Sage 300 vs. Vitally

Sage 300cloud is a great option when it comes to cloud accounting/tracking software. In comparison to Sage's other products, Sage 300cloud is the only cloud/web based option with modern UI's and more intuitive interfaces. Additionally, Sage 300cloud offers an entire system of customer integrations that become available dependent on subscription level. Sage 300cloud also offers integrations between other Sage products (AP, CRM, etc) that allows for better automation and efficiency

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• Vitally is suitable for any software company that is looking to measure and report and action the health of their customers.
• While you would get less value from the tool if you do not have a team in place to action the insights it generates, I would still recommend that smaller teams look at implementing health scores and setting up automated responses to bad health.

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• Overall ease of use and intuitive navigation - minimal training has been required to use the system efficiently and effectively
• Customer Inquiry - quickly see outstanding documents and drill down on any item (open or paid) to find the information you need
• Most reports are easy to export into a workable Excel format using the Excel - data only or csv file format.

• Integrations with other sources
• Dashboards easy to build
• Quick research of info

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• Little things, like changing the company name - are more difficult than we would like (We used to be MSDSSAB but legally shortened it to MSDSB).
• A management financial reporting tool with live access - to premade reports - without paying an arm and a leg would be appreciated.
• More training opportunities in local areas - or nearby - would be appreciated...

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• NPS measurement is not particularly customizable

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It is a solid stable product with a large user community and large ISV community. Support and Training are easy to access and obtain and there is larger reseller channel to ensure the firm you work with is honest. It is scalable and there are multiple deployment and payment options.

Sage 300cloud is intuitive and user friendly after some training. It does require implementation and training but once that's done, this software is easy to use and navigate. Support for Sage 300cloud is spot on and offers assistance over the simplest to [the] most complex of tasks. Finding information or learning new tasks within Sage 300cloud is relatively easy and educational.

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Using of this tool I have improved customer satisfaction tracking and reduced churn rates by ensuring tasks are completed within set timeframes. Customer Sentiment analysis is also very important for me as well as the good project tracking and alignment across Product, Engineering, and Sales teams. This leads to more efficient collaboration and project completion.

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Turnover is high in the Sage Support department so sometimes it is difficult to get a rep who knows the issue well. Reps are good and getting assistance when they need it. Sometimes support is more interested in closing issue than actually solving problem. It can be difficult at times to have issues escalated but overall the support is good.

Sage 300 cloud is much more detailed than the other. About the same in being user friendly A better layout Saves time for doing the schedules for Audits Mobile Access Sage 300cloud can manage all different industries

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• Vitally was much easier to both set up and maintain than ChurnZero. The ongoing cost of keeping Churn Zero set up correctly was ultimately too much and caused us to look at other tools.
• Vitally's user interface is much cleaner and easier to understand. While ChurnZero may have more customizations, we ultimately found we were not using large portions of their app.
• Vitally worked out to be much cheaper for our needs.

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• It allows our company to efficiently and effectively maintain and track our job cost.
• Its reliable performance allows us to function continually.
• It also provides our division managers with reports that they can use to determine where we are experiencing problems.

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• Positive Customer Onboarding and Progress Tracking
• Good tracking of customer relationship management
• Customer onboarding, adoption, and satisfaction

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Independently Invited by TrustRadius

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