Paperflite vs. Sage CRM vs. Scratchpad

The sales team uses constantly all the sharing features. We share Collections and share individual assets as well to our distributors. They consume our catalogs, price guides, delivery timeline schedules, and much more. For every content, I know the granular level of consumption that is occurring. I no longer have to make any guesses based on content. I am able to schedule follow-ups based on real time content.

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

I have over 250 accounts in my name, and it can be difficult to prioritize and find notes on past conversations my colleagues may have had. Scratchpad makes it super easy to reference past notes and add new ones to organize my book of business and make the best use of my time.

Incentivized

• Paperflite simplifies storing content in a single repository, giving content structure within an organization. By creating streams you are able to segregate content based on the content structure your organization has planned out.
• Oftentimes the content created by marketing is not used by sales for lack of discoverability/finding of content. With Paperflite every asset is easily discoverable by a simple search feature. Paperflite does an in-content search as well, giving in-depth results and ensuring no asset is left unseen

• Sage CRM is very intuitive and easy to use. The benefit to organizations using this system is that users will find executing daily tasks seamless and accessing historical information easily while selling or servicing customers and prospects.
• The dashboards and reporting are extensive at both a global and a client level. In addition, these reports and dashboards are available through any interface (smartphone, tablet, browser). This makes accessing real time information in a meaningful way available to users easy through any device wherever the user is located.
• Escalations and workflow are also very powerful. Sage CRM uniquely provides the ability for users to execute workflow from within the context of the dashboards. What this means is that every day tasks can be executed quickly without lots of time searching through client records.

Incentivized

• Scratchpad notes are super easy to use and link to Salesforce Opportunities.
• Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
• Easy to use Task manager that helps you stay on track through the day.
• Extremely easy to use and their CS team is always willing to provide training and help.

Incentivized

• Nothing to mention, at this point but sometimes it takes a little more time to add assets to a collection. Not too sure if it's the internet connection or just a glitch on the website.
• What problems are you solving with the product? What benefits have you realized? The analytics feature has helped me understand how my content is performing and make changes to it accordingly. The ability to create a personalized content experience for each of my prospects makes it even more better.

• 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

• When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
• When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
• It'd be nice if comments would go as a task rather than a buzz.

Incentivized

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

I find it very easy to understand and use

Incentivized

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

Great functionality and a great intuitive tool

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

Have been very prompt in their responses. They know the product extremely well to respond precisely to the posted queries. Not just that, they are extremely proactive in providing quality suggestions and teach ways to improve the overall user experience when using the product. You give them your problem statement, and they'll come up with innovative ways to address it.

Incentivized

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.

Incentivized

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.

Incentivized

With Paperflite, the analytics provided are much more insightful compared to DocSend. Paperflite's content intelligence helps understand how content is performing with each prospect. Easy accessibility with Paperflite, cause we can use it on a phone or IPAD and not just from desktop

Sage is an awesome CRM and has several functionalities that several small business can take advantage of however for a small start up business that is trying to get its legs, Hubspot has affordable pricing and complete customization of the backend, meaning that you can create the perfect CRM for your own unique business

Incentivized

Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.

Incentivized

• Paperflite's user experience is great and with its key features, it becomes an essential tool for teams
• Content Management: Have all our collaterals under one place for teams to discover easily
• Content Experience: The ability to create personalized experiences for prospects has helped increase engagement.
• Content Analytics : We've been able to understand the ROI our content brings.

• 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

• I'm using the free version and unfortunately our organization as a whole doesn't use it because we now use Gong. My manager has complimented me many times as always having an updated pipe compared to my other team members. It helps me be on top of it.

Incentivized