Likelihood to Recommend
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
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Any person who is interested in understanding the level of engagement from a client needs Showpad. It is a must-have software if you have people within your organization that are customer-facing. If your role is primarily communicating with employees within your own organization, then this software might not be as useful to you. For those in sales, account management, or who needs to know if your recipient has seen your emails/content, this is a useful tool.
Read full review Pros 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 User-Friendly. The ability to easily customize to fit your needs Delivering content easily and quickly, reducing cost for print, and out of date information Reporting. Providing the analytical function to track what content has been utilized or not utilized and become more efficient in the type of information you share Offline Use. The ability to be able to view content offline Read full review Cons 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 Version control is an issue. Would be nice to go back to previous versions of a file. The in-app viewing experience feels a little rigid. Prefer to download the files before viewing. The main landing page is a little more cluttered than I would like. Read full review Likelihood to Renew
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 Usability
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.
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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
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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
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I have not been involved with support from Showpad so I am not entirely sure. However, we have received some emails from our help desk about an outage and it seems like it didn't last very long so I would say that it was pretty effective support to that extent.
Read full review In-Person Training
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 Implementation Rating
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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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.
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The only option our company used was cloud-based file-sharing services (Box, Dropbox, etc) and emails like Outlook or Gmail. Both options make it hard for version control and for ease of navigation. Generally, end-users had an easier time finding content on Showpad.
Read full review Return on Investment 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 We are not limited by what physical catalogs and literature we get - we can send out any piece of literature to a customer. All of our content is centralized in one place. Our marketing department has the ability to view what content is shared the most and viewed the most, so they can focus on those items. Gives our sales reps visibility into what our customers are looking at. Read full review ScreenShots