Microsoft 365 Copilot vs. Sage CRM

I highly recommend its usage in Teams meetings to prepare a session transcript, meeting minutes,
next steps and recognize speech by person. Also within the meeting recording, there is separation between the people talking at the time. The Copilot image creation is very accurate and useful to
customize my PowerPoint presentations and other documents

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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

• Good analysis of the ticket system at the service desk, so that this can be anticipated properly
• For the management of IT environments, quick examples of scripting for desired solutions
• For consultants and managers, they co-pilot a technical report into language understandable to a non-technical client, including a visual summary.

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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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• The quality of image generation in Microsoft Copilot could be improved. Compared to other AI platforms, Copilot's images often fall short in quality and frequently contain typos.
• When generating agents and chatbots, Microsoft Copilot currently doesn't appear to support file download functionality.
• The email reply function is useful, but the responses can sometimes be overly elaborate. It would be helpful to have more options for adjusting the tone.

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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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Absolutely!!! I have a high regard for the product and will use it for years to come.

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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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I give this rating because of the utilization I do with the product and the level security it provides which is very good. In our organization it is best suited as we have all other Microsoft tools with us. The offering made by Microsoft is great, I gave 9 out of 10 as sometimes it hallucinates as well.

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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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We needed a tool where secure data was not submitted to servers to process as we have some health care related data to keep private. We also needed to be able to test this tool without committing first to see if it is a fit and Microsoft provided this easily to us.

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 is too early to tell at the moment but I can see it as a positive moving forward
• The amount of time saved in creating content will be a huge asset for faculty
• The same holds true for students as they to will be able to safe a lot of time

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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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Independently Invited by TrustRadius

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