What users are saying about

AdDataExpress

5 Ratings

Sage CRM

Top Rated
49 Ratings

AdDataExpress

5 Ratings
Score 8 out of 101

Sage CRM

Top Rated
49 Ratings
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

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
No photo available

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
9.9
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
9.9
Mobile access
AdDataExpress
Sage CRM
9.9

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
  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins 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
  • When compared to other products such as Salesforce it doesn't compare.
  • Sage CRM doesn't have the extensive app store that other CRM products have.
  • Implementing the on-premise version can be difficult depending on the host database.
Monroe Singh ☁ profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Sage CRM5.1
Based on 11 answers
To be honest, I feel that this is at least as good as other CRM programs so why bother switching over. The price is good too.
No photo available

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.