Orderwave vs. Sage CRM

If you manage orders of physical goods, Orderwave works just fine! They integrate with many e-comm platforms and are generally well-suited to those who sell products on their site, who want to send automated order receipts and confirmation emails, and for accounting purposes to tally up total sales (including taxes, shipping costs, etc.). The fact that they also integrate with our email platform makes it extra useful so I can really hone in on segmentation and order history. That's pretty invaluable to me, as an email marketer. If you don't sell goods, I can't see it being appropriate

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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

• Order management is clearly important when you run an e-commerce platform. As I can only speak from a marketing perspective (not business intelligence or finance), please know I may be limited in what I know/share. It's seriously a ridiculously useful piece of software. Anyhow. Orderwave allows me to pull in order information into Listrak, our ESP (email service provider). With this information, I can segment on SO many levels such as order total, number of orders, date of last (or all) purchase(s), what was purchased, over what period of time X items were purchased.... the options are limitless.
• Because I do a lot of testing with my emails - testing the whole customer experience from receiving an email to completing an order - I need the ability to review order information (name, address, items purchased, S&H info, tax info, etc. etc.). While our admin manages all the customization of that order receipt, I'm able to quickly make any changes necessary in the back end, like if I'm seeing a pricing discrepancy between what is advertised on our site and what the final order purchase was (usually due to the way we set up a bundle product and not an issue with the platform).
• It's really, really easy to see if we have available inventory of select SKUs that we are about to promote. It also gives me an idea if there is an issue with syncing between SAP and Orderwave, or Orderwave and Magento (our e-comm platform).

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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'm not the biggest fan of their email platform, but it does exactly what it needs to do... I just like drag & drop email builders. In addition, I've found that at times the code editor doesn't expand very large, so I often have to copy & paste into a separate code editor (such as Sublime Text) to edit a few lines of code. While the WYSIWYG editor opens in a new window allowing it to more easily expand, I don't get that with the code editor (at least not in Chrome on Mac).
• Support documentation is still a little difficult to manage, but I have noticed truly significant improvements and am more easily able to find the things I need. Our AM is able to help me when I can't find something, which is a big help. I'm sure in time it will improve more.
• The overall look and feel feels old. Like the email platform, it does exactly what it needs to do and it does it well without issue. But the innards feel like Windows XP in 2018. The walls are sturdy and supportive; it just needs a new coat of paint. :)

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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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I wasn't involved in the purchasing decision of Orderwave, but I am familiar with IBM Order Management (used in the past) and much prefer Orderwave. It's cleaner and the information I need is more direct an apparent. Despite it's 'old' look, it's far more effective and far easier to use. I need easy. My day is spent between 10+ applications and if something isn't easy to use, I just won't use it. Orderwave lets me do my job well

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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 has really helped us with business intelligence and gathering more information on who our customers are, what they have (or haven't) purchased, and how we can more effectively market to them. The BI has also helped our telemarketing side (with the call center) better understand what products are most frequently ordered over the phone vs online.
• Managing stock levels is super easy and allows our marketing team to more effectively merchandise and promote products. Without this, we would just be guessing what we should promote.
• I think one of the biggest ROI pieces has been the customizability of the Order Confirmation email. We have a dynamic tool that our email provider offers that serves up products based on what the customer has ordered, viewed, and abandoned, so we can dynamically populate those products in the Order Confirmation email. Orderwave helped us create a custom variable that we could use with our ESP's dynamic code, and we've seen an increase (~3-4%) in sales from the Confirmation email.

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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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