What users are saying about
3 Ratings
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Score 9 out of 100
64 Ratings
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Score 8.5 out of 100

Likelihood to Recommend

RO Reference Enablement

BL is great is you're going from a manual process to something more sophisticated. I'm not sure what the competitive landscape looks like with regards to Reference Software nowadays, but when we were evaluating a few years ago, BL was ahead of all other vendors in terms of functionality and integrations with SFDC
Katie Meeker | TrustRadius Reviewer

Sage CRM

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

RO Reference Enablement
Sage CRM
10.0
Customer data management / contact management
RO Reference Enablement
Sage CRM
10.0
Workflow management
RO Reference Enablement
Sage CRM
10.0
Territory management
RO Reference Enablement
Sage CRM
10.0
Opportunity management
RO Reference Enablement
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
RO Reference Enablement
Sage CRM
10.0
Contract management
RO Reference Enablement
Sage CRM
10.0
Quote & order management
RO Reference Enablement
Sage CRM
10.0
Interaction tracking
RO Reference Enablement
Sage CRM
10.0
Channel / partner relationship management
RO Reference Enablement
Sage CRM
10.0

Customer Service & Support

RO Reference Enablement
Sage CRM
10.0
Case management
RO Reference Enablement
Sage CRM
10.0
Call center management
RO Reference Enablement
Sage CRM
10.0
Help desk management
RO Reference Enablement
Sage CRM
10.0

Marketing Automation

RO Reference Enablement
Sage CRM
10.0
Lead management
RO Reference Enablement
Sage CRM
10.0
Email marketing
RO Reference Enablement
Sage CRM
10.0

CRM Project Management

RO Reference Enablement
Sage CRM
10.0
Task management
RO Reference Enablement
Sage CRM
10.0
Billing and invoicing management
RO Reference Enablement
Sage CRM
10.0
Reporting
RO Reference Enablement
Sage CRM
10.0

CRM Reporting & Analytics

RO Reference Enablement
Sage CRM
10.0
Forecasting
RO Reference Enablement
Sage CRM
10.0
Pipeline visualization
RO Reference Enablement
Sage CRM
10.0
Customizable reports
RO Reference Enablement
Sage CRM
10.0

Customization

RO Reference Enablement
Sage CRM
9.5
Custom fields
RO Reference Enablement
Sage CRM
10.0
Custom objects
RO Reference Enablement
Sage CRM
9.0
Scripting environment
RO Reference Enablement
Sage CRM
9.0
API for custom integration
RO Reference Enablement
Sage CRM
10.0

Security

RO Reference Enablement
Sage CRM
10.0
Single sign-on capability
RO Reference Enablement
Sage CRM
10.0
Role-based user permissions
RO Reference Enablement
Sage CRM
10.0

Social CRM

RO Reference Enablement
Sage CRM
9.5
Social data
RO Reference Enablement
Sage CRM
9.0
Social engagement
RO Reference Enablement
Sage CRM
10.0

Integrations with 3rd-party Software

RO Reference Enablement
Sage CRM
10.0
Marketing automation
RO Reference Enablement
Sage CRM
10.0
Compensation management
RO Reference Enablement
Sage CRM
10.0

Platform

RO Reference Enablement
Sage CRM
9.0
Mobile access
RO Reference Enablement
Sage CRM
9.0

Pros

RO Reference Enablement

  • The system provides more visibility into available references and prevents references from being over-used. It allows the client (reference) to choose how often they can be contacted in a given time period and provides a closed-loop feedback mechanism to make sure the client is providing positive responses.
  • Allows account executives (sales people) to easily request references based on: product Used, customer vertical, location, account size, expertise, etc.
  • Uses a “Five Star” method to show how relevant the answers are when a results are returned from a search.
Anonymous | TrustRadius Reviewer

Sage CRM

  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins | TrustRadius Reviewer

Cons

RO Reference Enablement

  • It could be cool if there was some automated built in surveys that could be used and attached to the reference. For example very short quick survey to the potential customer about how they felt about the reference, a short one to the sale rep involved to show if it was a good fit to bring the reference and potential customer together. Then show those collective results on the reference record and when searching for a reference.
  • I would like a better way to build and track points for those at the contact level of a reference and a the account level.
Tom Thomas | TrustRadius Reviewer

Sage CRM

  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Danny Estrada | TrustRadius Reviewer

Likelihood to Renew

RO Reference Enablement

RO Reference Enablement 10.0
Based on 2 answers
Boulder Logic is just so easy and is in Salesforce
Tom Thomas | TrustRadius Reviewer

Sage CRM

Sage CRM 5.1
Based on 11 answers
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.
Anonymous | TrustRadius Reviewer

Usability

RO Reference Enablement

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 10.0
Based on 4 answers
Helped us improve on our sales and build up client base while still maintaining their contact databases.The system is relatively cheap compared to deliverables and it's easier to understand and use.Managers no longer need to sit down with staff since it's easier to track from the system on specific key parameters that guide us towards realizing better returns.
Brittany Powells | TrustRadius Reviewer

Reliability and Availability

RO Reference Enablement

RO Reference Enablement 9.0
Based on 1 answer
No known issues
Anonymous | TrustRadius Reviewer

Sage CRM

No score
No answers yet
No answers on this topic

Performance

RO Reference Enablement

RO Reference Enablement 9.0
Based on 1 answer
No known issues
Anonymous | TrustRadius Reviewer

Sage CRM

Sage CRM 8.2
Based on 1 answer
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
Kari-Ann B. Ryan | TrustRadius Reviewer

Support Rating

RO Reference Enablement

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 10.0
Based on 1 answer
For the many times I encountered challenges, my emails were always responded to on time and the supporting staff would go a step further to find out if my issues had been well resolved.
Brittany Powells | TrustRadius Reviewer

In-Person Training

RO Reference Enablement

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Anonymous | TrustRadius Reviewer

Implementation Rating

RO Reference Enablement

No score
No answers yet
The process of asking each reference how often they’d be willing to be contacted was the biggest task.
We made assumptions for current clients, and ask each new client once they become a customer.
Along with which specific skill-set they’d be willing to be a reference
Anonymous | TrustRadius Reviewer

Sage CRM

Sage CRM 8.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Alternatives Considered

RO Reference Enablement

While I was one of the decision makers in this process, I didn't sit on the demos for the other providers (I was brought in further in the sales process). My understanding from my team was that BL was much more configurable and support more robust integrations that the competitors
Katie Meeker | TrustRadius Reviewer

Sage CRM

I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
Luis Brea | TrustRadius Reviewer

Return on Investment

RO Reference Enablement

  • Increase time to fill: All references are filled within 2.5 days or less. For a program that isn't managed by one person, full time, we look at this stat as a win for our organization. BL def. helped us in cutting down the time it takes to find a reference.
  • Increased employee efficiency: The customer marketing team still owns the day to day administration (approvals) of the system, but we've drastically cut down their effort. We no longer need to search for the reference (the sales reps now do this themselves) - and the triggers to the account managers have been a huge help in cutting down the time to approve.
  • Greater visibility: BL has allowed us to capture denial reasons - which means we know why a references is being denied - which means we can hide them from coming up in future search results.
Katie Meeker | TrustRadius Reviewer

Sage CRM

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Glen Mund | TrustRadius Reviewer

Pricing Details

RO Reference Enablement

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

RO Reference Enablement Editions & Modules

Additional Pricing Details

Sage CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Sage CRM Editions & Modules

On-premise Edition
Sage CRM (on premise)1
  1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)$451
  1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.

Rating Summary

Likelihood to Recommend

RO Reference Enablement
9.0
Sage CRM
10.0

Likelihood to Renew

RO Reference Enablement
10.0
Sage CRM
5.1

Usability

RO Reference Enablement
Sage CRM
10.0

Reliability and Availability

RO Reference Enablement
9.0
Sage CRM

Performance

RO Reference Enablement
9.0
Sage CRM
8.2

Support Rating

RO Reference Enablement
Sage CRM
10.0

In-Person Training

RO Reference Enablement
Sage CRM
7.0

Implementation Rating

RO Reference Enablement
Sage CRM
8.0

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