business territories. 
  • Omni-Channel Campaign Management: This feature enables users to orchestrate a well-constructed customer strategy along with managing campaign outcomes. The software provides advanced campaign workflows, sophisticated email marketing, precise customer targeting and powerful customer insights. 
  • Productivity Monitor: Users can identify opportunities, maximize the impact of each interaction and streamline sales activities. They can monitor their team progress and assign tasks that align goals for everyone. 
  • Data Availability: The system stores and manages leads, opportunities and activities for best business outcomes. Users can maintain full control of all this data and utilize it when and where they need it. 
  • TCO Analysis: Users can estimate and utilize the total cost of ownership, as well as evaluate the use of those services. This can help them understand and strategize their campaign plans for maximum success. 
  • Segmentation: The platform centralizes customer data, improves internal and external communications, and segregates data based on preference of hot and cold leads. 
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Product Ranking

#16

among all
CRM Software

#44

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
Infor CloudSuite CRM
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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 158 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.

72%
of users recommend this product

Infor CloudSuite CRM has a 'good' User Satisfaction Rating of 72% when considering 158 user reviews from 4 recognized software review sites.

5.0 (16)
n/a
3.7 (561)
2.9 (63)
3.8 (333)
3.6 (24)
4.8 (9)
4.1 (55)
3.7 (194)
4.6 (16)

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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User-Friendly Interface: Users praise Infor CloudSuite CRM for its intuitive design and ease of use, making it simple for teams to quickly adopt and navigate the system.
Robust Reporting and Analytics: The platform offers powerful reporting and analytics features that provide valuable insights into customer data, enabling businesses to make informed decisions and track key performance indicators.
Seamless Integrations: Infor CloudSuite CRM integrates smoothly with other business applications, streamlining workflows and improving efficiency by eliminating data silos.
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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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Reporting limitations: Users have reported difficulties in creating custom reports and extracting specific data, making it challenging to gain comprehensive insights from the CRM.
Complex customization: Tailoring the system to specific business needs can be cumbersome and may require extensive technical expertise, leading to increased implementation time and costs.
Occasional performance issues: Some users have experienced slow loading times and system lags, particularly when dealing with large datasets or complex operations, impacting productivity and user satisfaction.
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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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Recent user reviews suggest the answer is a mixed bag. While users appreciate the comprehensive, all-in-one nature of the platform, particularly its ability to centralize customer interactions and provide a 360-degree view of customer data, there are some notable drawbacks. For instance, users have reported frequent errors and instances of missing data, which can be a major headache for businesses that rely on accurate information for decision-making. One user praised Infor CloudSuite CRM's analytics, stating they are "really telling" and help them target prospects effectively. However, another user criticized the platform's outdated user interface and slow performance, finding it "a bit old-fashioned" and potentially off-putting for first-time users. This contrast highlights a key takeaway from user reviews: Infor CloudSuite CRM's strengths lie in its functionality and data insights, but its user experience might leave something to be desired. Ultimately, Infor CloudSuite CRM seems best suited for businesses that prioritize a comprehensive feature set and robust analytics over a sleek and modern user interface. However, companies with a low tolerance for technical glitches and those who value a seamless user experience might want to explore alternative CRM solutions like Salesforce or Microsoft Dynamics 365.

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Screenshots

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