What users are saying about
81 Ratings
81 Ratings
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Score 8.6 out of 100
6 Ratings
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Score 9.9 out of 100

Feature Set Ratings

    Sales Force Automation

    8.8

    Sage CRM

    88%

    SalesDirector.ai

    Feature Set Not Supported
    N/A
    Sage CRM ranks higher in 9/9 features

    Customer data management / contact management

    9.0
    90%
    17 Ratings
    N/A
    0 Ratings

    Workflow management

    8.6
    86%
    16 Ratings
    N/A
    0 Ratings

    Territory management

    8.6
    86%
    17 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.9
    89%
    17 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.0
    90%
    16 Ratings
    N/A
    0 Ratings

    Contract management

    8.6
    86%
    14 Ratings
    N/A
    0 Ratings

    Quote & order management

    9.0
    90%
    16 Ratings
    N/A
    0 Ratings

    Interaction tracking

    9.2
    92%
    16 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    8.7
    87%
    16 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.2

    Sage CRM

    82%

    SalesDirector.ai

    Feature Set Not Supported
    N/A
    Sage CRM ranks higher in 3/3 features

    Case management

    8.1
    81%
    16 Ratings
    N/A
    0 Ratings

    Call center management

    8.2
    82%
    15 Ratings
    N/A
    0 Ratings

    Help desk management

    8.3
    83%
    14 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.8

    Sage CRM

    88%

    SalesDirector.ai

    Feature Set Not Supported
    N/A
    Sage CRM ranks higher in 2/2 features

    Lead management

    8.9
    89%
    16 Ratings
    N/A
    0 Ratings

    Email marketing

    8.7
    87%
    15 Ratings
    N/A
    0 Ratings

    CRM Project Management

    9.1

    Sage CRM

    91%

    SalesDirector.ai

    Feature Set Not Supported
    N/A
    Sage CRM ranks higher in 3/3 features

    Task management

    9.0
    90%
    16 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    9.0
    90%
    15 Ratings
    N/A
    0 Ratings

    Reporting

    9.2
    92%
    13 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.6

    Sage CRM

    86%

    SalesDirector.ai

    Feature Set Not Supported
    N/A
    Sage CRM ranks higher in 3/3 features

    Forecasting

    8.7
    87%
    16 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    8.4
    84%
    16 Ratings
    N/A
    0 Ratings

    Customizable reports

    8.7
    87%
    17 Ratings
    N/A
    0 Ratings

    Customization

    8.6

    Sage CRM

    86%

    SalesDirector.ai

    Feature Set Not Supported
    N/A
    Sage CRM ranks higher in 4/4 features

    Custom fields

    8.6
    86%
    17 Ratings
    N/A
    0 Ratings

    Custom objects

    8.5
    85%
    16 Ratings
    N/A
    0 Ratings

    Scripting environment

    9.0
    90%
    16 Ratings
    N/A
    0 Ratings

    API for custom integration

    8.3
    83%
    14 Ratings
    N/A
    0 Ratings

    Security

    8.7

    Sage CRM

    87%

    SalesDirector.ai

    Feature Set Not Supported
    N/A
    Sage CRM ranks higher in 2/2 features

    Single sign-on capability

    8.7
    87%
    17 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.7
    87%
    13 Ratings
    N/A
    0 Ratings

    Social CRM

    9.4

    Sage CRM

    94%

    SalesDirector.ai

    Feature Set Not Supported
    N/A
    Sage CRM ranks higher in 2/2 features

    Social data

    9.5
    95%
    13 Ratings
    N/A
    0 Ratings

    Social engagement

    9.3
    93%
    13 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    9.0

    Sage CRM

    90%

    SalesDirector.ai

    Feature Set Not Supported
    N/A
    Sage CRM ranks higher in 2/2 features

    Marketing automation

    9.1
    91%
    14 Ratings
    N/A
    0 Ratings

    Compensation management

    8.9
    89%
    12 Ratings
    N/A
    0 Ratings

    Platform

    7.7

    Sage CRM

    77%

    SalesDirector.ai

    Feature Set Not Supported
    N/A
    Sage CRM ranks higher in 1/1 features

    Mobile access

    7.7
    77%
    16 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Sage CRM is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    8.9

    Sage CRM

    89%
    28 Ratings
    8.2

    SalesDirector.ai

    82%
    4 Ratings

    Likelihood to Renew

    5.1

    Sage CRM

    51%
    11 Ratings

    SalesDirector.ai

    N/A
    0 Ratings

    Usability

    8.9

    Sage CRM

    89%
    11 Ratings

    SalesDirector.ai

    N/A
    0 Ratings

    Performance

    8.2

    Sage CRM

    82%
    2 Ratings

    SalesDirector.ai

    N/A
    0 Ratings

    Support Rating

    7.9

    Sage CRM

    79%
    8 Ratings

    SalesDirector.ai

    N/A
    0 Ratings

    In-Person Training

    7.0

    Sage CRM

    70%
    1 Rating

    SalesDirector.ai

    N/A
    0 Ratings

    Implementation Rating

    8.0

    Sage CRM

    80%
    2 Ratings

    SalesDirector.ai

    N/A
    0 Ratings

    Likelihood to Recommend

    Sage

    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
    Read full review

    SalesDirector.ai, Inc.

    It is well suited for any sales organization that is trying to mature its sales process, and continually improve its execution.
    Read full review

    Pros

    Sage

    • 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.
    Read full review

    SalesDirector.ai, Inc.

    • I can easily see if there is communication occurring between the sales rep and the appropriate contacts at the prospect company. I can quickly see if the communication stream is a mutual back and forth conversation or if it is mostly a one-way stream from the rep to the prospect. If it is mostly a one-way conversation, this tells me something isn't right about this opportunity.
    • The system looks at this communication and using AI, it highlights if it interprets any negative sentiment from the prospect allowing the rep or the sales manager to dig deeper into the opportunity and see if they can discover the reason for this negative response and correct it if possible.
    • The software "learns" from previous successful deals we have closed and uses this information to alert us if a deal has been in a particular sales stage for longer than similar deals. And it learns who is the business decision maker or technical decision maker is for previously closed deals and points it out to the rep that they should make contact with this same position in the target company.
    • The software coaches sales reps on actions that should be taken, based on our sales process, at each stage of the sales cycle. And it does so without feeling like its looking over your shoulder, by recommending the rep send a "confirmation of needs" email once the deal is moved into the 30% stage.
    Read full review

    Cons

    Sage

    • 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.
    Read full review

    SalesDirector.ai, Inc.

    • It doesn't create a new contact if account doesn't exist . It'll be good if it asks you to map it to the right account
    Read full review

    Pricing Details

    Sage CRM

    Starting Price

    $33 per month

    Editions & Modules

    Sage CRM editions and modules pricing
    EditionModules
    Sage CRM (on premise)1
    Sage CRM (cloud)$452

    Footnotes

    1. Lifetime License per Seat
    2. Per User per Month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Tiered pricing is available for multiple users.

    SalesDirector.ai

    Starting Price

    Editions & Modules

    SalesDirector.ai editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Likelihood to Renew

      Sage

      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.
      Read full review

      SalesDirector.ai, Inc.

      No answers on this topic

      Usability

      Sage

      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.
      Read full review

      SalesDirector.ai, Inc.

      No answers on this topic

      Performance

      Sage

      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
      Read full review

      SalesDirector.ai, Inc.

      No answers on this topic

      Support Rating

      Sage

      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
      Read full review

      SalesDirector.ai, Inc.

      No answers on this topic

      In-Person Training

      Sage

      Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
      Read full review

      SalesDirector.ai, Inc.

      No answers on this topic

      Implementation Rating

      Sage

      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.
      Read full review

      SalesDirector.ai, Inc.

      No answers on this topic

      Alternatives Considered

      Sage

      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.
      Read full review

      SalesDirector.ai, Inc.

      SalesDirector is more comprehensive and advanced than the add-ins I've tried.
      Read full review

      Return on Investment

      Sage

      • 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
      Read full review

      SalesDirector.ai, Inc.

      • Identify close-able deals quicker
      • Real-time sales coaching
      • No more "happy ears" dependence
      Read full review

      Add comparison