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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Sage CRM

    Score8.9 out of 10
    Mid-Size Companies (51-1,000 employees)
    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

    Sisense for Cloud Data Teams

    Score5 out of 10
    N/ASisense for Cloud Data Teams (formerly Periscope Data) is a data visualization tool that allows users to connect to their SQL databases to create sharable, interactive dashboards. In addition to SQL, its analytics integrate with R and Python, allowing users to prep datasets, perform analysis, and create their own visualizations. Sisense acquired Periscope Data in mid-2019.N/A
    Pricing
    Sage CRMSisense for Cloud Data Teams
    Editions & Modules
    Sage CRM (cloud)
    $45
    Per User per Month
    Sage CRM (on premise)
    $0
    Lifetime License per Seat
    No answers on this topic
    Offerings
    Pricing Offerings
    Sage CRMSisense for Cloud Data Teams
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsTiered pricing is available for multiple users.—
    More Pricing Information
    Community Pulse
    Sage CRMSisense for Cloud Data Teams
    Considered Both Products
    Sage
    No answer on this topic
    Sisense Ltd
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    8 Answers
    No answers on this topic
    Delivers good value for the price
    86%
    Delivers good value for the price
    6 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    8 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    8 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    8 Answers
    No answers on this topic
    Features
    Sage CRMSisense for Cloud Data Teams
    Sales Force Automation
    Comparison of Sales Force Automation features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    8.8
    17 Ratings
    12% above category average
    Sisense for Cloud Data Teams
    -
    Ratings
    Customer data management / contact management9.017 Ratings00 Ratings
    Workflow management8.616 Ratings00 Ratings
    Territory management8.517 Ratings00 Ratings
    Opportunity management8.917 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.016 Ratings00 Ratings
    Contract management8.614 Ratings00 Ratings
    Quote & order management9.016 Ratings00 Ratings
    Interaction tracking9.216 Ratings00 Ratings
    Channel / partner relationship management8.716 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    8.1
    16 Ratings
    5% above category average
    Sisense for Cloud Data Teams
    -
    Ratings
    Case management8.016 Ratings00 Ratings
    Call center management8.215 Ratings00 Ratings
    Help desk management8.214 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    8.7
    16 Ratings
    12% above category average
    Sisense for Cloud Data Teams
    -
    Ratings
    Lead management8.816 Ratings00 Ratings
    Email marketing8.715 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    9.0
    17 Ratings
    16% above category average
    Sisense for Cloud Data Teams
    -
    Ratings
    Task management9.016 Ratings00 Ratings
    Billing and invoicing management9.015 Ratings00 Ratings
    Reporting9.113 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    Sisense for Cloud Data Teams
    -
    Ratings
    Forecasting8.716 Ratings00 Ratings
    Pipeline visualization8.416 Ratings00 Ratings
    Customizable reports8.717 Ratings00 Ratings
    Customization
    Comparison of Customization features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    8.6
    17 Ratings
    12% above category average
    Sisense for Cloud Data Teams
    -
    Ratings
    Custom fields8.517 Ratings00 Ratings
    Custom objects8.516 Ratings00 Ratings
    Scripting environment9.016 Ratings00 Ratings
    API for custom integration8.314 Ratings00 Ratings
    Security
    Comparison of Security features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    8.7
    17 Ratings
    4% above category average
    Sisense for Cloud Data Teams
    -
    Ratings
    Single sign-on capability8.717 Ratings00 Ratings
    Role-based user permissions8.813 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    9.4
    13 Ratings
    22% above category average
    Sisense for Cloud Data Teams
    -
    Ratings
    Social data9.513 Ratings00 Ratings
    Social engagement9.313 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    9.0
    14 Ratings
    18% above category average
    Sisense for Cloud Data Teams
    -
    Ratings
    Marketing automation9.114 Ratings00 Ratings
    Compensation management8.912 Ratings00 Ratings
    Platform
    Comparison of Platform features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    7.8
    16 Ratings
    2% above category average
    Sisense for Cloud Data Teams
    -
    Ratings
    Mobile access7.816 Ratings00 Ratings
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    -
    Ratings
    Sisense for Cloud Data Teams
    7.0
    19 Ratings
    14% below category average
    Pixel Perfect reports00 Ratings6.010 Ratings
    Customizable dashboards00 Ratings7.019 Ratings
    Report Formatting Templates00 Ratings8.017 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    -
    Ratings
    Sisense for Cloud Data Teams
    4.8
    19 Ratings
    48% below category average
    Drill-down analysis00 Ratings6.015 Ratings
    Formatting capabilities00 Ratings7.018 Ratings
    Integration with R or other statistical packages00 Ratings3.010 Ratings
    Report sharing and collaboration00 Ratings3.019 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    -
    Ratings
    Sisense for Cloud Data Teams
    7.6
    18 Ratings
    7% below category average
    Publish to Web00 Ratings5.012 Ratings
    Publish to PDF00 Ratings10.012 Ratings
    Report Versioning00 Ratings8.012 Ratings
    Report Delivery Scheduling00 Ratings5.015 Ratings
    Delivery to Remote Servers00 Ratings10.06 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Sage CRM and Sisense for Cloud Data Teams
    Feature
    Sage CRM
    -
    Ratings
    Sisense for Cloud Data Teams
    4.8
    19 Ratings
    47% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings7.018 Ratings
    Location Analytics / Geographic Visualization00 Ratings8.017 Ratings
    Predictive Analytics00 Ratings1.011 Ratings
    Pattern Recognition and Data Mining00 Ratings3.01 Ratings
    Best Alternatives
    Sage CRMSisense for Cloud Data Teams
    Small Businesses
    Salesflare
    Score10 out of 10
    Chartio (discontinued)
    Score7.5 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Jet Reports
    Score9.5 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Kibana
    Score8.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Sage CRMSisense for Cloud Data Teams
    Likelihood to Recommend
    8.9
    (28 ratings)
    4.0
    (19 ratings)
    Likelihood to Renew
    5.1
    (11 ratings)
    -
    (0 ratings)
    Usability
    8.9
    (11 ratings)
    8.0
    (4 ratings)
    Performance
    8.2
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    7.9
    (8 ratings)
    6.9
    (2 ratings)
    In-Person Training
    7.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    9.0
    (2 ratings)
    Data Sources
    -
    (0 ratings)
    9.0
    (2 ratings)
    User Testimonials
    Sage CRMSisense for Cloud Data Teams
    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
    Sisense Ltd
    Sisense for Cloud Data Teams is suited so well for our project that works with lots of data and needs some ways to share data internally or externally with our clients. It's very easy to pull out the data from the sense in best and in a suitable format and moreover a huge number of options are available there to represent the data. All features of this Sisense for cloud data teams software can be taken advantage of if you have a team who are well versed in data analytics, data management, and programming.
    Incentivized
    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.
    Incentivized
    Read full review
    Sisense Ltd
    • Rapid deployment of polished T-SQL-based data visualization charts and dashboards. Periscope supports a variety of database technologies, and allows users to write custom queries to display data.
    • Included caching to reduce server load.
    • Outstanding customer service/support, with expert advice as needed.
    • Constant updates and new features.
    • Built-in SQL formatters take the pain out of manipulating date/time objects.
    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.
    Incentivized
    Read full review
    Sisense Ltd
    • Include more appropriate updates in their monthly newsletter as opposed to the general overview that doesn't always have the most pertinent information at the forefront.
    • There are bugs at times when certain dashboards are down, though not in an overwhelming way.
    • If you do not tag something it shows up in multiple views and may be accessible to people that it should not be, though that is a user error it may make sense to prompt for a tag and security setting.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Sisense Ltd
    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.
    Incentivized
    Read full review
    Sisense Ltd
    If you know SQL or are somewhat data-savvy, you'll feel right at home with Sisense for Cloud Data Teams. However, like most other BI tools, it is a little challenging to use for users that are non-technical. The graphs and charts are very visually appealing, and there's lots of customization and export options.
    Incentivized
    Read full review
    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
    Sisense Ltd
    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
    Incentivized
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    Sisense Ltd
    The user interface is just amazing and it's really very easy to use and navigate, even for a newbie. Mostly it provides us the accurate data.
    Incentivized
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    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.
    Incentivized
    Read full review
    Sisense Ltd
    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.
    Incentivized
    Read full review
    Sisense Ltd
    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
    Sisense Ltd
    Google Analytics works well but it does not have all of the bells and whistles that Periscope Data offers. Google Analytics is best used in a Google environment but if you are using other tools and programs outside of the Google universe, then Periscope Data is a much better option.
    Incentivized
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    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
    Incentivized
    Read full review
    Sisense Ltd
    • Very positive - has allowed us to glean insights quickly and in real time.
    • Definitely helpful for evaluating performance of accounts and employees.
    • Versatile - we even use it with recruiting metrics, our software team uses it to test feature deployment.
    Incentivized
    Read full review
    ScreenShots