Convert Experiences vs. Sage CRM

Definitely well suited for budget conscious companies that want a solid array of functionality but without having to pay an exorbitant amount. Great for marketing and analytics team members that need the ability to get in and set up tests w/o dev assistance. But, functionality is there for developers to get in and set up more complicated tests.

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

• Over the top powerful Javascript enabled targeting. This feature is called DMP Profiling and is available in the Pro Plan, currently only +$100 more than the plus plan. An article explaining this feature is here for further reading: https://convert.zendesk.com/hc/en-us/articles/206631623-Target-experiment-based-on-a-custom-Javascript-condition-that-evaluates-true-at-a-later-stage. I wrote up a much longer explanation but TR broke it up weirdly. The gist is that you can powerfully use JS to target. This allows me to target users in our SPA in incredibly advanced ways. I can walk their entire history model and assign them an audience value, or I can exclude them. It's MUCH more powerful than just a "Site Area" tool. We recently used it against 900K users to check if they had written a review of their apartment or not yet. This allowed me to only expose the user on the homepage to an experiment that prompted them to write a review while excluding users that couldn't write a review from the experiment (because they had already written one). The experiment converted 50% better than what we do now, generating 9k reviews in a matter of hours.
• Audience targeting IN ADDITION to all that fancy DMP targeting. This means I can define demographics or other data as a qualifier AS WELL as the previously mentioned qualifier. This can be setup in so many ways: Traffic source, Visitor Data, Include / Exclude users part of a current experiment (!!), Date/Time, Device/Browser/OS, JS Conditon
• Real-time reporting that makes sense to the whole company to view. Seriously, I can share a Convert Report to any level of intelligence on my team and they understand what's happening.
• Audiences and Goals are saved as presets, so your entire team can use them. Using the example above, we have an audience called "Wrote a Review" that we exclude from the Review Prompt treatments.
• Their customer support is seriously fast at answering questions. I've never had to wait more than a day.

• 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.

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• We are aggressive testers and have demanding clients, and if there was any part of the Convert platform where I'd like to see improvement, it would be in the reporting section where I feel a vertical report could present in a more readable fashion to the users.

• 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.

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Couldn't live without this, no other tool does precisely what we need them to do

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.

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To use the platform in the context of developing enhanced tests that stretch the platform there is as with most things a learning curve. However, if you're a casual user or have standard experiments that you wish to run you would be easily able to hit the ground running.

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.

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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 use support only in very emergency cases. The support hasn't been very helpful and suggests the problem is on my site

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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

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

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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.

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Convert was selected based on price point, feature set, and UI/UX. All three are very friendly to new testers and small to mid-market size companies. Their UI and tool workflow is the best out of all of the non-enterprise solutions that I have tried. There is some small room for improvement, but that only really affects power users or tests that require significant coding/development work to execute.

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.

• Using Convert has allowed us to make quick decisions on site edits and price changes. Seeing and sharing quick results makes our operations much more profitable.
• Connecting the tests with Shopify has produced very valuable and timely results that we can act upon as soon as we see statistically significant results.

• 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

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info