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Kauhslendra  Singh - PeerSpot reviewer
Business Development Manager at Drishti IAs
Real User
Has an easy-to-understand user interface
Pros and Cons
  • "The most valuable feature of LeadSquared is an easy-to-understand user interface."
  • "The solution's report section is not very capable and could be improved."

What is most valuable?

The most valuable feature of LeadSquared is an easy-to-understand user interface.

What needs improvement?

The solution's report section is not very capable and could be improved.

For how long have I used the solution?

I have been using LeadSquared for three and a half years.

What do I think about the stability of the solution?

I rate the solution’s stability a five or six out of ten.

What do I think about the scalability of the solution?

The solution's scalability has majorly impacted our company's growth. More than 200 users are using LeadSquared in our organization.

I rate the solution an eight out of ten for scalability.

How are customer service and support?

The technical support team responds immediately, but it takes them 10 to 15 days to provide a technical resolution to our issues.

How would you rate customer service and support?

Neutral

How was the initial setup?

On a scale from one to ten, where one is difficult and ten is easy, I rate the solution's initial setup six and a half to seven out of ten.

What's my experience with pricing, setup cost, and licensing?

The solution's pricing is not cheap, but it's moderate. LeadSquared is not as costly as other CRM solutions.

What other advice do I have?

We started using LeadSquared's basic functions. Currently, we are using the solution's features, such as automation, reports, automated emails, and marketing sections, which have increased our efficiency. LeadSquared has helped streamline our marketing campaigns. We initially didn't have marketing strategies or a platform with landing pages, but this changed after we started using LeadSquared.

LeadSquared is a SaaS based solution.

Overall, I rate the solution an eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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COO at a venture capital & private equity firm with 1-10 employees
Real User
Top 20
Allows sales and marketing teams at the corporate level to track customer development and manage claims
Pros and Cons
  • "Oracle CRM accommodates client needs, potentially reducing licensing costs with a pay-as-you-go approach. It also allows for the standardization of processes and reporting, which is important for our organization. Additionally, integration through APIs improves connectivity."
  • "Getting technical support from Oracle involved going through commercial layers, which could sometimes cause delays. The attention received depended on the client's status and spending with Oracle. Clients with significant spending received global attention and a corporate account manager, while those with lower spending had to work with a local account manager, which wasn't always beneficial. This process could lead to delays in getting technical issues resolved. I am not satisfied with its support."

What is our primary use case?

Oracle CRM helps us in several ways. First, it provides a global overview, allowing sales and marketing teams at the corporate level to track customer development and manage claims. This integration of customer data across the company also ensures that revenue streams are monitored in a manner compliant with country-specific regulations and international accounting standards, thereby enhancing the reporting processes. Otherwise, you must report it to the company and consolidate it globally. 

What is most valuable?

Oracle CRM accommodates client needs, potentially reducing licensing costs with a pay-as-you-go approach. It also allows for the standardization of processes and reporting, which is important for our organization. Additionally, integration through APIs improves connectivity.

What needs improvement?

Getting technical support from Oracle involved going through commercial layers, which could sometimes cause delays. The attention received depended on the client's status and spending with Oracle. Clients with significant spending received global attention and a corporate account manager, while those with lower spending had to work with a local account manager, which wasn't always beneficial. This process could lead to delays in getting technical issues resolved. I am not satisfied with its support. 

Which solution did I use previously and why did I switch?

I've worked with other CRMs, but primarily, these solutions were used for ERP functions and transactional processes like sales orders. We explored different applications for marketing, client management, and sales functions.

I recently conducted a quick analysis of procurement tools and asked several companies what factors to consider when purchasing software. Typically, we look at whether it covers our processes, pricing, etc. However, they pointed out something interesting: the coding language used in the software.

They explained that the software's coding language is crucial because any functional extensions or modifications need to be written in the same language to avoid integration issues. Additionally, they emphasized the importance of interfacing well with other applications. Lastly, they advised considering the company's track record. 

They highlighted that when one company acquires another, integration issues often arise within the organization. This can lead to changes in management, with new CEOs and directors coming on board. Management's strategic direction influences stability in the development of the company and its applications. This stability is noticeable when the CEO also owns the company.

Having a CEO who controls the company's software development has led to a strategic decision to select customers based on software development criteria. This approach ensures profitability, keeps the company updated on customer requirements and industry developments, and enables quick scalability through consistent programming in the same code language for all functions.

What's my experience with pricing, setup cost, and licensing?

Shifting from traditional licensing and monthly maintenance fees to a subscription-based, pay-as-you-use model offers several advantages. This approach only charges me for my transactions, aligning costs with business performance. As my company grows, the software provider's revenue grows proportionally to the increased usage. The cost and suitability of Oracle CRM depend on factors like location, industry, and compliance needs. It may be more common for US companies to use Oracle CRM and European ones to use SAP.

What other advice do I have?

Choosing the tool was more of a corporate decision. In the organization I worked for, decisions about software were made at a corporate level. Each function, like finance and HR, used global modules across all regions. For sales CRM, it was similar, but there were exceptions based on the specific needs of each market and product line.

There were challenges because our healthcare site relied on a legacy CRM solution that wasn't cloud-based. We initially had five solutions in our back-office environment but eventually narrowed it down to three. I suggested finding a single regional or global solution instead of multiple local ones. However, this raised questions about whether the products and services offered in one country were comparable to those in others. Finding the right IT application was challenging because the needs varied across countries. While I explored this further, I found that a US company was entering the European market, starting with the UK before expanding to other countries.

Traditional production companies commonly use SAP, Oracle, or similar systems. However, implementing such solutions in industries with strict country regulations and structures can be challenging. 

In certain countries, Oracle CRM has indeed helped improve our sales processes. However, in the Netherlands, we were still adopting it, so its impact was not yet realized. As part of the preparation for implementation, our organization underwent organizational changes to align with the software's deployment. Rationalizing such vast applications is challenging, especially in a global company with decision-making at multiple levels.

During the integration process, we didn't encounter many issues. It went quite smoothly. One challenge was migrating data from one system to another, which can be complicated. Overall, transitioning from a public cloud to a private cloud environment allowed us to streamline our applications and processes.

The duration can vary depending on factors like the complexity of your environment, the amount of data to migrate, and the number of systems involved. With a skilled team, a complex deployment or migration could take six to nine months.

Oracle's basic functionality has transitioned to the cloud, making it a cloud-based system. However, specific solutions for industries like healthcare remain on Oracle's legacy system. This is because Oracle acquires and integrates various companies into its portfolio, requiring the architecture and coding within these companies to be transferred, which takes time.

The recommendation is to phase out traditional coded software and replace it immediately with new software, offering it as a service. This transition addresses the challenges posed by legacy systems and aligns with the trend towards pay-as-you-go cloud-based applications and the integration of AI technology.

As AI becomes more prevalent, businesses must consider the future of their current traditional applications. The question arises: what will happen to these applications developed in-house or obtained through a license-based approach? Google, Amazon, Facebook, and Microsoft are at the forefront. 

AI is a priority for every company right now. While Google and Microsoft have integrated AI into their office applications, there's also significant development in AI for other business applications. I rate the overall product an eight out of ten. 

Disclosure: My company has a business relationship with this vendor other than being a customer: partner
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