Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering.
The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.
Landing pages. Say, a webinar optin page. Or a lead magnet optin page. People can be persuaded to believe that others like the lead magnet and don't want to be left behind and also they can trust others opinions. So, having a widget on these pages that shows, "XYZ just signed up" can help with getting more sign ups. A widget that shows the amount of people that are looking at a certain page is also beneficial. The best thing to do, is to test at all times. See if the conversion rate is increased or if it drops. And test variations of the widget one at a time. Sometimes, it helps, but in some cases, one can see little difference. So the key is to test. We used it on a front page and we optimized it for speed. We saw that we had several things that slowed our site down. So we decided to take away some of the items. This included our widget from Provely. It does not take a lot of resources, but we were super savvy and wanted the optimal speed. We might revert back into adding it again, but for now, we stripped the page for all extra baggage so we were certain that we had the correct overview on the speed that was needed. The widgets can be less appropriate also, if one wants full attention to the copy on a page. This is also a savvy choice. So the key is to TEST, again... To determine if it helps or halts conversions. This example we are seeing on direct response sales pages in the make money online nice. They rarely use this. Some do. So again, testing will determine the effect. (A savvy user tests, but even those, skip it some times, so it is best to use your own due diligence)
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
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.
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
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.
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
We see the professional look it gives, and the live proof it provides. It helps with conversions, so we want to be sure we have the optimized numbers for our business. It is worth keeping so we earn more leads, and sales by piggybacking on the psychological effect of FOMO and more. We believe it is a must have in our arsenal, at least on selected pages.
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.
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
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.
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
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
We had a question... We asked about a certain feature... One that was not present. So, what happened is that they responded quickly, but also, they developed the feature FOR US, which is unprecedented in many ways. It is not the norm, so we were taken great care of. The support was more than helpful and we would recommend them any day of the week.
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
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
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
The only thing to note, if you're afraid of tech, get the developer to install the code. You can do the design, but maybe get someone to install the code, again, it is done in minutes. Maybe 5. The other thing to note, keep an eye on your stats and analytics. You install this for a reason, to help with conversions. The only way to know for sure if it is right for your page(s) is to track it. If it does not aid your % it is of no use. Not EVERY page will be a candidate at all times. BUT, most are. So my advice is to go for it, get it set up. Track your before and after. If you an uplift in your % then keep it. If there is no visible change, maybe you're not tracking the right metrics over the right amount of time, so check if you can track deeper. If you have tracked really well, and not seeing an uplift, maybe change the wording, the widget, or the placement of it. And keep tracking. If there is no change short-term or long-term, then I would reflect on the usage. It is made to uplift conversions and it does so. But it is your job to place it where it matters, like on a lead magnet page, where others can see that they are not alone in both wanting and/or taking action and physically signing up to a lead magnet. So, again, my advice, get it set up. You will most likely do the job right on the first go, and from there, enjoy, and keep tracking
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.
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
We have tested 3 other products in the past, all failed to have the complete solution we were looking for. Provely is here to stay and has added lots of features. 1 of the other tools we tested are low on features. 1 of the tools we tested had a short run and updates stopped and the project was abandoned. 1 of them never worked properly.
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.
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
