Tuesday, 11 August 2015

Free Sugar/Vtiger/VTE Comparison - Customer Support and Marketing tools


Customer Support tools
VTECRM VTIGER SUGAR
Tickets/Cases module yes yes yes
Customer Portal yes yes no
Bugs module no no yes
Timecards module yes no no
Asset module yes yes no
Service contracts module yes yes no
Trouble-ticketing tool (chat between CRM and Customer Portal) yes yes no
Service Level Agreement timings yes no no
Tickets acquisition by Customer Portal and email conversion yes yes no
Shortcut between product rows and assets/service contracts yes no no
Tracking of service used units by related tickets yes yes no
Tracking of service used units by related timecards yes no no

The post-sales management is quite relevant because we need to keep the customers satisfied after all the efforts we made to acquire them. VTE and Vtiger provide a complete support area but Sugar has only a few modules.
In VTE and Vtiger I find Tickets, Assets, Service Contracts; Timecards (a deeper level of Ticket) is available in VTE only. In Sugar I find Tickets and Bugs, but no one of the following features.
Customer Portal: a reserved area where customers can open new requests and share documents, directly communicating with the company via trouble-ticketing (a sort of chat).
Email-to-ticket: both Vtiger and VTE allow the conversion of email accounts into tickets.
Tracking of units: I keep track of the usage of a contract (for example the progress of a technical assistance) through Tickets and usage units. The same with Timecards in VTE (more timecards add up in one ticket).
Service Level Agreement timing: only VTE manages it, it's very important in order to provide an effective support service.
Another little trick which VTE offers is the shortcut between product rows (on Sales Order) and the related Asset/Service Contract.


Marketing tools VTECRM VTIGER SUGAR
Campaigns module yes yes yes
Newsletters module yes no no
Target/Target list module yes no yes
Recipients lists based on filters (accounts, contacts, leads...) yes yes yes
ROI tool no no yes
Newsletter sending and scheduling yes no yes
Post-sending statistics (received, opened, clicked, unsubscribed…) yes no yes
Statistic summary per recipient yes no no
Newsletter templates (editor, HTML, variables) yes no yes
Fax module yes no no
Sms module yes no no

VTE and Sugar provide more marketing features than Vtiger. The latter allows to create generic Campaigns with recipients list, but not Newsletters. In VTE and Sugar I have the possibility to send (or schedule) Newsletters (even if only VTE has a specific module), read the statistics and, of course, create newsletter templates with variables (strings of code automatically replaced by CRM content: for example, the Contact's name or the unsubscription link).
Only Sugar provides a nice ROI tool about campaigns, while VTE provides the statistic history per recipient (Contacts, Leads…).
In VTE also Fax and Sms campaigns are possible, by configuring these services

The comparison work is based on
SUGAR 6.5 COMMUNITY
VTIGER FREE 6.3
VTECRM COMMUNITY 15.05
All three the versions are free and downloadable from their official sites.

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