Guru vs. Sage CRM

I think Guru is well-suited to organizations with subject matter experts committed to maintaining documentation. Guru cannot be managed by a single admin. It's essential that the SMEs are on board and are expected to participate in Guru as part of their role responsibilities. I'm not sure how well Guru would work for larger organizations with more information to house. I've only ever used Guru in SMBs with about 250 employees. It works well for that size.

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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

• Easy to learn. Anyone can make cards and use the AI to make them professional.
• Answer questions about my business, essentially a wiki for everything we do.
• The research mode is amazing. Full reports on various types of information including some rather complex topics. Complete with citations of where the information came from.
• Admins can manage a hierarchy to keep information secure and available to the correct people.

• 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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• Lack of in-app advanced/granular usage and validation analytics.
• Unreliability of Google Chrome extension.
• Left navigation is not intuitive nor descriptive--I hunt and peck.
• The search field is limited to keywords, so I sometimes have to "trick" it by including extra words in the title of a card.

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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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I rated Guru a 9 out of 10 for renewal likelihood because it has significantly enhanced our processes and customer satisfaction in the automotive rental company. Guru’s user-friendly interface and organized knowledge base make it easy to access and update essential information, which is crucial for maintaining high operational standards. The tool’s integration with other platforms, like the Guru Chrome extension, streamlines our workflow, increasing efficiency and productivity. One of the standout features is the ability to favorite cards, allowing quick access to frequently used information, which saves time and ensures accuracy in customer interactions. Additionally, Guru’s analytics feature helps us identify which resources need updating, ensuring our knowledge base remains relevant and effective. The only reason it’s not a perfect 10 is occasional slow performance and occasional inaccuracies in search results. However, these minor issues do not overshadow the overall benefits Guru provides. Its consistent updates and reminders further enhance our ability to deliver excellent customer support, making it an indispensable tool for our team.

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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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While using the GURU card, the level of response I get is quality. The rate at which my responses and prompts through the search or chat is fast, responsive, and high-quality. I can easily see when the cards were modified, who modified them, and the new information available on the GURU.

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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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Highly reliable day‑to‑dayGuru is consistently available when I need it. The platform loads quickly, search works reliably, and I rarely experience downtime or slow performance. It’s dependable enough that teams can trust it as a daily source of truth. Minimal unplanned outages or errors. In my experience, unplanned outages or errors are extremely rare. Even during high‑usage periods or heavy workflows, Guru remains stable and responsive.

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Pages load quickly and consistently. Guru’s interface is lightweight, so cards, boards, and search results load fast with very little lag. Even when navigating between collections or opening larger cards, performance stays smooth and reliable. Integrations perform well without slowing systems down. Using Guru through the browser extension or Slack integration doesn’t noticeably impact performance. Cards surface quickly, and interacting with the integrations feels just as smooth as using Guru directly.

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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

The support has been wonderful - probably one of the best things about Guru. We have a Slack channel where we can reach out and interact with our Guru CSM, and she is extremely responsive. Even if the solution isn't always easy, she provides all the necessary steps and options clearly.

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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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I would rate the in-person training for Guru a solid 9 out of 10. The session was incredibly valuable as it provided comprehensive insights into using Guru effectively. I learned a lot about the tool's functionalities, which significantly enhanced my proficiency and confidence in utilizing Guru for my daily tasks. The training was engaging, informative, and tailored well to ensure I could apply what I learned immediately. Overall, it was a highly productive and beneficial learning experience.

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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 online, on-demand training available was very good. I do wish we had done live online training as an org so that everyone had the same opportunity to learn the value and best practices. I completed the online, on-demand trainings personally, then turned around and taught the org, but I wish I had let the Guru experts do the heavy lifting for me!

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You will need a very strong team of guru champions in order to get EVERYONE and EVERYTHING on Guru, it takes some craziness and over talking about guru everywhere to get people to be exicted, contribute and use. If you are starting any kind of buisness and you need KB, just go for guru as fast as you can because when you will grow you will thank yourself.

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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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Compared with the vendors that we initially evaluate the AI functionality of, Guru makes the difference and also the interface capabilities, making it user-friendly, being able to build it up in a professionally way. there are no limitations on the customization of the interface, which supports multiple use cases at once and can apply to different teams that have different needs

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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.

Guru is somewhat expensive compared to what our org is typically willing to spend on software solutions. Additionally, there is a price difference per seat when paid monthly versus annually, which was a big downside for us as my company didn't want to commit to an annual cost.

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Easily deployable across multiple teams and departmentsGuru is designed to scale horizontally across an organization. As teams grow, it’s simple to create new Collections, Boards, and permission sets without disrupting existing structures. This allows each department to manage its own knowledge while still contributing to a unified source of truth

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• Guru allows our team to quickly reference available learning/knowledge materials with our clients on a daily basis and provide better support at every outreach
• With that said, spreading those same resources across two major global teams in the USA and Germany can lead to some inconsistencies. The i-frame process is not very intuitive for this scenario and our team treats policy/procedural differences as separate card or article entities.
• Guru allowed our organization to pioneer and establish a dedicated knowledge team component, of subject matter experts who work in tangent with existing resources, create new ones, and vet collective knowledge.

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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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