Bloomfire vs. Sage CRM vs. Scratchpad

Ad testing:

• PTS: needed to bring a new senior marketing team member up to speed on how we got to our current TV campaign
• Solution: Series featuring consumer insights, why specific spokesperson, agency brief, the entire creative process - scrips, animatics, rough cuts, feedback, and testing at each step. Including the actual creative from each step.
• Total time to build: 1 hour

Concept testing:

• PTS: things get lost, findable but version control
• Solution: everything in one placeConcepts, testing, IHUTs, verbatims, videos with transcripts. Reduces the possibility of missing something, helps with any builds (reuse), but gives us a the chance to dig deeper. Example: search on terms like "indulgent", or "crispy" or "share" much faster
• Total time to build: 1 hour

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

Frankly, if I can do something in Scratchpad instead of Salesforce, I prefer Scratchpad because it's faster, easier, simpler, with a much more readable and useable interface. Salesforce has been getting requests to allow font size modification for over a decade and hasn't even done that. That's what sent me looking for something like Scratchpad. I sort of view it as a much more user-friendly UI to layover SF. It's faster and less frustrating than SF for frequent daily activities. It's great for creating notes and tracking tasks at a basic level in a much more user friendly environment than Salesforce. But it interacts w/ SF, which is great!

Incentivized

• Quickly reach out to whatever employee segment you want to reach by posting a topic and it will send a notification to everyone in that group with a link to the posting.
• Bloomfire saves all of the previous posts so in your free time you can go to the site, and explore the various range of topics others have posted. The information on there will only be as good as the person posting it, but it will be people within your company and industry posting it. So it will always be helpful.
• Bloomfire is a place to be noticed by your peers. Have a great topic you want to express, my company allows all to post there as long as we keep it professional. So you can share your ideas or experiences in a safe and productive manner. But we do have some fun on there too!

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

• Scratchpad notes are super easy to use and link to Salesforce Opportunities.
• Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
• Easy to use Task manager that helps you stay on track through the day.
• Extremely easy to use and their CS team is always willing to provide training and help.

Incentivized

• I would recommend adding a feature to combine different posts/series by job title (so in addition to the Revenue Ops category, there could be a structured walkthrough for Revenue Manager).
• Live Q+A sessions for group onboarding initiatives.
• Ability to label bookmarks by priority/job type.

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

• When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
• When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
• It'd be nice if comments would go as a task rather than a buzz.

Incentivized

Most likely we will renew, our team needs a refresher on possible opportunities to advance our usage and learning of opportunities to move this answer to a 10, can't live without it.

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

Bloomfire is an easy-to-use platform for posting information and asking questions of my peers. It also has a user-friendly search capability. Yet like any other CMS, the secret to success rests in such items as the ability to use metadata to tag content or posts, and Bloomfire provides a wide range of options to make posting content and subsequently searching for it.

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

So intuitive and user friendly

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

I have not needed to pose questions to the support team yet, as it is a very simple piece of software to use, however, its help documents and the bot ready to answer questions let me know I am in good hands. The help center could load a little quicker, but that's my only complaint.

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

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

I like Bloomfire because it is more concise with the work I do whereas Google search engine would provide broader information. It has just been so user-friendly, and easier to use [than] I could have imagined. I would use this program over any other that I have tried in the past.

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.

It doesn't. Scratchpad is more agile and much easier to use as a seller managing a large patch with lots of opportunities. SAP is robust but is far more complicated and involves a lot more inputs to get the same outputs that you can get with Scratchpad in half the time and effort.

Incentivized

• Feedback from users in being able to perform transactions for members has greatly improved.
• There has been an increase in engagement of material presented in posts by learners in training classes.
• Reps and agents say they feel confident they can easily locate information if ever there is a need on the front line.

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

• I save many hours a week using Scratchpad to simply manage my tasks.
• I no longer waste time waiting for SFDC to load.
• I can easily create opps, adjust the pipeline, and check to see if someone is already prospecting into an account.

Incentivized