What users are saying about
53 Ratings
Top Rated
78 Ratings
53 Ratings
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Score 8.3 out of 100
Top Rated
78 Ratings
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Score 7.9 out of 100

Likelihood to Recommend

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

Salesforce CPQ

It is actually well suited in most sales scenarios, perfect for the one I am operating under, which is a budding and upcoming eCommerce platform like industry buying where new SKU's across various categories and subcategories and various pricing and discounts keep on being added to the system and quoting and finding details becomes a difficult task, there in Salesforce CPQ becomes a game-changer.
Prashant Choudhary | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Sage CRM
10.0
Salesforce CPQ
Lead management
Sage CRM
10.0
Salesforce CPQ
Email marketing
Sage CRM
10.0
Salesforce CPQ

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

Sage CRM
10.0
Salesforce CPQ
Social data
Sage CRM
10.0
Salesforce CPQ
Social engagement
Sage CRM
10.0
Salesforce CPQ

Integrations with 3rd-party Software

Sage CRM
10.0
Salesforce CPQ
Marketing automation
Sage CRM
10.0
Salesforce CPQ
Compensation management
Sage CRM
10.0
Salesforce CPQ

Platform

Sage CRM
10.0
Salesforce CPQ
Mobile access
Sage CRM
10.0
Salesforce CPQ

CPQ

Sage CRM
Salesforce CPQ
7.9
Quote sharing/sending
Sage CRM
Salesforce CPQ
8.3
Product configuration
Sage CRM
Salesforce CPQ
7.6
Configuration options
Sage CRM
Salesforce CPQ
8.0
Pricing rules
Sage CRM
Salesforce CPQ
7.5
Price adjustment
Sage CRM
Salesforce CPQ
7.3
Purchase history and open contracts
Sage CRM
Salesforce CPQ
8.1
Guided selling/Sales portal
Sage CRM
Salesforce CPQ
7.9
CPQ reporting & analytics
Sage CRM
Salesforce CPQ
7.9
CPQ-CRM integration
Sage CRM
Salesforce CPQ
8.4
Attachments to quotes
Sage CRM
Salesforce CPQ
8.2
Order capturing
Sage CRM
Salesforce CPQ
7.9

Pros

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

Salesforce CPQ

  • Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.
  • Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate.
  • Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval.
Danielle DesBiens | TrustRadius Reviewer

Cons

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

Salesforce CPQ

  • More complex product and configuration rules seem overly complex. If any math is required in a rule, even simple quantity rules can very complicated.
  • Quote templates while easy to customize are very simple in their layout. We'd like to be able to have more dynamic and visually appealing quote templates.
  • Guided selling is lacking in very basic ways. You can't create questions with dependencies for "if this, then that" or an intuitive questionnaire or guided selling wizard.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

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

Salesforce CPQ

Salesforce CPQ 9.1
Based on 1 answer
The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future
Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

Usability

Sage CRM

Sage CRM 8.3
Based on 3 answers
I think it is intuitive, easy to customize and easy to learn
Kari-Ann B. Ryan | TrustRadius Reviewer

Salesforce CPQ

Salesforce CPQ 8.6
Based on 3 answers
After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate
Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

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 | TrustRadius Reviewer

Salesforce CPQ

Salesforce CPQ 8.2
Based on 1 answer
No answer on this topic is available.

Support Rating

Sage CRM

No score
No answers yet
No answers on this topic

Salesforce CPQ

Salesforce CPQ 7.7
Based on 13 answers
We feel the implementation went rather smooth as we were already up to speed on Salesforce.com, and it shortened the time to launch, in my opinion. Since we went with an out-of-the-box version, there was less customizing needed to make with work in our environment and software that the salesmen use.
Richard Peterson | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Salesforce CPQ

No score
No answers yet
No answers on this topic

Implementation Rating

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

Salesforce CPQ

No score
No answers yet
No answers on this topic

Alternatives Considered

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

Salesforce CPQ

It is a strong offering if your a Salesforce customer. We previously used Panda Doc and the integration with Saleforce was just not robust enough as we've expanded. Panda Doc allowed for much more customization and control of templates. However, the pricing rules, discounting logic, and guided selling were all much more important to our overall process as we've grown.
Anonymous | TrustRadius Reviewer

Return on Investment

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

Salesforce CPQ

  • The use of Steelbrick has created significant positive productivity for Mitsubish Electric sales. An online price book and quote input function, along with the ability to clone a quote to efficiently start a new quote has improved sales process and inventory planning. This elevated our sales teams from monthly spreadsheet submissions to real time opportunity and inventory planning.
  • Use of SteelBrick also improved customer service. When a customer places an order today, the sales order processing team has ready access to approved proposals and pricing, instead of looking for the appropriate spreadsheet file containing a customer proposal.
Chris Osment | TrustRadius Reviewer

Screenshots

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.

Salesforce CPQ

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Salesforce CPQ Editions & Modules

Edition
Basic$301
Professional$501
Enterprise$751
  1. Per User per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Sage CRM
9.0
Salesforce CPQ
8.1

Likelihood to Renew

Sage CRM
5.1
Salesforce CPQ
9.1

Usability

Sage CRM
8.3
Salesforce CPQ
8.6

Reliability and Availability

Sage CRM
Salesforce CPQ
9.1

Performance

Sage CRM
8.2
Salesforce CPQ
8.2

Support Rating

Sage CRM
Salesforce CPQ
7.7

In-Person Training

Sage CRM
7.0
Salesforce CPQ

Implementation Rating

Sage CRM
8.0
Salesforce CPQ

Scalability

Sage CRM
Salesforce CPQ
8.2

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