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

Salesforce Mobile

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80 Ratings
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Score 8.7 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 Mobile

Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop.However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole
Nicolas Rama | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

Sage CRM
9.5
Salesforce Mobile
Custom fields
Sage CRM
10.0
Salesforce Mobile
Custom objects
Sage CRM
9.0
Salesforce Mobile
Scripting environment
Sage CRM
9.0
Salesforce Mobile
API for custom integration
Sage CRM
10.0
Salesforce Mobile

Security

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

Social CRM

Sage CRM
9.5
Salesforce Mobile
Social data
Sage CRM
9.0
Salesforce Mobile
Social engagement
Sage CRM
10.0
Salesforce Mobile

Integrations with 3rd-party Software

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

Platform

Sage CRM
9.0
Salesforce Mobile
Mobile access
Sage CRM
9.0
Salesforce Mobile

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 Mobile

  • The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe.
  • The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information.
  • The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks.
Anonymous | 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 Mobile

  • Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for.
  • This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation.
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 Mobile

Salesforce Mobile 10.0
Based on 1 answer
We have to have it !! We love the product and most of us use it everyday - many times daily !!
Rob Thomason  ☁ | TrustRadius Reviewer

Usability

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

Salesforce Mobile

Salesforce Mobile 9.6
Based on 2 answers
Salesforce Mobile is very useful to our organization. This makes the job of an agent more convenient. We can easily access it on our mobile phones. When you need an update for a certain lead, you can simply check it using your phone, you don't need to spend more time opening it on your computer or laptop.
Anonymous | 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 Mobile

No score
No answers yet
No answers on this topic

Support Rating

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

Salesforce Mobile

Salesforce Mobile 8.9
Based on 3 answers
I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.
Ben Caplan | 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 Mobile

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 Mobile

Salesforce Mobile 10.0
Based on 1 answer
It went great - need more discovery next time
Rob Thomason  ☁ | TrustRadius Reviewer

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 Mobile

I have used HubSpot and Copper CRM at previous companies but both of them are fundamental CRMs. Salesforce can truly be implemented to meet your unique business attributes and can scale as your company grows. It's no wonder it's the #1 CRM in the world. Plus with 100s of integrations to other apps, Salesforce can achieve a lot more than just managing sales.
Erik Viager | 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 Mobile

  • Reduces the amount of times i need to get in the computer during weekends (to check stuff)
  • Reduces the heaviness of my bag when im doing field sales
  • no negatives, if it had i would just do it in the computer
crecente pucci | TrustRadius Reviewer

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 Mobile

General

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

Salesforce Mobile Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Sage CRM
10.0
Salesforce Mobile
8.7

Likelihood to Renew

Sage CRM
5.1
Salesforce Mobile
10.0

Usability

Sage CRM
10.0
Salesforce Mobile
9.6

Performance

Sage CRM
8.2
Salesforce Mobile

Support Rating

Sage CRM
10.0
Salesforce Mobile
8.9

In-Person Training

Sage CRM
7.0
Salesforce Mobile

Implementation Rating

Sage CRM
8.0
Salesforce Mobile
10.0

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