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5 Ratings
Top Rated
49 Ratings
5 Ratings
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Score 8 out of 101
Top Rated
49 Ratings
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Score 8.3 out of 101

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Likelihood to Recommend

AdDataExpress

It is much better to prospect brands and find appropriate contacts at a parent account, and not such a strong suit for agencies.
Bryan Silverman profile photo

Sage CRM

Sage CRM is well suited horizontally across the business marketplace. The product is easy to install, works across all browsers and mobile devices, and is easily configurable and customizable in a way that is upgrade safe. In particular, Sage CRM is a great system for emerging businesses that are growing quickly as the system can be configured quickly for a team of people and scales to hundreds of users easily. Lastly, Sage CRM integrates quite well with other systems and there are many examples of significant ERP integration (especially Sage ERP products) that would be costly using other CRM technologies.
Danny Estrada profile photo

Feature Rating Comparison

Prospecting

AdDataExpress
6.6
Sage CRM
Identification of new leads
AdDataExpress
9.1
Sage CRM
List quality
AdDataExpress
6.4
Sage CRM
Ideal customer targeting
AdDataExpress
5.5
Sage CRM
Load time/data access
AdDataExpress
5.5
Sage CRM

Sales Intelligence Data Standards

AdDataExpress
7.3
Sage CRM
Contact information
AdDataExpress
7.3
Sage CRM
Company information
AdDataExpress
7.3
Sage CRM
Industry information
AdDataExpress
7.3
Sage CRM

Data Augmentation & Lead Qualification

AdDataExpress
4.1
Sage CRM
Lead qualification process
AdDataExpress
6.4
Sage CRM
Salesforce integration
AdDataExpress
2.7
Sage CRM
Company/business profiles
AdDataExpress
5.5
Sage CRM
Data hygiene
AdDataExpress
2.7
Sage CRM
Automatic data refresh
AdDataExpress
3.6
Sage CRM
Filters and segmentation
AdDataExpress
3.6
Sage CRM

Sales Force Automation

AdDataExpress
Sage CRM
9.5
Customer data management / contact management
AdDataExpress
Sage CRM
10.0
Workflow management
AdDataExpress
Sage CRM
10.0
Territory management
AdDataExpress
Sage CRM
10.0
Opportunity management
AdDataExpress
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
AdDataExpress
Sage CRM
10.0
Contract management
AdDataExpress
Sage CRM
5.6
Quote & order management
AdDataExpress
Sage CRM
10.0
Interaction tracking
AdDataExpress
Sage CRM
10.0
Channel / partner relationship management
AdDataExpress
Sage CRM
10.0

Customer Service & Support

AdDataExpress
Sage CRM
10.0
Case management
AdDataExpress
Sage CRM
10.0
Call center management
AdDataExpress
Sage CRM
10.0
Help desk management
AdDataExpress
Sage CRM
10.0

Marketing Automation

AdDataExpress
Sage CRM
10.0
Lead management
AdDataExpress
Sage CRM
10.0
Email marketing
AdDataExpress
Sage CRM
10.0

CRM Project Management

AdDataExpress
Sage CRM
10.0
Task management
AdDataExpress
Sage CRM
10.0
Billing and invoicing management
AdDataExpress
Sage CRM
10.0
Reporting
AdDataExpress
Sage CRM
10.0

CRM Reporting & Analytics

AdDataExpress
Sage CRM
10.0
Forecasting
AdDataExpress
Sage CRM
10.0
Pipeline visualization
AdDataExpress
Sage CRM
10.0
Customizable reports
AdDataExpress
Sage CRM
10.0

Customization

AdDataExpress
Sage CRM
10.0
Custom fields
AdDataExpress
Sage CRM
10.0
Custom objects
AdDataExpress
Sage CRM
10.0
Scripting environment
AdDataExpress
Sage CRM
10.0
API for custom integration
AdDataExpress
Sage CRM
10.0

Security

AdDataExpress
Sage CRM
10.0
Single sign-on capability
AdDataExpress
Sage CRM
10.0
Role-based user permissions
AdDataExpress
Sage CRM
10.0

Social CRM

AdDataExpress
Sage CRM
10.0
Social data
AdDataExpress
Sage CRM
10.0
Social engagement
AdDataExpress
Sage CRM
10.0

Integrations with 3rd-party Software

AdDataExpress
Sage CRM
10.0
Marketing automation
AdDataExpress
Sage CRM
10.0
Compensation management
AdDataExpress
Sage CRM
10.0

Platform

AdDataExpress
Sage CRM
10.0
Mobile access
AdDataExpress
Sage CRM
10.0

Pros

  • Provides email addresses - essential when doing cold email outreach.
  • Provides agencies for each brand/company.
  • Provides media spend for parent company and brand.
Bryan Silverman profile photo
  • Sales Quote
  • Opportunity management, pipeline and foreacasting
  • Product list
  • Reports configuration
Luis Brea profile photo

Cons

  • Updating who works on each brand from the brand side.
  • Updating who works on each brand from the agency side.
  • Not having to log in as often.
Bryan Silverman profile photo
  • Integration with MS Outlook was not that great at the time
  • Support from Sales Channels (sales distributors)
  • Multi pricing - selecting different price lists (Incoterms) and multicurrency (online currency rates exchanges)
  • Onsite training and certification on the application
Luis Brea profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Sage CRM5.1
Based on 11 answers
I see so many great advancements and changes in the the product in the last year. The decision Sage made to sell off their other CRM products was a BIG WIN for Sage CRM as all the development resources are pooled into one great product.
Kari-Ann B. Ryan profile photo

Usability

No score
No answers yet
No answers on this topic
Sage CRM8.3
Based on 3 answers
It does its job. Missing a few things here and there that can be remedied with outside add-ons
No photo available

Performance

No score
No answers yet
No answers on this topic
Sage CRM8.2
Based on 1 answer
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Kari-Ann B. Ryan profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Sage CRM7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
No photo available

Implementation

No score
No answers yet
No answers on this topic
Sage CRM8.0
Based on 1 answer
The implementation and upgrades were rather quick and straight forward.Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
No photo available

Alternatives Considered

Winmo allows more dynamic and functional searches, and puts agency and brand contacts in one place. It also allows exports based on spend and in general, is much more dynamic of a software.
Bryan Silverman profile photo
Since we have since left Sage CRM, due to not matching up to our current needs, I would not be able to answer this question.
No photo available

Return on Investment

  • Improved efficiency of prospecting.
  • Improved efficiency of finding emails and email syntax.
Bryan Silverman profile photo
  • Increased productivity. My salespeople use it mostly as a task management tool.
  • Better Customer Service. This one definitely applies because it keeps reminders for my employees to keep in touch with their existing customer.
  • Frustration. This is a negative but it's mostly our fault. We let the database get so diluted with bad and old leads that it's not hard to sort through everything. Sage has not been very helpful in customer support on this issue.
Matt Daniels profile photo

Pricing Details

AdDataExpress

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
AdDataExpress Editions & Modules
AdDataExpress
Additional Pricing Details

Sage CRM

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Sage CRM Editions & Modules
Sage CRM
On-premise Edition
Sage CRM (on premise)
1
1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)
$451
1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.