Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering.
The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.
$33
per month
SharePoint Designer (discontinued)
Score3 out of 10
N/A
Microsoft's SharePoint Designer was a tool for developing SharePoint applications that has been discontinued.
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
SharePoint does not provide, out of the box, a tool to create / update workflows from web. You have to use SharePoint Designer in order to create them. If you need to implement custom workflows for specific business processes, then SharePoint Designer is well suited. SharePoint Designer allows you to create workflows with task approval, email notifications, assign variables and update SharePoint Lists / Documents properties. In our company, we have created specific workflows for : - Purchase order - RH forms validation like annual employee review - Dematerialized existing forms and validation
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
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.
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
2013 Workflows - Loops: You can build loops to work while a value (not) equals something, or N number of times. You can insert Parallel Blocks to do multiple things at once, or to watch for multiple things, and when 1 thing finishes, cancels the others and moves to the next step or stage.
2013 Workflows - Stages: Previously all we had were steps, which worked sequentially. With the Concept of Stages, we can create blocks of steps and based on the data collected during those functions, we can tell the workflow to go to a different Stage in the workflow based on a set of 1, or multiple, Conditionals in a transition area after each Stage. Giving you the power to develop multiple entire processes and skipping to the correct part of the workflow, rather than going through 20 conditionals to find out you needed to do action 31.
2013 Workflows - REST API: the "Call HTTP Web Service" is a very powerful tool, but hard to understand if you have never seen it done, or have a guideline. It works very similar to the requirements in PowerShell to connect and get and post data to SharePoint using the Rest API. You can also use this to manage permissions on List Items, Lists, Sites, and Site Collections. Best part is when developed correctly, it is SUPER FAST!
Intentionally Building Infinite Loops: I have built multiple review process from Managing Certifications to Updating Published Documentation, that monitors when an Item, based on provided approved metadata, when the "Author" needs to review the document within the given amount of time. They will get e-mails with links asking if changes are needed. If not, it is routed to the Approving Executive, and the Workflow Automatically updates the Metadata to push out the review dates to the next date, based on metadata provided on how how often the document should be reviews. By using conditionals in the transition of stages, it basically starts over, and goes into a parallel block to allow the monitoring of multiple values of metadata to move to the next stage. Very Powerful when you want to automate these types of process. It truly is a "Set It and Forget It" process.
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
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.
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
In the newest version of SharePoint Designer, they have gotten rid of the Design view which makes what used to be quick and easy changes much more code-intensive. This makes it harder for non-IT users and is more risker for all SharePoint Designer users.
SharePoint Designer workflows have a lot of functionality, but there are also some crucial limitations, such as not being able to put lookup fields in email subjects or using parenthesis to separate/group logical conditions.
Although this goes along with the Design view, there really isn't a good user interface anymore for adding conditional formatting and styles in views/pages.
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
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.
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
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
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.
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
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
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
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
Support is good from Microsoft. They are quite responsive when we raise a ticket but SP Designer support will be ended by Microsoft in the near future as they have got new techs like PowerApps and Flow to achieve the same functionality SP Designer does and even more than that.
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
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
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.
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
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.
I haven't used anything else like this. I use different products for workflows and forms, but they aren't listed in the listings for this page. Instead of using it for workflows or forms (deprecated 2 years ago), I use Nintex. For everything else, I have what I need in the Modern version of SharePoint online
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
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
For my needs, I have not found SharePoint Designer useful for my day to day maintenance of SharePoint. It is useful for viewing all the objects that make up the SharePoint site.
It is not as intuitive in regard to setting up Workflows. I have yet to use it to set up workflows in SharePoint. Maybe if I needed more complex workflows, it would be beneficial.
I like to use SharePoint Designer for moving around files within SharePoint sites.
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
