Dynamic Yield vs. Sage CRM

For us, it is well suited for personalization. Since we are hospitality brand, we have different rooms sales inclusion based on different segmentation like Mem or Non-mem, Global or UAE, we have to personalize our landing pages accordingly so that we show the relevant information to relevant audience. The inactivity pop up box and newsletter signup popups work good for us. It does not work well in some scenario like Dynamic Yield offers built-in analytics focused on campaign and test performance, but it’s not a replacement for tools like GA4, Adobe Analytics. It lacks deep funnel tracking or complex reporting capabilities.

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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

• Provide fantastic support, both in relation to strategy/best practice and troubleshooting.
• An easy to use interface, as a user who is relatively new to Dynamic Yield I find that it is an intuitive platform to use.
• The ability to segment and drill down on data allows for really specific insights which, whilst not necessarily being leveraged on a testing basis, can be super valuable from a greater marketing perspective.

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• 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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• Brand templates could need complex CSS/custom code.
• We'd like to see a little "i" next to specific labels, which elaborates on what is meant. For example, when I hover over "Dynamic allocation," I get something like "An advanced form of A/B testing where the best-performing variations receive higher traffic."
• Jargon (for example, for audience targeting) can be overwhelming for new users; therefore, clearer, user-friendly explanations are needed.

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• 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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implementation took a long time but also, DY has really proven that they are transforming and adapting their platform to be more user friendly and the right technology choice for their brand or company

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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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Setting up strategies, audiences, and experiences is simple and fast. It is incredibly easy to modify the appearance of your site and optimize every aspect with the Dynamic Yield Personalizations. However, while the data visualization on an experience level is easy to modify and analyze, exporting the data in meaningful ways is time consuming.

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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

Overall, the support is very good. If you are a partner (my case), they assign you a customer success manager, that helps a lot. Also, there is a technical person to provide support to the partners, again a great help.

My only "complain" is that with some complex issues, the support may delay in providing you with a solution. Sometimes that can cause some tension with your client.

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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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Dynamic Yield provides far more capability and ready-to-go templates for small-medium sized businesses, as well as decent API implementation for businesses who want to have a deeper integration. The ease of implementation and faster time-to-market is why we chose Dynamic Yield.

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.

• Most tests have had a positive impact on either revenue or conversion rate - quite often in double digits.
• Dynamic Yield has also helped us to stop some particular initiatives through direct interaction with the customer base via questionnaires or by a test proving negative quicker than rolling out a permanent feature.

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• 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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