Equativ vs. Sage CRM

Smart AdServer is great for a marketing department, to track stats and clicks of their audience. It's a great way to engage the client without actually engaging them. We use it all the time to monitor where they're going, what they're interested in, and how engaging our posts are. I would say it's probably not a good idea for a smaller organization, as one social media manager could work it all out

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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

• It is easy to use, with functionality covering mobile, desktop and even tablet. I'm always on the go, so it's nice to be able to access my server from pretty much anywhere.
• It has a wonderful intuitive user interface, every facet of this is designed and thought over, so it's easy to navigate around the program.
• It offers a free trial so there's no real commitment if you just want to try it out, which is nice.

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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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• I would like a more in-depth look at my traffic stats. I can see clicks, where my audience is going, but I'd like maybe some kind of perspective into who my audience is (18-24, adult, etc).
• Constant updates. It's nice that they're always looking to update program, but the update can kinda get in the way of my work sometimes.
• I'd prefer it if were a little cheaper – the free trial is nice, but getting my superiors to sign off on the cost (they're a bit old school) is a bit tough sometimes.

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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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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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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

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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Honestly, you can use either/or. I'm all about AdServer right now because since Adobe has implemented their cloud service, they've gotten more expensive. Smart AdServer is just one cost, and it's cheaper than Adobe Cloud

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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's helped my organization better manage our traffic flow.
• It's reduced the amount of work on our social media manager.
• It's helped my organization get a better perspective on our clientele - where they're going, what they're interested in, it's been a great asset to our business.

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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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