Basis DSP vs. Sage CRM

I would recommend Basis [DSP] for specific clients. Boutique agencies that do not require very complex programmatic solutions are the best fit. It is not very well suited for very big clients that want to run multicountries campaigns with objectives that are very much performance focused. Their dashboard is very good and the platform is easy to use so new entrants to programmatic will find it very useful.

Incentivized

as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company

• Basis DSP does a great job of keeping their clients informed of new and upcoming features on their platform. They regularly host webinars to help keep their clients informed of what's up and coming and how to use new features.
• Client relations with Basis is incredible. They're available on a regular, consistent basis. In addition, they check in throughout the on boarding process and beyond to help their clients understand they system.
• The analytics tracking capabilities built into Basis DSP is fantastic. They provide many different options on how to pull and organize reports for clients.
• The additional training offered through Centro Institute is fantastic, especially for beginners. Going to Chicago and training at the headquarters for a couple of days has helped with my company's success in building a programmatic advertising clientele list and building successful campaigns.

Incentivized

• When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
• Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.

Incentivized

• More detail on how and when the exchanges review submitted ad tags would help us set better expectations for our clients and client success teams during launch. Often a delay in ad approvals can result in lagging campaign metrics that must be made up later, often at the cost of performance.
• More predictive tools / the ability to stop a campaign from bidding when a certain impression threshold is reached (in addition to the dayparting and budget rules that are currently in place and used for every campaign).
• For some reports, such a geolocation reports, being able to visualize it on a map of some kind would make the data export more meaningful and less manual for our operations and client success teams seeking to explain to clients where their campaign was exposed.

Incentivized

• Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
• Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
• Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.

Incentivized

There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.

Incentivized

It's pretty basic, nothing is hidden and nothing ever moves so you can count on finding what you are looking for each day

Incentivized

Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.

Incentivized

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

We have a dedicated account rep. She makes it seem like we are her only client, she is very responsive, helps each time we have a question and understands our campaign goals. Anytime we need support, our rep is available either email or call and if she is not going to be available, she will let us know ahead of time to provide back up and inform them of our current campaigns so they can better assist us.

Incentivized

Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working

Incentivized

Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.

Incentivized

There are a ton of tactics and strategy to implement in the DSP platform. There isn't really a selection of the different types of campaigns or tactics to choose from, you just have to learn as you go. Once you figure out the strategy and goal of the campaign it is very easy to implement the tactic and to achieve its goals.

Incentivized

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.

Incentivized

Advangelist, StackAdapt, Simplifi, Trade Desk, Media Math - overall most of the other platforms we reviewed were perfectly fine and can get the job done quite well. We have mostly stuck with basis because of the relationship that we have, the fact that they have continued to provide stellar support, and have a platform that delivers on everything they promise.

Incentivized

Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.

• Affordable display option - The SiteScout platform runs comparable to other self-serve display platforms, and offers a very large network from which to choose.
• More visibility for our brand - We've used SiteScout as an awareness tactic, and received millions of impressions at a reasonable cost.

Incentivized

• It is very affordable in pricing, compared to competitors
• Lead management and convertion into prospects is also a very easy process
• Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards

Incentivized