Hi I am a newbie to CRM configurations. I have a small team for which i wanted to configure CRM.
Earlier I have been Using ZOHOCRM for the same.
I am running Hosted SUgar 5.1 community edition.
Why did i switch to Sugar?
Obviously because of the hype of it being the best CRM for small Businesses and plus am a big fan of Open Source.
What did i find out?
Sugar is far below expectation, small things which are no brainers have been so god damn difficult, sorry to use the language but am really frustrated.
let me give you few examples:
I customized the fields , there were very few customization as i am only using very basic features.
It went oki, there were times where it did behave weird but there were work arounds, and the basic excuse for it not working is that SUGAR does not support COMMUNITY edition, where as you the community is the reason its so famed.
Then i decided to try importing the data . It went fine.
Then i wanted to import the same data from another source, now the magic happens,
now i have duplicate entries even though i had marked for updation..
What to do?? again work around, since there is no mass find duplicates and merge, started doing it manually for just meagre 300 records, thank god i only had that many...
now i had accounts filled FINALLLY!! now repeat the above process for contacts , same results but now new fun, it showed import failed!!! wel no clue what happened, no reason , just import failed.
again what to do ?? work around, try again,so i tried to reimport, again and again and again... finally i gave up.. just to realize, same contacts have been imported multiple times, now i have 2000 contacts, i.e 200 ten times!!!!
again wat to do?? simple select all and delete.. so tried it... it gets interesting now deletes only 56 entries!!! no reason why, but the fun is now i have 2000 entries that is deleting 40 times .. wat else to do? be a donkey do the donkey work...
did that.
Finally i get some things in place.. now i decide to configure email , another wonderful journey begins, every little change u make and save, it retrieves every single mail again.. so it takes you a good half day to configure it correctly.
Then i decide to send mail, it goes without any problem and I am SURPRISED..!! happy , until i see two copies in sent mail , now why would there be two copies?? another search begins, no clue atleast the receiver gets one, so i ditch the efforts.
I was happy to have done these meagre tasks finally event though i had lost good 15 days for it, thank god i was doing it on my spare time.
Now i thought that sugar will handle all the mails very well, once i have imported all my mails.
But no, someone sitting in the Sugar development center decides to play a joke on all the users so he decides to decouple and make life a good hard work by having to import every single mail MANUALLY!!!!!!!! God bless his soul for being so intelligent.
So this is my current status, after 15 days and around 100 hours spent i am stuck on these tiny weeny things.
Hope GOD will send me a guiding light to over come this monterous task of configuring and actually making SUgar usable.
What was life prior to sugar?
Since we were a small business we wanted to try CRM and probably get one for us soon. I had heard about ZOHOCRm so we create the free accounts there and configure it a little, try the mail settings and voila we are up and running in 2 days working part time. Not bad, i found it very user friendly and good increase in productivity.
I recommend others to have an installed version of our own and later purchase it. So we searched net, found SUGAR to be most user friendly and highly rated.
And thats how all of this started.. and the story continues, since i had recommended we use this so am trying hard to use it.
Hope GOD gives some insights to our dear sugar development team and our souls have some peace.
I love Open source but i hate people who bring bad name to it, so i will try my best to use SUGAR and with the communities help probably would succeed.
Amen
Thanks
Regards,
Vikz


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