Dialpad Support vs. Sage CRM

We have a mix of Dialpad Support and regular Departments in Dialpad Support - we mostly use Dialpad Support for our high-volume area or areas we need to keep track of in more detail. In our smaller clinics, with few staff, Dialpad Support doesn't make sense to use to we have them setup as Departments instead.

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

• The ease of use and integration into our local IT infrastructure
• It improved business process agility especially for the work from home agents
• It improved our customer relations/service with fewer dropped calls
• It gives managers better reporting capabilities and call usage statistics

• 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

• Live Dashboard should show more Bigger text otherwise agent cannot see by big monitors located in office!
• Waiting for Dialpad Ai which will never available in Japan
• Never understand the call journey who hung up the phone
• When PC shut down, agent should be Off duty but still Available and call rings.
• Support chat use weird Japanese
• Never provide update information beforehand which sometime make confusion and troubles that Google cloud platform made

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

I have never had any issues with getting a problem resolved. The dialpad support team is responsive and extremely helpful. As busy as our business is getting, having the AI transcripts and call recordings aid us in being more task productive when helping patients. Other than the patient aspect of it, having no hardware maintenance is amazing

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

I always get great customer service when I need help. Even if i just decide to chat online instead of calling in. The reps are always so nice and the customer service is always amazing. I have never had any complaints. Usually my issues are pretty simple and they never make it harder than it needs to be

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

I have never contacted support.

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

We looked at Aria, but we already had Dialpad Support and decided just to move forward with more features. I think the familiarity with the Dialpad app and the basic features made the addition of new features a much more seamless process rather than attempting to try dual software.

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.

• The callback feature has saved clients a lot of hold time
• The voicemail system has allowed cases to be handled properly by client's being able to leave a message for the proper agent
• The Ai transcript feature has helped dozens of agents, as well as the company, avoid a lot of hassle, time, and lost money due to verifying conversations and information that normally would be much harder to confirm without it

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