What users are saying about
51 Ratings
51 Ratings
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Score 7.6 out of 101

Likelihood to Recommend

Sage CRM

I was not part of the building process but have been with other systems. I think you need to think about who is going to be using this system, how they will be using this system, and what the end user and the people buying the system are expecting to get out of it. I feel if there is a clear, defined, documented process, it would serve the purchaser well to be sure this system can do exactly what they want it to do, can be altered if needed, the costs associated with that process, timelines, and compatibility with other systems. It's also a great system for pulling reports for various things.
No photo available

Feature Rating Comparison

Sales Force Automation

Sage CRM
9.5
Customer data management / contact management
Sage CRM
10.0
Workflow management
Sage CRM
10.0
Territory management
Sage CRM
10.0
Opportunity management
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Sage CRM
10.0
Contract management
Sage CRM
5.6
Quote & order management
Sage CRM
10.0
Interaction tracking
Sage CRM
10.0
Channel / partner relationship management
Sage CRM
10.0

Customer Service & Support

Sage CRM
10.0
Case management
Sage CRM
10.0
Call center management
Sage CRM
10.0
Help desk management
Sage CRM
10.0

Marketing Automation

Sage CRM
10.0
Lead management
Sage CRM
10.0
Email marketing
Sage CRM
10.0

CRM Project Management

Sage CRM
10.0
Task management
Sage CRM
10.0
Billing and invoicing management
Sage CRM
10.0
Reporting
Sage CRM
10.0

CRM Reporting & Analytics

Sage CRM
10.0
Forecasting
Sage CRM
10.0
Pipeline visualization
Sage CRM
10.0
Customizable reports
Sage CRM
10.0

Customization

Sage CRM
10.0
Custom fields
Sage CRM
10.0
Custom objects
Sage CRM
10.0
Scripting environment
Sage CRM
10.0
API for custom integration
Sage CRM
10.0

Security

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

Social CRM

Sage CRM
10.0
Social data
Sage CRM
10.0
Social engagement
Sage CRM
10.0

Integrations with 3rd-party Software

Sage CRM
10.0
Marketing automation
Sage CRM
10.0
Compensation management
Sage CRM
10.0

Platform

Sage CRM
10.0
Mobile access
Sage CRM
10.0

Pros

Sage CRM

  • Sage CRM offers a full set of features such as case management, marketing campaigns, sales process workflows, plus more for an organization to access and utilize while working with their clients. These are not always "included" in all the competitive products out there as they are in Sage CRM. These features can be game changers in working with leads, prospects or clients in taking customer service to the next level.
  • There are multiple ways to sift through and gather groupings of companies or people within the Sage CRM database. You can use the Find function (search), Reports and Groups. Not only does this put the groupings in one place but it then allows you to do multiple things with them. You can group email, analyze, export, review, assign tasks, and so much more. Not only are these capabilities easy to use and execute but they are also trackable and reportable.
  • For the on-premise version of Sage CRM there is the capability to integrate with many of the Sage ERP products. When these two solutions work together there is a seamless two way integration. This saves companies a lot of money and time. Money is saved on user licenses as you can differentiate certain users to just be in the CRM side versus the ERP side or both. Time is saved as Sales and other non ERP users will have real time information on their clients information, order history, account information, and capabilities to create quotes and place orders.
Kari-Ann B. Ryan profile photo

Cons

Sage CRM

  • Sage CRM, just like any software product, is reliant on outside factors. Sometimes all the pieces do not work together in ways they are supposed to due to versions, updates or other. For example. Outlook integration with Sage CRM is a great feature of the product but not always reliable. Sometimes it completely shuts down and needs to be reinstalled. Sometimes the capabilities are limited based on the versions you are trying to sync. I wish the integration was more consistent.
Kari-Ann B. Ryan profile photo

Likelihood to Renew

Sage CRM

Sage CRM 5.1
Based on 11 answers
I see so many great advancements and changes in the the product in the last year. The decision Sage made to sell off their other CRM products was a BIG WIN for Sage CRM as all the development resources are pooled into one great product.
Kari-Ann B. Ryan profile photo

Usability

Sage CRM

Sage CRM 8.3
Based on 3 answers
It does its job. Missing a few things here and there that can be remedied with outside add-ons
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Performance

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 profile photo

In-Person Training

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.
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Implementation

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.
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Alternatives Considered

Sage CRM

Microsoft CRM has much better integration with MS Office (as expected). Salesforce has much better remote access and mobile device access.
No photo available

Return on Investment

Sage CRM

  • Much better deal tracking
  • Great historical record of emails and touches.
No photo available

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.

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