Monetate vs. Sage CRM

Monetate is a fully functional space to generate multiple marketing campaigns for your company on the web, many of the functions found in this program are a contribution to manage your content correctly and give it the space you are looking for, we We recommend it one hundred percent. We feel very comfortable with everything we have been able to achieve thanks to this program.

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

• Audience segmentation is relatively painless. They provide a robust way to granularly target visitors by device type, location, weather, demographics, etc.
• Our CSM has been very engaged and detailed in supporting our partnership. She provides very prompt responses and clearly works hard to push the Kibo team when possible.
• The User Interface to develop new actions is not terrible.
• Supports Single Sign On, which is the preferred method of managing users at my organization.

Incentivized

• 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

• We'd like to be able to use the Monetate resources to help us set up tests that require web dev (to get it out of our backlog), but they also have wait times similar to our internal ones. I realize resources are hard to come by, but this is an area we'd love to be able to utilize more if the turnaround were quicker.
• IE is always a problem. I know it's not Monetate-specific though, and many tools struggle with IE.
• We have a large percentage of our users who use IE, and I'd like to provide more experiences in IE without and additional hassle.

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 had never worked within a company that had a tool like this. It made my life as a designer and a creative manager much easier with it's easy to use interface and limitless possibilities in terms of creative. I would highly recommend taking Monetate for a test drive, you will not be disappointed.

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

Part of what I love about Monetate is how intuitive the tool is. Very very easy to use - based on the basics - Who/What/When/Where concept. Anyone can jump right in and start using the tool. And very easy to copy campaigns and tweak to continue to build experiences. We recently added Monetate on mobile and similar experience - easy to jump back and forth between platforms. Also love the analytics dashboard...easily quantifiable and easy to get tidbits that are digestible for others not as familiar with tool.

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

Monetate support team meets with use weekly, answers emails daily and promptly. They are proactive about getting answers for us when we need it and offering suggestions based on observations they have or learnings they want to share from other partners. Monetate's support is top notch.

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.

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Monetate installs easily and sets up personalization with just a few clicks. We never used the recommendation engine but the multivariant testing was great.

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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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At the time of selection, it was the best tool to fit our business needs. The day-to-day users were able to create some experiences on their own and did not require much oversight. We also had developer support built into our contract along with internal developer support so most experiences were achievable. We believed it was as good and in some ways better than the other comparable tools on the market.

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.

• We are really starting to understand our audience and what they prefer on our website. One example is on our product display pages, we learned that our visitors convert about 35% more when content is laid out in one fashion versus another. Another example is our promotional banners perform better when it takes up the width of the page versus the margins pulled in more.
• At first, Monetate was a negative ROI - we were paying for a service we weren't getting, and not understanding the full power of the program. With the new optimization firm however, we are now really able to churn out more tests, have a clean and direct test plan, and finally seeing tangible results.
• As an aside, Monetate has helped us just save time and money on creating our promotional banners now so we don't have to get with our development team each time we want to put one up. Even without running a test, it has let us add content to our site when we need to (as we already have the experiments set up as we need it to and we can quickly duplicate it) without our developers getting in there to make those short-lived changes.

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