Sugar Sell vs SalesRabbit
Last Updated:Our analysts compared Sugar Sell vs SalesRabbit based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
Product Assistance
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.
- Communicate Clearly: Bring all team communications into one place via a mobile app. Send in-app messages for team talks and mass messages to broadcast incentives, declare top performers and share training materials. Send pictures and other files to techs and other reps. React with GIFs and emojis.
- Qualify Buyers: Make deals faster by verifying customers on the go, eliminating calling or waiting times. Check credit scores via more than one software to get accurate results. Qualify prospects using title checks, which are easy to set up and use.
- Explore Vast Integrations: Incorporate existing tech stacks. Leverage helpful integrations with Google Tasks, Salesforce, Facebook Lead Forms, MS Teams, MS Outlook, Mailchimp, Hubspot, Zapier and more. Custom integrations are available through the Enterprise plan.
- Craft Perfect Proposals: Create strong first impressions through digitized and legitimized pitches. Upload and organize PDFs, display them through devices or send them to customers. Play high-quality videos, illustrate house layouts or payment plans using sketch tools, and share training and recruiting materials. Digitize sales materials and store them in the team’s media library, cutting down shipping costs.
- 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.
- Sales Territory Mapping: Operate sales teams successfully.
- Custom Areas: Control sizes, shapes and quantities to draw them over a detailed map view.
- Historical Data: Monitor reps-in-charge’s progress and follow up as needed.
- Team Assignment: Assign areas to reps for canvassing and lead tracking.
- Leaderboard: Collect data from all possible sources to measure, compare and improve field performance. Identify what’s working and what’s not to modify strategies accordingly.
- Consolidated Statistics: Track all KPIs in a central platform. These include closure percentage, number of doors knocked and people contacted.
- Reporting: Track the most relevant data for teams and check live reports on reps’ activities via GPS tracking.
- Performance Ranking: Monitor individual success rates and identify the top performers. Make strategic decisions regarding team compositions, sales leadership, area assignments and more.
- Sales Rep Tracking: Access insights on reps’ whereabouts and performance. Track location and time during work hours with geo and time stamps for every active team member. Display unique profile images and filter results by reps, teams or dates. Log tracking data even in areas without internet service.
- Lead Management: Organize and track leads geographically. Import and export leads, attach videos, images and PDFs to provide more information and context, and create custom fields to gather specific data.
- Stacking: Pull up stacked lead lists to access, view and edit while working in apartment complexes or other compact housing areas.
- Tracking and Dispositioning: Call, text or email leads directly from the app. Change the status of leads and track them through a sales funnel.
- Notifications: Receive appointment notifications to move leads quickly through a funnel while handling lots of them.
- Route Planner: Upload and prioritize leads and appointments using filters. Find the most efficient and optimized sales route based on locations, appointments and assigned areas.
- Ownership: Gain complete control over lead assignment. Transfer ownership between canvassers, reps, closers, techs and managers. Reassign groups of leads as needed.
- Forms and Contracts: Accelerate sales, eliminate manual errors, reduce paper costs and minimize transaction time using its form builder and contract creator.
- Custom Contracts: Address the unique requirements of legal agreements.
- Company Profile: Impress modern buyers with electronic deal processing and ensure the best possible buying experience for customers.
- Mobile E-Signature: Collect e-signatures from any location and close deals reliably and quickly.
- Information Syncing: Gather customer data on a single platform, reducing errors and increasing customer satisfaction.
Product Ranking
#16
among all
CRM Software
#164
among all
CRM Software
Analyst Rating Summary
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User Sentiment Summary
1113 reviews
366 reviews
Sugar Sell has a 'good' User Satisfaction Rating of 75% when considering 1113 user reviews from 5 recognized software review sites.
SalesRabbit has a 'great' User Satisfaction Rating of 84% when considering 366 user reviews from 2 recognized software review sites.
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.
Synopsis of User Ratings and Reviews
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.
Hop on over to SalesRabbit if you're looking for a user-friendly and affordable CRM solution to help your sales team close more deals. SalesRabbit is a software that helps businesses manage their sales process, offering features like lead generation, contact management, opportunity tracking, and reporting. Users have praised SalesRabbit for its ease of use, comprehensive feature set, and affordability, making it a solid choice for businesses of all sizes seeking a comprehensive sales management solution. The software's intuitive interface and robust features allow sales reps to easily manage their contacts, track their progress, and close deals faster. Plus, SalesRabbit's affordability makes it an attractive option for businesses with limited budgets. However, some users have noted that SalesRabbit lacks integration with other systems and has limited reporting capabilities. If your business requires a more integrated solution or more robust reporting features, you may want to consider other options like Salesforce or HubSpot. These platforms offer a wider range of integrations and more advanced reporting tools, but they come at a higher price point. Ultimately, the best CRM solution for your business depends on your specific needs and budget. If you're looking for an affordable and easy-to-use CRM that can help you boost your sales, SalesRabbit is definitely worth considering.
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